Delete Order feature using GUMU™ Sage CRM – Sage 100 Integration

By | December 3, 2020

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

New Stuff: New Features in latest GUMU™ for Sage CRM – Sage 100 Integration

Today, we will walk through with a new enhancement of Delete Order which we have incorporated in our GUMU version. Users can delete orders from Sage 100 to Sage CRM on real time.

Delete order functionality will work as below.

  1. Let’s say user promoted order from CRM to Sage 100 or created any new Order in Sage 100.
  2. If Sage 100 user delete that order from Sage 100 then we will update the Order Status as DELETED in Sage CRM along with message on top of Order Summary screen.
  3. User can identified whether the Sales Order is Deleted or not through CRM Order Status = Deleted field and message ‘This Order has been deleted from Sage 100’.
  4. The Status and message which get reflected only when user click or refresh the Order Summary screen or tab. Refer below image of deleted order screen in CRM.

Notes –

  • Delete Order functionality will not work during Edit Order process
  • Delete Order functionality will work only for Active (i.e. Open) Orders not for partial or full shipment.
  • Delete Order functionality will work only when GUMU Module setting is Active in Sage 100.

With the help of this functionality the CRM users will be aware of Sage 100 deleted orders and no further junk data will get created in CRM

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 ISV Partner for GUMU™ Sage X3 – 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.