Sage 100

While I think Paperless Office is a lovely concept - the technology leaves a lot to be desired. Simple server moves drive the customer crazy (Tip: Most customers don't want to live in paranoia that every time they update a server that they have to call in their consultant for assistance). The path to the paperless office would likely work better if it assumed all the files were located under the \MAS90 folder and/or allowed for more advanced setups to overwrite it with an alternate directly type setup.

Wayne...I just experienced this pain with a server move for a customer two weeks ago. I spent four hours on moving the paperless document pointers through the Paperless viewers limited MOVE function. Then a few days later it didn't move all of them because even with a date range the viewer has some limit to what it can display in there. I had to move 2 years of paperless customer documents a month range at a time to be sure they all moved. VERY tedious.

And I have voiced my opinion in the past about the half-a**ed attempt on the electronic delivery of documents. It is bad when Quickbooks has a better solution for electronic delivery of invoices.

And while we're at it - how about a wksetup that works when you reinstall the workstation under win 7 and creates paperless office pdf drivers that go to the correct port so they don't hang and confound the customer??

Many moons ago, when paperless first came out, the move button kept blowing up when I tried to move MANY files (still does). My work around then was to move the files via windows explorer to the new folder. I then used the paperless move button to move the non existent file. This seemed to work. Following are a couple posts from back in the day. The first is an official method from Sage. The second is what I just described above that worked for me. ======= Moving Paperless Office Files FWIW, I received the following last year from Extended Solutions. Not sure if it is helpful to you but it worked for us. When MAS90 / MAS200 data is copied from one server to another (or an upgrade takes place) the SY_PDL (LM-1018) and the SY_PEL (LM-1020) files should be copied to the new location. (The SY_PDF file contains the directory settings can be copied too). The SY_PDL is the list of previously created PDF documents. After starting MAS90 on the new server, previous Paperless PDF documents can be viewed using the Global Viewer by choosing 'Library Master\Paperless\View Journals and Registers'. One of the columns in the Global Viewer is 'Exists'. There will be a ""Y"" in the Exists column if the PDF file exists in the drive / directory location specified in the SY_PDL file. There will be an ""N"" in the 'Exists' column if the PDF file does not exist in the location currently stored for that PDF documents. Use to Move button to either (1) physically move PDF files from one location to a new location and record the new location, or (2) assign a new drive and/or directory path to one or more PDF files that have already been physically moved to a new location. You may select individual files in the Viewer by using Shift-right click and CTRL- right click or you may select all of the files by not selecting any individual file and just clicking the Move button. Note: If you choose to select individual files or a group of files by using the Shift-right-click and CTRL-click key combinations there is a limitation on the number of files that can be moved. See the manual for LM-1018 for more on the number of records that can be moved using this method. If you use the Company, Module, Document and Accounting Date From and To fields as criteria, all the document files listed in the Viewer will be moved. Do not select any individual files, or group of files, in the file list to use this method. [To get around this limitation `do not select any documents in the Viewer'. This sounds strange but has the affect of selecting ALL the documents in the Viewer to be `moved' or more correctly to have their path reassigned to the new 4.10 location, and the 100 document (selection) limitation is by-passed. Since all the documents for each module seem to be stored together in one place, do all of the AP documents together without selecting an individual documents in the detail section of the viewer] After selecting the Move button you will be prompted for a new location for the PDF files If the specified PDF files do not exist in the new location the PDF files will be physically moved from the old location (if that directory path is valid on the new server) to the new location and the 'Exists' column will be changed to 'Y'. If the PDF files already exist in the new location the 'Exists' column will change from 'N' to 'Y' and the file locations will remain unchanged. John Monsen Product Support Technician OR Just moved 5,000 files in one motion. 1) Use WIN Explorer to cut files to new location on server. 2) Then access Paperless Viewer and MOVE the files to the location that you moved them to via WIN Explorer. Takes a bit longer than usual due to large number, but it worked for me without any issue. I think MAS pukes because it is actually moving the files while change the directory path in the log file. Jeff 02/26/10 Move command in MAS seems to work ok when moving from system console.

Yeah...that too...come on already Sage...Windows 7 has been out for more than two years...catch up on the technology already.

I just did a re-link on a customer with 17,000+ PDFs and that worked just fine. Did not blow up. This is version 4.40.

@JeffSchwenk I did use that method with my customer. However, to update the pointers in the paperless viewer I still had to use the move command. Because it seems you can only view so many in the paperless window regardless of the data range, the only way to be sure was to move them a month range at a time.

Id just did the re-link as well and it works (my memory is at some prior point it did not). However customers just shouldn't be expected to track all these moving parts. It needs to ""just work""...

@BrianBuck the problem that I have with what you describe is that broken/missing links will screw up the range selection. I can display an entire year when doing this, but inevitably, this large of a selection will include some busted links. Then the move blows up. Very aggravating. You need to remove busted links first. Also, are you using the viewer or the utility? I use the utility. Alas, another way to IMPROVE the links is to ignore the broken links during the move!

@BrianBuck - I know you are doing this, but will throw it out there - ALWAYS do this from the server console.................

@JeffSchwenk I always do this at the server console...no matter if it is 90 or 200. When I do the move I still have access to the old server/directories so the links aren't technically broken yet. However, when I selected a range of a year or more at a time some of them (unknown to me at the time) were not showing in the viewer. It wasn't until the customer called me a few days later to inform me that some of the customer documents were still pointing to the old location. Turns out it was their customers in the 03 and 04 divisions in their A/R. So the only way to go fix those and be sure I updated the links on ALL of them was to do it one month date range at a time.

I actually moved a server once and forgot about the links. Luckily, the old server was kept on online..... I should rephrase, the file could not be located. If the file isn't there, the move will blow.