GUMU X3 tips– Promoting Additional Address and Contacts

By | July 30, 2016

In our previous blog we have discussed about configuring our integration Sage X3 version 7. In our GUMU™ Integration, user is allowed to create additional contact and Address before promoting a customers to Sage X3. Once the customer is promoted to Sage X3, user will not be able to create Additional Address or person.
In this blog we will be discussing about the reason of the above issue and providing solution for the same.

New Stuff: Implementing Real time synchronization from Sage CRM to Sage X3 using GUMU

Issue: Additional Address and contacts are not created for the integrated customer.
Reason: In our GUMU™ integration, we have used Sage ERP web services to connect to ERP X3 and created/update customers/Address and person. In the Standard Sage X3 Web services itself, for existing customers user is not allowed to create Additional Address and contact. In case if you are creating a new customer using web services then user will be allowed  create a customer along with additional details.
Solution: For resolving the above issue, user will have to install a Hotfix provided by Sage. You can contact Sage Support for implementing the same. Once the above changes are implemented, user should be able to promote Additional Address and Additional person using our GUMU integration.
Please note that the hotfix can be implemented on X3 system having patch P28 or above for Sage X3 v6.5 and P7 for Sage X3 v7
For more information, you can always contact us at sage@greytrix.com. We will be glad to assist you.
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Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.
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. GUMU Integration vs Sage Integration for Sage CRM and Sage X3
2. GUMU for Sage CRM-Sage ERP X3 supports Multi-languages
3. Real time Change from Sage ERP X3 to Sage CRM – Troubleshooting Tips
4. What’s New – Creating Grids in Sage CRM to display Sage ERP X3 Data on real time basis using GUMU Customizer – II
5. GUMU™ for Sage CRM – Sage ERP X3 Integration – Edit orders