Sage 100 allows for a convenient way to send invoices, orders and statements via email. This occurs via their Paperless Office functionality which is part of Sage 100 and converts output to a PDF.
During the printing process you’ve likely noted the myriad of options that can be selected for paperless office output.
- Print All
- Electronically Deliver Only
- Print/PDF for Print Delivery Option
- Print/PDF All and Electronically Deliver
- Print/PDF or Electronically Deliver
- Print/PDF All
- PDF All
What exactly are these options and how do they impact your document flow?
Sage has a knowledgebase article which reviews each of these options and provides guidance on exactly what they do.
Although this article pertains to the options in Employee and Customer Maintenance, you’ll notice the information also applies to options presented when you print a form and Paperless Office is enabled.
There are a number of other items that this knowledgebase article points out which are important considerations when using Paperless Office.
Settings on this screen will not be retained when using the STANDARD form. If you want to retain the settings, create a new form code.
If Paperless Office does not email customer or vendors forms but no error is displayed:
You can use the Paperless Customer/Vendor Viewer to confirm PDF Exists = Y, and Sent = Y.
If PDF Exists = N then confirm that a Paperless Office Output option (such as Print/PDF and Electronic Delivery) is chosen when Printing.
For more information and to read the full Sage KB article visit – What Paperless Office Output Options are available for customer or vendor forms?