Adding Service Call Tasks Attachments

You can add attachments to task codes from the Task Code Setup window and the Service Task Code window in Service Management and MobileTech. The attachments can be viewed in either window in addition to the service call. A task code attachment marked as Primary will be transmitted to MobileTech.

Setting up Service Call Task Attachments

To set up service call task attachments:

1. Go to Microsoft Dynamics GP > Tools > Setup > Company > Document Attachment Setup.
2. Mark Allow Document Attachments.
3. Select Additional, and then select:
   • Service Management Attachments
     Enter the file locations the attachments should be saved to for each of the attachment areas.

   • Equipment Management Attachments
     Enter the file locations the attachments should be saved to for each of the attachment areas. 

     

     The file location pathnames must end with a backslash.Example: C:\Program Files (x86)\Microsoft Dynamics\2018GP\Document attachments\

4. Select OK.

For Service Management document attachments to be written to a physical file location, WRITE permission must be given to the folder(s) where the attachments will be copied to for all users who will be attaching files.

Adding an Attachment to a Task Code

To add an attachment to a task code:

1. Access the Task Code Setup window. (Microsoft Dynamics GP > Tools > Setup > Service Management > Lookup Setup > Task Code Setup)
2. Select an existing task code or create a new code.
3. Select the attachment icon (paperclip).
4. In the Document List window, select Add.
5. Select the attachment format.
6. Enter a description.
7. Select the file.
8. Mark Copy to Database.
9. Mark Primary Attachment. While you can add as many attachments as you want to the task code, only the attachment marked as Primary will be transmitted to MobileTech.
10. Select Save.