Documentation - enhancements:sage100:paperless

Paperless Office

Anonymous (anonymous@undisclosed.example.com) — 2018-05-30T13:35:07+00:00

Paperless Office

Sage enhanced the system with a function they call Paperless Office. It is the printing of forms or reports to PDF. There are four major categories when looking at Paperless Office.

Reports
Forms
Journals and Registers
Period End

Each of these categories function slightly different from one another. All of them have the ability to view PDFs created and email them. One of the common use of Paperless Office is to email customers a copy of the Invoice or Sales Orders when printing. This will take a group of invoices and individually email each invoice to each customer and that customer can have multiple email addresses to send the PDF to. This is a great way to cut down on paper use by printing only invoices that need to be mailed and emails those that have requested to have electronic delivers of their invoices.

Paperless Attachment

Anonymous (anonymous@undisclosed.example.com) — 2022-01-04T13:45:54+00:00

Paperless Attachment

by MBA Business Software

Enhance Sage 100 Paperless Office to attach documents to the emails being sent.

Subscribe Now ($800.00) Download

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.

Purpose of this enhancement

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.

Take Note

Current version only attaches document to:

Accounts Receivable
- Invoice
Sales Order
- Invoice

Installation

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.

Version Difference Warning

If there is a version difference a Version Mismatch Warning will appear.

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.

Prior to using the Enhancement, it must be registered.

Registration

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.

The listing of an enhancement does not mean that you have installed it or that you have access to use it.

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.

Key Information

License keys will have the enhancement code followed by a 10 digit number. They are specific by enhancement and by the serial number of the installation.

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.

Setup and configuration

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.

Path must be accessible by all users

Attachment will not be attached to Email if the file is not accessible by the user processing through Paperless Office electronic delivery.

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.

Uninstalling

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.

WARNING! Any enhancement that has been uninstalled will need to be reinstalled before it can be registered and used again.

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.

Take Note

Uninstall vs Deactivate
Before Uninstalling the Enhancement, which removes your License and Expiration, consider just de-activating the Enhancement by un-checking the box under the Activate column. Your Enhancement will not function until you re-activate the Enhancement by checking in the box under the Activate column.

Support

For support on this or any other MBA Business Software Enhancement, please send us an email via our contact page.

Troubleshooting

Paperless Attachment only works when the following requirements are met:

Enhancement must be installed
Enhancement must be registered
File path has been set for the specific company

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.

List of Files Changed

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

Versions

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.

Sage 100 Version
Sage 100 2013 (5.00)
Sage 100 2014 (5.10)
Sage 100 2015 (5.20)
Sage 100 2016 (5.30)
Sage 100 2017 (5.40)
Sage 100 2018 (6.00)

Additional Notes

Related information about the Enhancement, this website, and its documentation

License Agreement

THIS SOFTWARE IS LICENSED BY MBA BUSINESS SOFTWARE TO CUSTOMERS FOR THEIR USE ONLY IN ACCORDANCE WITH THE TERMS SET FORTH IN THIS CUSTOMER LICENSE AGREEMENT. OPENING OR USING THIS PACKAGE CONSTITUTES ACCEPTANCE OF THESE TERMS. IF THE TERMS OF THIS LICENSE ARE NOT ACCEPTABLE, THE CUSTOMER MAY OBTAIN A FULL REFUND OF ANY MONEY PAID IF THIS UNUSED, UNOPENED PACKAGE IS RETURNED WITHIN TEN (10) DAYS TO THE DEALER FROM WHICH IT WAS ACQUIRED

