In this blog, we will discuss how a user can Promote AR-Invoice to various ledger accounts using Distribution Code from Salesforce to Sage 300 Cloud ERP using GUMU™ Integration from Salesforce Classic Version. Before we start with the process let’s discuss Distribution Code in General:-
About Distribution Codes:
- A distribution code is a name for a single general ledger account.
- Distribution codes provide an easy way to specify account numbers when you distribute purchases, because you can make them shorter—and easier to remember—than the general ledger account numbers.
- Once you define distribution codes, you can group them in distribution sets, to provide sets of default distributions for assignment to vendors.
Note: Before promoting A/R Invoice, it is mandatory to synchronize a few required entities. Such as A/R Distribution Codes, 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 Cloud ERP.
Below are the steps to promote an AR Invoice from Salesforce to Sage 300:-
- Firstly, log in to your Salesforce Org.
- Secondly, Click on the “A/R Invoice 300C” tab and click on New Button to create a new AR Invoice.
- While creating a new Invoice select an Account for Invoice Promotion in Invoice Information section. Fields on screen are populated on the basis of the selected Account. Modify necessary data if need be, and then click on ERP Information.
- Once you click on ERP Information enter the mandatory fields for Invoice Promotion from Salesforce to Sage 300.
- In addition, after entering all the details in ERP Information click on Invoice Lines to Add Product.
- Click on Add Product button and then you will find the below window to add A/R Product.
- Enter the required fields like Product Code, UOM, Quoted Price. Additionally, you will find some fields to be populated automatically on a real time basis.
- If the product has a Distribution Code it is populated by default. Modify if need be.
- If a product has no Distribution Code is present it is set as “ITEM” by default.
- Click on the “Save” button to add that particular product for the specific AR Invoice.
Promote AR-Invoice from Salesforce
Meanwhile, you will see a screen just like the below image where you will find the Invoice Total to be Calculated automatically. To Promote AR-Invoice click on save and Promote button.
In conclusion, after promoting the AR Invoice you will find that Invoice in the list for that particular integration and ERP Invoice Number generated for that AR Invoice.
By following the above blog instructions, you will be able to “Promote AR-Invoice from Salesforce to Sage 300 Cloud Using Salesforce Classic Version“. If you still have queries or any related problems, don’t hesitate to contact us at email@example.com. 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 firstname.lastname@example.org.
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