How to Use the Memo Feature in Sage 100

Do you need/want the ability to attach an important note or document to a customer, an Item, a vendor, etc?

The good news is you can with the Sage 100 Memo Feature!

Adding Important Notes/Documents to a Customer

How to create a memo

1. In any window that has the Memo feature available, click the "Memo" (notepad) Icon button.
2. Click on the "Create a New Memo" button at the bottom left.
3. Enter the following:
   • Memo Code - Up to 10 Digits to Identify the Memo/Attachment
     • In the "Memo Maintenance" window, in the "Memo Code" field, enter a new memo code that will identify its purpose.
     • EXAMPLE: Contract, Order Entry, etc.
4. In the "Description" field, type details of the memo/attachment description.
5. In the "Memo Date" field, enter the date the memo is created or accept the default system date.
6. In the "Expiration Date" field, enter the expiration date to use when purging memos.
7. In the "Auto Display" field, select an option to determine if this memo will automatically display during data entry.
   • You can override the selection in this field for specific memos in "Override Auto Display Settings."
   • In the "Reminder Start Date" and "Reminder End Date" fields (used when the Auto Display is set), enter the range of dates to use for printing the memo. If Reminder Date is selected in the Auto Display field, the memo is displayed automatically during the range of dates entered.
   • Click the "Settings" tab and uncheck each task in which the memo should not automatically display.

Note: If you enter a date in the Reminder Start Date field and leave the Reminder End Date blank, memos will always display after the starting date. Conversely, if you leave the Reminder Start Date field blank and enter the Reminder End Date field, the memos will display up until the end date.

How to Attach a Document

1. In the "Attachment" field, enter the path and file name to attach a file to the memo. Click the "View Attachment" button to view the file in the appropriate program.
2. In the text entry area, type the memo message. Click "Accept."
3. To copy the memo setting to another memo, click "Copy." For more information, see Copy Memos (Memo Maintenance). 

For more information about creating memos, visit Sage Help or contact RKL eSolutions.

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