User Guide
Contents
1. 1200 a Mr Ronald Black a Account Set USA CHECK la Check Receipt No 000000039 00001 PY00000000000000000076 100 00 Prorate by Amount v Advance Credit Q Document Number Payment Nur Current Balance Net Balance Discount Available Applied Amount Discount Taken Adjustm A INdoooBoooooooCooOCoNo2 757 75 657 75 0 00 100 00 0 00 lt Wy yt yt q re Y t ri w Carm software Master Developer Development Partner OS FS E w T F i NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix ia SAMINC A R Receipt Entry Batch Number ia 4 39 gt raha Batch Date 03 19 2012 iO No of Entries Total Amount 100 000 Bank CCB a Deposit Number 30 8 Deposit Date Entry Number z Attach Documents Transaction T Customer Nu Reference Document Path Document Name Document Description Sr No Document Name Document Description lt Note Rest of the screen mentioned above works in the similar way DOCUMENT ATTACHMENT WITH A R INVOICE BATCH LIST 1 Document attachment functionality can also be accessed through Batch List UI Below is the illustration of A R Invoice Batch List screen from where you can call the Customized Document Attachment A R invoice screen by clicking on Doc Attach button software 20 Master Developer Development Partner Wy yt yt q re2. ES SAMINC O E Shipment Entry Sele File Menu Shipment Number 4 4 SH00000000000000000059 sb pb ma G Invoice Number INOOOOO000000059 le Customer No 1105 a bav Bagan Mat Oakland Complete Status Complete al Shipment Customer Taxes Optional Fields Sales Split Tooke Doc Attach Document Path 192 168 0 33 Shared Data SQL TEST pdf paf Document Hame TEST pdb pelt Document Description Overnight shipment please Sr No Document Hame Document Description sage l sage GOLD software Master Developer Development Partner Wy yt yt q re Y t ri w Carm SS FS E w T F i MON ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix DOCUMENT ATTACHMENT WITH ACCOUNT RECEIVABLE SCREEN 1 AR Receipt screen also possess same functionality through Doc Attach button below is the illustration of A R Receipt Entry screen from where you can call the Document Attachment screen Ea SAMINC A R Receipt Entry Sele File Menu Batch Number Batch Date Bank Entry Number Transaction Type Customer Number Reference Payment Code Document Number Receipt Amount Receipt Unapplied Apply Method C Select Mode TES 3 gt MAD 1 Total Amount 100 000 CCB a Deposit Number 30 Deposit Date 03 19 2012 lo TES snan Receipt Receipt Date 03 19 2012 Posting Date 03 19 2012 0 2012 03
3. Order Type Active 7 From Multiple Quotes Job Related Pras ta Ship To Location Q O Exp Ship Date 0319 2012 O F Cale Tas C On Hold Description o 7 Reference PT QO Item Mo Misc Charge OQ KRBOM Description Ss Fluorescent Des Qty on Hand Oty on Sales Order Oty on Purchase Order Oty Committed Oty Available Location 1 Ea 127 oy 310 F OF 127 All Locations Ea Bel 33 F 455 F oF B47 T ttem Tax Components Ship Al Order Subtotal 0 00 Delete _ Histo Prepayment 2 The Doc Attach tab gets activated only after posting the order following screen illustrates the same sage l sage GOLD software Master Developer Development Partner Wir yt yy q re Y t recom F lL SS T Fe I gt MON ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix aad SAMINC OFE Order Entry Son File Menu Order No id 4 ORDODOOOOOOO71 l o PHG O No of Shipments a Last Shipment No Customer No 1200 Cn ane oe Order Customer Taxes Optional Fields Sales Split Totals Doc Attachi Document Path Document Name Document Description Sr No Document Name Document Description 3 When the Doc Attach tab is loaded the above screen is unleashed with all the buttons disabled except the browse button which is enabled click on the browse button and following action would be performed
4. Split Customer Mo Template Code ACTIVE Ja PO No Status Source Entered Order Date 0371972012 Location a a Central warehouse Seatle 000000 Order Type Active i From Multiple Quotes 2 i i Jelai Ship To Location B Exp Ship Date 03 19 2012 In Description ao OO as Reference E OL ltem No Mise Change O Kit BOM Description O Price List Location Exp Sl Gt on Hand Oty on Sales Order Oty cn Purchase Order Qty Committed Oty Available Location 0 oi oF OF 0 All Locations 0 gi ir oF 0 Order Subtotal 0 00 sage l sage GOLD software Master Developer Development Partner Wy yt yt q re Y t ri w Carm SL SS T Fe I gt MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix Ee SAMINC O E Order Entry File Menu Order Ho ld NEW na PHa GO No of Shipments E 0 Last Shipment Mo Customer No 1200 a yj 4 Mr Ronald Black Last Invoice Mo amp Order Customer Taxes Optional Fields Sales Split Totals Doc Attach Template Code ACTIVE a PO No I ee Status Source Entered i Order Date 03719 2012 E Location 1 ja Central warehouse Seattle p
