How to Setup Paperless Office to Deliver Vendor Remittance Advice in Sage 100 ERP
Paperless OfficeVendor Remittance AdviceSteps / Overview:
Test email from LM à Company Maintenance
Enable Forms… in Paperless Office setup
Create a Forms record in Form Maintenance
Confirm an Electronic Message format
Configure Vendors with email address and the Paperless button in Vendor Maintenance
Generate Electronic Payments
Select desired Paperless Office Delivery in electronic Payment Remittance Advice
Verify email recipient received the Remittance Advice… check Junk mail / Spam
Viewer PDF of Remittance Advice in Vendor Viewer in Paperless Office
Library MasterLibrary Master à Main à Company Maintenance… E-mail tabemail configuration / Test E-mailPaperless Office OptionsPaperless Office à Setup à Paperless Office OptionsEnable the desired options in the upper left. Remittance Advice is part for the Forms optionPaperless Office – Form MaintenancePaperless Office à Setup à Form MaintenanceMain tabForm MaintenanceAdditional tab(Accounts Payable) Deliver During Check Register UpdateSelect whether to deliver a PDF document during the Accounts Payable Check Register update.
Select No to use the Vendor Viewer to deliver the PDF documents.
Select Only Electronic Payment Remittance Advices to electronically deliver PDF documents only for electronic payment remittance advices during the Accounts Payable Check Register update. This option is available only if the Enable ACH Electronic Payments check box is selected in Accounts Payable Options.
Select Yes to electronically deliver PDF documents during the Accounts Payable Check Register update for checks, extended stubs and, if applicable, electronic payment remittance advices. Checks and their associated extended stub will be delivered as one PDF.
Electronic Delivery Message MaintenancePaperless Office à Setup à Electronic Delivery Message MaintenanceContent of Subject in Form - Attached is the <Document> for <VendorName> dated <DocumentDate>.Subject as it appears in the sent email - Attached is the Check for DDF Consulting - Elec Pay't dated 4/24/2014. Vendor MaintenanceAccounts Payable à Main à Vendor Maintenance… Main tabPaperless Office button on the Main tab of Vendor MaintenanceMain tab… click on the desired PDF Delivery OptionsVendor Maintenance – Paperless OfficeE-mail tabElectronic Payment printing / ProcessingAccounts Payable à Check Printing and Electronic Payment à Check Printing and Electronic PaymentYou will see a message that it is processing the electronic Delivery messages… but it does not pause the screen. Go to the Vendor Viewer in Paperless Office à Main to see the status of Electronic Delivery.Paperless Office OutputSelect the appropriate option for printing, saving, or electronically delivering the form. The results of your selection depend on whether the Print, E-mail, and/or Fax check boxes are selected for each customer, vendor, or employee in Paperless Office Delivery Options.
Select...
...to perform the following when these check boxes are selected in Paperless Office Delivery Options for the customer, vendor, or employee
E-mail and/or Fax check box
Print check box
None
Print All
Hard copies of all selected forms are printed.
Hard copies of all selected forms are printed.
Hard copies of all selected forms are printed.
Electronically Deliver Only
The selected forms are saved as PDF and sent by e-mail and/or fax.
Nothing
Nothing
Print/PDF for Print Delivery Option
Nothing
The selected forms are saved as PDF and printed as hard copies.
The selected forms are saved as PDF and printed as hard copies.
Print/PDF All and Electronically Deliver
The selected forms are saved as PDF, printed as hard copies, and sent by e-mail and/or fax.
The selected forms are saved as PDF and printed as hard copies.
The selected forms are saved as PDF and printed as hard copies.
Print/PDF or Electronically Deliver
The selected forms are saved as PDF and sent by e-mail and/or fax.
The selected forms are saved as PDF and printed as hard copies.
The selected forms are saved as PDF and printed as hard copies.
Print/PDF All
The selected forms are saved as PDF and printed as hard copies.
The selected forms are saved as PDF and printed as hard copies.
The selected forms are saved as PDF and printed as hard copies.
PDF All
The selected forms are saved as PDF.
The selected forms are saved as PDF.
The selected forms are saved as PDF.
If you select an option that includes electronic delivery, click the Electronic Delivery button to select e-mail or fax options in Electronic Delivery for Forms.Paperless Office à Vendor ViewerAfter printing /PDF Remittance Advice… and before updating the Register. Note the Sent ColumnThe Vendor Viewer can also be accessed through Vendor Inquiry / Maintenance… on the Checks tab.If you highlight an item, the icons on the right become available… the bottom one opens the Paperless Viewer.Paperless Office Viewer à launched from Vendor Maintenance / Inquiry checks tab