Create a Sage 300 Quote in CRM and have the quote number assigned the opportunity ID.

Question

I have a client who recently upgraded from Sage 300 v2012 and CRM 7.2 to Sage 300 v2022 PU3 and CRM 2022 R2. 
 On the old system, when they created a Quote in CRM (Sage 300 quote) the Quote Number was automatically assigned the opportunity ID. 
 I assume this was a custom setup. I need to build this functionality into the upgraded system. Has anyone done this or something like it? 
 I looked at the old system and couldn't see how it was done. Plus, the new integration uses the Sage 300 web screens. 
 Can anyone give me some direction here? 
 Thanks, 
 Dana

Shane - Ascend Business Solutions · Answer

I understand - I believe this is a compiled module that cannot be changed. The Opportunity ID can be added to the Order Finder for reference. You can expose the OppoID value in the Quote / Order from the Order Header table either on a printed Quote or in a field (Reference)? The latter would require an update trigger or some other mechanism to populate the Reference field with the OppoID.

Sage 300

Create a Sage 300 Quote in CRM and have the quote number assigned the opportunity ID.

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