by MBA Business Software
Enhance Sage 100 Paperless Office to attach documents to the emails being sent.
The Paperless Office module allows users to set up PDF and electronic delivery options for all standard reports, journals, and registers as well as most customer, vendor, and employee forms. The setup process for Paperless Office follows a tiered approach allowing it to be set up with options specific to a company, module, customer, vendor, employee (payroll), or individual document. More information about Paperless Office can be found in Sage’s manual for Sage 100.
Electronic Delivery Message Maintenance is used to maintain the default messages when using electronic delivery of the PDF documents. The maintenance screen can be accessed by logging into Sage 100 and going to Modules | Paperless Office | Setup | Electronic Delivery Message Maintenance. Paperless office, as of the 2018 version, was designed to only have one attachment that is automatically created and sent with the Email.
The Paperless Attachment enhancement was created to allow a global attachment for Paperless Electronic Delivery. This enhancement allows emails going through Paperless Office to have one additional attachment.
Examples of this one attachment might be a Terms and Conditions document, a Sales Flyer or a Microsoft Contact File.
The enhancement can be downloaded for the version of Sage 100 that is needed by clicking the download links in the Versions section in this document. The downloaded file will be a self-extracting zip file with only a single executable within the zip file. Extract that executable (.exe) to your desktop or preferred folder and execute by double clicking on the icon. Execute the installation program and follow the instructions. While the installation does not require everyone to be out of Sage 100 before installing, it may be necessary to log out and log back in to display menu changes.
Enter the destination folder of the Sage 100 application. The path should include the MAS90 folder. Example: “C:\Program Files (x86)\Sage 100 Standard ERP\MAS90\”. Click on Install when done. Files will be extracted to the folder specified and will trigger the Product Install to Sage 100. Click on Install to install the Enhancement to Sage 100.
This warning is expected if product updates have been installed. If the first two sets of numbers, 6.00 in the example shown, match then click on OK. If they do not match click on the red X and exit the installation. The correct version of the modification will need to be downloaded.
Once it is done installing the Enhancement, there will be two buttons displaying, Finish and Log. Click on the Finish button to complete the install process. If an error occurred on the screen or to validate the install, click on the Log button to view the install log. At this point, the Enhancement has been installed.
Once the enhancement has been installed it must be registered for it to be active. Access to registration will have to be assigned to a user or group to have access to registration. To assign permissions, go to Modules | Library Master | Main | Role Maintenance. Enter the role assigned to the user or group that will need to have access to the MBA Enhancement Registration and click on the Tasks tab. Navigate to Library Master | Maintenance/Data Entry | MBA Enhancement Registration and make sure it is checked to allow access. To register the enhancement, the user must have at least View and Modify checked. If uninstalling an enhancement, Remove must be checked. To launch registration, go to Modules | Library Master | Utilities | MBA Enhancement Registration. A list of MBA enhancements will be displayed in the registration.
Each enhancement that has been installed will display a check in the box in the column called Installed. The check box in the Activate column will appear once the enhancement has been successfully registered. If there is not a check mark, when clicking in the box, it will open a web page to the online ordering for that enhancement. Once a license key has been generated, enter it in the license column. If the license is valid, a check mark will appear in the Activate column. If the enhancement has an expiration date, the Expiration column will display the last day that the enhancement will work without being renewed.
Changes to a line can be undone by clicking on the Reset button. All rows can be reset by clicking on the drop down arrow on the Reset button and clicking Reset All Rows.
The Print button will print a list of all the enhancements indicating what has been installed and activated along with other information such as the description, license key and the expiration. This documentation can be accessed from the MBA Enhancement Registration by clicking on the help button. When done making changes or registering enhancements, click on the Accept button to close the MBA Enhancement Registration. Clicking on Cancel will close the screen without any changes being saved.
System Wide enhancement options are accessed through Modules | Library Master | Utilities | MBA Enhancement Registration. Click on the enhancement description to access its configuration. This documentation can be accessed by clicking on the Manual button. This enhancement has a system wide configuration. To access it, click on the Configure button in the MBA Enhancement Registration screen. Enter the path to the attachment or click on the browse button and search for the file you wish to attach.
