Site Validation while creating Quote/Order in Sage CRM GUMUX3 Connector

By | October 8, 2018

In our latest version (v1.1) of GUMU™ for Sage CRM – Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. Refer below screenshot,

Once the products are imported in Sage CRM, user can create and promote Quote/Order using those products from Sage CRM to Sage X3.

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

While creating Quote/Order in Sage CRM, GUMU checks if Stock Management option of the product is set to Managed or Not Managed option. Based on option selected, site validation happens.

If Sage CRM user selects the product which has Managed option then site validation will be triggered. If selected product does not exist in specified site then validation message will be displayed on Sage CRM Line Item screen. If Sage CRM user selects the product which has Not Managed option then there will be no site validation.

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