{"id":20635,"date":"2018-10-08T11:49:58","date_gmt":"2018-10-08T11:49:58","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=20635"},"modified":"2019-07-11T04:46:41","modified_gmt":"2019-07-11T04:46:41","slug":"site-validation-while-creating-quote-order-in-sage-crm-gumux3-connector","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/08\/site-validation-while-creating-quote-order-in-sage-crm-gumux3-connector\/","title":{"rendered":"Site Validation while creating Quote\/Order in Sage CRM GUMUX3 Connector"},"content":{"rendered":"<p>In our latest version (v1.1) of GUMU&#x2122; for Sage CRM &#8211; Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. Refer below screenshot,<\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-full wp-image-20637\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Product-Category.jpg\" alt=\"\" width=\"1360\" height=\"642\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Product-Category.jpg 1360w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Product-Category-300x142.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Product-Category-768x363.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Product-Category-1024x483.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Product-Category-660x312.jpg 660w\" sizes=\"(max-width: 1360px) 100vw, 1360px\" \/>Once the products are imported in Sage CRM, user can create and promote Quote\/Order using those products from Sage CRM to Sage X3.<\/p>\n<p style=\"text-align: center;\"><em><span style=\"color: #993300;\">New&nbsp;Stuff:<\/span><\/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 noreferrer\">Pre\u2013 Requisites for installing GUMU for sage CRM- Sage ERP E<\/a><\/p>\n<p>While creating Quote\/Order in Sage CRM, GUMU checks if Stock Management option of the product is set to <strong>Managed<\/strong> or <strong>Not<\/strong> <strong>Managed<\/strong> option. Based on option selected, site validation happens.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20638\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Not-Managed-Product.jpg\" alt=\"\" width=\"1362\" height=\"640\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Not-Managed-Product.jpg 1362w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Not-Managed-Product-300x141.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Not-Managed-Product-768x361.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Not-Managed-Product-1024x481.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Not-Managed-Product-660x310.jpg 660w\" sizes=\"(max-width: 1362px) 100vw, 1362px\" \/>If Sage CRM user selects the product which has Managed option then site validation will be triggered. If selected product does not exist in specified site then validation message will be displayed on Sage CRM Line Item screen. If Sage CRM user selects the product which has Not Managed option then there will be no site validation.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-20639\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Validation.jpg\" alt=\"\" width=\"954\" height=\"328\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Validation.jpg 954w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Validation-300x103.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Validation-768x264.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2018\/10\/Validation-660x227.jpg 660w\" sizes=\"(max-width: 954px) 100vw, 954px\" \/><\/p>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> 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=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>&nbsp;has some unique integration solutions for Sage CRM with Sage ERPs (<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3<\/a>),&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/intacct-apps-and-products\/gumu-sage-intacct-sage-crm-integration\">Sage Intacct<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\">Sage 100<\/a>,&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-500-erp-integration\">Sage 500<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\">Sage 300<\/a>).We also offer best-in-class&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage ERP<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\">Sage CRM<\/a> customization and development services&nbsp;to&nbsp;Business&nbsp;Partners,&nbsp;End&nbsp;Users and Sage PSG worldwide. Greytrix&nbsp;helps in&nbsp;migrating 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&nbsp;<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 latest version (v1.1) of GUMU&#x2122; for Sage CRM &#8211; Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. Refer below screenshot, Once the products are imported in Sage CRM, user can create and promote Quote\/Order using those products from Sage CRM\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2018\/10\/08\/site-validation-while-creating-quote-order-in-sage-crm-gumux3-connector\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[192,332],"tags":[1280,1284,1306,3684,2172,2175,3683,3685],"class_list":["post-20635","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-gumu-x3-integration","tag-gumucrmx3","tag-gumux3","tag-managed-and-not-managed-products","tag-sage-x3-integration","tag-sage-x3-v11","tag-service-items","tag-site-checking"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Site Validation while creating Quote\/Order in Sage CRM GUMUX3 Connector - 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\/10\/08\/site-validation-while-creating-quote-order-in-sage-crm-gumux3-connector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Site Validation while creating Quote\/Order in Sage CRM GUMUX3 Connector - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our latest version (v1.1) of GUMU&#x2122; for Sage CRM &#8211; Sage X3 Integration, we are importing those products into Sage CRM whose Sold and Deliverable checkboxes are checked in Sage X3. 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