Unexpected error has occurred when creating a new quote within Sage 300

Less than one minute read time.

Problem details

“Unexpected error has occurred” occurs when clicking on the New Quote button on the Sage 300 integrated web screen for a non-existing Sage 300 customer.

 

Solution details

Within Sage 300 > O/E Options, on the processing tab, ensure that "Allow Non-existent Customers" is ticked.  This would allow quotes and orders to be created without a client ID.