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  • Sage CRM integration to Sage 300 only works for Admin

    I have gone through all the integration steps to integrate Sage CRM with Sage 300. In Sage CRM when I log in as the Admin I am able to search and find all the customers from Sage 300. However, when I log in to Sage CRM as a different user, who is…

  • How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    Hi all, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…

  • Error : Failed to update Sage CRM opportunity for invoice_sage 300 Integration with CRM

    We are facing below error that OE cannot update a record in CRM can anyone help to rectify the issue? Error Description: Failed to update Sage CRM Opportunity for invoice 'IN000****' 'Specific error: Opportunity (Oppo_Deleted is NULL and Oppo_OpportunityId…

  • Development Environment for Sage 300 CRM

    Good afternoon, I'm new here. I have a need to integrate with Sage 300 CRM. I'm curious if it's possible to configure a development version of the system to develop against, rather than do my testing against a "production" environment. I have registered…

  • Integration Data Field Integrity Report?

    Over the years there have been several occasions where the integration between our Sage CRM and Sage 300 has not been working properly. I am sure that we have quite a bit of data that is not "synchronized" between the two systems. Does anyone have a report…

  • Quote Expiration Date not correct in 300 integration

    The default quote expiration date in Sage 300 in 1 year. When the user creates a quote directly in Sage 300, the quote expiration date shows correctly as one year. However if they create a quote in Sage CRM, the Sage 300 webscreen shows an incorrect quote…

  • Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1

    HI, I am receiving Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1. I just install Sage 300 V2023 PU1 on new serve and upgraded their CRM from 2018 R1 to 2020 R2 then to 2022 R2. In Sage CRM when I try to synchronize…

  • CRM

    Hello, I have one of my cliants using Sage 300 with one lisence of CRM desktop, But they want to add user of crm and want to shift on CRM cloud bases. So CRM desktop and cloud can work together? Or they suposses to choose one option?

  • Issue after upgrading to Sage 300 2022 PU2 and CRM 2022

    I have just upgraded a customer to Sage 300 2022 PU2 and Sage CRM 2022. I am encountering an issue where on certain customers, when I click on one of the integration options on CRM (AR Inquiry, Customer, OE Inquiry), I get the error message: "An error…

  • Sage CRM & Sage 300 Integration - Sales Rep Mapping

    Hi all. I don't know if I have overlooked this somewhere in a setup guide, but I can't seem to figure out how to map sales rep setup in Sage 300 AR customer accounts, to the account manager field (comp_primaryuserid) in Sage CRM. Is there a standard…

  • Error on Table Synchronize

    Install Sage300 2022 and Sage CRM 2021 R2 on new win 2019 server. Able to get into both products using browser and able to update customers in Sage 300 to SageCRM. I wanted to make sure that CRM was able to sync with Sage300. Logged in as CRM admin user…

  • Can't Set Column Order in Quotes and Orders in CRM's Sage 300 Integration

    Hi All, We have Sage CRM setup with Integration with Sage 300. On the quotes and orders pages in Opportunities, our users are used to being able to select which columns are displayed on the item grid (Item number, description, qty, etc). Which has all…

  • Sage 300 Integration Component

    Hi all, Where is the sage integration component installation file? I am looking to integrate sage crm 2021 r1 with Sage 300 2021 PU2 cdn.na.sage.com/.../Sage300_2021_SageCRM_IntegrationGuide.pdf Page 9 says: Run the installation program for the integration…

  • Promote to Sage 300

    Hi we are having an issue with our Sage CRM and promoting to Sage 300. We haven't used this function before resulting in a lot of duplicate customers being in CRM. This is because we have them entered as prospects and then we sent them up as actual…

  • De-activate SageCRM

    Not a normal question for the forum but still related to CRM. Client is not using SageCrm anymore due to several reasons. We have set the integration to "Suspend all Integration" with CRM in the Sage CRM setup. Now we are having an issue using the Customer…

  • CRM 2020 SAGE 300 integration issue

    We are getting the following error when trying to post an order to sage 300. "a problem occurred and the order could not be posted." The error occurs when trying to add a line to an order. The order actually posts correctly and shows if you refresh the…

  • Sage 300 2020 PU3 & Sage CRM 2020 R1 & R2

    Hi, I have installed Sage 300 2020 PU3 (including Sage CRM Integration Component PU3) and have installed both Sage CRM 2020 R1 & R2 with Sage CRM Integration for Sage 300 2020 PU3. I have activated the Sage 300 Integration Component and configured the…

  • Sage CRM integration - Sage 300 server name port issue

    Hi, CRM integration documentation specifies Sage 300 server name configuration as: "This is the URL from which you start the Sage 300 web screens and WebApi." My client however uses a port number in the URL in order to access web screens (Both CRM…

  • Error promoting customer to Sage 300

    Sage CRM 2019 R1 and Sage 300 2019 PU2 We add a new customer in Sage CRM and then click "Promote to Sage 300" The Sage 300 AR Customer webscreen opens and we can enter a Group Code, when we click Save we get an error message: Please correct the…

  • Sage CRM 2019R2 integrated with Sage 300 2019 Sales Orders default to the same date of 11/20/2019

    Client has an issue that's been happening for a month or so. Whenever they create a new Sage 300 Sales order while inside of Sage CRM the order defaults to an order date of 11/20/2019. Does anyone know what would cause this? Any and all advice greatly…

  • CRM 2019.R2 integration with Sage 300 2020: saving in CRM not always propagating to ERP

    Am doing a test upgrade from our existing CRM 2018.R1 / ERP 300 system 2018 to CRM 2019.R2 integration with Sage 300 2020. No problems encountered in the upgrade. But doing acceptance testing, the following was discovered... When making an edit in CRM…

  • Sage CRM 2019R2 with Sage 300 2020PU1

    Hi all, Just upgraded a customer from Sage CRM SP3.4 to Sage CRM 2019 R2 (went through to 2017 first and then to 2019R2) and integrated with Sage 300 2020 PU1 This customer is a lil' bit upset and wants to go back to 7.3 (!) Issue 1 In 7.3 integrated…

  • Sage 300 2019 PU1 web screens not honouring date format in Sage CRM 2018 R3

    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…

  • Promote to Customer not updating Open quotes for new customer number

    Client is using Sage CRM 7.3 sp3 and Sage 300 2016. They have started entering Leads for their salespeople and then adding them as a Company but not promoting them to Sage 300 at this point. They are creating quotes for these companies which sets the…

  • POST multiple resources with Postman

    Hi There, Is there any possibility to create multiple records using Sage300 POST request? I tried using Postman to create multiple ARCustomers with following json format. But I keep getting the InvalidPayload error. Can someone please help me to provide…

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