In this blog, we will discuss how to apply filters to your ERP data fetched on a real-time basis through Salesforce. Customer may have too many Sales Orders and Invoices in Sage 300 ERP, in this scenario, GUMU “Filter” help us to find particular Invoice or Sales Order based on criteria.
To imply these filters, visit an already promoted Customer or linked Customer then follow the below steps-
-> Once the Customer (Account) page is opened. Click on “ERP Customer Details” button
-> Now, you’ll be redirected to a page that consist of all the data for the Customer present in your ERP fetched on a real-time basis.
-> Now, if you click on one of the aforementioned tabs then you will see the list of records. Corresponding to that Customer. For example, if you click on AR Inquiry tab then you will see the list of all the Invoices present for that Customer.
-> At the top of this very list, you will find a filter section which would allow the user to filter these. Once the filter criteria are set the user just has to click on “Filter” button and the records will be filtered.
-> Similarly, the same can be applied to Sales Order.
With these new features, GUMU has again provided a feature that will not only help the Users to restrict the data they are viewing but also provide a better perspective regarding their data on a real-time basis.
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