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…
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…
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…
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…
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…
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…
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…
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…
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…
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…
Looking for someone who knows their SQL tables here.
What is the SQL table or view where I can query the Sage 300 ERP "Type" field as it relates to the CRM person record? Through the integration, the new fields "Sage 300 ERP A/R Contact" or "Sage 300…
We are looking to move customers from our Sage 100 system to Sage CRM. We have a 3rd-party application that generates customers and we feed them into Sage 100 using VI. That part works fine.
However, it's not possible to trigger the creation of a…
cCRM V7.3 / S300 V2014 / SQL 2008 R2 / Win 2008 R2
A couple of times a month the integration between CRM & Sage 300 stops working.
We get the message (session could not be opened) with number (2147221230)
I have checked the services and IIS and…
Hello!
Can PDFs that we create through Crystal Reports in ERP be automatically loaded into CRM quotes/documents?
We're working with a Sage CRM 7.3a & Sage 100 ERP integration, and therefore we are creating quotes and orders using the ERP Sales Order…
Can anyone point me in the right direction.
Client is using Sage HRMS 2014 and 300 ERP 2014. I am setting up Payroll Link and everything is working fine except for the Accruals Tab. I can't see the Accpac Accrual Code/Description fields or the HRMS…
