Greytrix has released GUMU(tm) for Sage Saleslogix – Sage 50 Integration for Sage Saleslogix version 7.5 and Sage 50. This is a real time bi directional integration between Sage Saleslogix and Sage 50 Integration.
Features:
Multi-Company Integration – GUMU(tm) for Sage Saleslogix – Sage 50 Integration allows you to integrate multiple Sage 50 companies with a single Sage SLX instance.
Sync Dropdowns- Sync Dropdowns feature allows SalesLogix User to sync dropdowns (i.e. Territory, Location, Sales Persons, and Sales Category etc) from Sage 50 in SalesLogix for Order entry integration. The following dropdown fields will be synchronized from Sage 50 in SalesLogix.
a. Account Type
b. Account Status
c. Tax Codes
d. Department
e. Delivery Methods
f. Product Family
g. Products
Sync Customers and Vendors – This will synchronize all/selected Customer/Vendor information from Sage 50 in SalesLogix. It will create new Accounts in SalesLogix if the selected Customers/Vendors do not exist.
The GUMU(tm) 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 a respective SalesLogix Users to access the integrated information synched from Sage 50 Accounts in SalesLogix. The following roles will be created in SalesLogix to restrict SalesLogix Users from accessing information available in the GUMU tabs.
a. Role to Access Overall Integration link
b. Role to view Customer/Supplier Information
c. Role to edit Customer/Supplier Information in Sage 50 Accounts (i.e. real time from SalesLogix)
d. Role to Promote SalesLogix Accounts to Sage 50 Accounts Customers/Suppliers
e. Role to view Order Inquiry for Sage 50 Accounts Customers/Suppliers
f. Role to view Transactions of Sage 50 Accounts Customers/Suppliers
g. Role to Create Orders for Sage 50 Accounts Customers
The following picture will give you an idea of how the Security screen will look like:
Customer/Supplier Tab – Customer/Supplier tab will allow SalesLogix User to view the synched OR linked Customer/Supplier Information from Sage 50 Accounts in SalesLogix (please refer the below screen).
This tab will display Address, Defaults, Credit Control, Sales, Bank information of a particular Customer/Supplier from Sage 50 Accounts. If a SalesLogix Account is not synched OR linked with a Sage 50 Accounts Customer/Supplier, by-default the Customer/Supplier Tab will display the Address and Contact information of that particular Account.
Activity Tab – The Activity tab will display the document information for a Customer/Supplier Account in SalesLogix. This tab will be active if the SalesLogix Account is linked to a Customer/Suppli
er in Sage 50 Accounts. The Activity tab will display Invoice information and Payment information for Customers/Suppliers.
The following screen will give you an idea of how the Activity tab will look like for a particular Customer/Supplier Account in SalesLogix.
The user can further drill down to view the details of the listed activity either by double clicking OR by Right click -> Edit on the respective activity. On the details screen, along with activity information, User would also be able to view order details and footer details information on different tabs.
Synchronization of Customers/Suppliers from Sage 50 Accounts – Synchronizing Customers
To synchronize Customers from Sage 50 Accounts click on the Sync Customers Tool Button in Sage Additions Toolbar. This will open synchronize Customers screen as shown in below screenshot.
Click on Get Data to retrieve all Line 50 Customers. Select the desired Customers and click on Sync. The Sync Status column will display the result of synchronization success/failure.
Order Entry Integration
Promoting SalesLogix Order to Sage 50 Accounts – Order entry integration is one of the major features which will be introduced in our GUMU integration link where SalesLogix User would be able to promote Sales Order from SalesLogix in Sage 50 .
For that purpose, the SalesLogix Sales Order Details screen will be modified to have some of the field information which are of vital importance like Despatch Date, Delivery Methods when one promotes Order in Sage 50.
Once the Order is successfully promoted in Sage 50 Accounts, GUMUTM updates certain information (like ERP Order No and is promoted checkbox ) back in SalesLogix.
