• User unable to promote company to Sage 300 Customer/Vendor

    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: …
  • Error while installing Workstation Setup

    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…
  • Unable to access PO Sage CRM R1 2023

    Hello community, I am unable to access Purchase Orders or anything under the P\O inquiry page even though I have installed Sage 300 on the same server and performed all the necessary steps for the integration. Every time I click, for example, on All…
  • 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…
  • Optional Fields

    We are using Sage 2016 pu1. Want to know what is required to use Optional Fields in I/C Control Module? I gather from what I've read online that Optional Field Creator is required to be installed, but this is this bundled or is this additional cost?
  • 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…
  • 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…
  • Adding optional fields to order confirmation form

    We have NOTES in the optional fields in Ship-to Locations, so they show up in order entry. I am trying to get the note tied to the ship-to location for that customer, to populate on the order confirmation form. My problem is that I can't find the field…
  • Sage CRM - Twice-weekly "Drop-in-Surgery"

    David Beard and Jeff Richards will be available online to help customers & our reseller partners with technical questions, perhaps brainstorm ideas for deployment, seek advice on marketing & sales + almost anything else SageCRM Drop in via Skype or dial…
  • Using Projected sales to create PO

    My company typically creates 3 rather large POs near the end of the year to accommodate a spike in roughly 40 of our over 400 items. We normally run 2 regular POs a week(vendor 1 and vendor 2) creating from I/C and reordering items below Min -> up to…
  • Sage CRM - What's New in 2018 R2 training now in Sage University!

    The SCRM - Sage CRM - What's New in 2018 R2 anytime learning course is now available in Sage University. Learn about the new features and improvements that have been added, including features to help with GDPR compliance. Use the link below to directly…
  • ACCPAC Session .Init parameters

    Questions: 1. Where can we found exactly information about ACCPAC.Advantage > .Init session parameters, their sources and properly case usages? 2. Do [.Init] session parameters affect anything (for example, when reading data)? * eg invalid [programName…
  • Sage CRM 7.3 Integration with Sage 300 ERP

    Sage CRM 7.3 integration with Sage 300 ERP 2014 and Sage 300 ERP 2012 is now live. You must be logged in to the Knowledgebase to view the following: Sage CRM 7.3 full product (required): Download Sage CRM 7.3 for Sage 300 ERP 2014 PU2 or 2012 PU5…
  • Sage 300 OE IMPORT SCRIPT

    II need to import OE from an external application. Spent many hours trying to create a valid script without success. I am not using serialized or lotted items but the import function keeps looking for them even though System Information does not list…
  • RE: Sage CRM 7.3 Integration with Sage 300 ERP Release Date

    Heads up: The Sage 300 ERP 2014 integration with Sage CRM 7.3 is now slated for mid-April. Stay tuned to this forum and @Sage300ERPC for updates.
  • 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='…
  • Sage CRM 7.3 Integration with Sage 300 ERP Release Date

    FYI: The Sage 300 ERP 2014 integration with Sage CRM 7.3 will be available on March 31, 2015. Stay tuned to this forum and @Sage300ERPC for updates and changes. Thanks!
  • Sage 300 ERP integration with CRM

    A client is running Sage 300 2012 with CRM integration. The site had been stable until December 16th and now throughout the day, when using CRM and doing the drill down into All Orders from the O/E Inquiry and clicking the Drill Down to show the custom…
  • Sage CRM 7.2 patch F hotfix 1 integration piece available

    Sage CRM 7.2 patch F hotfix 1 is now available for Sage 300 ERP 2014 PU2 or Sage 300 ERP 2012 PU4. To download, login to support.na.sage.com and search for "patch F hotfix 1 for Sage 300", If you are already logged in, you can click here .
  • How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals?

    During Sage Summit 2013, this question came up as a point of discussion: How do you set up a two way data flow/sync from Sage ERP to Sage CRM for sales staff to close deals? Add your two cents.
  • Sage CRM 7.2B Patch for integration with Sage 300 ERP

    An issue has been discovered with the Sage CRM Patch 7.2B. Although it's not an issue when updating existing customers and/or vendors in Sage 300 ERP, we have found an issue after installing the patch and creating or adding new customer and/or vendor…
  • How to integrate ERP data into CRM reporting?

    During Sage Summit 2013, many attendees had this question on their minds: How do you integrate ERP data into CRM reporting? What would be your suggestion?