LICENSE. MBA Business Software, a Georgia corporation as Licensor and owner hereby agrees to grant you as Licensee a non-exclusive license to use the enclosed software subject to the terms and restrictions set forth in this License Agreement. Title in and ownership of all programs and program enhancements or modifications written by MBA Business Software shall remain at all times vested in MBA Business Software. The right granted by this Customer License Agreement and your payment of the non-refundable License fee is the right to use the Program in accordance with the terms of this Customer License Agreement. Delivery of a copy of the Program to you is made solely to enable you to exercise this right.
COPYRIGHT. This Program is copyrighted and all rights are reserved by MBA Business Software and SAGE, INC. You may not copy or reproduce any part of the Program except to copy the Program for backup purposes. If you make a backup copy you must reproduce and include the copyright notice on it. The distribution of the product is intended for the use of the original Licensee only and for use only on the computer systems specified. Lawful users of this Program are hereby licensed only to read the Program from its medium into the memory of a computer only for the purpose of executing the program. The documentation is also copyrighted and all rights are reserved. This document may not, in whole or in part, be copied, photocopied, reproduced, translated, transmitted or reduced to any electronic medium of machine readable form without prior consent, in writing, from MBA Business Software. The Licensee recognizes that MBA Business Software has expended considerable time, effort and money to develop the licensed Software and Manual and that MBA Business Software will be substantially damaged by its unauthorized use, sale or distribution. In addition to recovery of all damages and the obtaining of injunctive relief as provided by law, in the event legal action must be taken to enforce this provision, the Licensee will pay MBA Business Software all reasonable legal fees incurred in enforcing the rights of MBA Business Software under this provision.
RESTRICTIONS ON USE AND TRANSFER. The original and any backup copies of the Program and its documentation are to be used only in connection with a single computer or network file server. You may physically transfer the Program from one computer to another, provided that the Program is used in connection with only one computer or network file server at a time. You may not distribute copies of the Program Documentation to others. The Program is to be used exclusively for business purposes and not for personal, family or household use. YOU MAY NOT USE, COPY, MODIFY, OR TRANSFER THE PROGRAM, IN WHOLE OR IN PART, EXCEPT AS EXPRESSLY PROVIDED FOR IN THIS LICENSE AGREEMENT. IN ADDITION, YOU MAY NOT MODIFY, ADAPT, TRANSLATE, REVERSE ENGINEER, DECOMPILE, DISASSEMBLE THE PROGRAM, OR CREATE ANY DERIVATIVE WORK BASED UPON THE PROGRAM.
WARRANTY. MBA Business Software’s software is licensed “as is” with no warranties of any kind, either expressed or implied, other than the following: MBA Business Software will repair any bugs or flaws found in the software. Flaws of a critical nature which affect the basic functionality of the software will be repaired on an “emergency” basis, with a corrected distribution sent via E-Mail or Download link. Flaws of a non-critical or cosmetic nature will be repaired on a timely basis, and a corrected distribution updated on MBA Business Software’s enhancement website. All incidental or consequential damages that result from any defect in the software, even if MBA Business Software has been advised of the possibility of such damages will be assumed by you.
NO OTHER WARRANTIES. No dealer or distributor of MBA Business Software products or any agent of MBA Business Software is authorized to make any representation of warranty with respect to the Program except those expressly stated in the Customer License Agreement.
LIMITATION OF LIABILITY. Neither MBA Business Software nor anyone else who has been involved in the creation, production or delivery of this program shall be liable for any direct, incidental or consequential damages.
TERM. This license is effective until terminated. You may terminate it at any time by returning the Program and Documentation together with all copies, modifications and merged portions in any form to MBA Business Software. The license will also be terminated by MBA Business Software immediately and without notice if you fail to comply with any term or condition of this License Agreement.
ACKNOWLEDGMENT. Your opening this package, use of this program or signature on the warranty registration card acknowledges that you have read this customer license agreement and agree to its terms. You further agree that the license agreement is the complete and exclusive statement of the agreement between yourself and MBA Business Software and supersedes any proposal or prior agreement, oral or written, and any other communications between yourself and MBA Business Software or dealers and distributors of MBA Business Software’s products relating to the subject matter of this agreement.
ASSIGNMENT. You may not sub license this license or the Program. You may not rent this Program or the use of the Program. You may not transfer this copy of the Program unless the recipient agrees in writing (and a copy of such acceptance is sent to MBA Business Software, 1117 Perimeter Center West, Suite E210, Atlanta, GA, 30331) to accept all of the terms of this Customer License Agreement. Any attempt by you to otherwise rent, sub license, assign or transfer any of the rights, duties or obligation here under is void and may be the cause for immediate termination of the license. MBA Business Software may assign any of its rights and obligation under this agreement to any party without notice to you.

Subject to Change

Information on this website is subject to change without notice.

Where is this Documentation

This document is located at http://wiki.mbabsi.com/doku.php/enhancements/sage100/paperless/cs100p-attach

TradeMarks

This Web site is owned by MBA Business Software. MBA is independent from Sage and is not authorized to make any statement, representation or warranties or grant any license or permission on behalf of Sage regarding any product, service or Web site content. Certain materials made available on or through this Web site are owned by Sage and cannot be used without the prior written permission of Sage.

Sage, the Sage logos, and the Sage product and service names mentioned herein are registered trademarks or trademarks of Sage Software, Inc., or its affiliated entities. All other trademarks are property of their respective owners. Sage material is used with permission from Sage Software, Inc. www.sagenorthamerica.com.

Sage 100® is a registered trademark of Sage Software.

Contact Information

MBA Business Software

6100 Lake Forrest Drive

Suite 520

Atlanta, GA 30338

678-495-5700 8:00 am to 5:00 pm EST

http://www.mbabsi.com

Legal Note

This documentation and the software described in it, is prepared and published under license. Sage Software has not tested or verified either the software or any representation in this documentation regarding the software. Sage Software does not make any warranty with the respect to either this documentation or the software referred to herein. And specifically disclaims any warranty, express or implied, with respect hereto, including the warranties of fitness for a particular purpose and merchantability.

Paperless HTML Email

Anonymous (anonymous@undisclosed.example.com) — 2022-01-04T13:48:02+00:00

Paperless HTML Email

by MBA Business Software

Enhance your Sage 100 Paperless Office Emails with HTML. Add a signature tag, link to social media, and make the email look the way you want it to look instead of plain text.

Free Download

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 allow only the body of the electronic delivery to use plain text for the message.

Purpose of this enhancement

The Paperless HTML Email enhancement was created to allow Hypertext Markup Language (HTML) code to be entered, as well as plain text, in the body of the Electronic Delivery. By allowing HTML to be entered in the body, the email being sent can have logo’s, tables, and other formatting that coordinates with the companies existing brand. It will allow for linking to websites and Social Media.

This enhancement DOES NOT WORK WITH FAX DELIVERY. If Fax Delivery is used as one of the options of Electronic Delivery, this modification may have unexpected results. Only use this enhancement if using E-Mail delivery for Electronic Delivery.

Installation

Version Difference Warning

If there is a version difference a Version Mismatch Warning will appear.

Prior to using the Enhancement, it must be registered.

e-Business Users

If using e-Business, this Enhancement can be extended to Modules | eBusiness Manager | E-mail Notification Maintenance. To use this enhancement with e-Business, copy the file SY_EmailEngine.PVC from the “.\MAS90\Links” folder to the “.\WEBENG\Links” folder used by e-Business.

Registration

The listing of an enhancement does not mean that you have installed it or that you have access to use it.

Key Information

License keys will have the enhancement code followed by a 10 digit number. They are specific by enhancement and by the serial number of the installation.

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.

Setup and configuration

System Wide enhancement options are accessed through Modules | Library Master | Utilities | MBA Enhancement Registration. Click on the enhancement description to access its configuration. This enhancement does not have any system wide configuration so the Configure button in the MBA Enhancement Registration screen will be grayed out. This documentation can be accessed by clicking on the Manual button.

