Message against Inactive Customer during Quote/Order process using GUMUX3

By | September 14, 2020

GUMU™ for Sage CRM – Sage X3 integration is a real-time bi-directional link which sync customer data (Customer/Address/Contact) from Sage CRM to Sage X3 and vice versa.

Today in this blog, we will discuss about the warning message which displayed by GUMU during New Quote/Order process against Inactive Customer using GUMUX3 integration.

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

On Company Summary screen of Sage CRM there is a status field through which we can identify the respective customer status as Active or Inactive. Refer below screenshot.

If any Sage CRM user creates new Quote against any Inactive Customer then GUMU will display validation message as ‘Customer is Inactive. You cannot create Quote\Order for this customer‘. Please refer below screenshot,

Similar message will popup when the user try to create new order against Inactive customer. For that you can refer below screenshot,

User will have to change the Customer Status from Inactive to Active on Company Summary screen, so that they can create and promote Quote/Order from Sage CRM to Sage X3.

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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 the 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 SignatureSage 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 the processing and execution of application programs at the click of a button.

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