{"id":24581,"date":"2020-09-14T12:52:49","date_gmt":"2020-09-14T12:52:49","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=24581"},"modified":"2023-10-10T04:58:40","modified_gmt":"2023-10-10T04:58:40","slug":"message-displayed-against-inactive-customer-during-quote-order-process-using-gumux3-connector","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/14\/message-displayed-against-inactive-customer-during-quote-order-process-using-gumux3-connector\/","title":{"rendered":"Message against Inactive Customer during Quote\/Order process using GUMUX3"},"content":{"rendered":"\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2015\/10\/30\/gumu-for-sage-crm-sage-x3-integration-features\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU\u2122 for Sage CRM \u2013 Sage X3 integration<\/a> is a real-time bi-directional link which sync customer data (Customer\/Address\/Contact) from Sage CRM to Sage X3 and vice versa.<\/p>\n\n\n\n<p>Today in this blog, we will discuss about the warning message which displayed by GUMU during New Quote\/Order process against Inactive Customer using GUMUX3 integration.<\/p>\n\n\n\n<p><strong><em>New Stuff:<\/em><\/strong> <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=\"noreferrer noopener\">Pre\u2013 Requisites for installing GUMU for Sage CRM &#8211; Sage X3<\/a><\/p>\n\n\n\n<p>On Company Summary screen of Sage CRM there is a status field through which we can identify the respective customer status as Active or Inactive. Refer below screenshot.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/customerstatus-1024x397.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/customerstatus-1024x397.png\" alt=\"Summary screen of Sage CRM\" width=\"1024\" height=\"397\" \/><\/a><\/p>\n\n\n<p>If any Sage CRM user creates new Quote against any <strong>Inactive<\/strong> Customer then GUMU will display validation message as <strong>&#8216;Customer is Inactive. You cannot create Quote\\Order for this customer<\/strong>&#8216;. Please refer below screenshot,<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/quotemsgforcustomer-1024x368.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/quotemsgforcustomer-1024x368.png\" alt=\" Inactive Customer then GUMU will display validation message as 'Customer is Inactive.\" width=\"1024\" height=\"368\" \/><\/a><\/p>\n\n\n<p>Similar message will popup when the user try to create new order against <strong>Inactive<\/strong> customer. For that you can refer below screenshot,<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/ordermsgforcustomer-1024x399.png\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"alignnone\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2020\/09\/ordermsgforcustomer-1024x399.png\" alt=\" message will popup when the user try to create new order against Inactive customer\" width=\"1024\" height=\"399\" \/><\/a><\/p>\n\n\n<p>User will have to change the Customer Status from <strong>Inactive<\/strong> to <strong>Active<\/strong> on Company Summary screen, so that they can create and promote Quote\/Order from Sage CRM to Sage X3.<\/p>\n\n\n\n<p>For any queries related to GUMU integration, you can contact us at <a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a><\/p>\n\n\n\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><\/p>\n\n\n\n<p>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<p>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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\n<p>Greytrix is a recognized\u00a0Sage Champion Partner\u00a0for GUMU&#x2122; Sage X3 \u2013 Sage CRM integration listed on\u00a0Sage Marketplace and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU&#x2122; 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 style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><gwmw style=\"display:none;\"><\/gwmw><\/gwmw><\/gwmw><\/p>\n\n\n\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>GUMU\u2122 for Sage CRM \u2013 Sage X3 integration is a real-time bi-directional link which sync customer data (Customer\/Address\/Contact) from Sage CRM to Sage X3 and vice versa. Today in this blog, we will discuss about the warning message which displayed by GUMU during New Quote\/Order process against Inactive Customer using GUMUX3 integration. New Stuff: Pre\u2013\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2020\/09\/14\/message-displayed-against-inactive-customer-during-quote-order-process-using-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":[332,4206,192],"tags":[4213,1258,1284,1306,4212,2354],"class_list":["post-24581","post","type-post","status-publish","format-standard","hentry","category-sage-crm","category-gumu-integration","category-integration-sage-crm","tag-customer-status","tag-gumu-integration","tag-gumucrmx3","tag-gumux3","tag-inactive-customer","tag-status"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Message against Inactive Customer during Quote\/Order process using GUMUX3 - 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\/2020\/09\/14\/message-displayed-against-inactive-customer-during-quote-order-process-using-gumux3-connector\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Message against Inactive Customer during Quote\/Order process using GUMUX3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU\u2122 for Sage CRM \u2013 Sage X3 integration is a real-time bi-directional link which sync customer data (Customer\/Address\/Contact) from Sage CRM to Sage X3 and vice versa. 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