Display Sage 300 Customers Orders in Sage CRM Self Service

By | March 29, 2016

In our earlier post, we had explained how to display Sage 300 Customer Aging Report in Sage CRM Self-service. In this blog, we will explain you how to display Customer Orders in Sage CRM Self-service.
New Stuff: Notify Task Creator with Email notification when Task is completed
In Sage CRM, Orders are displayed under O/E Inquiry tab of Sage CRM Company. Refer below screenshot.
O/E Inquiry tab
It looks like highlighted information is visible in Sage CRM but actually it is stored within Sage 300 database. Refer below screenshot.
Sage 300 database
By modifying existing pages as well as with addition of new pages, we have displayed Orders in Self-service. Refer below screenshot.
Orders in Self-service

On the same lines, we can add other reports/data of Sage 300 into Sage CRM Self-service.

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Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3Sage 100Sage 500 and Sage 300). It also offers best-in-class Sage ERP customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACTGoldmine and other CRM’s.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

Also Read:
1) Self Service List Design
2) Communication Attachments in Self Service
3) Display Sage 300 Customer Aging Report in Sage CRM Self Service
4) Display Sage 300 Customer Document History in Sage CRM Self Service
5) Download Documents from Self-service site