ReQlogic™ Attachments Add-In for Dynamics GP

Description:
The ReQlogic Attachments Add-In for Dynamics GP enables users to view ReQlogic
attachments and Approval Routing (workflow) details within Microsoft Dynamics GP 2013
and GP 2015. The Add-In is accessible from the “Additional” menu on the following
Dynamics GP screens:

 Purchasing
o Purchase Order Entry
o Receivings Transaction Entry
o Purchasing Invoice Entry
o Edit Purchase Status
o Purchase Order Inquiry Zoom

 Payables
o Transaction Entry
o Transaction Entry Zoom

 Project
o Timesheet Entry
o Employee Expense Entry

 Purchasing example
o A user submits a requisition. Attachments are added to the requisition to
support the request.
o Reviewers and buyers can add attachments as needed.
o Upon approval, ReQlogic creates corresponding Purchase Orders in
Dynamics GP.
o A Dynamics GP user opens the Purchase Order screen and needs to view
supporting documentation.
o The user opens the ReQlogic Attachments Add-In from the “Additional” menu
(or shortcut Ctrl+A), and is able to open the attachment(s) for viewing.

 Payables example (for expense reports and vendor invoices)

o A user submits an expense report or a vendor invoice. Attachments are
added to support the request such as receipts or a scanned invoice.
o Reviewers can add attachments as needed.
o Upon approval, ReQlogic creates corresponding Payables transactions in
Dynamics GP.
o A Dynamics GP user opens the Payables Transactions screen and needs to
view supporting documentation.
o The user opens the ReQlogic Attachments Add-In from the “Additional” menu
(or shortcut Ctrl+A), and opens the attachments for viewing.

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  Notes
o The ReQlogic Attachments Add-In is used for viewing existing attachments. It
cannot update or add new attachments. New attachments can only be added
through the ReQlogic application.
o The Attachments Add-In, in the case of a Purchase Order, will display a list of
attachments that are either associated with the specific requisition lines that
are included on the Purchase Order or associated with a requisition header
that has at least one line included on the Purchase Order.
Example: Requisition 10051 has 2 lines, with a different vendor on each line.
An attachment was added to the requisition header (Hdr.pdf). An attachment
was added to each line (Line1.pdf) and (Line2.pdf). Each line is included on a
separate Purchase Order because each line is for a different vendor.
In the above scenario, the Attachments Add-In will display the file (Hdr.pdf)
for both Purchase Orders, and (Line1.pdf)/(Line2.pdf) only on the Purchase
Order where each line was included:
 PO#1: hdr.pdf and Line1.pdf
 PO#2: hdr.pdf and Line2.pdf

Prerequisites:
The .NET Framework version 4.0 or above must be installed on the client workstations
where the Dynamics GP Add-In will be used.

Installation:
1. Determine whether Dynamics GP has the “Project” module installed
2. Copy the files located in the folder C:\program files\ReQlogic 10.0\GP Add-
In\(GP2013/GP2015) to the AddIns folder where Dynamics GP is installed. This is
typically (C:\Program Files\Microsoft Dynamics\GP\AddIns). Note that the Dynamics
GP folder could be a network folder. To confirm the location, right-click on the
Dynamics GP icon, and select Properties.

When selecting the ReQlogic folder, select the one that corresponds to whether the
Project module is installed in Dynamics GP (With Project) or (No Project)

3. Update the ReQlogic URL setting. This can be done using one of the following
methods:
a. Open the file “ReQlogicURL.txt”, update the URL, then save, or.
b. Login to Dynamics GP and open the ReQlogic Attachments Add-In window
from either the Purchase Order or Payables Transactions screens. Enter the
ReQlogic URL in the URL box and click “Save”.

Note: You must be logged in with a network account that can update the GP\AddIns
folder. When entering the ReQlogic URL, use a URL that is accessible to all users.
For example, a URL that uses “localhost” for the server name is only accessible to
users when logged in on the server itself. A typical URL would be:
(http://ServerName/ReQlogic), where ServerName is the name of the web server
where ReQlogic is installed.

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