Attach documents to Customer Master Screen in Sage 300 ERP

By | December 12, 2014

In our previous blog post, we discussed about introduction of Document attach to Vendor master screen. In this blog post, we will discuss about the new feature that we have introduced in Document attachment to facilitate Document attach feature on Customer Master Screen.

New Stuff : Attach documents to Vendor Master Screen in Sage 300 ERP

We have also added a new security feature for A/R Customer Screen which will allow administrators to configure the security for files repository. For other user along with this feature, a new interface is provided in which, permissions (to Delete or overwrite) can be setup for Sage 300 ERP users.


With the help of this feature, you can attach additional documents relevant to different Customers present in the ERP System (Specification documents, Annexures, Warranty documents etc.).

By clicking on the Browse button, User can select documents of different formats to be attached.
User has to fill the document description field before clicking on Upload button.
After clicking the upload button, the user can see the grid getting populated with the list of attached documents and also the “View” and “Delete” buttons getting enabled.
Note: This feature is available in Sage 300 ERP 2014 version.
Also read:
1. Attach documents to Item Master Screen
2. Enhanced features in Greytrix Document Attachment for Sage 300 ERP
3. Document Attachment Solution for Sage Accpac ERP
4. Greytrix Document Attachment for Sage 300 ERP v6.1
5. New Security Feature in Greytrix Document Attachment for Sage 300 ERP