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.
– > Select desire integration as shown in below image.
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.
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