We already have a feature in Sage 300 ERP of sending emails to Vendors and Customers on required reports. One can use E-mail configuration functionality in Sage 300 ERP to send Invoices and other documents. Sage 300 desktop screens and Sage 300cloud web screens both support using SMTP (Simple Mail Transfer Protocol) to send documents via email.
The email will be sent on the id which is set in the Customer and Vendor master.
Please go through our blog that shows the configurations and details of the fields available for emailing: New Feature with Sage 300 v2017 Patch 2 for Email Settings on Company Profile
New Stuff: Resolved unable to use Item-Drill on Order Entry Sage 300 2022 PU2 release
After configuring the E-mail functionality, sometimes user may come across below error :
Troubleshooting this error:-
If the above error occurs, then you need to first check the following points:-
- Webmail account not configured to allow access to Sage
- Email setup not correct in Sage when emailing with Outlook
- Security software blocking
- Using incorrect password for webmail
After check the above points are check then try to send test email from the Company Profile Screen.
If your details are authentic then you will get the below message:-
Now try to send the email, if still error occurs then you need to check the report file(.rpt) which you are using to print the report,
If the rpt has any type of Parameter to be entered manually then system will encounter error while sending the email. The error occurs due to time out session expiry as the input where not found to be entered in the parameter before sending the email.
In conclusion, User can send only standard reports via email configuration or the report which picks every data from the screen itself without any manual input during printing the report.
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Greytrix offers unique GUMU™ integrated solutions of Sage 300 with Sage CRM, Salesforce(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 Data and web services to Sage business partners, end users and Sage PSG worldwide.
Greytrix offers 20+ add-ons for Sage 300 to enhance productivity such as GreyMatrix, Document Attachment, Document Numbering, Auto-Bank Reconciliation, Purchase Approval System, Three way PO matching, Bill of Lading, and VAT for the Middle East. The GUMU™ integration for Dynamics 365 CRM – Sage ERP is listed on Microsoft Appsource with an easy implementation package.
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