In Integrated system of Sage CRM with Sage 300 ERP, allows users to access real time information. By synchronization of tables and database of Sage 300 ERP. We can view all the orders as well as create order from CRM.
New Stuff: One Time Processes for GUMU™ Sage CRM – Sage 500 integration
While doing customization for one of our client, we came across a scenario where, if Order is not confirmed within 24Hrs order is supposed to be deleted. We have explained this functionality in detail in this blog.
At first order is created in Sage 300 ERP and posted.
To view the order in Sage CRM go to the respective Company-> O/E Inquiry->All Orders and click on the Drill Down button of the required order number.
We have customized the order screen where you can find Move to Warehouse and Cancel button. This button will be visible up to 24 Hrs. of the order creation. Refer below screenshot.
If the order is not attended for 24 Hrs. it will be deleted automatically. If you want to check the records of all the deleted data then we have provided the provision of generating records. Based on the status of orders we can generate the reports. Refer below screenshot.
Hence with the help of Auto cancellation of order functionality all the unattended orders within 24 Hrs. will be deleted and can be viewed later on through reports.
About Us
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 X3, Sage 100, Sage 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 ACT, Goldmine 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) Display Sage 300 Customers Orders in Sage CRM Self Service
2) Import Orders from Quickbooks to Sage CRM using GUMU™ link
3) GUMU Tips – Products not available while creating Orders/ invoices in Sage CRM using GUMU™ integration.
4) Import Orders from Sage 50 to Sage CRM
5) Working with integrated Quotes and Orders screen
Sage CRM – Tips, Tricks and Components
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
Greytrix is one of the oldest Sage Development Partner of two decades for Sage CRM and has been awarded "Sage Development Partner of the Year" three times in the past years. Greytrix has been working on customization and configuration of products in Sage CRM since decades and have accumulated hundreds of man years of experience. In these blogs, Greytrix will endeavour to share its knowledge and expertise and save upto 90% of project cost for Sage CRM users by presenting a list of useful small components, tools and add-ons for Sage CRM! Contact us at sage@greytrix.com
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