It can be implemented for the entire panel or via a specialized control. If Sage could accept and run a script on dropped files then that would vastly help improve many processes for our paperless world.
For example, on Invoice/SalesOrder Data Entry I could set up a script that would take a dropped file and make a copy of it somewhere on a file server. This file could be supporting documentation for the Sales Order we are invoicing. Some of our customers who use A/P portals requires us to include supporting documentation with our invoices. We use a third party that handles our A/P portals for us and they have already told us they can merge the invoice we send them with any supporting docs as well.
From an A/P perspective, a script could be set up to process dropped receipts or invoices. Since all the user has to do is drop the file there would be no more issues with people adding "attachments" to a memo that is located on the user's C: drive. The file location will be completely controlled by the script and would be transparent to the user.
Basically any module can have some utility from this.
It would also be helpful to pass all table variables to this control just like a button link can do (i.e. SO_Invoice_bus_InvoiceNo) so if the file needs to be renamed based on data entry info then these variables can pass this to the script. This control would also need to pass the filepath of the dropped file in a similar fashion so the script knows the file that was just dropped in order to process it (ME_DROPPED_FILE_PATH) were 'ME' refers to the object itself.
by: Keith D. | 8 months ago | General Enhancements
Comments
Hi Keith, this exists with the 3rd party DSD Instadocs for Sage 100 solution. And we are using it exactly as you described above. It works really well. basically almost all "mainteanance, entry or inquiry" tasks have an instadocs tab and you can drag n drop any file directly into Sage, and you can also send attached documents say in SO entry, that will then automatically attach to the SO invoice paperless office e-mail.