Sales 300 Sales Order Approval

Hi,

Customer Requested to have an approval process for a quote that was created through CRM. Which is a Sage 300 Quote, they wanted to have CRM to check the Item Price if the price has been manually override on a specific percentage. How can we have CRM to check the Sage 300 detail lines fields, please advise thank you in advance

  • 0

    They're trying to avoid paying for Sage 300 licences. Without a lot of development, they're not going to get this. Quotes and Orders created in the 300 integrated systems are created directly in Sage 300. CRM only retains the opportunity header details. The main problem with the integration is that it is not configurable. It is static. If you want to do anything different, you need to replace the integration with your own and that would be prohibitively expensive.