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 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 »
GUMU™ for Sage CRM – Sage 100 is a real-time, bi-directional integration that keeps customer, sales, and order data moving seamlessly between the two systems. It’s built to eliminate manual re-entry and keep both platforms in sync, giving users real-time access to the Sage 100 information they need while working in Sage CRM. To make… Read More: Enhancing QLE with Last Sold Date Validation and Smart Pricing… »
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) »
Accurate order dates are important for maintaining correct order information and ensuring that the Order record reflects the actual date on which the order is created. To improve the order creation experience, a customization has been introduced on the Order screen to ensure that the Order Date is set to the current date when a… Read More: Enhancing Order Screen with Current Order Date on Quote Conversion »
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 »
In business applications, not every user should have the same level of access. While many users may need to view records and information, only authorized users should be able to modify them. One of our client wanted control over record modifications, so a customization has been introduced to control the visibility of the Change button… Read More: Controlling Change Button Access Based on User Role and Primary… »
