Sage 200 UKI Ideas Portal
It is a legal requirement to keep documents for customers / suppliers for a number of years, the customers want these attachments to be easily accessible, currently when archiving takes place the links to these documents are removed, and the documents are left in the folder to be searched upon but not easily found from within sage.
It is suggested that the historic table holds the link and ability to access the attachment as the current tab does.
| Idea Benefit | Helps meet a legal requirement, making it easier for the customer/user to access docs |
| How do you solve for this problem today? | attachments stay in the file and can be searched. a back up company can be taken with the links. |
| Product Variant | Sage 200 Professional |
There's not actually a link to attached documents in any SQL table, the docs are filed using transaction type, account number and URN. So I would have thought it would be reasonably straightforward to enable the "Attached Documents" column and button for the History tab in SL/PL Transaction Enquiry,