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  • 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…

  • 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.

  • 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 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…

  • 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…

  • CRM & Sage 300 integration stops working for no reason (reboot to get it to work again)

    cCRM V7.3 / S300 V2014 / SQL 2008 R2 / Win 2008 R2 A couple of times a month the integration between CRM & Sage 300 stops working. We get the message (session could not be opened) with number (2147221230) I have checked the services and IIS and…

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