I have a client we just upgraded from 2019 to 2022 complaining about the loss of the Paperless button on the Customer Maintenance Main panel.  They use this button regularly.

I tried using Custom Office to create an internal link button to the Customer Paperless Office Delivery Options task.  There is no task in Custom Office for this task.  Per Sage Support you cannot reach this function via Custom Office.  They gave no reason for moving the button to the More menu or why there is no task available in Custom Office.

Sage should provide an internal link to this for use in Custom Office so we can create a button if desired.

You can add a button that launches a user-defined script as well, if you are comfortable doing that.  Here is what I did.

1. Select Custom Office/Customizer Selection
2. Choose Accounts Receivable/Customer Maintenance/pMain and edit the panel
3. Create a customization for everyone or the select individuals you want to have this modification.
4. On the customization screen select the 'Add External Link' (looks like a linked chain) and draw a button in the grey space below credit limit or wherever you want.
5. The customization screen that comes up say 'External Link Definition [BT_Link_1]' at the top.  Enter "Paperless" for the Text and then click on the 'Link Settings' tab.
   1. Click the 'MS Script' radio button for type
   2. Click the 'Execute Script on Server' below the variable box
   3. Then press the Edit Script button to the right of the "File Name", not the folder button but the one to the right of it, that looks like an edit button.  It will bring up a script editor.
   4. 
6. In the Script Editor, all you need is one line:   

   retVal = oScript.InvokeButton("BT_PaperlessDelOptions")

7. Click OK on the Script Editor and OK for the External Link definition. (Note: you may want to go to the 3. Options tab, this is where you can anchor the control when the dialog is resized and also type in the button size.  I made my button to match others on the screen.  Our standard button size is Width = 11 and Height = 1.75
8. Save your customizations and you should have a button that acts like the drop down from the More button.

You can do this technique with any of the buttons in the more list I believe.  You just need to find the name of the button on the dMain screen and substitute it where we have "BT_PaperlessDelOptions"

--Only do this if you are familiar with customizing screens, but it is another option.

Thanks

Elliott

You can add a button that launches a user-defined script as well, if you are comfortable doing that.  Here is what I did.

1. Select Custom Office/Customizer Selection
2. Choose Accounts Receivable/Customer Maintenance/pMain and edit the panel
3. Create a customization for everyone or the select individuals you want to have this modification.
4. On the customization screen select the 'Add External Link' (looks like a linked chain) and draw a button in the grey space below credit limit or wherever you want.
5. The customization screen that comes up say 'External Link Definition [BT_Link_1]' at the top.  Enter "Paperless" for the Text and then click on the 'Link Settings' tab.
   1. Click the 'MS Script' radio button for type
   2. Click the 'Execute Script on Server' below the variable box
   3. Then press the Edit Script button to the right of the "File Name", not the folder button but the one to the right of it, that looks like an edit button.  It will bring up a script editor.
   4. 
6. In the Script Editor, all you need is one line:   

   retVal = oScript.InvokeButton("BT_PaperlessDelOptions")

7. Click OK on the Script Editor and OK for the External Link definition. (Note: you may want to go to the 3. Options tab, this is where you can anchor the control when the dialog is resized and also type in the button size.  I made my button to match others on the screen.  Our standard button size is Width = 11 and Height = 1.75
8. Save your customizations and you should have a button that acts like the drop down from the More button.

You can do this technique with any of the buttons in the more list I believe.  You just need to find the name of the button on the dMain screen and substitute it where we have "BT_PaperlessDelOptions"

--Only do this if you are familiar with customizing screens, but it is another option.

Thanks

Elliott

Great idea.  Didn't think about a script.  I am very comfortable in Custom Office but have only done a few scripts.  Didn't know how to find the External Link definition.  That's why I called Sage support; too bad they couldn't suggest this solution.  They just said it couldn't be done!

I will give this a try.  Thanks for the suggestion Elliott!

- Casey

Can this be used with InvokeProgram too?  I tried oScript.InvokeProgram and oSession.InvokeProgram, and I get an error "Object required: oScript (or oSession).   

From a button: make sure you set the button to run from the server.

From an event: make sure you Allow External Access (company maintenance checkbox).

This method opens an unlinked instance of the program (with new oSession… so StorageVars don't transmit).

retVal = oSession.InvokeProgram("AR_Customer_UI", sDiv & sCustNo)