The editing of the emails to have HTML can be done in two places:

Paperless Office
eBusiness Manager

Paperless Office

The maintenance of emails for Paperless Office is done in Electronic Delivery Message Maintenance. To access this maintenance screen go to Modules | Paperless Office | Setup | Electronic Delivery Message Maintenance.

Document Types can be Customer Forms, Vendor Forms, Employee Forms, Reports, Journals and Registers, and Period End Reports. Each Document can be setup by Company and will have a Subject Line along with the Message Body.

Warning! This enhancement DOES NOT WORK WITH FAX DELIVERY. If Fax Delivery is used as one of the options of Electronic Delivery, this modification may have unexpected results. Only use this enhancement if using E-Mail delivery for Electronic Delivery.

Select the Document type, company code, module code and document that is to be configured for sending HTML emails. HTML tags can be entered in the body of the email. The subject line does NOT support HTML tags, and if used in the subject, the tag itself will be shown to the user receiving the email. The example above shows how the standard plain text email from paperless would be setup. It has merge fields like <Document> in the subject and the body. Any links to websites are plain text and no images exist in the email. The result to the customer receiving the Invoice would appear as plain text as shown below.

Tip

If there are no HTML tags in the message body, then the message will be sent as plain text.

With the Paperless Office HTML enhancement installed and active, HTML can now be used in the body of the email. Below is the same document but instead of using plain text, HTML markup is used.

The merge field <Document> exist in the subject and in the body, like it did in the previous example. The body has multiple tables as well as multiple images. Links to websites exist within the text of the body.

Key Information

The number of characters that the body allows has not been modified and is using the maximum size available of 4096.

Additional Enhancements Available

This enhancement does not increase the size of the field that stores the body content. Please refer to our enhancement, HTML Email Advanced, if a larger size HTML body is required.

When the email is received, it will look like the sample below.

WARNING!
Not all email applications display HTML. Not all HTML is displayed the same way from application to application.

e-Business Manager

The maintenance of emails from the webengine in eBusiness Manager is done in E-mail Notification Maintenance. To configure emails sent from e-Business Manager go to Modules | eBusiness Manager | Setup | E-mail Notification Maintenance. Select the Notification to be modified. Just as in Paperless Office, the subject and body of the message can have text entered.

This sample shows how the standard plain text email from eBusiness would look. It has merge fields like «USER_INFORMATION» that can be in both the subject and the body of the email. When the email is sent as plain text it will look like this:

Tip

If there are no HTML tags in the message body, then the message will be sent as plain text.

With the Paperless Office HTML enhancement installed and active, HTML can now be used in the body of the email. Below is the same document but instead of using plain text, HTML markup is used.

In this sample with HTML markup, it shows how the enhancement allows for HTML. The merge field «USER_INFORMATION» exists in the subject and in the body, like it did in the previous example. The body has multiple tables as well as multiple images. Links to websites exist within the text of the body.

Uninstalling

Extra Step for eBusiness Users

If Paperless Office HTML enhancement has been setup for eBusiness, the file webeng\links\sy_EmailEngine.pvc will have to be manually removed.

WARNING! Any enhancement that has been uninstalled will need to be reinstalled before it can be registered and used again.

Take Note

Support

For support on this or any other MBA Business Software Enhancement, please send us an email via our contact page.

Troubleshooting

Paperless HTML Email only changes your email sent from Sage 100 to an HTML format when a few requirements are met:

Enhancement must be installed
Enhancement must be registered
Body of the email must have expected HTML tags

If the outgoing email is displaying the HTML tags when it is sent, then it usually indicates that the system doesn't have a valid registration. Check Registration by going to Modules | Library Master | Utilities | MBA Enhancement Registration. Navigate to the line for Paperless HTML enhancement. Confirm that there is a check box in Install and Activate. Since this enhancement is free, it is expected to have a blank Expiration value.

The .\MAS90\Links folder should have a file called SY_EmailEngine.PVC. If this doesn't exist, make sure that it was not moved or deleted. If the file no longer exists, then reinstall the enhancement. If the system is not sending HTML for eBusiness users, confirm that the instructions were followed to copy the required files to the webengine folder.

List of Files Changed

These are the files that have been changed

Paperless HTML Email	Type	Description
Links\EmailEngine.PVC	Override trigger	Indicates an override exists
SY\SY106_HTM_EmailEngine.PVC	Class Override	Change Paperless Email to HTML

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

Versions

Paperless HTML Email 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.

Sage 100 Version
Sage 100 2013 (5.00)
Sage 100 2014 (5.10)
Sage 100 2015 (5.20)
Sage 100 2016 (5.30)
Sage 100 2017 (5.40)
Sage 100 2018 (6.00)

