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.
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.
- Fill in the mandatory details.
- 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.
- Select the Product.
- Fill in the necessary field.
- Click on “Save”.
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.
We can also check the Sage Intacct to verify the Opportunity is Promoted to AR Invoice. Please refer to the below Image.
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