In standard MAS 500, memos are created to store additional information for entities such as customers, vendors, items and salespersons. User has to enter the data manually for creating the memos. Please refer the screenshot.
If the client has to create a large number of memos, it would be a time-consuming task. In order to ease the process of creating memos, we have created a utility which shall import memos from data files such as excel, csv, xml etc.
The data file should contain all the required fields regarding the memo and the entity for which the memo has been made (vendors/customers/salespersons/item).
The utility reads data from the files and imports them into MAS 500. This greatly reduces the manual time consuming work. User can open and edit the imported memos using the ‘Memos’ task.
If you think that you would be benefited from such a utility then feel free to contact us at email@example.com.
Greytrix is a one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
Greytrix has some unique solutions of Sage 100 integration with Sage CRM, and Salesforce.com along with Sage 100 Migration from Sage 50 US, Sage Intacct, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 100 customization and development services to Sage business partners, end users, and Sage PSG worldwide.
For more details on Sage 100 Services, please contact us at firstname.lastname@example.org. We will be glad to assist you.