Additional Notes

Related information about the Enhancement, this website, and its documentation

License Agreement

LICENSE. MBA Business Software, a Georgia corporation as Licensor and owner hereby agrees to grant you as Licensee a non-exclusive license to use the enclosed software subject to the terms and restrictions set forth in this License Agreement. Title in and ownership of all programs and program enhancements or modifications written by MBA Business Software shall remain at all times vested in MBA Business Software. The right granted by this Customer License Agreement and your payment of the non-refundable License fee is the right to use the Program in accordance with the terms of this Customer License Agreement. Delivery of a copy of the Program to you is made solely to enable you to exercise this right.
COPYRIGHT. This Program is copyrighted and all rights are reserved by MBA Business Software and SAGE, INC. You may not copy or reproduce any part of the Program except to copy the Program for backup purposes. If you make a backup copy you must reproduce and include the copyright notice on it. The distribution of the product is intended for the use of the original Licensee only and for use only on the computer systems specified. Lawful users of this Program are hereby licensed only to read the Program from its medium into the memory of a computer only for the purpose of executing the program. The documentation is also copyrighted and all rights are reserved. This document may not, in whole or in part, be copied, photocopied, reproduced, translated, transmitted or reduced to any electronic medium of machine readable form without prior consent, in writing, from MBA Business Software. The Licensee recognizes that MBA Business Software has expended considerable time, effort and money to develop the licensed Software and Manual and that MBA Business Software will be substantially damaged by its unauthorized use, sale or distribution. In addition to recovery of all damages and the obtaining of injunctive relief as provided by law, in the event legal action must be taken to enforce this provision, the Licensee will pay MBA Business Software all reasonable legal fees incurred in enforcing the rights of MBA Business Software under this provision.
RESTRICTIONS ON USE AND TRANSFER. The original and any backup copies of the Program and its documentation are to be used only in connection with a single computer or network file server. You may physically transfer the Program from one computer to another, provided that the Program is used in connection with only one computer or network file server at a time. You may not distribute copies of the Program Documentation to others. The Program is to be used exclusively for business purposes and not for personal, family or household use. YOU MAY NOT USE, COPY, MODIFY, OR TRANSFER THE PROGRAM, IN WHOLE OR IN PART, EXCEPT AS EXPRESSLY PROVIDED FOR IN THIS LICENSE AGREEMENT. IN ADDITION, YOU MAY NOT MODIFY, ADAPT, TRANSLATE, REVERSE ENGINEER, DECOMPILE, DISASSEMBLE THE PROGRAM, OR CREATE ANY DERIVATIVE WORK BASED UPON THE PROGRAM.
WARRANTY. MBA Business Software’s software is licensed “as is” with no warranties of any kind, either expressed or implied, other than the following: MBA Business Software will repair any bugs or flaws found in the software. Flaws of a critical nature which affect the basic functionality of the software will be repaired on an “emergency” basis, with a corrected distribution sent via E-Mail or Download link. Flaws of a non-critical or cosmetic nature will be repaired on a timely basis, and a corrected distribution updated on MBA Business Software’s enhancement website. All incidental or consequential damages that result from any defect in the software, even if MBA Business Software has been advised of the possibility of such damages will be assumed by you.
NO OTHER WARRANTIES. No dealer or distributor of MBA Business Software products or any agent of MBA Business Software is authorized to make any representation of warranty with respect to the Program except those expressly stated in the Customer License Agreement.
LIMITATION OF LIABILITY. Neither MBA Business Software nor anyone else who has been involved in the creation, production or delivery of this program shall be liable for any direct, incidental or consequential damages.
TERM. This license is effective until terminated. You may terminate it at any time by returning the Program and Documentation together with all copies, modifications and merged portions in any form to MBA Business Software. The license will also be terminated by MBA Business Software immediately and without notice if you fail to comply with any term or condition of this License Agreement.
ACKNOWLEDGMENT. Your opening this package, use of this program or signature on the warranty registration card acknowledges that you have read this customer license agreement and agree to its terms. You further agree that the license agreement is the complete and exclusive statement of the agreement between yourself and MBA Business Software and supersedes any proposal or prior agreement, oral or written, and any other communications between yourself and MBA Business Software or dealers and distributors of MBA Business Software’s products relating to the subject matter of this agreement.
ASSIGNMENT. You may not sub license this license or the Program. You may not rent this Program or the use of the Program. You may not transfer this copy of the Program unless the recipient agrees in writing (and a copy of such acceptance is sent to MBA Business Software, 1117 Perimeter Center West, Suite E210, Atlanta, GA, 30331) to accept all of the terms of this Customer License Agreement. Any attempt by you to otherwise rent, sub license, assign or transfer any of the rights, duties or obligation here under is void and may be the cause for immediate termination of the license. MBA Business Software may assign any of its rights and obligation under this agreement to any party without notice to you.

Subject to Change

Information on this website is subject to change without notice.

Where is this Documentation

This document is located at http://wiki.mbabsi.com/doku.php/enhancements/sage100/paperless/cs100p-html

TradeMarks

Sage 100® is a registered trademark of Sage Software.

Contact Information

MBA Business Software

6100 Lake Forrest Drive

Suite 520

Atlanta, GA 30338

678-495-5700 8:00 am to 5:00 pm EST

http://www.mbabsi.com

Legal Note

Paperless HTML Email Advanced

Anonymous (anonymous@undisclosed.example.com) — 2022-01-04T13:46:36+00:00

Paperless HTML Email Advanced

by MBA Business Software

Enhance your Sage 100 Paperless Office Emails with HTML extending past the max 4k size. Add more html to the Paperless HTML Email with this advanced version that bypasses the field limitation.

Subscribe Now ($500.00) Download

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 allow only the body of the electronic delivery to use plain text for the message.

Purpose of this enhancement

The Paperless HTML Email Advanced enhancement was created to replace the Paperless HTML Email enhancement. The Paperless HTML Email enhancement has a limitation of 4096 characters for the body of the email. With this enhancement, the field is replaced with a file. The file will contain the same data that the field held but without the limitation of 4096 characters.

The Paperless HTML Email Advanced enhancement turns on the ability to send email with HTML in the body. This will allow Hypertext Markup Language (HTML) code to be entered, as well as plain text, in the body of the Electronic Delivery. By allowing HTML to be entered in the body, the email being sent can have logos, tables, and other formatting that coordinates with the company's existing brand. It will allow for linking to websites and Social Media.

Installation

The enhancement can be downloaded for the appropriate version of Sage 100 by using the download links in the Versions section in this document. The downloaded file will be a self-extracting zip (.zip) file with a single executable inside. 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.

