• 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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…

  • 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 within…

  • 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.

  • 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 for Sage CRM 7.2 integrated systems. Login to the Knowledgebase and visit KB 22596: Download Sage CRM 7.2 Integration…