1.Which versions of Sage 300 ERP is Document Management System (DMS) compatible with
DMS 2014- PU1 – is compatible with Sage 300- 2017, Sage 300 -2018, Sage 300-2019 and Sage 300-2020
DMS 2014 – is compatible with Sage 300 2014 and Sage 300 2016 desktop version
2.Which versions of the Operation system and database is DMS compatible with
3.How is DMS licensed
DMS is developed in Sage SDK so it’s accessed from within the Sage 300 ERP software, DMS is licensed by module, and The DMS module is license and sold as follows
- Financial series – Enables DMS functions with: General Ledger / Accounts Receivable / Accounts Payable modules.
- Operations series – Enables DMS functions with: Inventory Control /Order entry / Purchase Order / RMA / Purchase workflow modules
- Enterprise series – Includes both Financial and Operational series.
No separate user license are required for DMS module it uses the Sage 300 ERP users
4. Where is the DMS documents stored
All documents are stored on a MS-SQL database separate from the Sage 300 ERP company database, so adding documents to DMS module will not slow the Sage 300 ERP System.
5. Does DMS works with multiple Sage 300 ERP companies
Yes DMS works with multiple Sage 300 ERP companies
6. How does the outlook integration feature works
DMS software allows users to drag and drop outlook emails into DMS module. A copy of the email is taken and stored in the DMS database ( Same way as a PDF file is stored) outlook emails are stored as msg files in the DMS module and users can open the stored outlook email from within the DMS screens. DMS is compatible with Outlook 2007, 2010 and 2013.
