{"id":14184,"date":"2017-03-31T14:34:15","date_gmt":"2017-03-31T14:34:15","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=14184"},"modified":"2019-03-30T05:32:31","modified_gmt":"2019-03-30T05:32:31","slug":"how-to-create-gadget-in-sage-crm-to-view-sage-100-ar-openinvoices-using-sdata-part-3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/how-to-create-gadget-in-sage-crm-to-view-sage-100-ar-openinvoices-using-sdata-part-3\/","title":{"rendered":"How to create gadget in Sage CRM to view Sage 100 AR OpenInvoices using SData-Part 3"},"content":{"rendered":"<p>In our previous blog series, we discussed about <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/08\/installing-native-sdata-in-sage-100-to-use-it-in-sage-crm-part-i\/\" target=\"_blank\" rel=\"noopener\">installing<\/a> and <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/09\/configuring-sdata-in-sage-100-to-use-it-in-sage-crm-part-ii\/\" target=\"_blank\" rel=\"noopener\">configuring <\/a>Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData.<\/p>\n<p style=\"text-align: left;\"><strong><em>New\u00a0Stuff:<\/em><\/strong>\u00a0<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/30\/displaying-quantity-on-hand-information-in-sage-crm-in-gumu-for-sage-crm-sage-100-integration\/\" target=\"_blank\" rel=\"noopener\">Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM \u2013 Sage 100 Integration<\/a><\/p>\n<p>To create gadget in the Sage CRM interactive dashboard using SData feed, please follow below steps:<br \/>\n1. Within the interactive dashboard select New Gadget &gt;create gadget&gt;Select SData List &amp; click Next.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-large wp-image-14192\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget-1024x443.png\" alt=\"\" width=\"595\" height=\"257\" \/><\/a>2. Select \u2018Use Custom Data field\u2019 option and provide a valid SData schema URL in the Web Address field along with correct Sage 100 User name and password. Also provide short description of data which you are showing in the Name field.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_2.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-14193\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_2-1024x460.jpg\" alt=\"\" width=\"595\" height=\"267\" \/><\/a>3. After clicking next, it will display the list of all the available resources (Sage 100 tables). Please select the entity AR_OpenInvoice from the available list.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_3.jpg\"><img decoding=\"async\" class=\"aligncenter size-large wp-image-14194\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_3-1024x439.jpg\" alt=\"\" width=\"595\" height=\"255\" \/><\/a>4. Then select and add the columns which you want to show in the dashboard gadget.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_4.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-14195\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_4-1024x442.jpg\" alt=\"\" width=\"595\" height=\"257\" \/><\/a>5. In this step, user can use Include\/Exclude field option to filter the information.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_5.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-14196\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_5-1024x474.jpg\" alt=\"\" width=\"595\" height=\"275\" \/><\/a>6. Add suitable name and Description of the gadget and finish the setup. After completing setup successfully, you can see gadget on your interactive dashboard as given below.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_6.jpg\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-large wp-image-14197\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2017\/03\/CreateGadget_6-1024x401.jpg\" alt=\"\" width=\"595\" height=\"233\" \/><\/a>For any other information about the GUMU&#x2122; Sage CRM \u2013 Sage 100 integration product, you can always contact us at sage@greytrix.com.<\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\nGreytrix a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n<p><a href=\"http:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from <a href=\"https:\/\/www.greytrix.com\/resources\/sage-erp-crm-migration.pdf\">Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/business-manager\">Greytrix Business Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-project-manager\">Sage CRM Project Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-resource-planner\">Sage CRM Resource Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-contract-manager\">Sage CRM Contract Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-event-manager\">Sage CRM Event Manager<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-budget-planner\">Sage CRM Budget Planner<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/gmail-integration-for-sage-crm\">Gmail Integration<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-mobile-service-signature\">Sage CRM Mobile Service Signature<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm-add-ons\/sage-crm-cti-framework\">Sage CRM CTI Framework<\/a>.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>.<\/p>\n<p>For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData. New\u00a0Stuff:\u00a0Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/how-to-create-gadget-in-sage-crm-to-view-sage-100-ar-openinvoices-using-sdata-part-3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[907,1190,1286,1292,1430,1435,2236],"class_list":["post-14184","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-dashboard","tag-gadget","tag-gumumas","tag-gumusage100","tag-installing-sdata-in-sage-100","tag-integration","tag-sdata"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>How to create gadget in Sage CRM to view Sage 100 AR OpenInvoices using SData-Part 3 - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/03\/31\/how-to-create-gadget-in-sage-crm-to-view-sage-100-ar-openinvoices-using-sdata-part-3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create gadget in Sage CRM to view Sage 100 AR OpenInvoices using SData-Part 3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog series, we discussed about installing and configuring Sage 100 SData. 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