Sage 300

I have a customer that we recently upgraded from CRM 7.2 and Sage 300 v2014 to CRM v2022 and Sage 300 v2022. In their old system they had and auto-assign customer number when they promoted a company in CRM. Clearly a custom process. I need to set this…

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…

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?

We have an optional field in Sage 300 AR Customers called Campaign that separates our customers into different campaign groups based on buying patterns. We'd like to use this information to group our customers in Sage CRM for mass mailing. How can I add…

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…

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…

What would cause the following for all companies that have a fax number entered? Any help greatly appreciated Dana .

Hello, I would like to change the captions in the schedule box for a Task type communication in CRM 7.2. The captions associated with the fields in the field list under customization only apply to the Appointment type communication. Where are the Task…