Promoting Opportunities as AR Invoices in Sage Intacct through GUMU™

By | October 20, 2022
0 Comment

In this blog, we will discuss the process of Promoting Opportunities as AR Invoices in Sage Intacct using GUMU™.

The GUMU™ Integration for Sage Intacct allows users to promote the “Opportunity as Sales Invoice” and “Opportunity as AR Invoice”. The promotion process makes it easier for users to promote the Opportunity with one click to Sage Intacct.

Note: The Account must be promoted for that particular opportunity.
  • Log in to your Salesforce org.
  • Click App Launcher and Enter “GUMU Integration” in the search app in the Lightning Experience.
  • Press Enter.
GUMU Integration in App Launcher
GUMU Integration in App Launcher

Before Promoting Opportunities as AR Invoices, we have to Promote the Account. Let us assume your Account is promoted; below are the steps to Create and Promoting Opportunities as AR Invoices.

  • Click on “Account”.
  • Select a particular Customer/Account to which you’ve to create the opportunity.
  • On the related tab, Click New on the Opportunity section.
New Opportunity
New Opportunity
  • Fill in the mandatory details.
Save Opportunity
Save Opportunity
  • Then, Click on “Save”.

Once the opportunity is created, we can add the product for that particular opportunity.

Steps to Add Product
  • On the related tab, click on the Product section.
  • Click “Add Product”.
  • Choose a Price Book for the product and click Save.
Add Products
Add Products
Choose Price Book
Choose Price Book
  • Select the Product.
  • Fill in the necessary field.
  • Click on “Save”.
Product Information
Product Information 
Note: The products defined under AR account Label can only be used for AR invoice promotion.
Make sure these fields are filled proper (Product Name, Quantity, Sales Price, Line Description, UOM, Warehouse, Location) The Location should be set properly as only a specific location will work with that specified Account location. Only the “Top Level” location is eligible to work with any specified Account Location.

Promoting Opportunities as AR Invoices

We have successfully created an Opportunity with the Product Line Item within it. Let’s Promote our Opportunity:-

  • Click the “Promote AR Invoice” button. As shown in the below Image.
  • Check the External UniqueID, Integration Key, and ERP Number to verify the Opportunity is promoted.
Promote ARInvoice Button
Promote ARInvoice Button
Promoted Information
Promoted Information

We can also check the Sage Intacct to verify the Opportunity is Promoted to AR Invoice. Please refer to the below Image.

Promoting Opportunities as AR Invoices in Sage Intacct
Promoted Opportunity as AR Invoice in Sage Intacct

Following the above steps, you can promote opportunities as AR Invoices in Sage Intacct. More details about the Product are available on our website and Salesforce AppExchange.

We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.

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

Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, 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.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.

Related Posts