{"id":12428,"date":"2016-03-25T10:25:03","date_gmt":"2016-03-25T10:25:03","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=12428"},"modified":"2016-03-25T10:25:03","modified_gmt":"2016-03-25T10:25:03","slug":"clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/","title":{"rendered":"Clone Sage 300 Quote functionality from Sage CRM Quotes tab of Opportunity"},"content":{"rendered":"

Sage CRM and Sage 300 integration includes some nice features, such as customer\/vendor information from Sage 300, invoice and order details, or even creating quotes and orders to Sage 300 through Sage CRM. It\u2019s possible to open Sage 300 forms such as A\/R inquiry and O\/E inquiry screens. It\u2019s one of the most important features for management and sales people using Sage CRM as a portal for analysis and communication.
\nNew Stuff<\/em>:\u00a0<\/strong><\/span>Disable Promote to Order button on SWT screen<\/a>
\nIn this blog, we will explain how Clone Sage 300 Quote can be created from Sage CRM. Sage CRM user can select Quotes tab under any Opportunity which has Sage 300 ERP Customer attached to it. Quotes associated to that opportunity will be listed with Document Number and Associated Order.
\n\"Quote<\/a>
\nSelect a quote from the grid. This will redirect to details of the selected quote where Clone Quote<\/strong> button is present.
\n\"Document<\/a>
\nWhen Sage CRM User click on Clone Quote button, copy of the Quote will be created with Document Number different from the original Quote.
\n\"Clone<\/a>
\nOnce Copy of the original quote is created in CRM it is also reflected in Sage 300 ERP as shown below.
\n\"Quote<\/a>
\nClone Quote functionality ultimately will save Sage CRM user time to create similar quote again manually.For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAbout Us
\n<\/strong>Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
\nGreytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERP\u2019s (Sage X3<\/a>,\u00a0Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>). It also offers best-in-class\u00a0Sage ERP customization and development services<\/a>\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix<\/a>\u00a0helps in\u00a0migrating to Sage CRM from ACT<\/a>,\u00a0Goldmine<\/a>\u00a0and other CRM\u2019s.
\nFor more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.
\n
\nAlso Read:
\n<\/em><\/strong><\/span>1)\u00a0Working with integrated Quotes and Orders screen
\n<\/a><\/u>2)\u00a0How to enable Quotes & Orders tab against Opportunity?
\n<\/a><\/u>3)\u00a0Calculate CST, VAT and BED Taxes on Sage CRM\u2019s Quote-Items screen
\n<\/a><\/u>4)\u00a0Calculate CST for Quotes through Sage CRM
\n<\/a><\/u>5)\u00a0Effective use of CPQ (Configure Price Quote) in Sage CRM<\/a><\/u><\/p>\n","protected":false},"excerpt":{"rendered":"

Sage CRM and Sage 300 integration includes some nice features, such as customer\/vendor information from Sage 300, invoice and order details, or even creating quotes and orders to Sage 300 through Sage CRM. It\u2019s possible to open Sage 300 forms such as A\/R inquiry and O\/E inquiry screens. It\u2019s one of the most important features\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-12428","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"yoast_head":"\nClone Sage 300 Quote functionality from Sage CRM Quotes tab of Opportunity - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clone Sage 300 Quote functionality from Sage CRM Quotes tab of Opportunity - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"Sage CRM and Sage 300 integration includes some nice features, such as customer\/vendor information from Sage 300, invoice and order details, or even creating quotes and orders to Sage 300 through Sage CRM. It\u2019s possible to open Sage 300 forms such as A\/R inquiry and O\/E inquiry screens. It\u2019s one of the most important features\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2016-03-25T10:25:03+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Quote-Grid-1024x553.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/\",\"name\":\"Clone Sage 300 Quote functionality from Sage CRM Quotes tab of Opportunity - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Quote-Grid-1024x553.jpg\",\"datePublished\":\"2016-03-25T10:25:03+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Quote-Grid-1024x553.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2016\/03\/Quote-Grid-1024x553.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2016\/03\/25\/clone-sage-300-quote-functionality-from-sage-crm-quotes-tab-of-opportunity\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Clone Sage 300 Quote functionality from Sage CRM Quotes tab of Opportunity\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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