The integration itself doesn't create the quote, rather the integration calls web screens via a web proxy class, so if there are any configuration options, they would be in the web screens. Have you tried creating a quote by logging into Sage web screens rather than the desktop? Does the same thing happen? Just trying to help narrow down where the issue might be.

The integration itself doesn't create the quote, rather the integration calls web screens via a web proxy class, so if there are any configuration options, they would be in the web screens. Have you tried creating a quote by logging into Sage web screens rather than the desktop? Does the same thing happen? Just trying to help narrow down where the issue might be.

I can confirm that using the Sage 300 web screen directly displays the correct Quote Expiry Date. So it seem to be something in the CRM/300 integration. Any ideas where to look?

Can you post the correct date and the incorrect date?

I tried creating a new quote in CRM on the server and the expiration date was one year greater than the order date which is correct.

But when a user tried it on her computer, the order date is 4/12/2023 but the quote expiration date is 10/25/2023.