{"id":30078,"date":"2026-03-23T10:49:08","date_gmt":"2026-03-23T10:49:08","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=30078"},"modified":"2026-03-23T10:49:09","modified_gmt":"2026-03-23T10:49:09","slug":"promote-order-authentication-rights-based-on-sage-crm-user-in-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/03\/23\/promote-order-authentication-rights-based-on-sage-crm-user-in-gumu-integration\/","title":{"rendered":"Promote Order authentication rights based on Sage CRM User in GUMU Integration"},"content":{"rendered":"\n<p>The <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; for Sage CRM \u2013 Sage 100 Integration<\/a>&nbsp;is a <strong>real-time, bi-directional link<\/strong> that seamlessly connects Sage CRM and Sage 100 where users can view customers, vendors and sales information from either of the systems Sage CRM to&nbsp;Sage 100 and vice versa.<\/p>\n\n\n\n<p>In today\u2019s competitive business environment, maintaining control over the CRM &#8211; ERP integrated systems while ensuring operational efficiency is critical. With the <strong>GUMU&#x2122; for Sage CRM \u2013 Sage 100 Integration<\/strong>, organizations can seamlessly synchronize data between systems while implementing tailored controls to meet their business needs.<\/p>\n\n\n\n<p>In this blog, we explore a recent customization designed for one of our clients to <strong>strengthen authenticity for Sage CRM users by providing custom fields checking during order processing<\/strong> in Sage CRM. They wanted a way to validate and review line item final prices and margin values before proceeding with the order promotion process for non-admin Sage CRM users.<\/p>\n\n\n\n<p>To address this concern,we introduced a new custom field called \u2018<strong>Allow Profit Margin<\/strong>\u2019 checkbox on new line item screen that acts as an approval mechanism for each line item price margin \u00a0before promoting orders to Sage 100.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img.jpg\" alt=\"\" class=\"wp-image-30081\" alt=\"\" class=\"wp-image-30071\" alt=\"\" class=\"wp-image-30043\" target=\"_blank\" rel=\"noreferrer\nnoopener\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1269\" height=\"565\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\nalign: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img.jpg\" alt=\"\" class=\"wp-image-30081\" alt=\"\" class=\"wp-image-30071\" alt=\"\" class=\"wp-image-30043\" alt=\"Prepare to convert\" srcset=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img.jpg 1269w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img-300x134.jpg 300w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img-1024x456.jpg 1024w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img-768x342.jpg 768w, https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2026\/03\/Img-660x294.jpg 660w\" sizes=\"(max-width: 1269px) 100vw, 1269px\" \/><\/a><\/center>\n<font size=\"2\"><center><\/center><\/font>\n\n\n\n<p><strong>Key Functional Enhancements<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Role Based access control<\/li>\n\n\n\n<li>The <strong>\u201cAllow Profit Margin\u201d<\/strong> field is accessible <strong>only <\/strong><strong>to Sage CRM <\/strong><strong>System Administrators.<\/strong><\/li>\n\n\n\n<li>For all other users, the field is <strong>read-only.<\/strong><\/li>\n\n\n\n<li>Access is managed using <strong>native Sage CRM field-level security.<\/strong><\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Approval Workflow for Profit Margin Exceptions<\/li>\n\n\n\n<li>When a user (e.g., <em>finchj<\/em>) encounters a <strong>Profit Margin warning message<\/strong>, they cannot proceed directly<\/li>\n\n\n\n<li>The user must seek approval from a <strong>CRM Administrator<\/strong><\/li>\n\n\n\n<li>Until approval is granted, the <strong>order promotion to Sage 100 is restricted<br><br><\/strong><\/li>\n\n\n\n<li>Admin Approval Process<\/li>\n\n\n\n<li>The <strong>CRM Administrator<\/strong> user reviews the Quote\/Order<\/li>\n\n\n\n<li>Approval is granted by simply checking the <strong>\u201cAllow Profit Margin\u201d<\/strong> box<\/li>\n\n\n\n<li>This ensures that <strong>only authorized personnel<\/strong> can override margin restrictions<br><br><\/li>\n\n\n\n<li>Controlled Order Promotion<\/li>\n<\/ul>\n\n\n\n<p>Once approval is provided, the user can proceed with promoting the order from <strong>Sage CRM to Sage 100.<\/strong><\/p>\n\n\n\n<p><strong>Business Benefits<\/strong><\/p>\n\n\n\n<p><strong><em>-Improved Profitability Control<\/em><\/strong> &#8211; Ensures that <strong>no order with low or exception margins<\/strong> is processed without proper authorization.<br>&#8211;<strong><em>Enhanced Governance &amp; Compliance<\/em><\/strong> &#8211; Introduces a <strong>structured approval mechanism<\/strong>, reducing the risk of unauthorized decisions.<br><strong><em>-Increased Accountability<\/em><\/strong> &#8211; Clear separation of responsibilities between <strong>operational users and administrators<br><\/strong><strong><em>-Seamless User Experience <\/em><\/strong>&#8211; Maintains a smooth workflow while embedding controls directly into the system<br><strong><em>-Better Decision-Making<\/em><\/strong> &#8211; Provides visibility and control over margin-related exceptions, helping businesses make <strong>more informed financial decisions<\/strong>.<\/p>\n\n\n\n<p><strong>Conclusion<\/strong><\/p>\n\n\n\n<p>This customization demonstrates how the <strong>GUMU&#x2122; integration between Sage CRM and Sage 100<\/strong> can be extended to meet specific business requirements. By introducing a simple yet powerful approval mechanism, organizations can safeguard their profit margins without compromising operational efficiency.<\/p>\n\n\n\n<p>If you\u2019re looking to implement similar controls or enhance your Sage CRM \u2013 Sage 100 integration, feel free to reach out!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>The GUMU&#x2122; for Sage CRM \u2013 Sage 100 Integration&nbsp;is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view customers, vendors and sales information from either of the systems Sage CRM to&nbsp;Sage 100 and vice versa. In today\u2019s competitive business environment, maintaining control over the CRM &#8211; ERP integrated\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2026\/03\/23\/promote-order-authentication-rights-based-on-sage-crm-user-in-gumu-integration\/\">Read More &raquo;<\/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":[83,192,271,272,332,333,334,3985,4550,4646,336,417],"tags":[4741,1238,1258,1286,1435,4742,2010],"class_list":["post-30078","post","type-post","status-publish","format-standard","hentry","category-crm72","category-integration-sage-crm","category-order","category-orders","category-sage-crm","category-sage-crm-2017","category-sage-crm-2018","category-sage-crm-2019-r1","category-sage-crm-2022-r1","category-sage-crm-2023-r2","category-sage-crm-7-1-sp2","category-user","tag-allow-profit-margin","tag-gumu","tag-gumu-integration","tag-gumumas","tag-integration","tag-promote-order-authentication-rights","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Promote Order authentication rights based on Sage CRM User in 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\/2026\/03\/23\/promote-order-authentication-rights-based-on-sage-crm-user-in-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Promote Order authentication rights based on Sage CRM User in GUMU Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"The GUMU&#x2122; for Sage CRM \u2013 Sage 100 Integration&nbsp;is a real-time, bi-directional link that seamlessly connects Sage CRM and Sage 100 where users can view customers, vendors and sales information from either of the systems Sage CRM to&nbsp;Sage 100 and vice versa. 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