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  • WebAPI - POReceipts cannot attach to existing PO

    Hi, has anyone here using Sage300 WebAPI managed to create a POReceipt that attaches to a PO? I've seen reports of this not working that are some years old, perhaps this has never been fixed? Including PurchaseOrderNumber / PurchaseOrderSequenceKey…
  • 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? …
  • What are the differences between Sage300 and Sage300 CRE

    We have a working integration with clients who use sage300 CRE, but got a request for integration with sage300 which is a separate product. What are the differences between the two? Also, does anyone know what the technical differences are between…
  • 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.
  • Obtaining a list of customers using the API

    Hi Team, Could you advise how to obtain a list of Customers via API? Now I use the GET request https://{{HOST}}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers('customer_name') But if I should receive a few customers, I should a single request for each Customer…
  • 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…
  • Receiving Multiple Contacts via API

    Hi Team, Could you provide the endpoint to receive multiple contacts via API from Sage 300? I used this documentation https://cdn.na.sage.com/docs/en/customer/300erp/2017/open/Sage300_WebAPI_EndpointReference.pdf and didn't find the endpoint.
  • 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…
  • Sage 300 Integration

    Hi Everyone, I am working on one sage integration with python web application and I want to send data from python application and create customer in sage. I am using desktop version of sage. My question here is if the API https://cdn.na.sage.com/docs…
  • 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…
  • How to receive the adjustment unique identifier

    Team, We use the following endpoint to receive adjustments -> http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARReceiptAndAdjustmentBatches What field I can use from the API response as the adjustment unique identifier?
  • Invoices Type -> Retainage Invoice, Retainage Credit Note, Retainage Debit Note.

    Hello Team, Once I create an Invoice, I can select the following Invoice types: - Retainage Invoice - Retainage Credit Note - Retainage Debit Note In which cases the user should select the following type to create an Invoice? Do these Invoice types influence…
  • Invoice close date

    Hello Team, Does Invoice have the Invoice close date? If yes, what is the name of this field on UI? And what is the name of this field in the response for method ARInvoiceBatches?
  • is it possible to update/patch/put OEOrders/OEInvoice in Sage300 2018 version ?

    Hi Experts , I'm currently working on a integration project where I will be use the Sage 300 Web API. This integration will be focusing on Order Entry / Invoice Entry where we can insert a new order (POST) and eventually we will need to be able to…
  • 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…
  • Sage 300 Web API Bug Report?

    How do we report an issue with the Sage 300 Web API? The POReceipts post will not store the Purchase Order number that is posted on the new Receipt. Yet, the 'PurchaseOrderNumber' is included in the model - but the API doesn't appear to do anything…
  • 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…
  • 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…