Synch Orders from Sage CRM Cloud to Sage 50 (US) using GUMU™ link

By | May 27, 2015

GUMU™ for Sage CRM.com – Sage 50 (US) integration link is external bi-directional link which synch data from Sage CRM.com to Sage 50 (US) and vice versa. In our GUMU™ link there are number of Synch processes. In this blog we will go through the Promote order synch process.

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In Sage CRM.com – Sage 50 integration, user can create order using standard Sage CRM opportunity workflow and later can promote it to Sage 50 (US) by running GUMU™ promote order process. For creating order against any Sage 50 customer and to promote it to Sage 50 we have to make sure of below points:
Step 1:- Below Image shows that while creating new order the price list selected on Sage CRM should be a valid price list of Sage 50 (US)
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Step 2:- “Linked” check box should be checked and document type value should be selected as “Order”.  Refer to the image below for better understanding.
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Step 3:- Once the user has created an order in Sage CRM then they can easily synch it to Sage 50 using GUMU™ Promote order synch process.
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Once an order is promoted to Sage 50 a document number field will be populated with corresponding Sage 50 as shown in below image.
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Please note that, once an order is promoted from Sage CRM.com to Sage 50 then no further updates on the order will not reflect in Sage 50 (US).

Also Read :

1. GUMU™ Peachtree Solutions for SageCRM/SageCRM.Com Integration
2. Configure GUMU™ for Sage CRM – Sage 50 (US Edition)
3. GUMU™ for Sage CRM – Sage 50 (US Edition) integration – GUMU Scheduler
4. Configure Sage 50 (US) user to access data outside the application
5. GUMU Sage 100 Tips – Real time changes from Sage 100 to Sage CRM using GUMU