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.

About Us
Greytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring 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 ERPs (Sage Enterprise Management (Sage X3), Sage Intacct, Sage 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 migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature and Sage CRM CTI Framework.

Greytrix is a recognized Sage Rockstar ISV Partner for GUMU™ Sage Enterprise Management – Sage CRM integration also listed on Sage Marketplace.

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

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