SYS Window Note OLE Container

SYS: Window Note OLE Container

Attach Word documents, PDFs, graphics, and other files to GP windows using the same OLE Container available for Record Level Notes.

Setup

Navigation: Tools >> Setup >> Company >> Setup GP PowerPack

Mark the box next to TWK-SYS: Window Note OLE, then click DONE.

The feature will be enabled for the current user. Other users must restart their Dynamics GP client to enable this feature.

NOTE: The OLE attachments on a Window are stored in the Company OLE Folder. To make the same instructions visible to multiple companies, the instructions must be linked to the window while logged-in to each company.