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Custom Office – Sage 100

To stay competitive, you need your accounting software and business productivity software to work together and offer indispensable functions like graphical reporting, integration, customization, and drill-down functionality. The Custom Office module for Sage 100 ERP (formerly Sage ERP MAS 90 and 200) systems provides the solution with a suite of tools composed of Customizer and the MS Office Link, which integrate with the Microsoft Office suite.

The MS Office Link allows you to easily create letters or messages to individual customers or vendors. You can attach documents (such as scanned-in images) to specific records in the product’s data files (for example, a photograph to an inventory item or an invoice to the invoice record in Accounts Payable history). Customizer provides user-defined fields that you can easily implement without any special programming skills.

Improve productivity throughout your company with an essential suite of business applications— Sage 100 ERP Custom Office. Custom Office enables you to make use of the unique business information in your application data files and greatly simplifies the process of creating custom communications to customers and vendors.

MS Office Link

Since the MS Office Link provides a direct connection between a Sage 100 ERP task or record and the desired Microsoft Office application, it is perfect for one-time, one-record integration. You can launch the MS Office Link from a button on the appropriate screen.

A set of template documents is included for each Sage 100 ERP module, such as letters in Word and standard email in Exchange software. The MS Office Link also allows you to access the template documents specific to the task displayed. For example, in customer maintenance you can automatically create a welcome letter, credit limit advisory letter, and dunning letter, while in vendor maintenance you can create a letter requesting a price quotation. Similarly, you’ll have access to add and view attachments that are specific to the displayed data record. For Accounts Payable transactions, this might be a scanned-in image of the original invoice; in Inventory Management, it could be a picture of the item.

Includes:

MS Office Link

Automatically merge accounting information with Microsoft® Word, Excel®, or Exchange software to quickly create custom documents, messages, and attachments.

Customizer

Modify Sage 100 ERP screens to work the way you run your business— even add user-defined fields— all without programming.

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