Browse By Tags

  • 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? …

  • Create PO Purchase Order in BOI c# on Sage 100

    Hello, getting an error: Invalid or missing header on the code below- can anyone provide a working example of creating a purchase order in BOI? using (var sySession = new MasSession(homePath)) { sySession.InitSession(sessionLogon); CI.ColumnNames…

  • SAGE 100 PREMIUM BOI - Failed to Initialize ProvideX Library

    Hello, I am trying to setup BOI (first time trying this) we are running Sage 100 Premium 2021 (ps. this hasn't been tried done before this). I am following along with the Object Interface course from Sage. Im entering the Path to our Sage Folder as stated…

  • 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.

  • BOI. Please, provide an example of a sample C# or VB code as a reference to write invoice using BOI which links to an Order

    Hi Team, Please, help me with this scenario. Scenario: Order is already created in the ERP Using BOI, write an Invoice to ERP that Integrates into an Order (The invoice will contain the Order document number(DO_Piece)). a) This invoice can also…

  • 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…

  • BOI not pushing web orders to Sage 100

    We are encountering an issue where CIM Cloud web orders are successfully pushing to the ERP Driver but is failing to create a BOI session. Any suggestions on what other pieces we can troubleshoot before reinstalling the ERP Driver? What we have tried…

  • 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…

  • 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…

  • 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 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…

  • 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?

  • What's the purpose of SetDate?

    I took the BOI class, but that seems to be intended as a high-level overview, not so much a function-by-function breakdown. I checked the documentation, but it just says "Set module date". Not exactly helpful. So, what's the effect of setting the module…

  • "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?

  • Unable to do multi select in all list box after installing sage 300 2019 CRM Integration Setup

    Dear All, I am unable to do multi select option in all the list box fields in sage crm, this is happened only after installting the sage 300 2019 integration setup. Sage CRM ver 2018 R3. Please refer to the bleow url which is from sage CRM Community…

  • Integration of Sage 100 to my rails application

    Hello, I am a developer, and we have purchased Sage 100 partner account. We want to integrate it with our app. Where we will fetch products related data to our system. However, I am unable to see any help regarding the REST API or integration tool. I…

  • BOI with PR : Cant figure out how to add detail lines to pr_payroll

    Hi all! I'm working with the new BOI capable PR module and having trouble sorting out how to add detail lines. I seem to have worked out creating a transaction, at least the batch I create does end up with an entry for the employee I am adding to…

*Community Hub is the new name for Sage City