Once the additional attachment has been set in the options, click on Accept on the options screen. Then click on Accept on the MBA Enhancement Registration screen. When an email is sent the additional attachment will be added to the email as shown below.
In this example, he standard invoice has been attached as well as our additional attachment which happens to be a Microsoft Contact file.
To uninstall an Enhancement, launch the registration program Modules | Library Master | Utilities | MBA Enhancement Registration. Select the Enhancement from the grid and press the Uninstall button. This will remove the enhancement from the system. A message box will appear stating which enhancement is being uninstalled. Click on OK to uninstall or Cancel to go back to the MBA Enhancement Registration without making any change. When an enhancement is removed the check box under Installed will be unchecked and the license with expiration date will be removed.
Once all enhancements have been uninstalled, the MBA Enhancement Registration can be removed by clicking on the Remove Enhancement Registration button. This button is only activated once all enhancements have been uninstalled. A message box will appear stating that it will uninstall the MBA Enhancement Registration.
Click on OK to remove it or click Cancel to return to the MBA Enhancement Registration without making any change. A message will display when the files have been removed. Click on OK to close the window. When the MBA Enhancement Registration is removed, users will need to exit out of Sage 100 to have their menu updated. Once the menu is updated, the menu item for MBA Enhancement Registration is removed.
For support on this or any other MBA Business Software Enhancement, please send us an email via our contact page.
Paperless Attachment only works when the following requirements are met:
If the file path has been specified, then check to make sure that the product is installed and registered. Check Registration by going to Modules | Library Master | Utilities | MBA Enhancement Registration. Navigate to the line for Paperless Merge Fields enhancement. Confirm that there is a check box in Install and Activate. There should be a date in the Expiration column. Confirm that the date is valid and has not expired. If it has expired, then the subscription for the enhancement will need to be purchased or renewed.
These are the files that have been changed
Paperless Attachment Fields | Type | Description |
---|---|---|
Links\SY_EmailEngine.PVC | Override trigger | Indicates an override exists |
SY\SY106_PDF_EmailEngine.pvc | Class Override | Changes Email Engine |
SY\SY106_PDF_EmailEngine_UI.pvc | Class | Attachment Options User Interface |
SY\SY106_PDF_EmailEngine.M4L | Panel Library | Attachment Options Panel |
MBA Enhancement Library | Type | Description |
---|---|---|
SY\SY106_Enhancement_SVC.PVC | Class | Enhancement Service Object |
SY\SY106_INI_SVC.PVC | Class | INI Service Object |
SY\SY106_License.M4L | Panel Library | License Panel Library |
SY\SY106_License.PVC | Class | License |
SY\SY106_License_BUS.PVC | Class | License Business Object |
SY\SY106_License_SVC.PVC | Class | License Service Object |
SY\SY106_License_UI.PVC | Class | License User interface |
SY\SY106_Lister_SVC.PVC | Class | Lister Service Object |
SY\SY106_Nomads.PVC | Class | Nomads Enhancements |
MAS_System\SY106_Enhancement.M4T | Class | Table of MBA Enhancements |
MD\MD106_Ini_SVC.pvc | Class | INI Service Object |
MD\MD106_Install.M4L | Panel Library | MBA Install Panel Library |
MD\MD106_Install.M4P | Program | Installation Program |
MD\MD106_Install_BUS.pvc | Class | Install Business Object |
MD\MD106_Install_UI.pvc | Class | Install User Interface |
MD\MD106_UpdateLibrary.PVC | Class | Install Panel Update |
Launcher\WizWurks.bmp | Image | Logo for Install |
MBA_Install.ini | INI File | MBA Install Configuration File |
Reports\SY106_LicenseListing.rpt | Crystal Report | List of MBA Licenses and enhancements |
Paperless Attachment is available in the versions listed below. If your version is not listed, please send us an email via our contact page. The download links will be available after an account is created on our website and a license has been released.
Related information about the Enhancement, this website, and its documentation
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