GUMU™ Security Matrix enhancement for Sage CRM – Sage 100 Integration.

By | February 1, 2023

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. One of its exclusive features is that it is a customizable link which can be customize as per your company business needs.

In the latest version of GUMU™ Sage CRM – Sage 100 Integration we have introduced some new features and one is that we are now providing additional authorization restrictions that the user can have access to on the Security Matrix screen.

Users can give permissions by navigating to Administration ->Sage 100 Administration -> Security Matrix. Refer below image.

Prepare to convert

Here is the list of additional checkboxes added on the security matrix

  1. View Vendor summary: When this check box is checked against a user, that user will be able to view the vendor summary page present in View vendor ERP data. 
  2. Vendor Receipt History: By unchecking this check box against a user, that user won’t have permission to view the vendor receipt history present in View vendor ERP data. 
  3. View Purchase Order Inquiry: By checking this check box against a user, that user will get permission to view the vendor purchase order Inquiry screen, present in the View Vendor ERP data tab.
  4. View AP Invoice History: If this check box is unchecked for a user in the security matrix, that user won’t be able to view the vendor AP invoice history screen present in View vendor ERP data.
  5. View Cost: When this check box is unchecked against any user, that user won’t be able to view the cost fields that exist in the GUMU™ tabs and Find Inventory screens.
  6. View Inactive Customers: By unchecking this check box against any user, that user won’t get permission to view the Inactive customers on the Inactive customer tab.

With the help of this feature now the company have rights to secure their data by restricting the users according to their profiles in the organization.

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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.