5. to the Document Description field of Doc Attach tab facilitating the user from re entering the information also user can edit this description See below illustration GOLD software 17 Master Developer Development Partner Wy yt yt q re Y t ri w Carm SL SS T Fe I gt NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix bed SAMINC O E Shipment Entry File Menu nan Invoice Number INO000000000059 Customer No a har Bargain Mart Oakland Complete Status Complete Shipment Customer Taxes Optional Fields Sales Split Totals Doc Attach Order Number ORD OOOOON0000 a F From Multiple Orders am PO Number YearPeriod 2020 06 Location 2 ja Portland Office j Exp Ship Date 06 05 2020 l Ko of Shipments Template Code ACTIVE Shipment Date 06 05 2020 Posting Date 06 05 2020 Ship To Location a ja D a Description Overnight shipment please Reference Ret 1006 1 2 a ltem Mo Misc Charge Q Kit BOM Description Q Price List QO Location am Cty os 41 103 0 Fluorescent Des USA 2 41 1050 13w Mini Fluore USA 2 Qty on Hand Qty on Sales Order Qty on Purchase Order Qty Committed Qty Available Location 2 Ea 252 21 P 50 Ye 0 abe All Lacations Ea B47 33 P 456 YF OF b4 ltem Tax Components Shipment Subtotal History
6. wherein you can select the document you wish to associate with the transaction screen GOLD 10 software Master Developer Development Partner Wy yt yt q re Y t ri w Carm OS FS E w T F i NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix E SAMINC O E Order Entry Sele OrderNo I4 4 0FD000000000071 P PEQ D No of Shipments O Last Shipment Na Customer Mo 1200 a ha 4 Mt Ronald Black Last Invoice No Order Customer Taxes Optional Fields Sales Split Totals Doc Attach P Look in B SOL E Hi SAPS c 7 chapterS amp 6 Document Name Er IEL Document Path Document Description My Recent T Donahoo SQL Practical Guide For Developers Elsevier 2005 Documents m8 TEST pdf 5r Ao Document 3 Desktop My Documents Mu Computer File name TEST pdf Files of type PDF Files pat v My eit C Open as read only 4 The default file type that is set on the dialog box is PDF apart from this other file formats are also supported 5 After the selection of the file Upload and Cancel button will be enabled This can be seen in below screen shot GOLD software 11 Master Developer Development Partner Wy yt yt q re Y t ri w Carm F LE SS T ee gt MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix me SAMINC O E Order Entry ol File Menu Order
7. No id 4 0RD 00000000007 PHG O No of Shipments ol Last Shipment No cuterNe 20 ma 4 G Me Falck Lat 7 Order Customer Taxes Optional Fields Sales Split Totals Doc Attach poaa farce Document Path Document Hame Document Description 5r No Document Name Document Description 6 Now in order to associate the attached document with Order Entry screen you just need to click on Upload button and the selected file will get reflected in the below grid but before clicking on the Upload button you need to fill in the Document Description field otherwise you would be restricted from associating the attached document to the transaction screen Reason for validating this field is the logical document description will help the user to identify the attached file in future hence the Document Description field becomes mandatory GOLD 12 software Master Developer Development Partner Wy yt yt q re Y t ri w Carm OS OS LE SS T Fe I gt MON ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix Ea SAMINC OZE Order Entry Sele Order No ld 4 ORDOQ0000000071 t ei amp O No of Shipments i Last Shipment No Customer Ho 1200 a D a Mr Ronald Black Last Invoice Ho SSS Order Customer Taxes Optional Fields Sales Split Totals Doc Attach Document Path AM 92 169 0 33 Shared DatasSOL4TEST pdt pt d Document Name TEST
