Greytrix Document Attachment for Sage 300 ERP v6.1

By | June 3, 2013
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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 they want to see floating along with the transaction screens viz. Order Entry, Invoice Entry, Journal Entry, etc.

Features of Greytrix Sage 300 Document Attachment

1. Allows the 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. Users can keep track of original Sales Orders, Purchase Orders, Amendments done to the  Orders, Revised Orders.
3. Users 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 Greytrix Sage 300 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 the product or the system. It is compatible with Sage 300 ERP v6.1.

2. Ability to activate or deactivate Doc Attach module as per the 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 Greytrix Document Attachment add-on with Sage 300 v6.1 will be able to attach, view various documents through Sage 300 transaction screens with ease.
About Us
Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique solutions of Sage 300 integration with Sage CRM, Salesforce.com and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more details on Sage 300 Services, please contact us at accpac@greytrix.com. We will be glad to assist you.