• 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? …
  • 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…
  • 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…
  • 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…
  • AccpacCOMAPI

    Hi there, I have a client on Sage 300 5.6 and have upgraded them to 2020. There was some legacy code written to connect an external program through the AccpacCOMAPI but it is now broken. Specifically, when I try to run this, it fails when trying to…
  • 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…
  • Issue sending AP/AR Adjustments using SAGE300WebAPI calls ARReceiptAndAdjustmentBatches/APPaymentAndAdjustmentBatches

    I'm sending adjustments to Sage 300 ERP Server for 'posted' invoices and I know that the transaction are successful because the webapi call returns a reponse code is 201 and the response message contains the information I sent but when I open the adjustment…
  • Sage 300 integration with a custom ERP

    We are looking for someone to connect our Web API with Sage 300. These are the functionalities we need -Push Invoice -Verify if customer exists -If customer doesn't exist, create new customer in Sage We are currently building the Web API, therefor it…
  • Sage 300 Web API 2019

    Currently Running Sage 300 Web API v1.0 | 6.4.0.20 I'm currently working on a integration project where I will be will utilizing the Sage 300 Web API. This integration will be focusing on Order Entry where we can insert a new order (POST) and eventually…
  • API endpoints

    Hi, I am trying to fetch product prices and product inventory, but couldn't find any which does the job. So, can you suggest me the suitable endpoints to fetch Item price and Item inventory?
  • 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…
  • Update Inventory Worksheet via SDK

    Hi Guys, I am having an issue while updating Inventory Counts in SAGE300. I have created the Macro but it actually does not update the Quantity Counted in I/C Physical Inventory Quantities. Has someone successfully updated /C Physical Inventory…
  • 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…