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  • 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 from…

  • 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…

  • 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…

  • 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…

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

  • 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…

  • 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='…

  • CRM 7.2 and accpac 6.2a

    I am working on integrating my Sage accpac installation with Sage CRM. I am experiencing a problem that I cannot seem to resolve. The vast majority of the integration is complete. When I have created an opportunity in CRM, when i click on the Quote…

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