Promote Order Technique and Adding new field in the process in GUMU for Sage CRM- Sage X3

By | November 30, 2017

In GUMU™ for Sage CRM – Sage X3 integration, we have provided with the feature where the user can create Orders in Sage CRM and promote the same in Sage X3 ERP.

In this blog, we will discuss technique/logic, we use in our GUMU™ framework in our current version of GUMU™ Sage CRM Integration with Sage X3 (1.0) while promoting customer from Sage CRM Sage X3.

New Stuff: Pre– Requisites for installing GUMU for sage CRM- Sage ERP X3

For promoting order from Sage CRM to Sage X3 to we use field mapping table and the XSL technique.

  1. All the list of fields for which we want to promote data from Sage CRM to Sage X3 while promoting order is stored in this (GT_Fieldmapping) CRM table. This table contains the columns like CRM source field name, Sage X3 source field name, Sage X3 screen name which will be used by GUMU to create XML which can be passed to Sage X3 web services to create records.
  2. Above field mapping table consists of records for other processes as well but the data which represents field names for Promote order functionality are represented by “promotesalesorder” in column erpm_entityname and value as “promote” in column erpm_process.
  3. Once the list of fields are fetched from the Sage CRM database from above mapping table, GUMU creates the XML using XSL template files we created which is stored in XSL folder in GUIU in Sage CRM directory.
  4. In case if someone wants to promote data of a new field from Sage CRM order screen into Sage X3 using Promote order process then user can add entry of that new field in above fieldmapping table as well as in XSL and can promote data for corresponding custom field yourself.

For more information you can always contact us at sage@greytrix.com.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3Sage IntacctSage 100Sage 500 and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business ManagerSage CRM Project ManagerSage CRM Resource PlannerSage CRM Contract ManagerSage CRM Event ManagerSage CRM Budget PlannerGmail IntegrationSage CRM Mobile Service Signature and Sage CRM CTI Framework. Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

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