• How to allow user change his own Sage 300 password on Sage CRM User Level Security?

    Hi all, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…
  • Obtaining invoices PDFs using the API

    Hi Team, Could you advise how to obtain the invoice PDF via API?
  • Invoice Amount Due

    Hello Team, Could you help me with the following question? I created an Invoice. On UI I see the following balances: The Document Total is $2.55. Amount Due is $2.51 But, when I receive this Invoice from post documents via API, Sage returns the Invoice…
  • Difference between payments type in Sage 300

    In Sage 300 when the user creates a Receipt payment, the user can select a few types of payment. For example: Receipt Prepayment What is the difference between these types? I found one difference. If the type is Receipt , the user applies a payment for…
  • Error during the search Customers by period via API

    Hello Team, Could you help me with the following question. I cannot filter Customers by date and time. Example: http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$top=1000&$filter=DateLastMaintained gt 2000-01-01T01:08:35 or DateOfLastActivity…
  • Sage 300 Currency ISO-CODE

    Hello Team, Is it possible to receive the Currency ISO-CODE via API? I tried to use the following endpoints: CSCurrencyCodes CSCurrencyRates But Sage 300 doesn't return the Currency ISO-CODE. Also, I cannot find the Currency ISO-CODE on UI. Could you…
  • How to receive Sage 300 account currency via API

    Hello Team, I want to receive the Sage 300 account currency via API. The account currency is CAD. To receive the currency I use the following endpoint - CSCurrencyRates And I expected that Sage 300 should return me one row with the Account currency. But…
  • How to receive the Invoice unique identifier

    Hello Team, We use the following endpoint to receive Invoices - http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARInvoiceBatches But, Sage 300 API doesn't return the Invoice unique identifier. Invoice Batch is not unique due to combining a few invoices…
  • Sage 300 API doesn't return deleted Customers

    Hello Team, We use the following endpoint to receive Customers from Sage 300: http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers But, if the Customer is deleted in Sage 300, this endpoint doesn't return Customers. How we can receive deleted…
  • Customer Balance

    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?
  • Customer and Invoices contacts

    Hello Team, I found that I can add contacts only at the Customer level in Sage 300. But I cannot find how to add contacts at the Invoice level. Could you clarify, is it possible or not?
  • Receiving Customer and Invoice notes via API

    Hello Team, Does Sage 300 allow receiving Customer and Invoice notes via API? If yes, could you provide the endpoint on how to receive notes? Thank you!
  • Customer and Invoice statuses

    Team, Is it possible via API to receive Invoices and Customers statuses? If yes, could you provide the name of the endpoint? Where on UI in Sage 300 I will be able to find the list of Invoices and Customers statuses?
  • Error during API call ARCustomers

    Hello Team, When I try to call ARCustomers via API using a filter that designated in the Sage 300 specification, I received an error. Example of the request: http://{IP Adress}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$filter=DateLastMaintained le datetime…
  • 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…
  • 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…
  • 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…
  • 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…