• Can't Set Column Order in Quotes and Orders in CRM's Sage 300 Integration

    Hi All,

    We have Sage CRM setup with Integration with Sage 300. On the quotes and orders pages in Opportunities, our users are used to being able to select which columns are displayed on the item grid (Item number, description, qty, etc). Which has all…

  • Sage 300 Integration Component

    Hi all,

    Where is the sage integration component installation file?
    I am looking to integrate sage crm 2021 r1 with Sage 300 2021 PU2

    cdn.na.sage.com/.../Sage300_2021_SageCRM_IntegrationGuide.pdf

    Page 9 says: Run the installation program for the integration…

  • 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 customers…

  • De-activate SageCRM

    Not a normal question for the forum but still related to CRM.

    Client is not using SageCrm anymore due to several reasons.  We have set the integration to "Suspend all Integration" with CRM in the Sage CRM setup.  Now we are having an issue using…

  • CRM 2020 SAGE 300 integration issue

    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…

  • Sage 300 2020 PU3 & Sage CRM 2020 R1 & R2

    Hi,

    I have installed Sage 300 2020 PU3 (including Sage CRM Integration Component PU3) and have installed both Sage CRM 2020 R1 & R2 with Sage CRM Integration for Sage 300 2020 PU3. I have activated the Sage 300 Integration Component and configured the…

  • Sage CRM integration - Sage 300 server name port issue

    Hi,

    CRM integration documentation specifies Sage 300 server name configuration as: "This is the URL from which you start the Sage 300 web screens and WebApi."

    My client however uses a port number in the URL in order to access web screens (Both…

  • Error promoting customer to Sage 300

    Sage CRM 2019 R1 and Sage 300 2019 PU2

    We add a new customer in Sage CRM and then click "Promote to Sage 300"

    The Sage 300 AR Customer webscreen opens and we can enter a Group Code, when we click Save we get an error message:

    Please correct…

  • Sage CRM 2019R2 integrated with Sage 300 2019 Sales Orders default to the same date of 11/20/2019

    Client has an issue that's been happening for a month or so.  Whenever they create a new Sage 300 Sales order while inside of Sage CRM the order defaults to an order date of 11/20/2019. 

    Does anyone know what would cause this? 

    Any and all advice greatly…

  • CRM 2019.R2 integration with Sage 300 2020: saving in CRM not always propagating to ERP

    Am doing a test upgrade from our existing CRM 2018.R1 / ERP 300 system 2018 to CRM 2019.R2 integration with Sage 300 2020. No problems encountered in the upgrade. But doing acceptance testing, the following was discovered...

    When making an edit in CRM…

  • Sage CRM 2019R2 with Sage 300 2020PU1

    Hi all,

    Just upgraded a customer from Sage CRM SP3.4 to Sage CRM 2019 R2 (went through to 2017 first and then to 2019R2) and integrated with Sage 300 2020 PU1

    This customer is a lil' bit upset and wants to go back to 7.3 (!)

    Issue 1

    In 7.3 integrated…

  • Sage 300 2019 PU1 web screens not honouring date format in Sage CRM 2018 R3

    Hi all,

    We have an issue where if you log into the Sage 300 web screens and the date is in the correct format (dd/mm/yyyy) due to the fix in the A4W.ini file (adding en-GB in Locale)

    When we log into Sage 300 screens through CRM - the date is still showing…

  • Promote to Customer not updating Open quotes for new customer number

    Client is using Sage CRM 7.3 sp3 and Sage 300 2016.  They have started entering Leads for their salespeople and then adding them as a Company but not promoting them to Sage 300 at this point.  They are creating quotes for these companies which sets the…

  • POST multiple resources with Postman

    Hi There,

    Is there any possibility to create multiple records using Sage300 POST request? I tried using Postman to create multiple ARCustomers with following json format. But I keep getting the InvalidPayload error. Can someone please help me to provide…

  • ACCPAC Session .Init parameters

    Questions:


    1. Where can we found exactly information about ACCPAC.Advantage > .Init session parameters, their sources and properly case usages?


    2. Do [.Init] session parameters affect anything (for example, when reading data)?
    * eg invalid [programName…

  • Pending Shipments & Exp. Shipment Date

    Hi,

    One of my customer CRM instance is having issues with pending shipments list (Open CRM Company -> O/E Enquiry -> Pending Shipments -> Order drill down) where it is not showing the records in "Pending Shipment Details" list. When I checked the ERP…

  • Table EWERROR already exists

    Customer has two Sage 300 companies integrated into Sage CRM. One company synchronizes with no problems. For the other company, when I try to activate the Sage CRM Integration module form Sage 300 Data Activation app, it gives the error:

    "Damaged data…

  • Performance?

    We are running Sage 300c version 2017 and have recently integrated it with on-premises Sage CRM 2017 R2.

    I am noticing some HUGE performance hits when I am trying to update or change either AR customer or AP vendor fields.

    For instance, I was trying to…

  • Integration works but kills IIS

    I have a couple of issues with a site. They have Sage 300 v6.0a. They are also running Sage CRM 7.1SP2 integrated. They've had Sage 300 for a long time and CRM is new for them.

    Initially when CRM was installed, the sync was set up and the tables synched…

  • When clicking Quote tab within an opportunity - Errors When Opening Program.  The portal cannot display the program you requested

    Our environment is Sage CRM 7.3 sp3.5, using Windows Server 2012 R2, sql server 2016 and IIS 8.  CRM integrates with Sage 300 ERP 2017.   We get intermittent errors when clicking the Quotes tab from within an opportunity.  The error is:  “Errors When Opening…

  • Error trying to import journals from sql sever

    I got this error when i'm trying to import data from sql server

    Description: [Microsoft][ODBC SQL Server Driver][SQL Server]Cannot open database "DatabaseName" requested by the login. The login failed.

    user and password has access to sql…

  • Cant use web screens in sage 300 and sage crm integration

    I am trying to use sage 300c 6.3 with web screens and the sage crm integration. As you cant have portal and web screens installed together it effectively means i cant run web screens for sage 300 and sage crm integration.

  • inserting an order header optional field

    I am trying to insert an optional field for a new sales order.    When I run the macro recording I get some code and have ported that to C#.   The issue is, it did not seem to work.

    ordersView.Process();
    ordersView.Fields.FieldByName("PROCESSCMD").SetValue…

  • Sage CRM 7.3 Integration with Sage 300 ERP

    Sage CRM 7.3 integration with Sage 300 ERP 2014 and Sage 300 ERP 2012 is now live. You must be logged in to the Knowledgebase to view the following:

    Sage CRM 7.3 full product (required):

    • Download Sage CRM 7.3 for Sage 300 ERP 2014 PU2 or 2012 PU5

    Latest…

  • Error when clicking on Add Order or Add Contract buttons for Sage 300 Integrated Screens

    Hi,

    I am sorry for cross posting from Sage CRM Community because I was referred to come here to discuss the issue I am facing.

    I completed installing and configuring CRM integration on both Sage 300 ERP and CRM7.2f  I tested around the integrated 300 ERP…