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how to retrieve back the CRM default's Quote and Order page after Sage 300 integration?

murni murni
Posted By

Hi all,

After Sage CRM integrated with Sage 300, the quote and order tab leads to the Sage 300 web screen pages, which is okay. But I still want to have default Quote and Order tab that come with Sage CRM. I have checked the Administrator>Customization screen, it's not in there as well. However, I see the tables related is still in database.

How to retrieve the quote and order back?

Thank you.

  • 0

    Hi Murni

    Do you mean to have tabs that take you to the right place? 

    e.g. on Opportunity create a quote tab with Action = Other and point it to Quotes, and for Orders do the same (but look for Orders)

    For searching go to Adv. Customisation >> System Menu >> Find and add in a new value for Quote (or Order) and action set the Action = Order and the System Act QuoteSearch (or OrderSearch) 

    For the New menu, you can do the same as Find, but the System Act is NewQuote and NewOrder

  • 0 in reply to Matthew Shaw

    Hi Matthew, I have added the new tab as Default Quotes. I also renamed the Sage 300 Quotes and Orders tabs accordingly.

    However, the tab is not displayed on Opportunity screen. 

    Is it because the default quote that comes with Sage CRM cannot co-exist with the one in Sage 300? Please advice.

  • 0 in reply to murni murni

    Unfortunately I can't answer for Sage 300 as that is not available within the UK. The settings I mentioned above is for standalone CRM (which we use along side Sage 200 CRM) 

    I don't see why you can't use the two together - but if it is triggering the Sage 300 web screens, does that imply that no data is being written to the quote / order screens anyway? 

*Community Hub is the new name for Sage City