Enhance the AR Invoice tab as a Kendo Grid in the View ERP Data screen.

By | October 7, 2022

GUMU™ for Sage CRM – Sage 100 application is a real-time bi-directional integration link, using which a user can promote Sage CRM Company and sales orders from Sage CRM to Sage100. In addition to this, the information for Sage 100 customers flows between Sage CRM in real-time depending on the configuration setting option selected.

Today in this blog we will discuss the new enhancements we have done to the AR Invoices Tab present on the View ERP Data Screen.

Earlier we had a different grid to display Sage 100 invoices in Sage CRM against the company. Now, we are displaying the AR Invoices under the View ERP Data Screen in the form of a kendo grid.

We have now worked on enriching the look and feel of this tab and added some additional features too, which enable the user to view the data in a much-improved way.

Prepare to convert

The newly added features allow the user to Sort or Filter the invoices concerning each column i.e. date wise, Salesperson wise, Amount wise, etc. The user also gets an option to hide and show the column on the grid as per the need.

Another provided functionality is the user can now import the invoice data into an Excel File. This can be done using the download button at the right bottom corner of the grid.

Thus with the help of the implemented enhance feature one can have ease to check on the Sage 100 invoices on the AR invoice grid.

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 Signature and Sage 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.