GP Batch Attach Payables Documents

Last up for now is my Batch Attach add-in. We tend to use Integration Manager at work to upload lots of invoices. In this day and age, there has been a push to move everything electronic and stop wasting so much paper. The new document attach feature was great addition over the old OLE notes which made attaching documents much easier and more intuitive. Unfortunately manually attaching 100+ PDF invoices every week is cumbersome.

There is where I stepped in. Using a vendor ID and document number, I navigate to the payables transaction zoom window and essentially use my Quick Attach code to attach the file that you designate. Since this is all done via Sanscript/Continuum this all happens in milliseconds so looping this through 100+ invoices takes seconds.

I read information from the Clipboard so the information that needs to be copied from Excel or any Tab-delimited file is Vendor ID, Document Number, and the file path of the document.

Before the attach process starts, I verify that the document number provided exists for that vendor and that the file path provided is accessible.

A confirmation window will appear displaying the number of successfully attached documents.

Note: There is a function I used in Continuum that I was not 100% of the last parameter. I have verified that it works on our installation of GP but as I said before, I have no ability to test on a different configuration.

Prerequisite: At least 2013 R2 must be installed as this uses the new Document Attach module not the old OLE notes version.

Installation: Copy the dll into the Add-ins folder in your Microsoft Dynamics GP installation directory

Use: Batch Attach currently only works with the Payables module. It can be accessed from the following windows from the Additional menu on the toolbar if installed properly:

• Payables Transaction Inquiry – Vendor
• Payables Transaction Inquiry – Document

Download: GPBatchAttach.dll (Version 1.0.5578.19243)

Sample template: Batch Attach Template.xlsx

Enjoy,

~James

Disclaimer: I am very much an amateur programmer. I have never taken an official Microsoft course. I cannot guarantee any code/program that I provide as I only have the ability to test my work on a small sample set. Users accept all the risk of using anything I provide and are encouraged to thoroughly test in a dedicated test environment before moving to production. Files I provide are free for use and are not to be resold. By using my files you agree to not hold me liable for any damages caused by said files.