GUMU™ Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 100

By | June 29, 2018

Our GUMU™ Sage ERP Integration for Salesforce (Sage 100, Sage EM and Sage 300) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa.

In the past, there has been a request from a couple of companies using the GUMU™ integration to provide them with the capability in the tool for “Promoting” an SF Account as “Vendor” in Sage 100. So we have created a new Add-on that runs over and above the standard GUMU™ app in a Salesforce Org. Here in this blog, we will discuss further details about how a user can promote a Purchase Order of an integrated Vendor record from Salesforce to Sage 100 by using this Extension/Add-on.

Please Note: It is mandatory to synchronize some required entities such as AP Division, Vendor Terms Code, and Vendors before promoting a purchase order to sage 100

Please follow the below steps on how to promote a Sample Purchase Order in Salesforce using GUMU™ SAGE 100 ERP.

-> Login to Salesforce.
-> Go to App menu and select “GUMU Integration” App.
-> Click on “Purchase Order” tab. From here you can either view integrated Purchase Order or could create a new Purchase Order and promote it from Salesforce to Sage 100 ERP.

Purchase Order List

Purchase Order List

-> Select desired integration as shown in below image.

GUMU ERP Selection

GUMU ERP Selection

Once the user has selected the desire integration; click on “New Purchase Order” button. This would open a new Purchase Order page wherein he can then promote an Order record to Sage 100.

Please note that while adding products to the Purchase Order in Salesforce we are populating cost for selected product on a real-time basis.

New Purchase Order Entry

New Purchase Order Entry

About Us
Greytrix as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.

Greytrix has some unique solutions for Cloud CRM such as Salesforce integration with Sage Enterprise Management (Sage X3), Sage Intacct, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support to business partners and end users.

Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star app listed on Salesforce AppExchange.

For more information, please contact us at [email protected]. We will be glad to assist you.

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