8. T W yt q re Y t ri w Carm n C e E wY T Fe dd CO MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix About GUMU About The Greytrix Company GUMU is a data frame providing We are the only company in the world migration and integration solutions with a unique business model which is created by Greytrix reseller centric for providing vertical add ons integration and migration solutions GUMU using web enabled or desktop as well as a one stop service for MULTIPLE product lines in the SME segment applications can integrate the systems bi directionally as well as migrate the information from current less efficient to more powerful and robust system We started at a time when the entire IT GUMU has served the organizations industry was moving towards the Dot who wish to take a giant leap in the Coms ended up being dot bombs but process which drives its organization decided to take the road less travelled IT being an invariable parameter of it and entered the SME business application market adding a fresh new GUMU has reached tens of thousands and unique way of facilitating businesses of its users who are now celebrating in this segment its presence as GUMU has empowered their business information flow process and projected the exponential growth of their business For Further details or Clarifications kindly contact us at sage greytrix com Greytrix http www greytrix com S
9. Y t ri w Carm SL SS T Fe gt NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix fe SAMLTD AJR Invoice Batch List File Help Batch Humber a Show Posted and Deleted Batches Batch Mum Batch Date Description No of Entries Total Amount Ready Ta F Type AAS 2 2 2012 0 000 Entered 559 1 17 2013 ManualBilling run on Entered FBO 1 17 2013 ManualBilling run on Entered Fal 1 17 2012 ManualBilling run on Entered Abe 31272012 Entered ABS Br2r20 z Entered Fazl Ab4 57257 2012 Entered Dele ABS 5 25 2012 Entered Dele ABE 5 25 2012 Entered Dele BBY 6262012 Entered Fazl ABS 5 25 2012 Entered Dele BBY 6262012 Entered Pos B0 5245 2012 Entered Ope BT 5245 2012 i No Entered Ope gt Deman Se mor ooo eae es ert oe m E SAMLTD AJR Invoice Entry Sele File Menu Batch Number ld 4 ae b Bo 0Hl Batch Date O No of Entries a Total Amount ee Document Taxes Termes Optional Fields Sales Split Rates Doc attach Entry Number ld 4 PHG Summary v Invoice Printed No Customer Number lt ja 4 ss Currency 7 Ship To Location Ja oo OSOS Account Set a Document Type Document Date Posting Date Document Number b Related Shipment Number E e Ship Yia O Dist Code Description Ol Revenue Account Account Description 2 Rest of the Batch List screen works in the similar way GOLD 2 software Master Developer Development Partner
10. age CRM Blog http www greytrix com blogs sagecrm Sage ERP X3 Blog http www greytrix com blogs sagex3 Sage MAS ACT Blog http sagemas blogspot com Sage Accpac Blog http www greytrix com blogs sageaccpacer Greytrix Sage and GUMU product or service names mentioned herein are registered trademarks and are properties of their respective owners All other names logos and trademarks are properties of their respective owners software Master Developer pa T W yt q re Y t ri w Carm
11. c made by you with respect to the Software or documentation Supportive Information will be the property of Greytrix You agree to assign all right title and interest worldwide in the Supportive Information and the related intellectual property rights to Greytrix and to assist Greytrix at their expense in perfecting and enforcing such rights Notwithstanding the above you may also use such Supportive Information for your internal use software Master Developer Development Partner Wir yt yy E re Y t ri s COP Document Attachment User Manual Greytrix 5 Confidentiality 5 1 Confidential Information You acknowledge that the Software and Documentation incorporates trade secrets of Greytrix in that the Software and Documentation involves processes techniques algorithms and compilations of information that are secret confidential and not generally known to the public and which are the product of Greytrix own expenditure of time effort money and creative skills 5 2 Limitations on Use a You agree that you will take all reasonable measures required to protect Greytrix rights in the Software and Documentation b You agree that you will not use the Software and Documentation or circulate it within your own organization except as necessary to carry out the internal use and evaluation work authorized under the terms of this Agreement In particular you agree to maintain the existence features and capabilities
