• Product Line in Open Sales Order Report

    As I slowly work my way through customizing our Sage 100 Advance instance, Sage City has been the greatest resource! Thank you all! I am working with the Open Sales Order Report now and stuck on suppressing some items in the report. The end goal…
  • Quotes from Sage 100 ERP integration as PDF (cross-posted)

    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…
  • Copying UDFS in SO when using COPY FROM via CRM

    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…