Welcome to the Sage 300 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.
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 Team, Could you advise on this question. To receive payment or credit memo allocations, Sage 300 API suggests using this API method ARReceiptAndAdjustmentBatches. I tried to use the API method to obtain a list of allocations by payment number. Example…
Hi Team, Please, help me with the following question.
Is it possible to create a few Entities or Subsidiaries at the Company level in Sage 300?
For example, I have a company SAMLTD.
In the company SAMLTD, I want to add a few Subsidiaries.
AR1…
HI,
I am receiving Invalid Signon Information error when trying to sync to Sage CRM 2022 R2 to 300 V2023 PU1. I just install Sage 300 V2023 PU1 on new serve and upgraded their CRM from 2018 R1 to 2020 R2 then to 2022 R2. In Sage CRM when I try to synchronize…
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…
Hello Team, Could you help me with the following question? I created an Invoice. On UI I see the following balances: The Document Total is $2.55. Amount Due is $2.51
But, when I receive this Invoice from post documents via API, Sage returns the Invoice…
Hello Team, I applied a payment to the Invoice. But inside the Invoice, I cannot see the link to the applied payment. How I can detect inside the Invoice that the Invoice is related to payment?
In Sage 300 when the user creates a Receipt payment, the user can select a few types of payment. For example: Receipt Prepayment What is the difference between these types? I found one difference. If the type is Receipt , the user applies a payment for…
Hello Team, Could you help me with the following question. I cannot filter Customers by date and time. Example: http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$top=1000&$filter=DateLastMaintained gt 2000-01-01T01:08:35 or DateOfLastActivity…
Hello Team, Is it possible to receive the Currency ISO-CODE via API? I tried to use the following endpoints: CSCurrencyCodes
CSCurrencyRates But Sage 300 doesn't return the Currency ISO-CODE. Also, I cannot find the Currency ISO-CODE on UI. Could you…
Hello Team, I want to receive the Sage 300 account currency via API. The account currency is CAD. To receive the currency I use the following endpoint - CSCurrencyRates And I expected that Sage 300 should return me one row with the Account currency. But…
Team, We use the following endpoint to receive adjustments -> http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARReceiptAndAdjustmentBatches What field I can use from the API response as the adjustment unique identifier?
Hello Team, Once I create an Invoice, I can select the following Invoice types: - Retainage Invoice - Retainage Credit Note - Retainage Debit Note In which cases the user should select the following type to create an Invoice? Do these Invoice types influence…
Hello Team, We use the following endpoint to receive Invoices - http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARInvoiceBatches But, Sage 300 API doesn't return the Invoice unique identifier. Invoice Batch is not unique due to combining a few invoices…
Hello Team, We use the following endpoint to receive Customers from Sage 300: http://{BASE_URL}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers But, if the Customer is deleted in Sage 300, this endpoint doesn't return Customers. How we can receive deleted…
In Sage 300 the Customer has three balances:
But via API Sage 300 returns only the Outstanding A/R Balance. How to receive A/R Pending Balance and Total Outstanding Balance via API?
Hello Team, I found that I can add contacts only at the Customer level in Sage 300. But I cannot find how to add contacts at the Invoice level. Could you clarify, is it possible or not?
Hello Team, Does Sage 300 allow receiving Customer and Invoice notes via API? If yes, could you provide the endpoint on how to receive notes? Thank you!
Hello Team, In Sage 300 the Customer has a few balances As I understand, the main Customer Balance is the Total Outstanding Balance . Is it correct? Or we should use as the main Customer Balance this field -> Outstanding A/R Balance ?
Team, Is it possible via API to receive Invoices and Customers statuses? If yes, could you provide the name of the endpoint? Where on UI in Sage 300 I will be able to find the list of Invoices and Customers statuses?
Hello Team, According to the Sage 300 specification, we can use the following filter 'allpages' For example: http://{ip adress}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$inlinecount=allpages But, we cannot receive the number of customers in the response…
Hello Team, When I try to call ARCustomers via API using a filter that designated in the Sage 300 specification, I received an error. Example of the request: http://{IP Adress}/Sage300WebApi/v1.0/-/SAMLTD/AR/ARCustomers?$filter=DateLastMaintained le datetime…