12. ctual property rights in and to the Software including but not limited to any images photographs animations video audio music text and applets incorporated into the Software and Documentation are owned by GREYTRIX You acknowledge that Your possession installation or use of the Software does not transfer to You any ownership title or register able interest of any kind to the intellectual property in the Software and that You will not acquire any rights to the Software except as expressly set forth in the EULA attached in the installation kit that you will download hereupon If you have any questions concerning these terms and conditions or if you would like to contact GREYTRIX for any other reason please call 91 22 67687800 You may also reach us at http www greytrix com or email us at sage greytrix com software Master Developer Development Partner Wy yt yt q re Y t ri w Carm a SS LOS T F II gt MON ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix 1 License Grant Subject to the payment of all applicable license fees and the terms and conditions of this Agreement GREYTRIX hereby grants to you a limited non sub licensable non exclusive non transferable right to use one copy of the specified version of the Software and the accompanying documentation solely for your individual use Documentation shall include but not be limited to any printed materials online or electronic
13. data provided by or obtained from GREYTRIX with regard to this Software Documentation Even though copies of the Software may be provided on media of different formats copies of the Software on different media formats do not constitute multiple licenses to the Software If the Software is licensed as a suite or bundle with more than one specified Software product this license applies to all such specified Software products subject to any restrictions or usage terms specified on the applicable product packaging that applies to any of such Software products individually 2 Copyright The Software and Documentation are owned by Greytrix or its suppliers and title remains in Greytrix or its suppliers 3 Other Restrictions You may not rent lease or assign the Software YOU MAY NOT MODIFY THE SOFTWARE IN WHOLE OR IN PART 4 Feedback 4 1 Reporting Obligations You agree to provide feedback to Greytrix which describes your experience with the Software You agree that you will notify Greytrix of any errors in the Software You also agree to document any comments problems suggestions or questions that you have regarding the product and send sample output when applicable You agree to review the related documentation and supporting materials supplied by Greytrix and provide comments where appropriate to indicate vagueness typographical errors and incorrect material 4 2 Supportive Information Any ideas suggestions modifications et
14. ee SS EY T FII Dt MON ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix REY IRIX ITS TIME TO THINK OUTSIDE THE BO Greytrix Document Attachment User Manual For Videos on our GUMU Solutions Youll visit the Greytrix YouTube Channel at www youtube com greytrixsage https twitter com greytrix Updated on May 30 2012 This Documentation is intended to provide assistance to the users for running of the program that has been developed by Greytrix Some of the steps that have been covered in the documentation may or may not be applicable in some cases but we intend to make sure that all the points are covered for smooth working of the program on the system For any problems or more clarifications that have not been covered in the documentation we request you to please get in touch with us Greytrix on sage greytrix com There are some points that are listed in the notes section of the documentation These notes have been listed as a reference or knowledge purpose for the reader which can be termed as references to the points mentioned in the user guide 1 software Master Developer Y W yt q re Y t rk com _ C e ES T F II MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix GREYTRIX PRODUCT LICENSE AGREEMENT The text and other materials that have made available on our website are governed by the following license agreement that will be attached in the respec
