Welcome to the Sage 300 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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?
…
In Sage 300 the Customer has three balances:
But via API Sage 300 returns only the Outstanding A/R Balance. How to receive A/R Pending Balance and Total Outstanding Balance via API?
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…
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…
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…
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…
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…
We have created an app that pulls order information from Order Entry and populates a spreadsheet. We have optional fields that have been added to order entry that indicates one of our Buyers. The Manager opens the spreadsheet and assigns a buyer to each…
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…
