If you work with the Item History screen, you’ve probably wondered how current the numbers in front of you are. Two small features answer that question: the Data sync message at the top of the screen and the Sync button on the right. Together they show you how fresh your data is and let you refresh it yourself.… Read More: Keeping Item History Fresh: The Sync Button and Data Sync… »
Businesses using Sage CRM may need to track the cost of individual quote and order line items and view the combined cost directly on the corresponding summary screen. A customization addresses this requirement by introducing Cost fields at the line-item level and automatically calculating the Total Cost for Quotes and Orders. Cost Fields for Quote… Read More: Automating Line Item Costs and Total Cost Calculation for Quotes… »
When preparing quotations, businesses may need to obtain pricing from multiple vendors for the same product or quote line item. Managing these requests manually can lead to duplicate records, repetitive data entry, and difficulties tracking vendor responses. To simplify this process, a customized Vendor RFQ (Request for Quotation) entity has been introduced in GUMU™ for… Read More: Streamline Vendor Quotations with the New Vendor RFQ Entity in… »
When a quote is cloned in Sage CRM, users may need to refer back to the original quote to review its details. To make this easier, a customization has been introduced to display the original quote reference directly on the cloned quote. Cloned From Field on the Quote Summary Screen A new field, quot_clonedfromqt, has… Read More: Enhancing Quote Traceability with the “Cloned From” Field in Sage… »
When working with Bill of Materials (BOM) items, selecting the correct revision is important because the revision determines which version of the BOM is used. To improve the line-entry experience, a customization has been introduced on both the New Line Item and Quick Line Entry (QLE) screens. With this enhancement, the revision field displays the… Read More: BOM Revision Selection on New Line Item and QLE Screens »
Introduction In the previous article, we introduced the enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100, including its Query-wise and Table-wise configuration approaches. In this article, we will take a closer look at one of the key enhancements introduced in GUMU v5.6.0.5 — Table-wise Configuration. Organizations frequently need to display… Read More: Create Dynamic Grids Without SQL Using Table-wise in GUMU v5.6.0.5 »
Introduction In the previous blog, we explored how SQL, synchronizaton tables, joins, calculated fields, and other SQL capabilities can be used to build advanced Dynamic Grids. But preparing the data is only one part of the process. When a Dynamic Grid uses a SQL synchronizatontable, the data in that table must also be kept up… Read More: Sync Data Configuration in Dynamic Grid Manager (Query-wise) »
GUMU for Sage CRM and Sage 100 Integration Link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM data. GUMU™ Integration link is a real-time, bi-directional link that integrates Sage 100 and Sage CRM where users can view information for customers, invoices and orders from either of the systems. The link supports multiple… Read More: GUMU™ for Sage CRM – Sage 100 up to v2026,… »
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 and we can customize GUMU to suite your company business process. Managing order line items efficiently is essential for sales teams working with Sage CRM and integrated ERP systems.… Read More: Enhanced Line Item Navigation and Editing for Promoted Orders »
In the previous blog, we explored Dynamic Grid Metadata and how field names, titles, formats, templates, mappings control the presentation and behavior of a Dynamic Grid. Blog 1: Introducing the Enhanced Dynamic Grid Query Manager in GUMU for Sage CRM and Sage 100 Blog 2: Understanding Dynamic Grid Metadata: The Building Blocks of Dynamic Grids… Read More: Blog 3: Build Advanced Dynamic Grids Using SQL and Tables »
