Stephan

Are you working with Sage 100 or Sage 300?

Sage 300 ERP 2014 - Looks like I need to install the Order Entry module - would this be correct?

I don't know - hopefully one of the community members that work with Sage 300 will be able to answer BUT I suggest that you ask the support team in your Sage Office.

stephan, yes you would need to install the Sage 300 Portal on the same server to get this working, else there is a bit of configuration in the required when you have sage crm installed on one server and sage 300 on the other.

here is a step by step guide

cdn.na.sage.com/.../Sage300_SageCRM_7_3_IntegrationGuide.pdf

you would require to edit the Accpac_Session.js to make the changes on the line twoserversetup , Use the Microsoft Application Request Routing add-in for IIS to set

up the Rewriter on the Sage CRM server so it directs all SDataServlet, and Sage300ERP requests to be handled by Tomcat on the Sage 300 server.

thank you!