SharePoint and Files Integration

This is a good question. I’m wondering the same thing. 

Hi, we are testing our new AI Assistant and ran your scenario through it, let me know if this helps:

✅ Short Answer:

No, the documentation provided does not describe a method to create a live link between files attached to Acumatica’s Files tab (typically stored in the SM.20.60.10 – Files screen) and external SharePoint-hosted documents.

However, I will now summarize what is supported based on the documentation so you can consider supported alternatives.

1. Prerequisites 🔐

• System Administrator or user role with access to:
  • SM.20.60.10 (Files)
  • IN.20.25.00 (Stock Items)
  • SharePoint file URLs or embedded file views (depending on integration method)

2. Navigation 🗺️

• For attaching files to Stock Items:
  "Inventory" > "Profiles" > "Stock Items" → Open a stock item → Go to Files tab
  (Screen ID: IN.20.25.00)
• For managing Acumatica files:
  "System" > "Management" > "Files"
  (Screen ID: SM.20.60.10)

3. Detailed Steps 🚀

Although a live SharePoint link is not supported for attached Files, here is what is documented as potential workarounds or related processes:

📎 Option 1: Use External Link Field (If enabled by customization)

1. Navigate to Stock Items.
2. Open the desired stock item record.
3. Use a custom user-defined field (UDF) or note text to paste the SharePoint file URL.
   • This must be set up through a customization project if not already present.
4. Instruct users to click the link, which opens the latest version from SharePoint.

📁 Option 2: Manual Reupload (existing behavior)

1. Navigate to the Files tab in IN.20.25.00.
2. Click Upload New File to reattach the updated artwork.
   • This will not reference the SharePoint version; it's a static upload.

4. Expected Results 👀

If using the manual upload, users will:

• See files stored in the Files tab.
• Files are versioned in Acumatica only if updated and reattached.

If using a SharePoint link (via UDF or note):

• Clicking the URL will always show the most current version from SharePoint.

5. Helpful Next Steps ➡️

If you want a tighter integration, consider:

• Setting up a custom field to store SharePoint URLs per item.
• Creating a generic inquiry that displays the SharePoint links for quick access.

6. ERP Pro Tips 💡

💡 Tip for Inventory Managers: Use SharePoint folder naming conventions that match Stock Item IDs. Then, a simple formula field can dynamically generate the URL to each file without manual entry.