{"id":16471,"date":"2011-04-11T06:48:00","date_gmt":"2011-04-11T06:48:00","guid":{"rendered":"http:\/\/greytrix.com\/Blogs\/sageaccpacerp\/?p=5"},"modified":"2024-02-13T05:30:23","modified_gmt":"2024-02-13T05:30:23","slug":"sage-accpac-erp-integration-with-sage-saleslogix-crm-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2011\/04\/11\/sage-accpac-erp-integration-with-sage-saleslogix-crm-using-gumu\/","title":{"rendered":"Sage Accpac ERP integration with Sage SalesLogix CRM using GUMU&#x2122;"},"content":{"rendered":"<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><span style=\"color: #333333;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Greytrix has released GUMU&#x2122; for Sage Saleslogix \u2013 Sage Accpac Integration for Sage Saleslogix version 7.5 and Sage Accpac version 5.6. This is a real time bi directional integration between Sage Saleslogix and Accpac Integration. We also integrate Sage SalesLogix with Sage Pro ERP &amp; Sage 50 Accounts (Line 50) <\/span><\/span><\/span><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><span style=\"color: #333333;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Features:<br \/>\n<b>Multiple Company Integration<\/b> &#8211; GUMU&#x2122; for Sage Saleslogix \u2013 Accpac Integration allows you to integrate multiple Accpac companies with a single Sage SLX instance. Hence using a single Sage SLX instance you can manage more than one Accpac companies.<\/span><\/span> <\/span><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWBj3G07I\/AAAAAAAABIY\/V5rmizipXq8\/s1600\/1.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone\" src=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWBj3G07I\/AAAAAAAABIY\/V5rmizipXq8\/s1600\/1.JPG\" alt=\"\" width=\"320\" height=\"95\" border=\"0\" \/><\/a><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a href=\"https:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWHNQ4okI\/AAAAAAAABIc\/PK4A-LM1RVU\/JPG\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" src=\"https:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWHNQ4okI\/AAAAAAAABIc\/PK4A-LM1RVU\/JPG\" alt=\"Multiple company integration in Sage Accpacc ERP - Greytrix \" width=\"320\" height=\"210\" border=\"0\" \/><\/a><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><span style=\"color: #333333;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/span><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><b><span style=\"color: #333333;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Salesperson Mapping<\/span><\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><span style=\"color: #333333;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Sales Person Mapping helps the SalesLogix Administrator to map the SalesLogix users with Accpac ERP Salespersons. Here SalesLogix User will be mapped with its respective Salesperson code available in Accpac ERP.<\/span><\/span><\/span><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWTwEgPBI\/AAAAAAAABIk\/hmc593psQKk\/s1600\/3.JPG\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone\" src=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWTwEgPBI\/AAAAAAAABIk\/hmc593psQKk\/s1600\/3.JPG\" alt=\"Salesperson mapping in Sage 300 ERP Integration - Greytrix \" width=\"320\" height=\"217\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><span style=\"color: #333333;\"><br \/>\n<span style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"><br \/>\n<\/span><\/span><\/span><\/div>\n<div class=\"MsoNormal\" style=\"line-height: 15.6pt; margin-bottom: 9.0pt;\"><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Sync Dropdowns<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Sync Dropdowns feature allows SalesLogix User to sync dropdowns (i.e. Tax Group, Location, Pricelist etc) from Accpac ERP in SalesLogix for Order entry integration purpose. The following dropdown fields will be synchronized from Accpac ERP in SalesLogix.<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">a. Tax Groups<br \/>\nb. Payment Terms<br \/>\nc. Order Type<br \/>\nd. Ship Via<br \/>\ne. Location<br \/>\nf. UOM<br \/>\ng. Price List<br \/>\nh. Product Family &amp; Product<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"><br \/>\n<\/span><\/span> <\/b><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWex8bUcI\/AAAAAAAABIo\/pNs5rQCHJGw\/s1600\/4.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWex8bUcI\/AAAAAAAABIo\/pNs5rQCHJGw\/s1600\/4.JPG\" alt=\"Sage 300 ERP Sync Dropdowns - Greytrix\" width=\"320\" height=\"198\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Sync Customers &amp; Vendors<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">This will synchronize all\/selected Customer\/Vendor information from Accpac ERP in SalesLogix. It will create new Accounts in SalesLogix if the selected Customers\/Vendors do not exist in SalesLogix.<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWi_UqrOI\/AAAAAAAABIs\/Ni7AJU1iS_o\/s1600\/5.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJWi_UqrOI\/AAAAAAAABIs\/Ni7AJU1iS_o\/s1600\/5.JPG\" alt=\"Sync Customers &amp; Vendors in Sage 300 ERP - Greytrix \" width=\"320\" height=\"153\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Security Settings<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">GUMU&#x2122; will make use of Function Security in SalesLogix by defining Roles for each of the feature presented in the integration link. This is basically provided in order to allow\/restrict respective SalesLogix Users to access the integrated information synched from Accpac ERP in SalesLogix. The following roles will be created in SalesLogix to restrict SalesLogix Users from accessing information available in the GUMU tabs.