• 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…
  • 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…
  • 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 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?
  • Promote to Sage 300

    Hi we are having an issue with our Sage CRM and promoting to Sage 300. We haven't used this function before resulting in a lot of duplicate customers being in CRM. This is because we have them entered as prospects and then we sent them up as actual…
  • Currency Rate

    Hello Team, To receive the currency rate I use the following endpoint -> CSCurrencyRates The response has the following structure: { "ToCurrency" : "CAD" , "RateType" : "AV" , "FromCurrency" : "AUD" , "RateDate" : "2020-01-02T00:00:00Z" ,…
  • 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?
  • 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?
  • 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!
  • 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 On Premise] Integration API

    Hello Team, Our client uses Sage 300 ERP On-Premise as the main finance system. We want to find an API to customize the integration process between Sage 300 ERP On-Premise and our application. I would be extremely grateful if you could help me with…
  • Where can I find documentation about Sage 300 cloud RESTful API?

    Hi, I am trying to build a solution that should integrate with Sage 300 cloud to sync customers, projects, work orders, etc... I have looked around but could not find any documentation about Sage 300 cloud API. Could you please point me to Sage 300…
  • How to fetch ICItem inventory details location or warehouse wise in webapi?

    Hi Expert I am middle of a prodect and i am getting stucked. I need to fetch inventory details location or warehouse wise in webapi. In the following way, I am using Request url xxxxxxxx/.../ICItems eq '*KL-ST1-R*' I want the inventory details…
  • Connection between Sage 300 and Salesforce

    Does anyone know of an interface between Sage 300 and Salesforce? thanks
  • System.AccessViolationException with ACCPAC.

    Hello Experts, Facing the below error while accessing the ACCPAC API. System.AccessViolationException at AccpacCOMSVR.AccpacSvrViewClass.Process() at ACCPAC.Advantage.Server.View.Process(FieldValue[], Int32[]) We have a .Net based windows service…
  • UK VAT reporting for Europe

    Client in Canada has an entity that resides in the UK. They received a letter saying that they are 'required' to use MTD (Making Tax Digital) software to file their VAT returns. It seems that Sage 300 Cloud is not on their supported software list. Has…
  • 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…
  • Payables Workflow with PJC Retainage Integration

    Does anyone knows of a web-based Payables Workflow that is able to process and approve job-related PJC invoices with retainage? Both Pacific Technologies and Norming's solutions do not handle PJC retainage. Thanks.
  • Error adding an item to a sales order

    I have created a C# web service suing the Sage 300 objects, and all is working well except when I try to add another line to an existing order I get: "Order Detail. Attempt to modify a different record than was retrieved." This occurs on the code…
  • Sage 300 - Sage CRM Integration Guide

    The integration between Sage 300 and Sage CRM creates a link that enables Sage CRM and Sage 300 to share information as it is entered into either program. After integration, front-office personnel can create customer quotes and orders in Sage CRM and…
  • 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…