Sage 300

Hi all, I am able to promote company as admin. However, my user unable to promote company to Sage 300 Customer/Vendor, stating that the Customer code already exists in Sage 300 Company, but the customer code does not exist yet. My user setting: …

Hi all, How to allow user change his own Sage 300 password on Sage CRM User Level Security? Currently only admin can do it in Administration -> Sage 300 Administration > Sage 300 Integration Screen Access - User-Level Security. I do not want to allow…

Hi all, My customer is having error while installing the Workstation setup on Sage 300. Checking the log file, a lot of things cannot be found. how do I fix this? The following properties have been set: Property: [AdminUser] = true {boolean…

Hi - wondering if anyone has tried this. That aside, just came to know that Sage stopped development on the CRM app 3 years back. Wondering if there are any other options out there. On a separate note- has anyone used the mobile CRM extensively? …

We are running Sage 300 2020. Our finance team has been working with Excel files on a network share and then importing to Sage 300 GL transactions. We are in the process of decommissioning an old file server and moving their files to SharePoint Document…

I have just upgraded a customer to Sage 300 2022 PU2 and Sage CRM 2022. I am encountering an issue where on certain customers, when I click on one of the integration options on CRM (AR Inquiry, Customer, OE Inquiry), I get the error message: "An error…

Hi Everyone, I am working on one sage integration with python web application and I want to send data from python application and create customer in sage. I am using desktop version of sage. My question here is if the API https://cdn.na.sage.com/docs…

I have the following code to create a session. Session s = new Session(); s.Init("", "XY", "XY1000", "67A"); s.Open(User, Password, Company, DateTime.Today, 0); A client had been using ADMIN/ADMIN for the username and password (don't ask why they…

Install Sage300 2022 and Sage CRM 2021 R2 on new win 2019 server. Able to get into both products using browser and able to update customers in Sage 300 to SageCRM. I wanted to make sure that CRM was able to sync with Sage300. Logged in as CRM admin user…

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…

Where can I find a document or a user guide on how to integrate Sage 300 2020 PJC and Microsoft Projects 2016. Please advice

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 the Customer…

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…

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…

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…

I'm trying to run the HRMS and Sage Link Automatically by setting it up in the Schedule Profile Configuration and Schedule User Login Configuration under Sage Payroll Link- Sage HRMS Setup. I'm following the steps provided to me in the user guide (attached…

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.

Hi, I am thinking this falls in the Sage 300 category since user is trying to export and OE order or OE quote to PDF from Crystal reports but they are doing in in Sage CRM. The Crystal Report shows up fine but when they try to export to PDF nothing…

What’s new This release provides new features and enhancements in the following areas: Document Drop – Now available in all browsers supported by Sage CRM. Users can also drag and drop emails from Outlook in all supported web browsers. Mailchimp…

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…

Hello , I'm new with sage 300 and i need to connect my Talend data integration with sage to extract data. To this i installed sage 300 on my machine i created a simple company to do the test , then installed CData JDBS Driver for sage 300 ... …

Hello, We have a Sage 300 On Premise (non-cloud) version. We are looking to integrate it with our e-commerce website (PHP). We want to do two-way integration. 1) : From Sage 300 to website Customer invoice, order history, tracking information from…

I am using the Accpac.Advantage dlls to communicate from a third party .net app into Sage 300. The processes we are doing are simply to open a connection and then return various pieces of information from view calls (I use the CS query view through an…

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…