<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpFirst\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Role to Access Overall Integration link<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpMiddle\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> b.<\/span><\/span><span style=\"font: normal normal normal 7pt\/normal 'Times New Roman';\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> a. <\/span><\/span><\/span><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Role to view Customer\/Vendor Information<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpMiddle\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> c.<\/span><\/span><span style=\"font: normal normal normal 7pt\/normal 'Times New Roman';\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> b. <\/span><\/span><\/span><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Role to edit Customer\/Vendor Information in Accpac ERP (i.e. real time from SalesLogix)<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpMiddle\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif; font-size: small;\"> R. c. Role to Promote SalesLogix Accounts to Accpac Customers\/Vendors<\/span><\/div>\n<div class=\"MsoListParagraphCxSpMiddle\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"App le-style-span\" style=\"font-size: small;\">e <\/span><\/span><span style=\"font: normal normal normal 7pt\/normal 'Times New Roman';\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">d. <\/span><\/span><\/span><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Role to view Customer\/Vendor Aging \u2013Statistics<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpMiddle\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> e. Role to view Order Inquiry for Accpac Customers\/Vendors<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpMiddle\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">g.<\/span><\/span><span style=\"font: normal normal normal 7pt\/normal 'Times New Roman';\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> f. <\/span><\/span><\/span><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Role to view Transactions of Accpac Customers\/Vendors<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpLast\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">h.<\/span><\/span><span style=\"font: normal normal normal 7pt\/normal 'Times New Roman';\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\"> g. <\/span><\/span><\/span><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Role to Create Orders for Accpac Customers<\/span><\/span><\/div>\n<div class=\"MsoListParagraphCxSpLast\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXUEcOCZI\/AAAAAAAABIw\/fJWfm0XJMDA\/s1600\/6.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/2.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXUEcOCZI\/AAAAAAAABIw\/fJWfm0XJMDA\/s1600\/6.JPG\" alt=\"Sage 300 Security Settings - Greytrix \" width=\"288\" height=\"320\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoListParagraphCxSpLast\" style=\"mso-list: l0 level1 lfo1; text-indent: -.25in;\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"MsoNormal\" style=\"text-align: center;\" align=\"center\"><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Customer\/Vendor Tab <\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">This tab will display Address, Contact, Processing, Invoicing, Optional Field information of a particular Customer\/Vendor from Accpac ERP. If a SalesLogix Account is not synched OR linked with an Accpac Customer\/Vendor, by-default the Customer\/Vendor Tab will display the Address &amp; Contact information of that particular Account. <\/span><\/span><b> <\/b><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXZKIik2I\/AAAAAAAABI0\/7FkbGtzAD6k\/s1600\/7.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXZKIik2I\/AAAAAAAABI0\/7FkbGtzAD6k\/s1600\/7.JPG\" alt=\"Sage Accpac Customer\/Vendor Tab - Greytrix \" width=\"320\" height=\"167\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Customer\/Vendor &#8211; Aging and Statistics Tab<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Customer\/Vendor &#8211; Aging and Statistics Tab will display the Credit information as well as aging report if the SalesLogix Account is Synched\/Linked to a Customer\/Vendor in Accpac ERP. Aging will be calculated according to Document Due Date.<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXc8bg-cI\/AAAAAAAABI4\/W5aazen_nqY\/s1600\/8.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXc8bg-cI\/AAAAAAAABI4\/W5aazen_nqY\/s1600\/8.JPG\" alt=\"Customer\/Vendor \u2013 Aging and Statistics Tab in Sage 300 ERP Integration \" width=\"320\" height=\"141\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Orders Tab<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">The Orders Tab will display the Order information of a Customer\/Vendor Account in SalesLogix. This tab will be active if the SalesLogix Account is Synched\/Linked to a Customer\/Vendor in Accpac ERP. The Orders tab will display order information like Active orders, Standing orders, Future orders and Quotes. The following screen will give you a gist of how the Orders tab will look like for a particular Customer\/Vendor Account in SalesLogix.