• 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? …
  • 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…
  • 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…
  • OE Shipment from Order

    Is there a way to create a Shipment from an existing order using Sage 300 Web API? The API allows us to create both an order, or a shipment using the QuantityShipped field on the OrderDetails object. By using the QuantityShipped value, Sage will create…
  • 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…
  • Web API OE Order Post - How to approve Order when Credit Limit has been exceeded?

    Hi, I'm currently creating OE Orders using the Web API and have hit an issue where a Customer will exceed the Credit Limit if the Order is created, and so get back the following from the API call: "Credit limit exceeded for customer x. The order will…
  • 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 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…
  • 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…