Message displayed against Vendors during Quote/Order creation process

By | September 14, 2020

Our GUMU™ for Sage CRM – Sage 100 ERP integration is link is real time bi-directional integration link. One of its exclusive feature is that it is a customizable link and we can customize GUMU to suite your company business process.

Today in this blog, we will discuss about the warning message which displayed by GUMU during New Quote/Order process against Vendors using GUMU™ for Sage CRM – Sage 100 integration.

New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory

The user can identify that the imported Company in Sage CRM from Sage 100 is a Vendor or Customer through Sage 100 Type field which is present on company summary screen in Sage CRM. Refer to the below screenshot.

Sage 100 Type field

If any Sage CRM user creates new Sales Order against Vendor GUMU will display a message on Order screen as ‘You do not have permission to create Orders/Quotes for Vendors’. Please refer below screenshot,

Display message-‘You do not have permission to create Orders/Quotes for Vendors’.

Note – Against Vendors, you can create only Purchase Orders not Sales Order. As of now in our standard GUMU product, we have not provided feature of creating Purchase Orders from Sage CRM.

Similarly, you can observe the same message while creating new Sales Quote against any Vendor. Refer below screenshot,

Display message -Sales Quote against any Vendor

For any queries related to GUMU integration, you can contact us at sage@greytrix.com

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners 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 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.

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