Version Difference Warning

If there is a version difference, a Version Mismatch Warning will appear.

Once the Enhancement is installed, 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.

Prior to using the Enhancement, it must be registered.

e-Business Users

If using e-Business, the Paperless HTML Enhancement can be extended to Modules | eBusiness Manager | E-mail Notification Maintenance as part of this enhancement. To use the Paperless HTML enhancement with e-Business, copy the file SY_EmailEngine.PVC from the “.\MAS90\Links” folder to the “.\WEBENG\Links” folder used by e-Business.

The Paperless HTML Advanced enhancement DOES NOT WORK with e-Business. Instead the Paperless HTML enhancement is used and doesn't require separate registration.

Registration

The listing of an enhancement does not mean that you have installed it or that you have access to use it.

Key Information

License keys will have the enhancement code followed by a 10 digit number. They are specific by enhancement and by the serial number of the installation.

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.

Setup and configuration

System Wide enhancement options are accessed through Modules | Library Master | Utilities | MBA Enhancement Registration. Click on the enhancement description to access its configuration. This enhancement does not have any system wide configuration so the Configure button in the MBA Enhancement Registration screen will be grayed out. This documentation can be accessed by clicking on the Manual button.

The editing of the emails to have HTML can be done in two places:

Paperless Office
eBusiness Manager

Paperless Office

Tip

The Paperless HTML Advanced enhancement enables the ability for the Electronic Delivery Message Maintenance to be resized.

Tip

If there are no HTML tags in the message body, then the message will be sent as plain text.

With the Paperless Office HTML enhancement installed and active, HTML can now be used in the body of the email. Below is a Sales Order document that is using HTML markup instead of plain text.

The merge field <Document> exists in the subject and in the body, like it did in the previous example. The body has multiple tables as well as multiple images. Links to websites exist within the text of the body.

When the email is received, it will look like the sample below.

WARNING!
Not all email applications display HTML. Not all HTML is displayed the in same way from application to application.

Tip

Need help with HTML? This example was created using Bee Free Editor

e-Business Manager

Tip

If there are no HTML tags in the message body, then the message will be sent as plain text.

With the Paperless Office HTML Advanced enhancement installed and active, HTML can now be used in the body of the email. Below is the same document but instead of using plain text, HTML markup is used. The Advanced functions of this enhancement is not available for e-Business. The function is the same as the Paperless Office HTML enhancement.

Key Information

The number of characters that the body allows has not been modified and is using the maximum of 4096 characters.

Uninstalling

To uninstall an Enhancement, launch the registration program in 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.

Take Note

When Paperless HTML Advanced enhancement is deactivated or uninstalled, the message body will revert to the value that Electronic Delivery Message Maintenance had prior to using the enhancement. If the enhancement is reactivated or reinstalled, the message body will revert to the last value the enhancement had saved.

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.

Extra Step for eBusiness Users

If Paperless Office HTML enhancement has been setup for eBusiness, the file webeng\links\sy_EmailEngine.pvc will have to be manually removed.

WARNING! Any enhancement that has been uninstalled will need to be reinstalled before it can be registered and used again.

Take Note

Support

For support on this or any other MBA Business Software Enhancement, please call 770-399-8021.

Troubleshooting

Paperless HTML Advanced enhancement allows email sent from Sage 100 to be in HTML format. If the outgoing email is displaying the HTML tags (example: <h1>, </h1>), then try the following:

Check Registration - Launch Modules | Library Master | Utilities | MBA Enhancement Registration, to insure the License was entered correctly.
Check Links Folder - If SY_EmailEngine.PVC is not in the MAS90\Links folder, copy Default.PVC and rename it to SY_EmailEngine.PVC.
1. For e-Business Manager, check the Links folder in WebEng.
Check Class Enhancements Launch Data File Display and Maintenance and load the SY_ClassEnhancement.M4T table for an override of SY_EmailEngine by SY106_HTM_EmailEngine. If the entry is not there, reinstall the enhancement.

If you are still having an issue after trying the suggestions above, please call our support line at 770-399-8021.

List of Files Changed

These are the files that have been changed

Paperless HTML Email Advanced	Type	Description
PL\PL106_ADV_EmailMessage.M4L	Panel Library	Electronic Delivery Message Panel Library
PL\PL106_ADV_EmailMessage.PVC	Class Override	Change Electronic Delivery Message
PL\PL106_ADV_EmailMessage_UI.PVC	Class Override	Change Electronic Delivery Message UI
SY\SY106_ADV_EmailEngine.PVC	Class Override	Change Paperless Email to HTML
Links\PL_EmailMessage.PVC	Override Trigger	Indicates an override exists
Links\PL_EmailMessage_UI.PVC	Override Trigger	Indicates an override exists
Links\SY_EmailEngine.PVC	Override Trigger	Indicates an override exists

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

Versions

Paperless HTML Email is available in the versions listed below. Click on the version matching your Sage 100 installation. If your version is not listed, please send us an email via our contact page.

