Greytrix Document Attachment for Sage 300 ERP v6.1 (formerly Sage Accpac ERP) is a comprehensive add-on that helps users to attach, refer and view the related documents that they want to see floating along with the transaction screens Viz. Order Entry, Invoice Entry, Journal Entry, etc.
Document Attachment Features are as follows:
1. Allows user to attach scanned documents such as reports, Fax, images to almost all the transaction screens in Sage 300 like Order Entry, AR Invoices, AP Invoice, Purchase Order, PO Invoice, Adjustments, GL Transactions.
2. User can keep track of Original Sales Orders, Purchase Orders, Amendments done to the Orders, Revised Orders
3. User can attach documents to AP/AR Adjustment Entries, which have been passed and posted with a manual approval of an authorized person on Paper
Also Read: Greytrix Document Numbering Series for Sage 300 ERP
Document attachment functionality is provided for the following screens;
- AP – Invoice Entry, Adjustment Entry, Payment Entry,Invoice Batch List,Payment Batch List,Adjustment Batch List
- AR – Invoice Entry, Receipt Entry, Adjustment Entry,Invoice Batch List,Receipt Batch List,Adjustment Batch List
- GL – Journal Entry,Batch List
- OE – Invoice Entry, Order Entry ,Shipment Entry
- PO – Invoice Entry,Order Entry ,Receipt Entry
What’s New with this version;
1. This version of Document Attachment product is released as a Module (registered with Sage), so that standard Sage 300 transaction UI is not disturbed and patch updates don’t affect product and the system. It is compatible with Sage 300 ERP v6.1.
2. Ability to activate or deactivate Doc Attach module as per company
3. Users can configure UNC filename path in new Setup Screen and there is no need to maintain Document Attachment.ini file.
4. Users can also attach documents to historic transactions in Sage 300 (already posted transactions).
As a result, users using this Add-on with Sage 300 v6.1 will be able to attach, view various documents through Sage 300 transaction screens with ease.
Related Posts:
1. Email Standard Order Entry Invoice Report in PDF or RTF Format