{"id":15240,"date":"2017-11-30T13:17:23","date_gmt":"2017-11-30T13:17:23","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15240"},"modified":"2020-06-23T10:34:31","modified_gmt":"2020-06-23T10:34:31","slug":"promote-order-technique-and-adding-new-field-in-the-process-in-gumu-for-sage-crm-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/11\/30\/promote-order-technique-and-adding-new-field-in-the-process-in-gumu-for-sage-crm-sage-x3\/","title":{"rendered":"Promote Order Technique and Adding new field in the process in GUMU for Sage CRM- Sage X3"},"content":{"rendered":"

In GUMU™ for Sage CRM \u2013 Sage X3 integration<\/a>, we have provided with the feature where the user can create Orders in Sage CRM and promote the same in Sage X3 ERP.<\/p>\n

In this blog, we will discuss technique\/logic, we use in our GUMU™ framework in our current version of GUMU™<\/a> Sage CRM Integration with Sage X3 (1.0) while promoting customer from Sage CRM Sage X3.<\/p>\n

New Stuff:<\/em> <\/strong>Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP X3<\/a><\/p>\n

For promoting order from Sage CRM to Sage X3 to we use field mapping table and the XSL technique.<\/p>\n

    \n
  1. All the list of fields for which we want to promote data from Sage CRM to Sage X3 while promoting order is stored in this (GT_Fieldmapping) CRM table. This table contains the columns like CRM source field name, Sage X3 source field name, Sage X3 screen name which will be used by GUMU to create XML which can be passed to Sage X3 web services to create records.
    \"\"<\/li>\n
  2. Above field mapping table consists of records for other processes as well but the data which represents field names for Promote order functionality are represented by \u201cpromotesalesorder\u201d in column erpm_entityname and value as \u201cpromote\u201d in column erpm_process.<\/li>\n
  3. Once the list of fields are fetched from the Sage CRM database from above mapping table, GUMU creates the XML using XSL template files we created which is stored in XSL folder in GUIU in Sage CRM directory.
    \"\"<\/li>\n
  4. In case if someone wants to promote data of a new field from Sage CRM order screen into Sage X3 using Promote order process then user can add entry of that new field in above fieldmapping table as well as in XSL and can promote data for corresponding custom field yourself.<\/li>\n<\/ol>\n

    For more information you can always contact us at sage@greytrix.com<\/a>.<\/p>\n\n\n

    About Us<\/strong><\/span><\/p>\n\n\n\n

    Greytrix \u2013 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.<\/p>\n\n\n\n

    Greytrix\u00a0has some unique integration solutions developed for Sage CRM with Sage ERPs namely\u00a0Sage X3,\u00a0Sage Intacct,\u00a0Sage 100,\u00a0Sage 500,\u00a0and\u00a0Sage 300. We also offer best-in-class\u00a0Sage ERP\u00a0and\u00a0Sage CRM\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users, and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0the migration of Sage CRM from\u00a0Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes\u00a0add-ons like\u00a0 Greytrix Business Manager,\u00a0Sage CRM Project Manager,\u00a0Sage CRM Resource Planner,\u00a0Sage CRM Contract Manager,\u00a0Sage CRM Event Manager,\u00a0Sage CRM Budget Planner,\u00a0Gmail Integration,\u00a0Sage CRM Mobile Service Signature,\u00a0Sage CRM CTI Framework.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU™ Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 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.<\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n

    For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

    In GUMU™ for Sage CRM \u2013 Sage X3 integration, we have provided with the feature where the user can create Orders in Sage CRM and promote the same in Sage X3 ERP. In this blog, we will discuss technique\/logic, we use in our GUMU™ framework in our current version of GUMU™ Sage CRM Integration with\u2026 Read More »<\/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":[332,192],"tags":[513,859,3434,1258,1284,1306,1832,2018,3580,3583,3809,2083,2085,3810,2131,2133,3807],"class_list":["post-15240","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-integration-sage-crm","tag-add-custom-field","tag-custom-field-integration","tag-gumu-for-sage-crm-sage-x3","tag-gumu-integration","tag-gumucrmx3","tag-gumux3","tag-promote-order","tag-sage-crm-sage-x3","tag-sage-crm-sage-enterprise-management-integration","tag-sage-crm-and-sage-x3-integration","tag-sage-crm-inetgration","tag-sage-crm-integration-with-sage-erp","tag-sage-crm-integration-with-sage-x3","tag-sage-crm-to-sage-em","tag-sage-crm-with-sage-erp-integration","tag-sage-crm-with-sage-x3-integration","tag-sage-enterprise-management-integration"],"yoast_head":"\nPromote Order Technique and Adding new field in the process in GUMU for Sage CRM- Sage X3 - 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\/11\/30\/promote-order-technique-and-adding-new-field-in-the-process-in-gumu-for-sage-crm-sage-x3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Promote Order Technique and Adding new field in the process in GUMU for Sage CRM- Sage X3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In GUMU™ for Sage CRM \u2013 Sage X3 integration, we have provided with the feature where the user can create Orders in Sage CRM and promote the same in Sage X3 ERP. 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