• Customer Tax Code

    Hello Team, Sage 300 API returns the following fields for TAX: "TaxGroup" : "AGST" , "TaxRegistrationNumber1" : "" , "TaxRegistrationNumber2" : "" , "TaxRegistrationNumber3" : "" , "TaxRegistrationNumber4" : "" , "TaxRegistrationNumber5…
  • 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?
  • Sage 300 currencies integration via API

    Hello Team, I have some questions about how to integrate currencies from Sage 300. We use the following endpoint: http://{Base_URL}/Sage300WebApi/v1.0/-/SAMLTD/CS/CSCurrencyRates 1. API returns the RateTypes. How they influence of the choice which record…
  • Apply a Payment to the Invoice

    Hello Team, I want to apply a payment to the Invoice. To do it I use the following endpoint: POST ARPostReceiptsAndAdjustments Example of the request: { "BatchRecordType" : "CA" , "BatchNumber" : 77 , "BatchDate" : "2021-06-27" , "Description…
  • Doesn't work correctly request filter 'allpages'

    Hello Team, According to the Sage 300 specification, we can use the following filter 'allpages' For example: http://{ip adress}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$inlinecount=allpages But, we cannot receive the number of customers in the response…
  • 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?
  • 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…
  • SAGE 300 PROJECTS AND JOB COSTING INTERGRATION WITH MICROSOFT PROJECTS

    Where can I find a document or a user guide on how to integrate Sage 300 2020 PJC and Microsoft Projects 2016. Please advice
  • 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…
  • 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 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…
  • how to create basic purchase orders from asp server?

    i have a asp server running various applications that pulls data through ADO database connection to generate reports , etc... but now i want to be able to create a purchase order but submitting info like vendor details, order item details/price, purchase…
  • How can i import Sage Payments transaction information?

    FormerMember
    FormerMember
    Hello all. I need a way to import Sage Payments Pre Auth info from my Online store to Sage 300 O/E Order Entry. As i could understand, in Sage 300 i need to create a record in YPTRAN table, but it requires a Transaction ID, which i can't get from…
  • 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…
  • CRM 7.0 error

    Suddenly received error listed below. No changes made to ACCPAC, CRM or servers. CRM installed on separate server 2003R2. ACCPAC 6.0 on 2003 enterprise. Any idea how to fix error? Error Opening the Sage Accpac Company TEST. Name='Error' Message='…