Hi folks! This article is in continuation of my previous blog where I have explained the logic of calculating CST for Quotes. Below is the URL for the same. Now through this blog I will be explaining you one of the complex requirement which we recently came across. One our Client had business over many… Read More »
By far we all know that by using Sage CRM, we can manage and maintain the Sales process in very efficient manner. Different entities such as Lead, Opportunity, Quote, Orders etc. falling under the Sales process makes it very appropriate from the Business point of view. Since every sales process ends up at the costing… Read More »
Sage CRM integrated with Sage ERP allows you to create Orders and Quotations in ERP from CRM. For this, they have introduced a Web Interface which is developed in SWT (Sage Web Toolkit). In my previous blog I had explained to add new field on Web Order Screen. Below is the link for same. https://www.greytrix.com/blogs/sagecrm/2013/11/21/adding-new-fields-on-web-order-entry-screen/… Read More »
It’s really painful when things start failing suddenly and you have to do whole lot of debugging to get them back in place. My purpose of writing tips on this blog site has always been to help you people identify and resolve the issues faster. Today I will discuss an issue I faced in Sage… Read More »
While working on the upgrade of GUMU for Sage CRM Sage 300 Order Entry Integration, we observed the below message on Quote and Order summary screens (in the blue bar) for one of the Orders. This Quote/Order is read only because of changes made in the OE Admin. Brief about our GUMU for Sage CRM-Sage 300 Order… Read More »
Customizing Quotes/Orders entities might seem bit complex stuff when we have multicurrency settings done in CRM. You have the feature in CRM to enable the multicurrency support from Administration || Data Management || Currency. Even though you enable multiple currencies, you won’t be able to see them all under the currency dropdowns on Quotes/Orders entities. To… Read More »