Sage 100 Version
Sage 100 2013 (5.00)
Sage 100 2014 (5.10)
Sage 100 2015 (5.20)
Sage 100 2016 (5.30)
Sage 100 2017 (5.40)
Sage 100 2018 (6.00)

Additional Notes

Related information about the Enhancement, this website, and its documentation

License Agreement

LICENSE. MBA Business Software, a Georgia corporation as Licensor and owner hereby agrees to grant you as Licensee a non-exclusive license to use the enclosed software subject to the terms and restrictions set forth in this License Agreement. Title in and ownership of all programs and program enhancements or modifications written by MBA Business Software shall remain at all times vested in MBA Business Software. The right granted by this Customer License Agreement and your payment of the non-refundable License fee is the right to use the Program in accordance with the terms of this Customer License Agreement. Delivery of a copy of the Program to you is made solely to enable you to exercise this right.
COPYRIGHT. This Program is copyrighted and all rights are reserved by MBA Business Software and SAGE, INC. You may not copy or reproduce any part of the Program except to copy the Program for backup purposes. If you make a backup copy you must reproduce and include the copyright notice on it. The distribution of the product is intended for the use of the original Licensee only and for use only on the computer systems specified. Lawful users of this Program are hereby licensed only to read the Program from its medium into the memory of a computer only for the purpose of executing the program. The documentation is also copyrighted and all rights are reserved. This document may not, in whole or in part, be copied, photocopied, reproduced, translated, transmitted or reduced to any electronic medium of machine readable form without prior consent, in writing, from MBA Business Software. The Licensee recognizes that MBA Business Software has expended considerable time, effort and money to develop the licensed Software and Manual and that MBA Business Software will be substantially damaged by its unauthorized use, sale or distribution. In addition to recovery of all damages and the obtaining of injunctive relief as provided by law, in the event legal action must be taken to enforce this provision, the Licensee will pay MBA Business Software all reasonable legal fees incurred in enforcing the rights of MBA Business Software under this provision.
RESTRICTIONS ON USE AND TRANSFER. The original and any backup copies of the Program and its documentation are to be used only in connection with a single computer or network file server. You may physically transfer the Program from one computer to another, provided that the Program is used in connection with only one computer or network file server at a time. You may not distribute copies of the Program Documentation to others. The Program is to be used exclusively for business purposes and not for personal, family or household use. YOU MAY NOT USE, COPY, MODIFY, OR TRANSFER THE PROGRAM, IN WHOLE OR IN PART, EXCEPT AS EXPRESSLY PROVIDED FOR IN THIS LICENSE AGREEMENT. IN ADDITION, YOU MAY NOT MODIFY, ADAPT, TRANSLATE, REVERSE ENGINEER, DECOMPILE, DISASSEMBLE THE PROGRAM, OR CREATE ANY DERIVATIVE WORK BASED UPON THE PROGRAM.
WARRANTY. MBA Business Software’s software is licensed “as is” with no warranties of any kind, either expressed or implied, other than the following: MBA Business Software will repair any bugs or flaws found in the software. Flaws of a critical nature which affect the basic functionality of the software will be repaired on an “emergency” basis, with a corrected distribution sent via E-Mail or Download link. Flaws of a non-critical or cosmetic nature will be repaired on a timely basis, and a corrected distribution updated on MBA Business Software’s enhancement website. All incidental or consequential damages that result from any defect in the software, even if MBA Business Software has been advised of the possibility of such damages will be assumed by you.
NO OTHER WARRANTIES. No dealer or distributor of MBA Business Software products or any agent of MBA Business Software is authorized to make any representation of warranty with respect to the Program except those expressly stated in the Customer License Agreement.
LIMITATION OF LIABILITY. Neither MBA Business Software nor anyone else who has been involved in the creation, production or delivery of this program shall be liable for any direct, incidental or consequential damages.
TERM. This license is effective until terminated. You may terminate it at any time by returning the Program and Documentation together with all copies, modifications and merged portions in any form to MBA Business Software. The license will also be terminated by MBA Business Software immediately and without notice if you fail to comply with any term or condition of this License Agreement.
ACKNOWLEDGMENT. Your opening this package, use of this program or signature on the warranty registration card acknowledges that you have read this customer license agreement and agree to its terms. You further agree that the license agreement is the complete and exclusive statement of the agreement between yourself and MBA Business Software and supersedes any proposal or prior agreement, oral or written, and any other communications between yourself and MBA Business Software or dealers and distributors of MBA Business Software’s products relating to the subject matter of this agreement.
ASSIGNMENT. You may not sub license this license or the Program. You may not rent this Program or the use of the Program. You may not transfer this copy of the Program unless the recipient agrees in writing (and a copy of such acceptance is sent to MBA Business Software, 1117 Perimeter Center West, Suite E210, Atlanta, GA, 30331) to accept all of the terms of this Customer License Agreement. Any attempt by you to otherwise rent, sub license, assign or transfer any of the rights, duties or obligation here under is void and may be the cause for immediate termination of the license. MBA Business Software may assign any of its rights and obligation under this agreement to any party without notice to you.

Subject to Change

Information on this website is subject to change without notice.

Where is this Documentation

This document is located at http://wiki.mbabsi.com/doku.php/enhancements/sage100/paperless/cs100p-htmladv

TradeMarks

Sage 100® is a registered trademark of Sage Software.

Contact Information

MBA Business Software

6100 Lake Forrest Drive

Suite 520

Atlanta, GA 30338

678-495-5700 8:00 am to 5:00 pm EST

http://www.mbabsi.com

Legal Note

Paperless Merge Fields

Anonymous (anonymous@undisclosed.example.com) — 2022-01-04T13:49:38+00:00

Paperless Merge Fields

by MBA Business Software

Enhance Sage 100 Paperless Office merge fields to include more fields specific to the document being sent.

Subscribe Now ($500.00) Download

Purpose of this enhancement

This enhancement will allow additional fields from the document and the entities associated with the document to be placed in the email body or subject. Electronic Delivery Message Maintenance merge fields change based on the document selected. As an example, when Invoice is selected as a Document, the following fields are available:

<CompanyName>
<CustomerName>
<CustomerNo>
<Document>
<DocumentDate>
<DocumentNo>
<InvoiceType>

This enhancement enhances the default merge fields with a much larger list of merge fields that are related specifically to the document.

