Our GUMU™ for Salesforce – Sage ERP integration has many upcoming features which we are continuously working on to enhance client experience and make GUMU™ useful as per his business requirement. In this blog, we will discuss another key feature of GUMU™ Integration. How a user can promote an A/R Invoice from Salesforce to Sage 300.
Note: Before promoting A/R Invoice, it is mandatory to synchronize few required entities such as A/R Items, A/R UOM and A/R Price-book Entry. Please follow the below steps on how to promote a Sample Invoice in Salesforce using GUMU™ SAGE 300 ERP.
– > Login to Salesforce.
– > Go to App menu and select “GUMU Integration” App.
– > Click on “Sales Order” tab. From here you can either view integrated Invoice and Sales order OR could create a new Invoice and Sales order and promote it from Salesforce to Sage 300 ERP.
GUMU Sales Order List Screen
– > Select desire integration as shown in below image.
Available integration list
Once the user has selected the desire integration; click on “New Sales order” button. This would open a new Sales order page wherein you can promote an Invoice as well as Sales Order to Sage 300.
To promote an invoice in sage 300; the user needs to select Document type as Invoice in Salesforce.
Specific Fields Value for Invoice Promotion
About Us
Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization’s, data migration, system integrations, third-party add-on development and implementation expertise.
Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage X3, Sage 100 and Sage 300. We also offer best-in-class Cloud CRM Salesforce customization and development services to business partners and end users. Greytrix has some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3, Sage 100, Sage 300, Sage 500 and Sage 50. We also offer best-in-class On-Premise Sage CRM customization and development services to business partners and end users.
For more information, please contact us at salesforce@greytrix.com. We will be glad to assist you.
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