Sage CRM

Hi Recently, I received information from my BP stating that in order to delete a quote or order in Sage CRM, it is necessary to delete each line item individually until the line items grid is empty. This process struck me as quite unusual, as in my…

Hello, We're looking to try to add a field to the Opportunity Total box (derived from the Order) to show the Total Net Amount. What would be the best way to add this, or change the 'Total Order Value' to be the 'Net' amount? Not sure if I've just…

Was wondering if there was any way to view all of the quotes/opportunities that we have created that do NOT have an associated order attached to them. We want to follow up on all of our unfulfilled quotes in one batch without missing any due to human…

Hello All, I notice a client is getting this error all the time in their Sage 100 CRM Activity log. "Record 0001 does not exist in CU_OrderQuoteTracking_bus", anyone ever see this before? They seem to be having an issue with the orders/quotes in Sage…

When sending an email from an order, the "To" field automatically defaults to the customer's email when sending the email from the communications tab. Is it possible to default to another email address after selecting a specific email template? During…

We are currently working on overhauling a CRM system. We upgraded the system from 7.2 to CRM 2019. While working in the system, we noticed that there is no Quotes or Orders entity. However, we do see a Quotes Type entity. How do we get Quotes and Orders…

Hi all, We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale) When we log into Sage 300 screens through CRM - the date is still…

Hi I'm trying to create orders using the REST API, which I can do (I can create an opportunity ID, and use that to create an order), but I need to be able to add order line items. I was going to GET an order and associated items, and use that to work…

Does anyone know if its possible to use the built-in quote function that CRM has when you are also integrated to an ERP? I have a client that wants to be able to input 'Sample Requests' for products, they really aren't orders or quotes, so they don…

Hi All, using Sage 100 Integrated with Sage CRM I have read through a bunch of posts and I see some of you might have similar questions already but I wasnt quite getting the answer I needed so I want to post here and explain: In our Company, an…

Hi. I'm wondering why this is happening. When I add an opportunity and I click on either a quote or order I get the following error: Errors When Opening Program The portal cannot display the program you requested. Just wondering, does this mean…

Hi everyone! I would like to display the total of all orders for a marketing wave in a field named 'Revenue' on the WaveDetailBox. I figure this needs to be done with TLS, but I am uncertain what entity to put this on - Orders or Opportunities. Since…

Hi, when i apply line item discount on each item of Order (OrIt_discountsum) in CRM , it looks ok but as soon as i edit order summary , or sync order with sage 200. Once order is linked it wipes line discount form orders and sets OrIt_discountsum=0. why…

I hope someone can help me out with small development issue. I am sending orders from Sage CRM to Sage 200. E.g order number 001 has 2 lines items each with quantity 10. What I am looking to do is dispatch only 5 items out of 10 ( ofline item 1 )…

We have a Sage 300 2012 / Sage CRM 7.2 installation with integration between the two. All was working fine until we made the CRM accessible external to the network, and used a non standard port (not port 80). We have most of it back up and running with…

I can't pin down any particular problem here other than I have 2 situations that, in my opinion, I should not be in. The first is that I have orders in my system that have reference numbers in the form "QT-1234/1". Obviously this is the quote reference…

Partner Account Manager of an extremely exciting, cutting edge cloud services software company. SYNETY CloudCall enhances your existing Cloud Services by integrating voice communications. SYNETY provides CloudCall Partners and their customers fantastic…

Hi, I have a new customer that is using opportunities but they have enquiries and bookings to replace quotes and orders. When I create a new quote (enquiry) all the details of it are captured on the quote summary screen. How can I stop the new line…

Hello again! I have been experiencing an issue in SageCRM Cloud as of late. We run a weekly report that gathers quote and order data, activity data and Lead data for the previous week and last 30 days. I received 2 complaints from the sales team today…