New Security Feature in Greytrix Document Attachment for Sage 300 ERP

By | January 16, 2014

Greytrix Document attachment is a comprehensive add-on that helps users to attach, refer and view the related documents that they want to see floating along with the transaction screens Viz. Order Entry, Invoice Entry, Journal Entry, etc.

The New Stuff : Provide File Menu to VBA Forms

In our earlier post; we have already discussed about the availability of this add-on for Sage 300 ERP 2012 and its new released features.
In earlier version of Greytrix Document Attachment module; users were having complete access to document repository i.e.; they were allowed to remove the files attached to the transactions or replace the files. The new release of add-on resolves these issues and concerns.
We have now added a crucial security feature with which permissions can be well define for Sage 300 users. The new security enhancements will allow administrators to configure the security for files repository for other users.  A new interface is provided wherein permissions (to Delete or Overwrite) can be setup for Sage Accpac users.
A. Document delete authorization:
Select this option to authorize the user to delete the documents attached to the transactions.

User Wise Document Source Path

Note : In this release; if the documents are removed from the transactions then they are physically removed from the system.

B. Document override authorization :
This option will restrict/allow the user to overwrite the documents if the file with same name is already present in the file repository.
As a default; Administrative users will have both Document delete and override rights.
Based on the above two security options administrators can manage the security of the attached documents to the transactions. The new security feature is available for following transactions screens of Sage Accpac:
AP –Invoice Entry, Adjustment Entry, Payment Entry
AR – Invoice Entry, Receipt Entry, Adjustment Entry
GL – Journal Entry
OE – Invoice Entry, Shipment Entry, Order Entry
PO – Invoice Entry, Receipt Entry, Order Entry

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, (listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide.

Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 300 and Sage 300c Services, please contact us at, We will like to hear from you.