USE MEMOS TO ATTACH IMPORTANT DOCUMENTS IN SAGE 100

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.

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Open Accounts Receivable – Main – Customer Maintenance And Select The Desired Customer

Click On The Memo Icon (Looks Like A Tiny Notepad).

If you have Memos already created for this customer, like the Invoice Policy that automatically displays, then they will be listed.

Click On Create A New Memo At The Bottom Left.

Enter The Following

  • Memo Code – 10 Digits To Identify The Memo Or Attachment
  • Descriptions – Full Description Of The Memo Or Attachment
  • Memo Date
  • Expiration Date – This Date Is Used When Purging Expired Memos From The System
  • Auto Display – Can Be Set To Never, Always Or Reminder Dates
  • Reminder Start And End Date – Used When The Auto Display Is Set To

To Attach A Document You Can Click On The Folder To Browse For The File You Would Like To Attach.

You can also add comments in the open text area.

Click Accept To Save.

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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