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Discover how to use document storage folder for supplier remittances
3 December 2021
Summary – Document storage folder for supplier remittances
Purchase ledger remittance advices cannot be re-printed if for example a copy remittance needs to be sent to a supplier; though if saved to Document Storage (introduced for remittances in Sage 200 version 12.00.0031) they can be picked up and re-sent from there.
How do I do this?
Accounting System Manager >> Settings >> Document Storage Settings
Storage Preferences – selected if printed and/or emailed documents are to be stored.
Select Layouts – choose which layouts [documents] should be stored – for purposes of this article select the Remittance layout(s) you use.
Confirmation – select if you would like to be asked for a confirmation before sending any documents to storage – this will pop-up a message when remittances are being printed asking “Do you wish to store the documents – Yes/No”.
Depending on the settings you selected above, when you print or email remittance advices (via the Purchase Ledger >> Period End Routines >> Payment Processing menu) the remittances will also be stored to the folder you selected on your server.
In that folder you will find sub-folders \1\Artefacts\Supplier\
Then there are folders for each supplier account number where a document has been stored, then a folder named Remittances.
Within the Remittances folder you will find the saved remittances as .pdf documents, the name of each document includes the date and time it was saved.
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