15. mer Taxes Optional Fields Sales Split Totals Doc Attach Deets Document Path L Document Name Document Description Sr No Document Name Document Description Sales Order 001 8 You can view and delete the desired document by selecting the respective one from the grid and clicking on View and Delete button Note The file which gets associated with the transaction screens is copied from the original source to the path which is set in Directory Path UI without disturbing original file The new path where it gets saved is under the roof of the folder named with the reference to module name from which it gets stored e g if a file is attached to an Order Entry screen then it gets stored in the folder named OEXXX XXX is version name for e g OE60A which gets created once while attaching the first document to the transaction screen of respective module of respective company Also if a file is attached to a particular transaction screen i e copy of it is stored at the path mentioned above and if user tries to associate the same file with another transaction screen of GOLD SAF 15 software Master Developer Development Partner Wy yt yt q re Y t ri w Carm F LE SS T Fe gt MON ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix same module then the user will be warned with the message of overwriting the existing file Since the copy of it i
16. of the Software and Documentation as secret and confidential until receipt of notice from Greytrix stating that you can disclose the existence features and capabilities of the Software and Documentation to the public or until the Software and Documentation are introduced for license to the general public 6 No Liability for Consequential Damages IN NO EVENT SHALL GREYTRIX BE LIABLE TO YOU FOR ANY CONSEQUENTIAL SPECIAL INCIDENTAL OR INDIRECT DAMAGES OF ANY KIND ARISING OUT OF THE USE OF THE SOFTWARE AND DOCUMENTATION EVEN IF GREYTRIX HAS ADVISED ABOUT IT 7 Entire Agreement Wy yt yt q re Y t ri w Carm You acknowledge and agree that you have read this Agreement understood it and that it is the entire agreement between you and Greytrix which supersedes any prior agreement whether written or oral relating to the subject matter of this Agreement software Master Developer NOM ARTIFICIAL INTELLIGENCE Development Partner SsSReEertTRi gt lt MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix Greytrix Document Attachment Introduction The Greytrix Document Attachment module for Sage Accpac ERP is a comprehensive add on that helps you to attach refer and view the relational documents that you want to see floating along with the transaction screens Viz Order Entry Invoice Entry Journal Entry etc User can store and retrieve the document from anywhere over the network e Doc
17. pdt pal Document Description S No Document Name SAMINC Document Attachment Ed Ne Enter the Document Description software Master Developer Development Partner Wir yt yy E re Y t ri s COP F LE SS T Fe I gt MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix fer SAMINC OZE Order Entry File Menu P FL amp G No of Shipments ol Last Shipment Mo Order Mo i4 4 ORDO00000000071 Customer No 1200 ja D a Mr Ronald Black Last Invoice Mo Order Customer Taxes Optional Fields Sales Split Totals Doc Attach Document Path 192 168 0 33 Shared Data SQL TEST pdf pdf paa i Document Hame Document Description 5 ales Order 00T Se Alo Document Mame Document Description 7 Now the user can see the grid being populated with the list of attached documents and also View and Delete buttons being enabled GOLD 14 software Master Developer Development Partner Wy yt yt q re Y t ri w Carm SS FS LO T F I Oo MON ARTIFITLAL INTELLIGENCE Document Attachment User Manual Greytrix E SAMINC O E Order Entry Seles File Menu Order No id 4 0R DO00000000071 PHIG O No of Shipments 0 Last Shipment No Customer No 1200 ja ha Mr Ronald Black Last Invoice Ho i Order Custo
18. re all your documents attached on transaction screens Sub folders would be created for each module under this path 2 Document Attachment Upgrade Deactivate GOLD sap software Master Developer Development Partner Wy yt yt q re Y t ri w Carm SL SS T Fe I gt NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix fe SAMINC Upgrade Deactivate UI Fil Help Upgrade Deactvate Greptris Document Attachment 6 04 for SAMINC Sample Company Inc Upgrade This Ul is used to Upgrade or Deactivate the application After any of the Operation user will have to Open Accpac Company This UI will be accessible through ADMIN user only By any other USERS of Accpac this UI will not be accessible Transaction DOCUMENT ATTACHMENT WITH ORDER ENTRY SCREEN 1 On Order Entry screen the function of document attachment can be explored through the Doc Attach Tab Initially when the screen is triggered Doc Attach tab is disabled as you can see below GOLD sap 7 software Master Developer Development Partner Wy yt yt q re Y t ri w Carm SL SS T Fe gt NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix Ga SAMINC O E Order Entry Seles File Menu Order No ld 4 Ww t BH A O No of Shipments i 0 Last Shipment No l Q D a y Last Invoice No Order Forne Taxes tional Fiel ale
