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Table of Contents

  1. How are documents scanned and indexed?
  2. What Dynamics GP database tables are modified by ImageLink?
  3. How compatible is ImageLink with Dynamics GP?
  4. Which Dynamics GP screens are enabled for use with ImageLink?
  5. How does ImageLink relate to the 10GB limitation for Dynamics GP?
  6. Can ImageLink run in a Pervasive SQL environment?
  7. What support is required within Dynamics GP for ImageLink?

 

1.  How are documents scanned and indexed?

Documents are indexed automatically as they are scanned or "dropped" into the ImageLink repository.

 

bulletDocuments are scanned from a workstation where Dynamics GP is active.
bulletWhen a document is scanned, the contents of the fields of the Dynamics GP screen are used as index keys.
bulletThe automated indexing also applies to non-scanned documents that are dropped into ImageLink's Drop Zone.
bulletThe index keys for a document are stored in the table "xIMIndex" within the ImageLink database.
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2.  What Dynamics GP database tables are modified by ImageLink?

None, ImageLink stores information regarding specific document images in the ImageLink table "xIMIndex" within the ImageLink database.  "xIMIndex" is created as a step within the ImageLink installation process.

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3.  How compatible is ImageLink with Dynamics GP?

ImageLink is VERY compatible with Dynamics GP.

bulletNo Dynamics GP application data is modified by ImageLink.
bulletNew tables are added to the ImageLink database.
bulletCustomizations of Dynamics GP screens are made using Dexterity in accordance to Dynamics GP guidelines.
bulletThe installation process is performed with InstallShield®.
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4.  Which Dynamics GP screens are enabled for use with ImageLink?

Access to ImageLink has been incorporated into the following Dynamics GP screens.

 

Transactions

Financial

     Financial Bank Deposit Entry

     Financial Bank Transaction Entry

     Financial Bank Transfer Entry

     Financial Clearing Entry

     Financial Quick Journal Entry

     Financial Reconcile Bank Statements

     Financial Transaction Entry

Purchasing

     Apply Payables Documents

     Payables Batch Entry

     Payables Manual Payment Entry

     Payables Transaction Entry

     Purchasing Edit Payables Transaction

     Purchasing Edit Purchase Order Status

     Purchasing Invoice Entry

     Purchasing Order Entry

     Purchasing Receivings Transaction Entry

Sales

     Sales Transaction Entry

     Sales Order Fulfillment

     Sales Receivables Transaction Entry

     Sales Cash Receipts Entry

     Sales Apply Sales Document

     Sales Receivables Posted Transaction Maintenance

     Sales Edit Receivables Transaction

     Sales Invoice Entry

Inventory

     Item Transaction Entry

     Item Transfer Entry

Inquiry

Financial

     Bank Transaction Entry Zoom 

     Financial Journal Entry Zoom

     Financial Quick Entry Zoom - Current

     Financial Quick Entry Zoom - History

     Financial Transaction Entry Zoom

     Financial Transaction Entry Zoom - History

Purchasing

     Payables Apply Zoom

     Payables Payments Zoom

     Payables Transaction Entry Zoom

     Purchasing Invoice Inquiry Zoom

     Purchasing Order Inquiry

     Purchasing Receivings Transaction Inquiry

     Purchasing Vendor Inquiry

     Vendor Credit Summary Inquiry

Sales

     Customer Inquiry

     Customer Payment Summary Inquiry

     Sales Cash Receipts Inquiry Zoom

     Sales Invoice Inquiry

     Sales Receivables Transaction Inquiry Zoom

     Sales Transaction Inquiry Zoom

Inventory

     Inventory Transaction Inquiry

     Item Inventory Inquiry

Cards

Financial

     Checkbook Maintenance

     Financial Account Maintenance

     Fixed Allocation Maintenance

     Unit Account Maintenance

     Variable Allocation Maintenance

Purchasing

     Purchasing Vendor Inquiry Maintenance

Sales

     Sales Customer Maintenance

     Sales Person Maintenance

Inventory

     Inventory B.O.M. Maintenance

     Inventory Item Maintenance

     Site Maintenance

Payroll

     Payroll Employee Maintenance

Reports

Payroll

     Quarter-End Payroll Reports
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5.  How does ImageLink relate to the 10GB limitation for Dynamics?

It is stated that Dynamics has a 10 GB file size limitation for storage. Are ImageLink's documents stored in the same database, or would they be stored in a separate location?

 

The actual documents (scanned and imported) are stored within a directory structure. That directory can be on any drive that is available to the network (not necessarily the same drive that contains Dynamics).

 

The index information is stored within an SQL database. This does not have to be the same database that is used by Dynamics.

 

Therefore, it is viable to install ImageLink without impacting the space requirements of Dynamics.

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6.  Can ImageLink run in a Pervasive SQL environment?

No, ImageLink requires the Microsoft SQL environment. 

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7.  What support is required within Dynamics GP to run ImageLink?

Nothing special.  The system does not need the customization site license to use the ImageLink modifications.

 

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