For example, Invoice emails can contain fields from the AR_Customer, AR_CustomerPDFLog, AR_InvoiceHeader, AR_Salesperson and SY_Company. In our case, the body of the email can have the Invoice Due Date and include the the salesperson's name and contact info.

Take Note

Current version only increases merge fields for:

Customer Forms
- Accounts Receivable
  - Invoice
- Sales Order
  - Order
  - Invoice

Calculations

Calculations can be entered in the Email Message as well. For example, when sending out an email for Sales Order, you might want to show the total of the order. That calculation requires totaling five fields from the Sales Order Header table. To enter that calculation you would place the following in the Email Message.

{=STR([SO_SalesOrderHeader.TaxableAmt]+[SO_SalesOrderHeader.NonTaxableAmt]+[SO_SalesOrderHeader.FreightAmt]+[SO_SalesOrderHeader.SalesTaxAmt]-[SO_SalesOrderHeader.DiscountAmt]:“###,##0.00-”)}

The fields inside the square brackets are all replaced first, then the calculation is made within the braces. The return of the calculation must always be a string. Inside the braces is calculated as a ProvideX equation. The next example shows how to spell out abbreviations like Order Type which is a S for Standard, B for Backorder, etc.

{=TBL([SO_SalesOrderHeader.OrderType$]=“SBQMR”, “”, “Standard”, “Backorder”, “Quote”, “Master Order”, “Repeating Order”)}

Calculations like this make the Email Messages very readable.

Installation

Version Difference Warning

If there is a version difference a Version Mismatch Warning will appear.

Prior to using the Enhancement, it must be registered.

Registration

The listing of an enhancement does not mean that you have installed it or that you have access to use it.

Key Information

License keys will have the enhancement code followed by a 10 digit number. They are specific by enhancement and by the serial number of the installation.

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.

Setup and configuration

System Wide enhancement options are accessed through Modules | Library Master | Utilities | MBA Enhancement Registration. Click on the enhancement description to access its configuration. This enhancement does not have any system wide configuration so the Configure button in the MBA Enhancement Registration screen will be grayed out. This documentation can be accessed by clicking on the Manual button.

The maintenance of emails for Paperless Office is done in Electronic Delivery Message Maintenance. To access this maintenance screen, go to Modules | Paperless Office | Setup | Electronic Delivery Message Maintenance. The field drop down for “Insert Merge Field” has been expanded to include additional tables and fields. Due to the length of the field names, the drop down is not the most convenient way to select the merge field to insert. A new Field Explorer button has been added to allow easy navigation to select the fields to insert into the message body.

Double click on the Merge Fields folder to expand the additional tables available for inserting. The additional fields will be listed as <module_table.fieldname> under the table folders.

Double click on the field to have it inserted into the message body or subject line. When editing is complete, click the X in the top right of the MBA Paperless Merge Fields screen to close the field explorer. The sample below shows how the additional fields can be added to the body of the message.

<CustomerName>,

Attached is your <Document> #<DocumentNo> for <AR_Customer.CustomerName> that is due on <AR_InvoiceHeader.InvoiceDueDate>.

Please keep this <Document> for your records. If you have any issues, please feel free to call us at 555-365-4575.

Thanks,
<AR_Salesperson.SalespersonName>
<CompanyName>
<AR_Salesperson.EmailAddress>

When this is sent using Paperless office the fields will be merged as shown below:

Available Fields

The list of fields available when clicking on the Field Explorer in Electronic Delivery Message Maintenance is dynamic and built based on the current Document that is selected during entry. A preset list of tables are used for each document selected. This list of tables are used to query the Data Dictionary for the available fields to be listed. Since the Data Dictionary is used to create the list of fields to be merged, this means that User Defined Fields (UDFs) as well as developer fields (if populated in Data Dictionary) will be included.

Document Type	Module Code	Document	Table	Notes
Customer Forms	S/O	Invoice	AR_Customer	2018 List <CustomerName>
			AR_CustomerPDFLog	<BillToName> <CustomerNo> <Document> <DocumentDate>
			AR_Salesperson	2018 List
			SO_InvoiceHeader	2018 List
			SY_Company	<CompanyName>
Customer Forms	S/O	Order	AR_Customer	2018 List <CustomerName>
			AR_CustomerPDFLog	<BillToName> <CustomerNo> <Document> <DocumentDate>
			AR_Salesperson	2018 List
			SO_SalesOrderHeader	2018 List
			SY_Company	<CompanyName>
Customer Forms	A/R	Invoice	AR_Customer	2018 List <CustomerName>
			AR_CustomerPDFLog	<BillToName> <CustomerNo> <Document> <DocumentDate>
			AR_InvoiceHeader	2018 List
			AR_Salesperson	2018 List
			SY_Company	<CompanyName>

Uninstalling

WARNING! Any enhancement that has been uninstalled will need to be reinstalled before it can be registered and used again.

Take Note

Support

For support on this or any other MBA Business Software Enhancement, please send us an email via our contact page.

Troubleshooting

Paperless Merge Fields are only displayed when the following requirements are met:

Enhancement must be installed
Enhancement must be registered
Document type must be specified

If the document type is 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.

List of Files Changed

These are the files that have been changed

Paperless Merge Fields	Type	Description
Links\PL_EmailMessage.pvc	Override trigger	Indicates an override exists
Links\PL_EmailMessage_UI.pvc	Override trigger	Indicates an override exists
Links\SY_EmailEngine.pvc	Override trigger	Indicates an override exists
PL\PL106_MRG_EmailMessage.PVC	Class Override	Changes Paperless Email Message
PL\PL106_MRG_EmailMessage_UI.PVC	Class Override	Changes Paperless Email Message UI
PL\PL106_MRG_EmailMessage.M4L	Panel Library	Custom Merge Field 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

Versions

Paperless Merge Fields 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.

