ERP User GuideMicrosoft Dynamics GP

Microsoft Dynamics GP

Item Attachments

In Microsoft Dynamics GP, it is possible to attach different files to the items. Files added to the items in Microsoft Dynamics GP are shown on the product details page in the Sana webshop.

For example, you are selling electronics or some complex equipment used in mechanical engineering, and you need to provide some manuals to your customers online. These documents can be attached to the item in Microsoft Dynamics GP and shown on the product details page in the Sana webshop.

 NOTE

Sana also provides a possibility to attach files to the products from the file system on the Web server. For more information, see "Product and Order Attachments".

Set up document attachments in Microsoft Dynamics GP

Step 1: Click: Administration > Setup > Company > Document Attachment Setup.

Step 2: Select the checkbox Allow Document Attachments to enable document attachments in Microsoft Dynamics GP.

Step 3: In the Default Location field, specify the location where the files should be stored.

 NOTE

Do not select the checkbox Delete file from Default Location after attachment. It is used to delete the file from the default location (folder) after attaching it to a transaction or master record. If the file is removed from the default location, it will not be shown in the Sana webshop.

Step 4: Enter the maximum file size for attached files.

Step 5: If you want to allow users to delete attachments from the master records and transactions, select the checkbox Allow attachments to be deleted. Optionally, enter a password that will be required when a user deletes attachments. If the Delete Password field is blank, the password will not be required to delete an attachment.

You will not be able to delete attachments from the master records and transactions, if the checkbox Allow attachments to be deleted is not selected.

Step 6: Select the checkbox Allow attachments to flow from Item Maintenance window, and the Flow option, to allow attachments to flow from an item record to a sales transaction. When a customer purchases an item which has an attachment, the file will be also attached to the sales order line of the sales transaction in Microsoft Dynamics GP, but it will not be shown in the order details in the Sana webshop.

If you select the option Not Flow, the file attached to the item will not flow to the sales transaction.

Enable product attachments for a Sana webshop

Step 1: In Microsoft Dynamics GP click: Sana Commerce > Webshop Maintenance.

Step 2: Select the checkbox Enable Product Attachment Downloads to show all files added to the items in Microsoft Dynamics GP on the product details pages in the Sana webshop.

Add an attachment to an item in Microsoft Dynamics GP

Step 1: Open the necessary item and click Attach.

Step 2: In the Document Attachment Management window, click Attach to add a file to the item. Find the necessary file and add it to the item.

Step 3: Use the Description field to add description to the attachment. The attachment description will override the attachment name and will be shown on the product details page in the Sana webshop as the name of the attached file.

Step 4: To show item attachments in the Sana webshop, select the necessary attachment and click Additional > Sana Commerce. In the Attachment Visibility window, select the Visible in Webshop checkbox.

Step 5: When attachments are added to the items in Microsoft Dynamics GP, and the option Enable Product Attachment Download is enabled in the Sana Webshop Maintenance window, you need to rebuild the product index. Open Sana Admin and click: Tools > Scheduled tasks. Run Rebuild index for the Product import task. This will update product information in the Sana webshop, and attachments added to the items in Microsoft Dynamics GP will be shown on the product details pages.

ERP User GuideMicrosoft Dynamics GP