CRM 2020 SAGE 300 integration issue

SOLVED

We are getting the following error when trying to post an order to sage 300. "a problem occurred and the order could not be posted." The error occurs when trying to add a line to an order. The order actually posts correctly and shows if you refresh the quotes screen. Orders post correctly without the error if you do not add a detail line. Updating customer data in crm or sage also works correctly. We have uninstalled and reinstalled the crm workstation component. Any help would be appreciated. 

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  • +1
    verified answer

    I posted what fixed it for us on another forum thread; reposting it here.

    It turns out that either the instructions for setting up the Sage 300 / CRM Integration are wrong, very poorly worded, or there is a bug somewhere. We had installed the E/W component with the Sage300 install; per the instructions, then activated and configured it. What we did not do was run the Workstation Setup application on the server after the initial install (which the documentation does not appear to instruct us to do). After running that, the issue appears to be resolved.

    Noting for betterment of others, this is what we needed to run on the server:

    [Sage300ProgramDirectoryOnServer]\EW68A\COMPONENT\AccpacCRMWS.msi

    Original Post:
    www.sagecity.com/.../

Reply
  • +1
    verified answer

    I posted what fixed it for us on another forum thread; reposting it here.

    It turns out that either the instructions for setting up the Sage 300 / CRM Integration are wrong, very poorly worded, or there is a bug somewhere. We had installed the E/W component with the Sage300 install; per the instructions, then activated and configured it. What we did not do was run the Workstation Setup application on the server after the initial install (which the documentation does not appear to instruct us to do). After running that, the issue appears to be resolved.

    Noting for betterment of others, this is what we needed to run on the server:

    [Sage300ProgramDirectoryOnServer]\EW68A\COMPONENT\AccpacCRMWS.msi

    Original Post:
    www.sagecity.com/.../

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