Sage 100 Version
Sage 100 2013 (5.00)
Sage 100 2014 (5.10)
Sage 100 2015 (5.20)
Sage 100 2016 (5.30)
Sage 100 2017 (5.40)
Sage 100 2018 (6.00)
Sage 100 2019 (6.10)
Sage 100 2020 (6.20)

Additional Notes

Related information about the Enhancement, this website, and its documentation

License Agreement

LICENSE. MBA Business Software, a Georgia corporation as Licensor and owner hereby agrees to grant you as Licensee a non-exclusive license to use the enclosed software subject to the terms and restrictions set forth in this License Agreement. Title in and ownership of all programs and program enhancements or modifications written by MBA Business Software shall remain at all times vested in MBA Business Software. The right granted by this Customer License Agreement and your payment of the non-refundable License fee is the right to use the Program in accordance with the terms of this Customer License Agreement. Delivery of a copy of the Program to you is made solely to enable you to exercise this right.
COPYRIGHT. This Program is copyrighted and all rights are reserved by MBA Business Software and SAGE, INC. You may not copy or reproduce any part of the Program except to copy the Program for backup purposes. If you make a backup copy you must reproduce and include the copyright notice on it. The distribution of the product is intended for the use of the original Licensee only and for use only on the computer systems specified. Lawful users of this Program are hereby licensed only to read the Program from its medium into the memory of a computer only for the purpose of executing the program. The documentation is also copyrighted and all rights are reserved. This document may not, in whole or in part, be copied, photocopied, reproduced, translated, transmitted or reduced to any electronic medium of machine readable form without prior consent, in writing, from MBA Business Software. The Licensee recognizes that MBA Business Software has expended considerable time, effort and money to develop the licensed Software and Manual and that MBA Business Software will be substantially damaged by its unauthorized use, sale or distribution. In addition to recovery of all damages and the obtaining of injunctive relief as provided by law, in the event legal action must be taken to enforce this provision, the Licensee will pay MBA Business Software all reasonable legal fees incurred in enforcing the rights of MBA Business Software under this provision.
RESTRICTIONS ON USE AND TRANSFER. The original and any backup copies of the Program and its documentation are to be used only in connection with a single computer or network file server. You may physically transfer the Program from one computer to another, provided that the Program is used in connection with only one computer or network file server at a time. You may not distribute copies of the Program Documentation to others. The Program is to be used exclusively for business purposes and not for personal, family or household use. YOU MAY NOT USE, COPY, MODIFY, OR TRANSFER THE PROGRAM, IN WHOLE OR IN PART, EXCEPT AS EXPRESSLY PROVIDED FOR IN THIS LICENSE AGREEMENT. IN ADDITION, YOU MAY NOT MODIFY, ADAPT, TRANSLATE, REVERSE ENGINEER, DECOMPILE, DISASSEMBLE THE PROGRAM, OR CREATE ANY DERIVATIVE WORK BASED UPON THE PROGRAM.
WARRANTY. MBA Business Software’s software is licensed “as is” with no warranties of any kind, either expressed or implied, other than the following: MBA Business Software will repair any bugs or flaws found in the software. Flaws of a critical nature which affect the basic functionality of the software will be repaired on an “emergency” basis, with a corrected distribution sent via E-Mail or Download link. Flaws of a non-critical or cosmetic nature will be repaired on a timely basis, and a corrected distribution updated on MBA Business Software’s enhancement website. All incidental or consequential damages that result from any defect in the software, even if MBA Business Software has been advised of the possibility of such damages will be assumed by you.
NO OTHER WARRANTIES. No dealer or distributor of MBA Business Software products or any agent of MBA Business Software is authorized to make any representation of warranty with respect to the Program except those expressly stated in the Customer License Agreement.
LIMITATION OF LIABILITY. Neither MBA Business Software nor anyone else who has been involved in the creation, production or delivery of this program shall be liable for any direct, incidental or consequential damages.
TERM. This license is effective until terminated. You may terminate it at any time by returning the Program and Documentation together with all copies, modifications and merged portions in any form to MBA Business Software. The license will also be terminated by MBA Business Software immediately and without notice if you fail to comply with any term or condition of this License Agreement.
ACKNOWLEDGMENT. Your opening this package, use of this program or signature on the warranty registration card acknowledges that you have read this customer license agreement and agree to its terms. You further agree that the license agreement is the complete and exclusive statement of the agreement between yourself and MBA Business Software and supersedes any proposal or prior agreement, oral or written, and any other communications between yourself and MBA Business Software or dealers and distributors of MBA Business Software’s products relating to the subject matter of this agreement.
ASSIGNMENT. You may not sub license this license or the Program. You may not rent this Program or the use of the Program. You may not transfer this copy of the Program unless the recipient agrees in writing (and a copy of such acceptance is sent to MBA Business Software, 1117 Perimeter Center West, Suite E210, Atlanta, GA, 30331) to accept all of the terms of this Customer License Agreement. Any attempt by you to otherwise rent, sub license, assign or transfer any of the rights, duties or obligation here under is void and may be the cause for immediate termination of the license. MBA Business Software may assign any of its rights and obligation under this agreement to any party without notice to you.

Subject to Change

Information on this website is subject to change without notice.

Where is this Documentation

This document is located at http://wiki.mbabsi.com/doku.php/enhancements/sage100/paperless/cs100p-merge

TradeMarks

Sage 100® is a registered trademark of Sage Software.

Contact Information

MBA Business Software

6100 Lake Forrest Drive

Suite 520

Atlanta, GA 30338

678-495-5700 8:00 am to 5:00 pm EST

http://www.mbabsi.com