Sage introduced the Paperless Office Module with version 4.3 of Sage MAS 90 and MAS 200. Here are a few tips we have picked up in implementing it:

  • If you are running MAS 200, make sure that the MAS 200 service is running under a domain user account, and not the Local System account of the server.
  • If you are upgrading from a prior version of MAS 90 / MAS 200, check the customer and vendor screens for modifications in the bottom right area where the “Paperless” button goes – if you have a user defined field in that area, you won’t see the Paperless button and won’t be able to set up customers or vendors to use the Paperless Office document delivery. Make a note of you modifications, then delete the customized panel and recreate your customizations on the 4.3 screen.
  • When running reports you want processed by Paperless Office, besdies doing the Paperless Office Setup for the reports, you must also select Paperless Office as the printer each time you run the report. This behavior is different than what happens for forms or journals. For GL, AR, AP, and SO modules, choose paperless Office from the drop-down at the bottom left of the print screen. For the modules not yet migrated to the new framework (IM, PO, JC, WO, etc.) you need to go into printer setup and select Paperless Office there.
  • If you have run across anything else like this you want to share about Paperless Office, please post a comment here.