Sage 300

Welcome to the Sage 300 Support Group on Community Hub! Available 24/7, the Forums are a great place to ask and answer product questions, as well as share tips and tricks with Sage peers, partners, and pros.

User unable to promote company to Sage 300 Customer/Vendor

Posted By murni 2 months ago

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:

the Sage 300 password for the integration is correct because this user able to create quotations & orders.

So I am not sure what is is the problem.

Top Replies

Ron Fernandez 2 months ago +1

Please mention the version of Sage 300 and update installed, as well what version of integration is installed. Some issues have been resolved with product updates.

Also, as this is a particular user, the…

0 Ron Fernandez 2 months ago

Please mention the version of Sage 300 and update installed, as well what version of integration is installed. Some issues have been resolved with product updates.

Also, as this is a particular user, the security group may not have the required selection to use Sage 300 Web API, or Customer Maintenance.
Cancel
Vote Up +1 Vote Down

Sign in to reply

Verify Answer

Cancel
0 murni 2 months ago in reply to Ron Fernandez

Thank you. it was Sage 300 Web API that I need to check and all user are able to promote CRM company to Sage 300 customer
Cancel
Vote Up 0 Vote Down

Sign in to reply

Verify Answer

Cancel

Sage 300

User unable to promote company to Sage 300 Customer/Vendor

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING