Currently we have Docusign connected to Sage for contracts and things that need to be signed that we offer an e-sign option to our clients and vendors.
The yearly limit is 100, we've exceeded that already this year. DocuSign offers no trouble shooting…
Is there a clean way to split bills/expenses between projects?
When a single supplier invoice has charges for multiple jobs, the bill/expense items get split in SCM by entering multiple expenses/bills. On the accounting side, this creates multiple line…
I have a client on SPC that reported on 4/17/24 that they are now being prompted for Adobe credentials. When I log into their VM and open Adobe, it shows that the version is Adobe Acrobat Pro. We installed Adobe Reader on their server, so I'm unclear…
Trying to create a new A/R Customer via the Sage 300 Web API. I'm getting a Status Code 409 "Conflict" with a message of "Check code not defined in bank initialization file."
What property on ARCustomer object do I need to set? There's no CheckCode…
Hi there
Currently we are using excel to create invoices for our customers, about 100 per day. We want to send this data to Sage 50 so that we can track the data in Sage50. Currently don't see any option to have the ability to upload/import this data…
Hi Sage CRM Community,
I'm seeking advice on adding attachments via the Sage CRM RESTful API. Our developer is integrating a feature for entering communications on an Opportunity but is stuck on the attachment part. Any tips or guidance would be highly…
hello,
I have a report that i created showing the sales of specific products. Order Entry Sales History Items are in between.
now, i need to add another filter because i need to see other item numbers. i tried to add and in the connection choose…
Hi,
I'm getting this error(below) while trying to make a save request to webservice. Name of webservice is ZSOH.
SOAP-ERROR: Parsing WSDL: Couldn't load from 'http:// myprivateurl /soap-wsdl/syracuse/collaboration/syracuse/CAdxWebServiceXmlCC?wsdl…
Does anyone have a suggestion on how to manage a change in address of an Active Company? I am noticing vendors changing address in Sage and it doesn't auto update in Quickbooks Online. Is there something in the sync preferences that I am missing?
While importing a job through VI for AP Invoices - if there are multiple lines on the same invoice, the job will not work correctly. Is there an easy fix to this. The invoice will either not show up in Invoice Data Entry or Sage will need to be prompted…
Bonjour,
Nous avons modifié notre structure comptable et j'ai dû partir une nouvelle compagnie en date du 1e avril 2024. Notre année financière se terminait le 31 mars. Ma question est la suivante. Est-ce que je peux débuter ma nouvelle année sans avoir…
We recently were requested on some clarification on how LanPaks are consummed for Sage 300 integrations with 3rd parties.
Where the 3rd party was advising the client that Sage had changed our Lanpak policies so therefore the integration would no longer…
I am helping a customer with developing a system to monitor the status of the SOAP Web Service Pools in Sage X3. The REST API has a lot of available information. I just need to know what the available values are for the status parameters.
Does anyone…
We are having issues with keeping the budgets in Procore and Sage the same once we sync CCOs and enter PCCOs. Is anyone else experiencing this, and if so, have you come up with a work around?
Kindest regards,
Mindi
getting error while import cash receipt using xml with interop.peachwserver.dll
An error occurred while importing! This happened for Field Name: Reference
Before the Vendor Receipt can be imported, you must first import the Purchase Journal.
xml…
Hi
We are looking to make all our deliveries on an electronic delivery software system
where we can upload delivery notes from sage to software , then drivers can use app to deliver as proof of delivery electronic
does anyone currently use any software…
I am trying to connect to an external REST library that requires the content type to be XML and not JSON. The web service configuration seems to indicate that this should be possible since you can select XML as the the content type during the setup process…
Two weeks ago Sage held a webinar for AP Automation. Nothing I have from that webinar indicates the name of the software they were talking about. Does anyone know what it was?
Anyone know of a 3rd party option that has more advanced I/C price list options than what Sage offers out of the box? Specifically looking for an option for volume discounts over time rather than per order. For example, a customer has been ordering desk…
We have a client that is looking for a quoting software that will, hopefully, integrate with Sage 100. They do a lot of custom builds so they want to be able to look at materials, labor, shipping and profit margin for the job. Does anyone have any recommendations…
Hi, has anyone here using Sage300 WebAPI managed to create a POReceipt that attaches to a PO? I've seen reports of this not working that are some years old, perhaps this has never been fixed?
Including PurchaseOrderNumber / PurchaseOrderSequenceKey…