19. s already retained for the previous transaction screen See below illustration Fa SAMINC O E Shipment Entry mek File Menu Shipment Number t4 4 SHOOQOOOOOOOOO00000059 PaO Invoice Number INOO00000000059 F Customer Ne 1105 abat Bargain Mart Oakland Complete Status Complete i Shipment Customer Taxes Optional Fields Sales Split Totals Doc Attach oroas Decument Path 192 168 0 33 Shared Data SQL TEST pdt pdf l f r Document Hame eA Document Description 0 vemight shipment please 5r No Document Hame Document Description GOLD 16 software Master Developer Development Partner Wir yt yy E re Y t Hs Com SL SS T Fe I gt NOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix ES SAMINC O E Shipment Entry Sele Shipment Number bd 4 5H00000000000000000055 Prag Invoice Humber INGOOOOOOO0O05S F Customer Mo 1105 a Darg Bargain Mart Oakland Bargain Mart Oakland Complete Status Complete Complete Shipment Customer Taxes Optional Fields Sales at Totals Doc Attach Document Path 192 168 0 33 Shared Data SGL TEST pdt pat Document Mame TEST pdf pd Document Description Overnight shipment please Document Attachment Se Ao Document Hame History Prepayment Close 9 The description from the header of the screen is carried
20. tive software s which you intend to download By clicking the SUBMIT you express your rights by your full agreement to be bound by these terms and conditions Greytrix assumes no liability or responsibility for any consequence or results that may occur as a result of using of our software s Also the documents that are provided as examples only and are not intended to be used in actual business transactions without thorough review and enhancement by the user You acknowledge that data storage and any data conversions are subject to the likelihood of human and machine errors omissions delays and losses including inadvertent loss of data or damage to media which may result in loss or damage to you and or your property GREYTRIX Shall not be liable for any such errors omissions delays or losses unless directly caused by data conversion for the Software performed by GREYTRIX Greytrix retains full copyright on all our materials You may download them and use them for any purpose EXCEPT you may NOT Retransmit the documents and software s electronically Contrary engineer de compiles or Remove any Greytrix copyright information or Market or sell the software in any venue The Software and Documentation are protected by United States patent copyright and other intellectual property laws and international treaty provisions All right title and interest in and to all copyrights patents trade secret rights trademarks and other intelle
21. ument Attachment Product has the following modules and Transaction screens A Setup e Directory Path e Upgrade Deactivate B Transaction e A P Invoice Batch List e A P Invoice Entry e A P Payment Batch List e A P Payment Entry e A P Adjustment Batch List e A P Adjustment Entry e A R Invoice Batch List e A R Invoice Entry e A R Receipt Batch List e A R Receipt Entry e A R Adjustment Batch List e A R Adjustment Entry e G L Batch List software Master Developer Development Partner Wy yt yt q re Y t ri w Carm F lL SS T Fe I gt MOM ARTIFICIAL INTELLIGENCE Document Attachment User Manual Greytrix e G L Journal Entry e O E Order Entry e O E Shipment Entry e O E Invoice Entry e P O Order entry e P O receipt Entry e P O Invoice Entry NOTE In A P Payment Entry A R Receipt Entry and G L Journal Entry screen Document Attachment functionality can be explored through Doc Attach button and in rest of the screen through Doc Attach Tab Setup 1 Directory path 1 Using the Directory path user can set the network path where it desires to save the files 2 Open Directory Path from Greytrix Document Attachment Setup Initially it is blank Enter a valid path and click on Save button as shown below Al Directory Path Program D1 000 a fez SAMINC Document Directory Path File Help Document Path cA Save Close Mote Select the path where you would like to sto
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