Sage 100 version 2019 Paperless Office

Source: Sage 100 2019 Paperless Office Enhancements

Sage 100 ERP Paperless Office feature allows converting your documents into PDF files so you can store them electronically within your system. This will make it easy to locate your documents in the future and when you need to share a document with an employee or customer, all you have to do is share it electronically. No more copying, scanning, or faxing!
Below are some of the new enhancements in Sage 100 version 2019.

Formatting Options for Messages

A new message editor for Paperless Office (accessed via the Customer, Employee, and Vendor Viewer windows) features a tool bar with text formatting options, including the ability to Change the text color, font, and size, use bold or italic text, create bulleted and numbered lists, and insert links and images. In addition, the size of the message field has increased from 4,096 characters before to 7,168 in Sage 100 Version 2019.

New Options for Emailing

You can now specify whether the e-mail addresses used when e-mailing documents are added to the To, Cc, or Bcc field when messages are sent. Simply select To, Cc, or Bcc in the new ‘Recipient’ field which has been added to the following locations:
• Paperless Office Delivery Options (accessed from Customer or Vendor Maintenance)
• Electronic Delivery (accessed from the customer, employee, and vendor viewers)
• Paperless Office Selection (accessed from all reports supported by Paperless Office)

In the ‘Electronic Delivery for Forms’ window, you can now select additional and/or multiple attachments to include when emailing forms - and there is no restriction on the file type.

Plus, a ‘Paperless’ button has been added in Salesperson Maintenance that provides a new option to copy salespeople when e-mailing forms. You can specify whether the salesperson will receive a copy of orders, invoices, and statements when they are e-mailed to customers from data entry, inquiry, and history tasks.

Merge Fields

Previously the merge fields were enclosed in angled brackets (< >). However, the new message editor is HTML-based and angled brackets serve a specific purpose in HTML so square brackets ( [ ] ) are now used to enclose the merge fields. Existing messages that contain merge fields in earlier versions of Sage 100 will be converted automatically. But it’s a good idea to check and test any older messages anyway.

In addition, three new merge fields are been added including:
• CustomerPoNO
• InvoiceDueDate
• ShipDate

Contact us to learn more about Sage 100 and other solutions.

IDT Team

Integrated Data Technology is a leading solution provider in New York. Specializing in Business Management and ERP solutions, we identify key technologies and their impact on present and future business practices to help improve our clients productivity and profitability.