In Sage 100 you can use Memos to attach documents for customers, vendors, orders, receipts, items and a number of other areas. You can attach imported scanned documents or any file that could be useful such as an excel file or image. This is a great way to keep track of complicated orders or disputed transactions right in your ERP system. In our example below, we will show how to attach a business license to a customer record.
If you have Memos already created for this customer, like the Invoice Policy that automatically displays, then they will be listed.
You can also add comments in the open text area.
To view the attachment just click on the Memo icon and select the newly created memo and click on the View Attachment icon.
Still having trouble? ACC is proud to offer a variety of Sage 100 training options to help you get the most out of the system.
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