{"id":8721,"date":"2014-09-23T15:35:33","date_gmt":"2014-09-23T15:35:33","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=8721"},"modified":"2014-09-23T15:35:33","modified_gmt":"2014-09-23T15:35:33","slug":"real-time-tabs-in-gumu-for-sage-crm-sage-erp-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/real-time-tabs-in-gumu-for-sage-crm-sage-erp-x3\/","title":{"rendered":"Real Time Tabs in GUMU for Sage CRM \u2013 Sage ERP X3"},"content":{"rendered":"

As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3<\/a> with key features such as importing customers from Sage ERP X3<\/a>, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown<\/a>, displaying Sage ERP X3 data on real time basis, etc.
\nNew Stuff<\/strong><\/span>: One Time Processes for GUMU™ Sage CRM \u2013 Sage 100 integration<\/a>
\nIn this blog, we will discuss about real time data, which we are displaying in this integration product. Currently we are displaying the below data on a real time basis in our GUMU Sage CRM \u2013 Sage ERP X3 integration.
\n1.\u00a0\u00a0 Order Inquiry along with the line details:<\/strong><\/span>
\nSage CRM user can view the Order Inquiry details by selecting particular ERP Customer for which user wants to view Orders in Order Inquiry<\/strong> tab. User can filter this information by using Site, order date<\/strong> fields. User can also filter them to display closed<\/strong> and not closed<\/strong> orders.
\n\"Image1\"<\/a>
\nAlso user can further drill down to view line item details for particular order by clicking on that order number.
\n\"Image2\"<\/a>
\n2.\u00a0\u00a0 AR inquiry along with the line item details:
\n<\/strong><\/span>Similar to Order Inquiry, user can view all the AR invoices for particular customer in AR Inquiry<\/strong> tab. User can filter this information by using site, Invoice date. It can be filtered further as posted <\/strong>and not validated<\/strong> invoices. You can further drill down to view AR details and line item details for a particular Invoice.
\n\"Image3\"<\/a>
\n3.\u00a0\u00a0 Additional Information of the Sage X3 customer:
\n<\/strong><\/span>Similarly user can view the additional customer details in this Business Partner Tab.\u00a0 For this, select customer for which you want to view information and click on Business Partners tab. Here user can find 3 panels: Customer details, identity details and financial.
\n\"Image4\"<\/a>
\nPlease note that, in this TAB, if the selected company is not promoted then it will display the page in Edit mode so that user can promote the Customer.
\nNote: – All the above GUMU tabs will be available only for Customers linked with Sage ERP X3.
\nAlso read<\/span>:-<\/strong>
\n1.\u00a0\u00a0 Steps to Import Sage ERP X3 Customers in Sage CRM<\/a>
\n2.\u00a0\u00a0 GUMU for Sage CRM \u2013 Sage ERP X3 Integration<\/a>
\n3.\u00a0\u00a0 Restrict access to Sage ERP X3 Integrated data using Security Matrix feature<\/a>
\n4.\u00a0\u00a0Synchronize Dropdown feature in GUMU Sage CRM \u2013 Sage ERP X3<\/a>
\n5.\u00a0\u00a0 GUMU™ Pre-requisite Setting for IIS<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3 with key features such as importing customers from Sage ERP X3, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown, displaying Sage ERP X3 data on real time basis, etc. New Stuff: One\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,192,351],"tags":[1238,1306,1435,1872,2150],"class_list":["post-8721","post","type-post","status-publish","format-standard","hentry","category-net-api","category-integration-sage-crm","category-screen-sage-crm","tag-gumu","tag-gumux3","tag-integration","tag-real-time","tag-sage-erp-x3"],"yoast_head":"\nReal Time Tabs in GUMU for Sage CRM \u2013 Sage ERP X3 - 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\/09\/23\/real-time-tabs-in-gumu-for-sage-crm-sage-erp-x3\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Real Time Tabs in GUMU for Sage CRM \u2013 Sage ERP X3 - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"As we have mentioned in our previous blog, we are integrating Sage CRM and Sage ERP X3 with key features such as importing customers from Sage ERP X3, Promoting orders and customer from Sage CRM to Sage ERP X3 orders, Synchronous Dropdown, displaying Sage ERP X3 data on real time basis, etc. New Stuff: One\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/real-time-tabs-in-gumu-for-sage-crm-sage-erp-x3\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2014-09-23T15:35:33+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2014\/09\/Image1.png\" \/>\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\/09\/23\/real-time-tabs-in-gumu-for-sage-crm-sage-erp-x3\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2014\/09\/23\/real-time-tabs-in-gumu-for-sage-crm-sage-erp-x3\/\",\"name\":\"Real Time Tabs in GUMU for Sage CRM \u2013 Sage ERP X3 - 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