Sage 300

Hi all, I am able to promote company as admin. However, my user unable to promote company to Sage 300 Customer/Vendor, stating that the Customer code already exists in Sage 300 Company, but the customer code does not exist yet. My user setting: …

Hi all, My customer is having error while installing the Workstation setup on Sage 300. Checking the log file, a lot of things cannot be found. how do I fix this? The following properties have been set: Property: [AdminUser] = true {boolean…

Hi - wondering if anyone has tried this. That aside, just came to know that Sage stopped development on the CRM app 3 years back. Wondering if there are any other options out there. On a separate note- has anyone used the mobile CRM extensively? …

We are running Sage 300 2020. Our finance team has been working with Excel files on a network share and then importing to Sage 300 GL transactions. We are in the process of decommissioning an old file server and moving their files to SharePoint Document…

Hi Everyone, I am working on one sage integration with python web application and I want to send data from python application and create customer in sage. I am using desktop version of sage. My question here is if the API https://cdn.na.sage.com/docs…

I have the following code to create a session. Session s = new Session(); s.Init("", "XY", "XY1000", "67A"); s.Open(User, Password, Company, DateTime.Today, 0); A client had been using ADMIN/ADMIN for the username and password (don't ask why they…

Hello Team, Could you help me with the following question? I created an Invoice. On UI I see the following balances: The Document Total is $2.55. Amount Due is $2.51 But, when I receive this Invoice from post documents via API, Sage returns the Invoice…

Hello Team, I applied a payment to the Invoice. But inside the Invoice, I cannot see the link to the applied payment. How I can detect inside the Invoice that the Invoice is related to payment?

Hello Team, Could you help me with the following question. I cannot filter Customers by date and time. Example: http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$top=1000&$filter=DateLastMaintained gt 2000-01-01T01:08:35 or DateOfLastActivity…

In Sage 300 when the user creates a Receipt payment, the user can select a few types of payment. For example: Receipt Prepayment What is the difference between these types? I found one difference. If the type is Receipt , the user applies a payment for…

Hello Team, I want to receive the Sage 300 account currency via API. The account currency is CAD. To receive the currency I use the following endpoint - CSCurrencyRates And I expected that Sage 300 should return me one row with the Account currency. But…

Hello Team, Is it possible to receive the Currency ISO-CODE via API? I tried to use the following endpoints: CSCurrencyCodes CSCurrencyRates But Sage 300 doesn't return the Currency ISO-CODE. Also, I cannot find the Currency ISO-CODE on UI. Could you…

Team, We use the following endpoint to receive adjustments -> http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARReceiptAndAdjustmentBatches What field I can use from the API response as the adjustment unique identifier?

Hello Team, Once I create an Invoice, I can select the following Invoice types: - Retainage Invoice - Retainage Credit Note - Retainage Debit Note In which cases the user should select the following type to create an Invoice? Do these Invoice types influence…

Hello Team, We use the following endpoint to receive Invoices - http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARInvoiceBatches But, Sage 300 API doesn't return the Invoice unique identifier. Invoice Batch is not unique due to combining a few invoices…

Hello Team, We use the following endpoint to receive Customers from Sage 300: http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers But, if the Customer is deleted in Sage 300, this endpoint doesn't return Customers. How we can receive deleted…

Hello Team, I have some questions about how to integrate currencies from Sage 300. We use the following endpoint: http://{Base_URL}/Sage300WebApi/v1.0/-/SAMLTD/CS/CSCurrencyRates 1. API returns the RateTypes. How they influence of the choice which record…

Hello Team, I want to apply a payment to the Invoice. To do it I use the following endpoint: POST ARPostReceiptsAndAdjustments Example of the request: { "BatchRecordType" : "CA" , "BatchNumber" : 77 , "BatchDate" : "2021-06-27" , "Description…

Where can I find a document or a user guide on how to integrate Sage 300 2020 PJC and Microsoft Projects 2016. Please advice

Hi, I am trying to build a solution that should integrate with Sage 300 cloud to sync customers, projects, work orders, etc... I have looked around but could not find any documentation about Sage 300 cloud API. Could you please point me to Sage 300…

Hello Experts, Facing the below error while accessing the ACCPAC API. System.AccessViolationException at AccpacCOMSVR.AccpacSvrViewClass.Process() at ACCPAC.Advantage.Server.View.Process(FieldValue[], Int32[]) We have a .Net based windows service…

Client in Canada has an entity that resides in the UK. They received a letter saying that they are 'required' to use MTD (Making Tax Digital) software to file their VAT returns. It seems that Sage 300 Cloud is not on their supported software list. Has…

Hello, I need to do a customer search using the Sage 300 Web API, but it needs to be case insensitive as some customer names are proper and some are in all caps. According to the OData documentation I should be able to use the tolower function, but…

Can anyone confirm if a Sage 300 user has to be available to view Order Inquiries in Sage CRM? We are encountering an issue where the company does regularly reach their total number of users in Sage 300. It seems that when they do, if a CRM user goes…

I'm trying to run the HRMS and Sage Link Automatically by setting it up in the Schedule Profile Configuration and Schedule User Login Configuration under Sage Payroll Link- Sage HRMS Setup. I'm following the steps provided to me in the user guide (attached…