<\/span><\/span><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXiGFcvKI\/AAAAAAAABI8\/hoJ0YvXoMVY\/s1600\/9.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/1.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXc8bg-cI\/AAAAAAAABI4\/W5aazen_nqY\/s1600\/8.JPG\" alt=\"Orders tab in Sage 300 ERP - Greytrix \" width=\"320\" height=\"224\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\"><b><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Promoting SalesLogix Order to Accpac ERP<\/span><\/span><\/b><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Order entry integration is one of the major features which will be introduced in our GUMUTM integration link where SalesLogix User would be able to promote Sales Order from SalesLogix in Accpac ERP. For that purpose, the SalesLogix Sales Order Details screen will be modified to have some of the field information (please refer the sections marked in Red Boxes in below screen) which are of vital importance when one promotes Order in Accpac ERP. <\/span><\/span><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXpDeLgSI\/AAAAAAAABJA\/VR-Mo2XVGkw\/s1600\/10.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXpDeLgSI\/AAAAAAAABJA\/VR-Mo2XVGkw\/s1600\/10.JPG\" alt=\"Editing sales order in Sage 300 - Greytrix \" width=\"320\" height=\"316\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Once the necessary information is entered on the Sales Order screen in SalesLogix, User can promote the respective Sales Order by clicking on Promote Order option as shown in the below screen. Warning message will be displayed if the Customer is On Hold or Customer Credit Limit exceeds in Accpac in such case user can cancel the order promotion. <\/span><\/span><\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXuJk8U_I\/AAAAAAAABJE\/oDpZI-0Bh8Q\/s1600\/11.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/4.bp.blogspot.com\/_A6_b0zkYeSY\/TNJXuJk8U_I\/AAAAAAAABJE\/oDpZI-0Bh8Q\/s1600\/11.JPG\" alt=\"Promoting SalesLogix Order to 300 ERP - Greytrix \" width=\"320\" height=\"76\" border=\"0\" \/><\/a><\/div>\n<div class=\"MsoNormal\"><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">While promoting an Order in Accpac ERP, if that particular option is checked in Accpac, GUMU&#x2122; will display an O\/E Credit Check screen (please refer the below screen) where SalesLogix User will need to enter necessary information to authorize the Credit Limit for a particular Customer and then need to click on the Proceed button to process the Order. <\/span><\/span><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">Once the Order is successfully promoted in Accpac, GUMU&#x2122; updates certain information (i.e. marked in Red boxes in below screen) back in SalesLogix.<\/span><\/span><\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: center;\"><a style=\"margin-left: 1em; margin-right: 1em;\" href=\"http:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/TNJX31dsRMI\/AAAAAAAABJM\/vWwzTfiFZxk\/s1600\/13.JPG\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone\" src=\"http:\/\/3.bp.blogspot.com\/_A6_b0zkYeSY\/TNJX31dsRMI\/AAAAAAAABJM\/vWwzTfiFZxk\/s1600\/13.JPG\" alt=\"Promoting SalesLogix Order to Accpac 300 - Greytrix \" width=\"320\" height=\"317\" border=\"0\" \/><\/a><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: left;\"><\/div>\n<div class=\"separator\" style=\"clear: both; text-align: left;\">GUMU for Saleslogix-Accpac is also integrated with SLX web client. So now you will be able to view the Accpac data in SLX over the web. Lookout for the next blog.<\/div>\n<div class=\"MsoNormal\"><span class=\"Apple-style-span\" style=\"font-family: Arial, Helvetica, sans-serif;\"><span class=\"Apple-style-span\" style=\"font-size: small;\">\u00a0<\/span><\/span><\/div>\n<p><b>For queries regarding the functionality, please feel free to drop us an email at <a title=\"mailto:crm@greytrix.com\" href=\"mailto:crm@greytrix.com\">crm@greytrix.com<\/a>. <\/b><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Greytrix has released GUMU&#x2122; for Sage Saleslogix \u2013 Sage Accpac Integration for Sage Saleslogix version 7.5 and Sage Accpac version 5.6. This is a real time bi directional integration between Sage Saleslogix and Accpac Integration. We also integrate Sage SalesLogix with Sage Pro ERP &amp; Sage 50 Accounts (Line 50) Features: Multiple Company Integration &#8211;\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2011\/04\/11\/sage-accpac-erp-integration-with-sage-saleslogix-crm-using-gumu\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[],"class_list":["post-16471","post","type-post","status-publish","format-standard","hentry","category-sage-accpac"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Sage Accpac ERP integration with Sage SalesLogix CRM using GUMU\u2122<\/title>\n<meta name=\"description\" content=\"Greytrix has developed GUMU\u2122 for Sage Saleslogix - Sage Accpac Integration for Sage Saleslogix versions 7.5 and 5.6. 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