{"id":15637,"date":"2018-02-01T09:47:55","date_gmt":"2018-02-01T09:47:55","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=15637"},"modified":"2022-11-04T10:18:44","modified_gmt":"2022-11-04T10:18:44","slug":"promote-order-functionality-with-bom-items-sales-kit-in-gumu-for-sage-crm-sage-x3-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/02\/01\/promote-order-functionality-with-bom-items-sales-kit-in-gumu-for-sage-crm-sage-x3-integration\/","title":{"rendered":"Promote Order functionality with BOM items (Sales kit) in GUMU for Sage CRM &#8211; Sage X3 integration"},"content":{"rendered":"<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/30\/gumu-for-sage-crm-sage-x3-integration-features\/\" target=\"_blank\" rel=\"noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration<\/a> is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa.<br \/>\nToday in this blog, we will discuss about a customization which was recently requested by our client.<\/p>\n<p style=\"text-align: center;\"><span style=\"color: #993300;\"><em><i>New Stuff:<\/i><\/em><\/span><em><i>\u00a0<\/i><\/em><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/31\/pre-requisites-for-installing-gumu-for-sage-crm-sage-erp-x3\/\" target=\"_blank\" rel=\"noopener\"><u>Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP X3<\/u><\/a><\/p>\n<p>In our Standard GUMU&#x2122; integration we can promote quotes\/orders from Sage CRM to Sage X3 using normal items. However, we got a customization request in which the user should be able to create orders\/quotes using BOM items (Sales kit items) from Sage CRM and promote the same to Sage X3.<br \/>\nIn Sage X3, when a Quote\/Order is created using BOM items (Sales kit items), the item explodes\/expands with the child items attached to BOM items.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/02\/BOM-items.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"size-large wp-image-15650 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/02\/BOM-items-1024x611.jpg\" alt=\"\" width=\"665\" height=\"397\" \/><\/a><br \/>\nWe had to make the same functionality work, for Orders\/Quotes which are created in Sage X3 using the Promote Order\/Quote functionality of GUMU integration from Sage CRM.<br \/>\nWe created a Sage X3 webservice custom subprogram to achieve this functionality.<br \/>\nThe customization works as below.<br \/>\n1.When order\/quote is created in Sage CRM using the BOM items (Sales kit items), everything appears similar to the order\/quote which is created with Normal items.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/02\/CRM-Order.jpg\"><img decoding=\"async\" class=\"size-large wp-image-15651 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/02\/CRM-Order-1024x682.jpg\" alt=\"\" width=\"665\" height=\"443\" \/><\/a><br \/>\n2.After promoting the order\/quote from Sage CRM, the order\/quote gets created into Sage X3 and the BOM item expands\/explodes in the Line item section with its child items which are defined in Sage X3 as shown in 1st image.<br \/>\n<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/02\/X3-Order.jpg\"><img decoding=\"async\" class=\"size-large wp-image-15652 aligncenter\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/02\/X3-Order-1024x446.jpg\" alt=\"\" width=\"665\" height=\"290\" \/><\/a><br \/>\n3.This functionality is useful for users working with BOM items (Sales kit items) while creating Order\/Quote in Sage CRM and promoting it in Sage X3.<br \/>\nFor more information you can contact us at <a href=\"mailto:sage@greytrix.com\" target=\"_blank\" rel=\"noopener\">sage@greytrix.com<\/a>.<br \/>\n<strong>About Us<\/strong><\/p>\n<p style=\"text-align: justify;\"><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a> is one stop solution provider for Sage ERP and Sage CRM needs. We provide 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 style=\"text-align: justify;\"><a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix\u00a0<\/a>has some unique integration solutions for Sage CRM with Sage ERP\u2019s (<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\" rel=\"noopener\">Sage X3<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 100<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 500<\/a>\u00a0and\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a>).We also offer best-in-class\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\" target=\"_blank\" rel=\"noopener\">Sage ERP<\/a> and <a href=\"http:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. <a href=\"http:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a>\u00a0helps in\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/act-sage-crm-migration\" target=\"_blank\" rel=\"noopener\">migrating to Sage CRM from ACT<\/a>,\u00a0<a href=\"http:\/\/www.greytrix.com\/product\/sage-crm\/goldmine-sage-crm-migration\" target=\"_blank\" rel=\"noopener\">Goldmine<\/a>\u00a0and other CRM\u2019s.<\/p>\n<p style=\"text-align: justify;\">For more information on our integration solutions, please contact us at\u00a0<a href=\"mailto:sage@greytrix.com\" target=\"_blank\" rel=\"noopener\">sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about a customization which was recently requested by our client. New Stuff:\u00a0Pre\u2013 Requisites for installing GUMU for sage CRM- Sage\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/02\/01\/promote-order-functionality-with-bom-items-sales-kit-in-gumu-for-sage-crm-sage-x3-integration\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332,1],"tags":[620,1280,1284,1306,1832,2172,2200],"class_list":["post-15637","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","category-uncategorized","tag-bom-items","tag-gumu-x3-integration","tag-gumucrmx3","tag-gumux3","tag-promote-order","tag-sage-x3-integration","tag-sales-kit"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Promote Order functionality with BOM items (Sales kit) in GUMU for Sage CRM - Sage X3 integration - 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\/2018\/02\/01\/promote-order-functionality-with-bom-items-sales-kit-in-gumu-for-sage-crm-sage-x3-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Promote Order functionality with BOM items (Sales kit) in GUMU for Sage CRM - Sage X3 integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 Sage X3 integration is a real-time bi-directional link where user can update the information from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about a customization which was recently requested by our client. 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