• WebAPI - POReceipts cannot attach to existing PO

    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…
  • User unable to promote company to Sage 300 Customer/Vendor

    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: …
  • Error while installing Workstation Setup

    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…
  • MobileX for Sage CRM

    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? …
  • 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…
  • 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…
  • 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.
  • Sage 300 Integration

    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…
  • How to receive the adjustment unique identifier

    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?
  • Invoices Type -> Retainage Invoice, Retainage Credit Note, Retainage Debit Note.

    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…
  • Invoice close date

    Hello Team, Does Invoice have the Invoice close date? If yes, what is the name of this field on UI? And what is the name of this field in the response for method ARInvoiceBatches?
  • is it possible to update/patch/put OEOrders/OEInvoice in Sage300 2018 version ?

    Hi Experts , I'm currently working on a integration project where I will be use the Sage 300 Web API. This integration will be focusing on Order Entry / Invoice Entry where we can insert a new order (POST) and eventually we will need to be able to…
  • Sage 300 Web API Bug Report?

    How do we report an issue with the Sage 300 Web API? The POReceipts post will not store the Purchase Order number that is posted on the new Receipt. Yet, the 'PurchaseOrderNumber' is included in the model - but the API doesn't appear to do anything…
  • Sage 300 Web API case insensitive search

    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…
  • Issue with Sage 300 2020.1 integration with Sage CRM 2019 R2

    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…
  • Trying to set up the Sage HRMS/300 Link to run on a schedule automatically

    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…
  • Is it possible to Restrict certain Customers created within Sage 300 with specific group code from getting inserted or synced to CRM?

    Hello, Is there any method/setting, that can ‘Restrict’ certain Customers (with specific Group code) that are created within Sage 300 from getting into CRM as company record? I know that if we tick the suspend A/R integration to CRM checkbox from…
  • Integrate Sage 300 (non-cloud) with a PHP website

    Hello, We have a Sage 300 On Premise (non-cloud) version. We are looking to integrate it with our e-commerce website (PHP). We want to do two-way integration. 1) : From Sage 300 to website Customer invoice, order history, tracking information from…
  • Unable to do multi select in all list box after installing sage 300 2019 CRM Integration Setup

    Dear All, I am unable to do multi select option in all the list box fields in sage crm, this is happened only after installting the sage 300 2019 integration setup. Sage CRM ver 2018 R3. Please refer to the bleow url which is from sage CRM Community…
  • Sage CRM integrated to Sage 300 ERP: Person Type "A/R Contact" fields- where are these held?

    Looking for someone who knows their SQL tables here. What is the SQL table or view where I can query the Sage 300 ERP "Type" field as it relates to the CRM person record? Through the integration, the new fields "Sage 300 ERP A/R Contact" or "Sage 300…
  • Sage CRM 7.3 SP3 Integration with Sage 300 2016 PU1 - Invalid Signon Information

    Hi, We'd encountered quite a number of issues related to Integration after implemented at our client's server. Our technical team tested and found out that if the domain user being assigned to domain admin rights, he/she will have no issue accessing…
  • Does anyone has idea about Sage 300 APIs?

    One of our client want to have WMS with our Sage 300 ERP. and the WMS provider requires APIs for integration between Sage 300 and WMS. Any idea?
  • Reimporting Sage 300 Customers into Sage CRM

    Three related questions regarding Sage 300 2012 and Sage CRM 7.1: 1. When we implemented Sage CRM, we imported all of our Sage 300 customers into CRM. For about six months, some of the Sage 300 users didn't have the Integration piece up and running…
  • Sage CRM 7.2 Integration Piece

    This is a quick reminder for those using Sage 300 ERP 2012 product update 2, Please confirm you have installed the correct integration piece f or Sage CRM 7.2 integrated systems. Login to the Knowledgebase and visit KB 22596: Download Sage CRM 7.2 Integration…