Third Party Integration on Order Entry in Sage 300C

By | June 29, 2022

Sage 300C comes with various functionalities. We can customize web screens just as desktop in Sage 300 ERP. But, when it comes to Integration with Third party module, it is much more complex than desktop. To make this easier, we can use APIs and integrate data in Sage 300c.

In this blog we will be explaining how Sage CRM Order Entry integration can be done in the Sage 300C Order Entry. This customization has already been achieved in Desktop versions. Below is the screenshot that shows an additional tab that is customized on OE Order Entry screen which will populate data from Sage CRM.

New Stuff: Compile error: User defined type not defined

Customized Order Entry

  • We have used Date and Territory code as filter criteria for populating Sage CRM data. These are custom finders that display CRM data. On-click of “GO” button, this data is filled in the grid as seen above on the basis of applied filters.
  • User can specify the Sage Order Number for the order entry to be created in Sage 300C and select the required entries from the grid. Only the selected Entries would be created.

Below is the Entry Selected for the order creation and Order Number inserted manually in Sage Order Number field.

Integrated Order Entry

  • Onclick of the “Process” button the selected data is first validated and then the API is called for the order creation.
  • Json data is created for the entry to be created and it is passed to the API.

Below is the Entry Created for the selected data of CRM:

Third Party Data in Order Entry

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix offers unique GUMU™ integrated solutions of  Sage 300 with Sage CRM, Salesforce.com (listed on Salesforce Appexchange), Dynamics 365 CRM and Magento eCommerce along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works. We also offer best-in-class Sage 300 customization and development services and integration services for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP and for Sage 300c development services we offer, upgrades of older codes and screens to new web screens, latest integrations using sData and web services  to Sage business partners, end users and Sage PSG worldwide.

Greytrix offers 20+ addons for Sage 300 to enhance productivity such as GreyMatrixDocument AttachmentDocument NumberingAuto-Bank ReconciliationPurchase Approval SystemThree way PO matchingBill of Lading and VAT for Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with easy implementation package.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more details on Sage 300 and Sage 300c Services, please contact us at accpac@greytrix.com, We will like to hear from you.