{"id":2775,"date":"2012-09-28T07:02:19","date_gmt":"2012-09-28T07:02:19","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=2775"},"modified":"2018-10-15T09:38:26","modified_gmt":"2018-10-15T09:38:26","slug":"configuration-and-working-for-creating-ar-invoice-in-sage-crm-using-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/09\/28\/configuration-and-working-for-creating-ar-invoice-in-sage-crm-using-gumu-integration\/","title":{"rendered":"Configuration and Working for Creating AR Invoice in Sage CRM using GUMU™ Integration"},"content":{"rendered":"

In our previous blog<\/a>, we discussed that our latest version of GUMU™ Integration for Sage CRM – Sage 100 (MAS 90\/200) ERP<\/a> provides an option to create an AR Invoices in Sage 100 ERP from within Sage CRM.<\/p>\n

In this blog, we would be discussing, about its working and how we can create AR Invoice in Sage CRM and promote the same in Sage 100 ERP using GUMU™ Complete Integration.<\/p>\n

For this, Administrator need to follow some simple steps as mentioned below:<\/strong><\/p>\n

    \n
  1. Company level configuration settings: <\/strong>While configuring GUMU Integration for any Sage 100 Company code; make sure you check the \u201cCreate A\/R Invoice\u201d option on GUMU configuration screen as shown below:<\/li>\n<\/ol>\n

    \"\"<\/a><\/p>\n

      \n
    1. User specific rights: <\/strong>System Administrator will have an authority of deciding which user will have permission to promote AR \u2013 Invoice and who will not. Administrator can specify these user specific rights in Security Matrix section of GUMU integration. Kindly note that this option will only be available if user has checked the \u201cCreate A\/R Invoice\u201d on the configuration screen.<\/li>\n<\/ol>\n

      \"\"<\/a><\/p>\n

        \n
      1. Importing the AR Items: <\/strong>\u00a0The Items from the AR modules in Sage 100 will be imported for the Sage 100 companies, who have been granted the \u201cCreate A\/R Invoice\u201d option in the configuration screen.<\/li>\n
      2. Creating AR Invoice in Sage CRM: <\/strong>Once users are granted with the required permission and the AR items are imported, user can now create AR Invoice using Sage CRM order screen.<\/li>\n<\/ol>\n

        Watch Now<\/em><\/strong>:\u00a0Create AR invoices from within Sage CRM and promote to Sage 100 ERP<\/a><\/p>\n

        User will have an option of creating \u201cORDER\u201d or \u201cINVOICE\u201d from the Sage CRM order entry screen. The only difference between order and invoice will be Document Type<\/strong> field i.e. If any user wants to create Invoice then he can select \u201cInvoice<\/strong>\u201d or select \u201cOrder<\/strong>\u201d option value for Orders in \u201cDocument Type\u201d field on the header. The default value for this field will be \u201cOrder<\/strong>\u201d.\u00a0 Refer the below screenshot in which we have displayed an AR Invoice.<\/p>\n

        \"\"<\/a><\/p>\n

        Once an Invoice is prepared with the required details, Users would be able to view \u201cPromote Invoice<\/strong>\u201d button on the right-hand side of the screen. Click on the Promote Invoice Button and it would promote the Invoice and would generate an Invoice number, which users can view on the Sage 100 system on a real-time basis.<\/p>\n

        \"\"<\/a><\/p>\n

        In this way, user can create AR invoice from within Sage CRM and can promote it to Sage 100 using GUMU Integration for Sage CRM-Sage 100 ERP.<\/p>\n

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

        Greytrix<\/a>\u00a0has some unique integration solutions for Sage CRM with Sage ERPs (Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct<\/a>, Sage 100<\/a>,\u00a0Sage 500<\/a>\u00a0and\u00a0Sage 300<\/a>).We also offer best-in-class\u00a0Sage ERP<\/a> and Sage CRM<\/a> customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide. Greytrix\u00a0helps in\u00a0migrating of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer<\/a>. Our Sage CRM Product Suite includes Greytrix Business Manager<\/a>, Sage CRM Project Manager<\/a>, Sage CRM Resource Planner<\/a>, Sage CRM Contract Manager<\/a>, Sage CRM Event Manager<\/a>, Sage CRM Budget Planner<\/a>, Gmail Integration<\/a>, Sage CRM Mobile Service Signature<\/a> and Sage CRM CTI Framework<\/a>.<\/p>\n

        Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>.<\/p>\n

        For more information on our integration solutions, please contact us at\u00a0sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

        In our previous blog, we discussed that our latest version of GUMU™ Integration for Sage CRM – Sage 100 (MAS 90\/200) ERP provides an option to create an AR Invoices in Sage 100 ERP from within Sage CRM. In this blog, we would be discussing, about its working and how we can create AR Invoice\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":[192,332],"tags":[569,1258,1963,2010,3694,2159],"class_list":["post-2775","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-ar-invoice","tag-gumu-integration","tag-sage-100-erp","tag-sage-crm","tag-sage-crm-sage-100-erp-integration","tag-sage-mas-90200-erp"],"yoast_head":"\nConfiguration and Working for Creating AR Invoice in Sage CRM using GUMU™ 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\/2012\/09\/28\/configuration-and-working-for-creating-ar-invoice-in-sage-crm-using-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Configuration and Working for Creating AR Invoice in Sage CRM using GUMU™ Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, we discussed that our latest version of GUMU™ Integration for Sage CRM – Sage 100 (MAS 90\/200) ERP provides an option to create an AR Invoices in Sage 100 ERP from within Sage CRM. 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