Sage 100

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…

Is it documented somewhere the setup needed for a small 2 user installation with Sage 100c 2018 with CRM 2018? Would prefer a local installation. Single machine or small network.

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…

Using Sage 100c 2017 v5.40 & CRM 2017 R2, I find it takes north of 22 - 25 seconds for the "Create New Sage CRM Order" screen to appear. It's not much but another 4 seconds after hitting the [#] button for Sage CRM Opportunity. I would like to work…

I'm attempting to setup a test system of Sage CRM with the possible goal of eventually integrating it with Sage 100c Advanced 2016. The GAP document says that Sage CRM for Sage 100 2016 can be either 7.3 SP3 or 2017 R1 or R2. It also mentions 7.3 SP2…

I'm looking for a way to mass edit/delete memos in customer maintenance in accounts relievable. I'm trying to clean up and delete memo codes so it will be more organized to pull reports. I currently have to look up everyone's account and manually delete…

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…

Anyone using ACT instead of CRM in Sage 100c 2017? Charlene

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…

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…

I have some UDFs in Sales Order Header that are setup to copy when using the Copy From. This does not work when using SO Entry from CRM. Is there something I'm missing, or some work around other than doing the orders from within Sage? (Which is not an…

To do a company merge in SageCRM with a Company that is related in ERP100 you must first uncheck the related checkbox in Maintain relationship. I have a client that has several companies that the checkbox is greyed out. Does anyone know why? Thanks…

We are upgrading a client from MAS 200 EES Version 1.4 to Sage 100 Advanced Version 2013. MAS 200 Version 1.4 is currently integrated with Sage CRM Version 7.0.d.2. Is the Sage CRM Version 7.0.d.2 integration compatible with Sage 100 Version 2013…

The Sage 100 ERP Version 2013 Integrated Solutions Compatibility Matrix dated October 11 2013 does not list compatibility with Sage CRM v7.2b. A presentation in November by Fady Abourjeily implied that Sage 100 v2013 PU 4 and CRM 7.2b are compatible…