Sage 300 CRE Attachment Sync Setup

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Sage 300 CRE Attachment Sync Setup

 

Sage Paperless Construction has the ability to add linking files to the attachment system of certain accounting software, which provides a mechanism to show all related files stored in Sage Paperless Construction when the paperclip is clicked in the accounting program. Use the Attachment Sync Configuration window to configure which records in the accounting database will be linked to Sage Paperless Construction through “paperclip” links.

 

1.From the ribbon toolbar, click Administration.

2.Click Attachment Sync, AttachmentSyncButton.
 
The Attachment Sync Configuration window similar to the following displays:
 
AttachmentSyncSage300CRE

 

3.Select Sage 300 CRE in the bridge system dropdown menu.

4.Click to select the tables to be linked back to Sage Paperless Construction.

5.For date-specific records such as AP Invoices, Purchase Orders, etc., add a date in the Starting Date field to only include records in the accounting database that are equal to--or greater than--the entered starting date.

6.Once the tables are configured, a Job Poll Service job must be set up to schedule the placement of the linked files into the accounting system.
 
Note:  For more information on scheduling a Sage 300 CRE Attachment Sync Job, click here.
 
The attachment "link" will display in the Vendor Attachments dialog box within Sage 300 CRE with the description of "XXXX SPC Documents". There will be only one link per master record in Sage 300 CRE, similar to the following:
 
Sage300AttachmentScreen

 

7.Click Open to access the Sage Paperless Construction Document Viewer.