How to synchronize currencies on Sage 300 CRM
Steps:
- On the Sage 300 Administration screen, click Synchronize Currencies. The Select Sage 300 Integration Tables to Synchronize Currency screen appears.
- In the Sage 300 Company Name field, select a Sage 300 company.
- Click Load Currency Codes.
- Two tables appear:
- Sage CRM Currency Codes. This table lists currencies that are set up in Sage CRM.
- Currency Codes. This table lists currencies that are set up in the selected Sage 300 company.
- Two tables appear:
- In the Currency Codes table, select the Sage 300 currencies that you want to synchronize with Sage CRM.
- Important! Do not synchronize a Sage 300 currency that is the same as the Sage CRM base currency. If you do, Sage CRM will have two currency codes for the same currency.
- Click Save to synchronize the selected currencies.
Support
If necessary, seek the assistance of Acute Data Systems to help provide assistance with this process.