Our GUMU™ SAGE ERP Integration for Salesforce (Sage 100, Sage X3/EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here, in this blog, we will discuss how to Filter Customer Realtime details.
To view real-time ERP details, you can get the details on this Blog link.
Please follow the below steps to view the real-time ERP details.
-> Open an Account in Salesforce which is imported from Sage 100. An imported Customer will have a Customer number field which is a link to view the details of the Customer.
-> Click on ERP Details button or on the Customer No. link.
Sales Order along with its Line Items:
You can view the Order Inquiry details by selecting a particular integrated customer and navigating to the Sales Order tab. Here you can see the Filter section where you can filter the Sales order Real-time list by Order type.
–> Select the Order Type and Click on “Filter” Button.
Filtered List will appear in the Orders Grid.
Filter Order by Document Type
AR Inquiry:
Similarly, you can view the Filter section on AR inquiries for an integrated Customer. On AR Inquiry Filter section you can filter the list based on “Invoice Type” and “Invoice Number”.
Here “Invoice Type” is a drop-down list and “Invoice Number” is a text field.
Filter Invoice by Document Type
Select the Invoice type Listed in Drop down and click on Filter section According to the “Invoice Type” the List is Filtered.
Also, you can type the “Invoice Number” in the textbox and Click on “Filter” button the List is filtered with the Particular Invoice Number entered in the “Invoice Number” text box.
Filter by Invoice Number
Note: All the real-time details will be displayed only for Accounts linked with Sage 100 Customers.
About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.
Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.
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