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:
…
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…
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…
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?
…
Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration.
Every time I click, for example, on All…
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.
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…
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…
When I am in Sage 100 Sales Order entry I am clicking the 'Assign' buttom for the Sage CRM Opportunity to sync the quote over to CRM. When I went to the CRM Opportunites main screen, the wrong company name is associated with the quote. How is this happening…
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…
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…
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-…
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…
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…
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…
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…
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…
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…
I have a client that is experiencing issues with the SO_SalesOrderHistoryHeader table getting updated with bad Date/User Created values when an order (originating from CRM) is partially shipped and then modified (typically line comments get added to backordered…
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…
Hi,
I am thinking this falls in the Sage 300 category since user is trying to export and OE order or OE quote to PDF from Crystal reports but they are doing in in Sage CRM.
The Crystal Report shows up fine but when they try to export to PDF nothing…
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…
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…
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?
