Overview

Why SYSTRONICS Document Attachment Applets

SYSTRONICS Document Attachment Applets™ for Sage 300 enable attaching electronic documents and optional fields to a wide range of Sage 300 transactions and records. Examples include but are not limited to attaching scanned documents to Sage 300 Invoices, product images to I/C Item records, etc.

All data, including electronic attachments, is encapsulated in the Sage 300 database, and is archived along with the company back up.

• An affordable but highly effective document management solution
• Attachments may optionally be stored inside Sage 300 databases or on network drives
• The maximum length of text fields is 255 characters, as opposed to the standard 60 characters in Sage 300
• Fields may be combined in Sets and Groups to better visualize the captured information and to ease data management
• Information may be attached to Sage 300 transactions retrospectively, even after they have been posted

Qualification Questions

Business Problems Solved

• Do you want to reduce the amount of paper and space used to print and store photocopies of documents, e.g. invoices, orders, custom clearance documents?
• Do you want to incorporate your electronic document management system into Sage 300, so that complete information is available directly from corresponding Sage 300 records?
• Is the maximum length of 60 characters available for standard Sage 300 fields sufficient to enter the necessary information in Sage 300 transactions and records?
• Do you want to attach formatted text to your Sage 300 records?

• Time and cost associated with the filing of Sage 300 related paper document copies are reduced significantly
• Information attached to Sage 300 transactions is accessible quickly inside the ERP

Customer stories

• Profile: Governmental Organization

• Business Problem: The newly appointed Chief Accountant was struck by the task of filing a large amount of paper documents and the efforts required for archiving and retrieving document copies. She set herself a target to reduce paperwork to a minimum.

• Solution: She looked for a tool that would allow attaching electronic images and documents, such as forms, scanned receipts, invoices, written approvals, etc., to Sage 300 transactions. After a thorough investigation, she purchased six Document Attachment Applets to facilitate this process.

• Results: The paper-based document filing system is now fully digitized and incorporated in Sage 300, making data well organized and easily accessible. Paper consumption and time spent on printing copies have reduced significantly. In fact, an effective document management system is now in place at the fraction of the industry average cost.

• Profile: Digital Printing Company

• Business Problem: The Company had to enter long descriptions of project requirements for each Quote or Sales Order, so that the production team could later have enough information to produce them. Sixty characters available for standard Sage 300 fields were not sufficient to capture the necessary information.

• Solution: Deploying the O/E Order Applet with its support for 255 character long text fields addressed this issue.

• Results: The necessary details are now entered during order entry. The accounting team no longer wastes time in splitting and entering project descriptions in multiple fields or use emails and notes to communicate these requirements to the production team.