• Sage CRM integration to Sage 300 only works for Admin

    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…
  • Importing Production Quantities in Sage 300.

    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.
  • How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    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…
  • Data upload and Integration capability

    Hi, Our accpac version is 4.2, I know it is so outdated, but is it has data upload via excel/csv etc and/or integration capabilities?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
  • Error : Failed to update Sage CRM opportunity for invoice_sage 300 Integration with CRM

    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…
  • What are the differences between Sage300 and Sage300 CRE

    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…
  • Sage CRM Integration compatibility chart for Sage 300

    Hi, Is there an updated compatibility chart for Sage CRM integration with Sage 300? THank you. Fred Ang
  • Error message via API - Property 'ReceiptsAdjustments' on type 'Sage.CA.SBS.ERP.Sage300.AR.WebApi.Models.ReceiptAndAdjustmentBatch' is not a navigation property. Only navigation properties can be expanded.

    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…
  • Error message via API - Property 'ReceiptsAdjustments' on type 'Sage.CA.SBS.ERP.Sage300.AR.WebApi.Models.ReceiptAndAdjustmentBatch' is not a navigation property. Only navigation properties can be expanded.

    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…
  • Development Environment for Sage 300 CRM

    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…
  • Obtaining a list of payment allocations by payment number using API

    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…
  • Obtaining invoices PDFs using the API

    Hi Team, Could you advise how to obtain the invoice PDF via API?
  • Obtaining a list of customers using the 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…
  • Automation opportunities in SAGE 300

    What are the Automation Opportunities for SAGE 300?
  • How to pay an invoice by credit memo via API?

    Hi Community, Could you share the API request of how to pay the invoice by credit memo?
  • Integration Data Field Integrity Report?

    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…
  • Receiving Multiple Contacts via API

    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.
  • Bank Feeds URLs and ports to whitelist

    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…
  • Sage 300 Webapi error -DBLinkError

    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…
  • Quote Expiration Date not correct in 300 integration

    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…
  • Unable to post IC Transfers Transit Receipt via webAPi

    Good Day, I'm using sage 300 (2023). I'm trying to use IC Transfers via webAPi I have two operations succeeded 1- Direct Transfer 2 - Transit Transfer Yet when I try " Transit Receipt " i receive the following error "You cannot import transit…
  • Sage Inventory Advisor

    Is Sage Inventory Advisor still available for Sage 300? Who do i contact? This would be for a client? Dana
  • Sync data by Entities/Subsidiaries from Sage 300

    Hi Team, Please, help me with the following question. Is it possible to create a few Entities or Subsidiaries at the Company level in Sage 300? For example, I have a company SAMLTD. In the company SAMLTD, I want to add a few Subsidiaries. AR1…
  • Warning! LanPak Total Exceeded

    Hi, We have a customer with 75 lanpak. They have several applications that use COMAPI. We often receive the error "You have reach the maximum number of concurent users... " from our application. In the event viewer we see ACCPAC - Warning! Lanpak total…
  • New to Sage. How to import files from OneDrive

    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…