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  • Getting customer data from sage100

    I need to get customer data from sage100 using .Net code. I went through https://help-sage100.na.sage.com/2018/FLOR/index.htm but could not understand the functions as there was no clear instructions. I managed to get data from two columns using a sample…
  • User unable to promote company to Sage 300 Customer/Vendor

    Hi all, I am able to promote company as admin. However, my user unable to promote company to Sage 300 Customer/Vendor, stating that the Customer code already exists in Sage 300 Company, but the customer code does not exist yet. My user setting: …
  • Error while installing Workstation Setup

    Hi all, My customer is having error while installing the Workstation setup on Sage 300. Checking the log file, a lot of things cannot be found. how do I fix this? The following properties have been set: Property: [AdminUser] = true {boolean…
  • MobileX for Sage CRM

    Hi - wondering if anyone has tried this. That aside, just came to know that Sage stopped development on the CRM app 3 years back. Wondering if there are any other options out there. On a separate note- has anyone used the mobile CRM extensively? …
  • I have used Sage for 30 years and need to utilize purchase order and inventory modules.

    Where do I start? We are a manufacturer and I purchase raw materials and sell the finished product. I currently use the sales order module for sales orders & invoicing. I need direction and recommendations.
  • SAGE 50 - BANK FEED, CREDIT CARD FEED, STRIPE FEED

    For those who have Stripe account bank feeding into Sage50 - would you recommend it or is it more trouble than its worth and best entering manually? Likewise for the bank feed and credit card fee? Client currently entering all manually and it works…
  • Sage CRM 2020 R2- Connection to REST API

    Hi everyone. I am relatively new to SageCRM(2020 R2) & I have to use REST API for getting and posting cases. I am stuck on: =>To access a Sage CRM record data via the RESTful API, use the following URL format for your HTTP request: http://{server}/sdata…
  • Adding existing assets to Sage X3 FA Module

    In the past we did not use the fixed asset module. I'm now moving our assets into Sage. First, we were told that we have to use accounting method "RE", where we now use straight line, in order to input the existing accumulated depreciation. Is that accurate…
  • Session Initialization w/.NET API

    I have the following code to create a session. Session s = new Session(); s.Init("", "XY", "XY1000", "67A"); s.Open(User, Password, Company, DateTime.Today, 0); A client had been using ADMIN/ADMIN for the username and password (don't ask why they…
  • Looking for consultant to help in installation of Sage API into our sage 100 2020

    Hi, We are looking for consultant to help in installation of Sage API into our sage 100 2020. Please check below link for understanding: www.sagecity.com/.../getting-started-with-the-sage-100cloud-custom-connector-for-the-microsoft-power-…
  • Sage 300 CRE JDBC connection via Pervasive

    I am trying to connect to Sage 300 CRE via JDBC. I understand that Sage is built on pervasive and I am able to connect to the default pervasive database called demodata and read tables. i am looking for guide to read Sage specific tables using this…
  • Get All customers, vendors details using .Net SDK

    Hello, How can i get data of all customers and vendors using .NET SDK ? In Development Guide I can see there is a method "Load by name", which can only return 1 Customer/Vendor. But I want to retrieve all the Customers/Vendors. Is it possible…
  • Connection between Sage 50 US and Sage Intacct

    Hello everyone I am wondering if it is possible to share information between these 2 Sage products. A customer uses Sage Intacct and I would like to know if it is possible for these 2 to interact. For example if in Sage 50 I register invoices or purchases…
  • Customer integration issue after update to 2020

    We have a customer that just upgraded their Sage 100 product to the 2020 version and are seeing some issues with integrating to our product. They migrating from Sage 2016. Below is a code snippet of where the issue is coming from. The error is “CI_NOF…
  • Sage 300 Web API case insensitive search

    Hello, I need to do a customer search using the Sage 300 Web API, but it needs to be case insensitive as some customer names are proper and some are in all caps. According to the OData documentation I should be able to use the tolower function, but…
  • Issue with Sage 300 2020.1 integration with Sage CRM 2019 R2

    Can anyone confirm if a Sage 300 user has to be available to view Order Inquiries in Sage CRM? We are encountering an issue where the company does regularly reach their total number of users in Sage 300. It seems that when they do, if a CRM user goes…
  • Trying to set up the Sage HRMS/300 Link to run on a schedule automatically

    I'm trying to run the HRMS and Sage Link Automatically by setting it up in the Schedule Profile Configuration and Schedule User Login Configuration under Sage Payroll Link- Sage HRMS Setup. I'm following the steps provided to me in the user guide (attached…
  • Invalid or missing posting date encountered on Bill of Materials transaction update

    Hi, I've been working on automatic registration of transactions for Bill of materials. but I've been encoutering this issue for a couple of days now. its been throwing me an error that says "Invalid or missing posting date encountered" I opted…
  • BM ProductionRegister - New object error:200

    Hi, i've been constantly getting the error "System.Exception: <NewObject Error: 200>" when I register the BM production entries. here's what I have coded: oSS2.nSetProgram(oSS2.nLookupTask("BM_ProductionRegister_UI")) objTransactionRegister =…
  • Use of REST with locally installed applications (sage 50 quantum)

    Hi, All wise and mighty sage pros! I am an integrations developer and have been for over 30 years. Having worked with MANY api's I don't think my question will be so much a challenge but rather just details I don't yet know ;) I have had many…
  • Vacation and Benefits tracking

    The last HR software question in the discussion was 3 years old. My HR Department is asking me if Sage HRMS and/or Sage ESS will work with Sage 100 Contractor. Does anyone that currently uses 100 Contractor use another HR software package that integrates…
  • Is it possible to Restrict certain Customers created within Sage 300 with specific group code from getting inserted or synced to CRM?

    Hello, Is there any method/setting, that can ‘Restrict’ certain Customers (with specific Group code) that are created within Sage 300 from getting into CRM as company record? I know that if we tick the suspend A/R integration to CRM checkbox from…
  • Accounting Period

    I've found how to get a list of the Accounting Periods through the SDK (Using .net API). Is there a place to find the current period so I'm not entering or updating records from an accounting period?
  • "An error has occurred in a CRM .net customisation", how to fix?

    I am having that error " An error has occurred in a CRM .net customisation. Please contact your vendor to resolve." when i try to synchronize my Sage CRM with Sage 300 ERP. I have tried all i know but i can't fix it. Anyone can help?
  • SalesJournal SetShipDate The field you are trying to change or function you are calling is not accessible under current circumstance.

    Hello Friends, I am using SAGE 2019.1 SDK for importing invoice in my application. I am getting error at the time of SetShip date "The field you are trying to change or function you are calling is not accessible under current circumstance.". I am getting…