Hello,
We have Sage 100c Advanced 2016, and Sage CRM 7.3 SP3. In Sage 100 > Customer Relationship Management > Customer Template Maintenance, the Open Item Customer value is checked. However, when you promote a prospect from Sage CRM, the newly promoted company does NOT receive that value in Sage 100. It does receive the other template values successfully (terms code, payment type, etc.).
Has anyone else seen this issue? This also happened when we had Sage 100 ERP 2014 with CRM 7.3.
Currently, the only way around this bug (looks like a bug to me), is in AR Options, on the Additional Tab, set the Open Item/balance forward value to Mixed. Then go back to the customer, check the Open Item box, then go back into AR options and set it back to Open Item Customer.
Thanks for any info.
joe