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  • 1.  Paperless naming convention

    Posted 12-03-2021 14:35
    Is there a document that details the Sage Paperless Journal/Register, Naming Convention?  I thought there was one, but I can't find it...

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    Madeline Stefanou
    RKL eSolutions, LLC
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  • 2.  RE: Paperless naming convention

    Posted 12-03-2021 16:37
    Have never seen a document, but I can tell you what the segments are, if you'd like.

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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
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  • 3.  RE: Paperless naming convention

    Posted 12-03-2021 16:40
    yes please.  :)

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    Madeline Stefanou
    RKL eSolutions, LLC
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    Original Message


  • 4.  RE: Paperless naming convention

    Posted 12-03-2021 16:50
    Sure!  For Customer, Vendor, and Employee document name segments:
    1. Division/Dept
    2. Customer, Vendor, or Employee Number
    3."underscore"
    4.module code where processed
    5."underscore"
    6.journal number
    7."underscore"
    8.transaction date
    9."underscore"
    10.sequence number (first is 000)

    For transaction register/journal document name segments:
    1. Company Code
    2."underscore" 
    3.module code
    4."underscore"
    5.name of register or journal
    6."underscore" - IF batching is enabled
    7.batch number or "Multiple" if more than one batch - IF batching is enabled
    8."underscore"
    9.journal number (including module & number)
    10.sequence number (first is 000)



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    Michelle Taylor
    ERP Consulting Manager, CS3 Technology
    918-388-9772
    ------------------------------

    Original Message


  • 5.  RE: Paperless naming convention

    Posted 12-03-2021 16:58
    The most important thing to remember is that forms / reports don't have company code, so be sure to create company specific folders for those.  Storing journals / registers all in one folder is technically fine.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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    Original Message


  • 6.  RE: Paperless naming convention

    Posted 12-03-2021 17:14

    thank you @Michelle Taylor.  We are dealing with a difficult client; and this is going to be helpful.

    Good Point @Kevin Moyes

    ​

    ​​

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    Madeline Stefanou
    RKL eSolutions, LLC
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    Original Message


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