Sage 300

hello, I have a report that i created showing the sales of specific products. Order Entry Sales History Items are in between. now, i need to add another filter because i need to see other item numbers. i tried to add and in the connection choose…

Hi, has anyone here using Sage300 WebAPI managed to create a POReceipt that attaches to a PO? I've seen reports of this not working that are some years old, perhaps this has never been fixed? Including PurchaseOrderNumber / PurchaseOrderSequenceKey…

I have gone through all the integration steps to integrate Sage CRM with Sage 300. In Sage CRM when I log in as the Admin I am able to search and find all the customers from Sage 300. However, when I log in to Sage CRM as a different user, who is…

Does anyone have any experience importing Production Quantities installed into Sage? We are looking to simplify the process of getting data from our production tracking timekeeping tool back into the Job cost report in Sage.

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, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…

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? …

Hi, Our accpac version is 4.2, I know it is so outdated, but is it has data upload via excel/csv etc and/or integration capabilities? Thanks

We are facing below error that OE cannot update a record in CRM can anyone help to rectify the issue? Error Description: Failed to update Sage CRM Opportunity for invoice 'IN000****' 'Specific error: Opportunity (Oppo_Deleted is NULL and Oppo_OpportunityId…

We have a working integration with clients who use sage300 CRE, but got a request for integration with sage300 which is a separate product. What are the differences between the two? Also, does anyone know what the technical differences are between…

Hi, Is there an updated compatibility chart for Sage CRM integration with Sage 300? THank you. Fred Ang

Team, I need your help. I would like to use the following request to receive payment: {{BASE_URL}}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARReceiptAndAdjustmentBatches?$expand=ReceiptsAdjustments($filter=DocumentNumber eq 'PY00000000000000000133') But Sage 300…

Team, I need your help. I would like to use the following request to receive payment: {{BASE_URL}}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARReceiptAndAdjustmentBatches?$expand=ReceiptsAdjustments($filter=DocumentNumber eq 'PY00000000000000000133') But Sage 300…

Good afternoon, I'm new here. I have a need to integrate with Sage 300 CRM. I'm curious if it's possible to configure a development version of the system to develop against, rather than do my testing against a "production" environment. I have registered…

Hi Team, Could you advise on this question. To receive payment or credit memo allocations, Sage 300 API suggests using this API method ARReceiptAndAdjustmentBatches. I tried to use the API method to obtain a list of allocations by payment number. Example…

Hi Team, Could you advise how to obtain the invoice PDF via API?

Hi Team, Could you advise how to obtain a list of Customers via API? Now I use the GET request https://{{HOST}}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers('customer_name') But if I should receive a few customers, I should a single request for each Customer…

What are the Automation Opportunities for SAGE 300?

Hi Community, Could you share the API request of how to pay the invoice by credit memo?

Over the years there have been several occasions where the integration between our Sage CRM and Sage 300 has not been working properly. I am sure that we have quite a bit of data that is not "synchronized" between the two systems. Does anyone have a report…

Hi Team, Could you provide the endpoint to receive multiple contacts via API from Sage 300? I used this documentation https://cdn.na.sage.com/docs/en/customer/300erp/2017/open/Sage300_WebAPI_EndpointReference.pdf and didn't find the endpoint.

Hi all, A client on Sage 300 V 2022 subscription cant get Bank feeds operating as their policies allow no internet access on the App/ RD servers. Using a main Australian ban so it is SISS, not Yodlee. I may be able to get Sage workstations to do the…

Hello I m trying to call a sage300 webapi - for ARCustomers in swagger, without this i wont be able to deploy my custom app log and screenshot attached the following test has been conducted The user credentials and company ID you are using…

The default quote expiration date in Sage 300 in 1 year. When the user creates a quote directly in Sage 300, the quote expiration date shows correctly as one year. However if they create a quote in Sage CRM, the Sage 300 webscreen shows an incorrect quote…