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  • Webinars - Generate invoices and orders with ease

    Creating invoices and orders can often be the first interaction you have with customers and suppliers and you want to get it right. Join our free live webinars and we'll run through the process, cover the ins and outs, and demonstrate how quick and flexible…

  • Assistance Needed with Adding and Restricting Access to a Field

    Hi community, I'm reaching out for help as I navigate a task assigned by my director. I've been tasked with adding a field to the order table, labeled 'orde_originatorapproved.' (this has been done). The challenge is limiting access to viewing and…

  • Cancelling Payment with Order - interacting with created Credit note

    In circumstances where a customer raised an order and ticks Payment with Order and Invoice immediately, and then the customer cancels. If you cancel the order it prompts that a credit note will be created. It creates and posts the credit note but the…

  • Order / Price lists : Add a message if there is no valid conversion defined between the unit of the price list line and the units of the product

    If a purchase price list line is defined with a wrong unit (Unit that does not exist in product setup, nor in product- supplier and neither in packaging units), when creating a purchase order line,if a (non existing) unit conversion is requied, the price…

  • Pre-Populated Item Descriptions for Sales Quotes

    Hello, I want to create specific line item description that are used on a standard quote for customers. Is there a way to create these item description line items, so I do not need to type them out over and over? I don't want to create it as a inventory…

  • What mechanism sets price for Intersite Orders?

    Hello All, Encountering something in our Sage X3 setup that I'm having trouble hunting down the source for. We have some Inter-site orders between us and some distribution companies. For this transaction, we want the gross price to be set to 0 automatically…

  • Conditional style on sales order

    Hello everyone, i'm trying to set up a conditional style on sales order so when the total stock is less than the order qty, glows yellow. I tried a few ways but don't work, i think the next line should be correct but it's not working. [M:SOH4]QTY(NBLIG…

  • Selecting a Location Type within Site for Sales Order

    I have a Site with two different location types. When creating a sales order I select Site, but there is nowhere to select a location type within the site. Essentially I want to be able to select from which location type/location within a site wstock…

  • TIp - Why are my customer or supplier lists out of order?

    In Sage 50cloud Accounts, you can sort most list windows by clicking the individual column headings. If you click a column heading by accident it can appear that the list is in a random order. Read more >

  • Rearrange Columns for Records

    Would like to be able to rearrange columns within records. For example within Fixed Assets it's not possible to have Desription 2 and 3 be next to Description 1, it has to have Book Value between them.

  • Tip - Why are my customer / supplier records out of order?

    In Sage 50cloud Accounts, you can sort most list windows by clicking the individual column headings. If you click a column heading by accident it can appear that the list is in a random order. Read more >

  • Want to apply discount on header level for Order Entry in SAGE 300

    Dear Expert I am stuck in the middle of a project and it is very important project for me. Actually, we are an integration company. We are trying to create an order with header level discount from Magento 2 to SAGE 300 via REST API. Request Url :…

  • Cannot Create order

    Hi, I am new to Sage. I am making orders on Sage300 using REST Api. I have created customer on Sage using the API successfully I am using C# for integration I am unable to create order on Sage. The API returns Internal Server Error. I have check…

  • Table with link between invoice and order

    Hi. Is there a table, where I can find the link between invoice and sales order? Thanks in advance. MatteoS

  • How can I check who lock an order?

    Hi. I'm a new system manager into SageX3 system. I would to know, how can I check who lock an order. Thanks for your help. Regards. MS

  • Ability to split purchase order suggestions by a defined percentage between suppliers.

    Some clients have arrangements where they award 80% of the business to a primary supplier and 20% of the business to a secondary supplier. It would be great if the purchase suggestions can see a split of the business across various suppliers and factor…

  • On screen notification to Team rather than User

    Would it be possible to send a notification to all members of a team rather than just an individual? When an order gets to a certain stage in the sales process it is assigned to Accounting. It is not assigned to a particular member of the accounting…

  • Sage CRM 2017/ Sage 300 ERP 2017 Integration Question: Item Inventory/ New Quote/ New Order Buttons not appearing on Company Summary Screen

    Sagacious ones, Looking for some ERP/CRM integration advice at a site running Sage CRM 2017/ Sage 300 ERP 2017. Integration functionality like promote to customer, promote to vendor, customer statistics, O/E Inquiry is working fine but it looks like…

  • Suggestion on Quotes and Order Workflow on next version of sage crm ?

    Hi Can I suggest that sage crm can be added a workflow on quotes and order with integration to sage 300 automatically on the next version ? Right now we need a workflow for quotes and order on sage crm and sage 300 integration so that workflow on…

  • Second order child on Mail Merge

    Hi there Usually, we works with two views to execute a mail merge: vMailMergeOrders and vMailMergeChildrenOrders. I've creates a new custom child entity, called Planning, and I need to include on a mail merge. I've "n" childs for each orders, so I…

  • New quote/order has wrong company

    Hello, SageCRM 7.3 SP3, Sage 100c 2016 Adv. Some of the sales staff are reporting that occasionally, some more frequent than others, when they create a new quote/order, the company assigned is not the current company they are in, but rather the previous…

  • OTF Opportunity for Sage100 Quote/Order

    Has anyone noticed that OTF Opportunities for Sage100 don't accurately mark the 'Created By' field in opportunity/quote/order. It just always says the admin did it. Anyone figure out a workaround to populate that field? Thanks, Anthony

  • Error when clicking on Add Order or Add Contract buttons for Sage 300 Integrated Screens

    Hi, I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f. I tested around the integrated 300 ERP tabs and screens without any issues except when I clicked New Contract button under P/M Inquiry tab (see screenshot below…

  • Email quote from CRM

    Hey guys, I have a customer who is wanting to use the Sage 300 ERP integration Quote/Order entry in CRM. While i was training them the other day I showed them how to create a Quote and then print it. They asked if there was a way to email the quote…

  • Adding fields to Order screen to update in created Opportunity

    Hi. Wisdom needed, please. I have an order form that, on promoting to Sage 100, creates an Opportunity. We would like to: 1. Add fields to the Order form that mirror Opp fields. (oppo_source, oppo_type, oppo_acginitialcommtype ) 2. Upon promotion…

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