{"id":7184,"date":"2014-02-26T14:10:59","date_gmt":"2014-02-26T14:10:59","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=7184"},"modified":"2023-10-04T06:27:41","modified_gmt":"2023-10-04T06:27:41","slug":"creating-po-from-so-directly-from-sage-crm-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/","title":{"rendered":"Creating PO from SO directly from Sage CRM using GUMU"},"content":{"rendered":"

GUMU for Sage CRM \u2013 Sage 100 integration link is real-time bi-directional link. We keep on adding lot of features similar to Sage 100 functionality to make it a more seamless experience such as loading item pricing on real time basis while creating orders\/invoices in Sage CRM, fetching recent information of Sage 100 customer from Sage 100 like Credit History<\/a>, Credit Limit, RMA inquiry <\/a>, Invoice details and Sales orders list in Sage CRM<\/a> etc.
\n
\nUsing the current version of GUMU integration, a user can create only Sales order and AR invoices from Sage CRM to Sage 100. In Sage 100 there is a feature called \u201cGenerate Purchase orders from Sales Order.\u201d As per this feature, users can create Purchase Order from Sales Order in Sage 100. Currently we are in process of adding this new feature in our next release of GUMU where we will enhance this so that you can create a PO from an order promoted from Sage CRM.\u00a0<\/span><\/p>\n

As per the functionality in Sage 100, while creating Sales order, we have to make sure that the \u2018vendor number value\u2019 is selected for line items for which the user wants to create Purchase order.\u00a0 Purchase orders get created based on the conditions specified in Purchase order option screen in P\/O setup module.<\/p>\n

\n

\"tst1\"<\/a><\/p>\n

With this feature Sage 100 user will be able to generate PO from the SO promoted from Sage CRM. A basic flow of this feature would be :-
\n1. \u00a0User can select vendor number from dropdown field on Sage CRM line item screen for each line item.<\/p>\n

\"tst10\"<\/a><\/p>\n

\u00a0 \u00a0 \u00a0 2. \u00a0Once the order is promoted from Sage CRM to Sage 100 along with vendor number value at Line item level of that SO. The Sage 100 user can then go to \u2013 Sage 100 -> Purchase order -> Main -> Auto generate From Sales order \u00a0 \u00a0 screen and can generate P\/O from sales orders.<\/p>\n

\"tst2\"<\/a><\/p>\n

\n","protected":false},"excerpt":{"rendered":"

GUMU for Sage CRM \u2013 Sage 100 integration link is real-time bi-directional link. We keep on adding lot of features similar to Sage 100 functionality to make it a more seamless experience such as loading item pricing on real time basis while creating orders\/invoices in Sage CRM, fetching recent information of Sage 100 customer from\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":[192,271,272],"tags":[779,1192,1193,1286,1778,1841,2201,2307],"class_list":["post-7184","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-order","category-orders","tag-create-purchase-order","tag-generate-po","tag-generate-purchase-order","tag-gumumas","tag-po","tag-purchase-order","tag-sales-order","tag-so"],"yoast_head":"\nCreating PO from SO directly from Sage CRM using GUMU - 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\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Creating PO from SO directly from Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU for Sage CRM \u2013 Sage 100 integration link is real-time bi-directional link. We keep on adding lot of features similar to Sage 100 functionality to make it a more seamless experience such as loading item pricing on real time basis while creating orders\/invoices in Sage CRM, fetching recent information of Sage 100 customer from\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-02-26T14:10:59+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:27:41+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/tst1.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/\",\"name\":\"Creating PO from SO directly from Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components\",\"isPartOf\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/#primaryimage\"},\"thumbnailUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/tst1.jpg\",\"datePublished\":\"2014-02-26T14:10:59+00:00\",\"dateModified\":\"2023-10-04T06:27:41+00:00\",\"author\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#\/schema\/person\/e7ff1c8f4763b47730d6bc5e74d59c1f\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/#primaryimage\",\"url\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/tst1.jpg\",\"contentUrl\":\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/02\/tst1.jpg\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/02\/26\/creating-po-from-so-directly-from-sage-crm-using-gumu\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Creating PO from SO directly from Sage CRM using GUMU\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/#website\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/\",\"name\":\"Sage CRM \u2013 Tips, Tricks and Components\",\"description\":\"Explore the possibilities with Sage CRM insights through our comprehensive blogs. 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