Create a Sage 300 Quote in CRM and have the quote number assigned the opportunity ID.

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I have a client who recently upgraded from Sage 300 v2012 and CRM 7.2 to Sage 300 v2022 PU3 and CRM 2022 R2.

On the old system, when they created a Quote in CRM (Sage 300 quote) the Quote Number was automatically assigned the opportunity ID.

I assume this was a custom setup.  I need to build this functionality into the upgraded system.  Has anyone done this or something like it?  

I looked at the old system and couldn't see how it was done.  Plus, the new integration uses the Sage 300 web screens. 

Can anyone give me some direction here?

Thanks,

Dana

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    I believe I'm having the same challenge.  The quote is created in Sage 300, and an Opportunity record is created in CRM and is linked to the Sage 300 quote (the Opportunity ID is saved on the OEORDH record).  But the workflow ID is not assigned to the Opportunity record, even though the Opportunity workflow is activated.  Does that sound the same?

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  • 0

    I believe I'm having the same challenge.  The quote is created in Sage 300, and an Opportunity record is created in CRM and is linked to the Sage 300 quote (the Opportunity ID is saved on the OEORDH record).  But the workflow ID is not assigned to the Opportunity record, even though the Opportunity workflow is activated.  Does that sound the same?

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