Sage 100

There was a thread on this topic recently, but I can't find it.  Can someone post the link? 

Here's the story:  client has over 50 companies, and plans to save direct deposit stubs in Paperless.  Ordinarily, I would set up a single folder to store all the docs, but I'm concerned about having documents overwritten if the filename that gets generated is not unique.  They all process PR on the same day.  The company code is not part of the filename and some employee codes are common enough that there may be duplicates across companies.

It's probably a long shot that there would be duplication, since the DD Stub number is part of the filename, but I'd still like to see that thread.  I'm hoping the search capability in HL improves soon!

TIA!

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Barbara Goldstein
Sr. Consultant
DSD Business Systems
San Jose CA
800.627.9032 x221
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I would encourage them to change the folder structure itself.   

Our typical folder structure for saving Paperless is PAPERLESS\CompanyCode\Type\Module\Document where:
PAPERLESS is the root share
CompanyCode is the Sage company code
Type is Register/Report/PeriodEnd/Payroll, etc
Module is AR, AP, GL, etc
and we rarely use Document, which would the module specific documents, like AR Cash Receipts Journal or IM Daily Transaction Register.

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Steve Iwanowski, NextStep Technology Advisors, aka DSD Lancaster PA ¯\_(ツ)_/¯
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I generally set up the folders similar to @Steve Iwanowski. I try to keep it as simple as possible so depending on the number of company codes ​I'll sometimes just \paperless\[company]\[register][report][period end] -- skipping the module portion. Always put the Paperless outside of the current \MAS90 to limit the times you need to move the folder when upgrading and avoid someone accidentally deleting the folder when they remove old \MAS90.

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Wayne Schulz - Schulz Consulting - 860-516-8990
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Yep, keep it simple

\\Server\Sage\Sage100\Images\Paperless\CompanyCode\JournalsRegisters

I might store the PR information in a slightly different location depending on security requirements.  Setting up a folder for each module type is way too much work for IMHO

As @Wayne Schulz mentions, keep it above the MAS90 folder so it doesn't have to change when new versions are installed..
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Jeff Schwenk
FORMER 90M Board Member
Bottomline Software, Inc.
Waynesboro VA
540-221-4444
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Original Message:
Sent: 08-11-2019 08:21
From: Wayne Schulz
Subject: Folder for storing PL documents

I generally set up the folders similar to @Steve Iwanowski. I try to keep it as simple as possible so depending on the number of company codes ​I'll sometimes just \paperless\[company]\[register][report][period end] -- skipping the module portion. Always put the Paperless outside of the current \MAS90 to limit the times you need to move the folder when upgrading and avoid someone accidentally deleting the folder when they remove old \MAS90.

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Wayne Schulz - Schulz Consulting - 860-516-8990
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