This blog will focus on ensuring sales orders are listed in descending order by Order Date, highlighting the importance of data accuracy and user experience on real-time ERP interfaces.
We’ll walk through the steps to implement this feature,
- Login to Salesforce Org.
- Open the GUMU Integration app.
- In the App Launcher, search for and open Inquiries.
- From the list of available inquiries, select Sales Order.
- In the Order By Field, click the pencil icon to edit.
- Add “OrderDate” value to the Order By Field.
- Click Save. Now navigate to the Accounts tab.
- Click ERP Customer Details and navigate to the Sales Order section.
- Under the Sales Order List tab, you’ll can see orders displayed from newest to oldest.
Note
For Sage 100, Sales Orders can only be displayed in descending order
By following the above blog instructions, you will be able to learn how an user can sort Sales Orders by the most recent first which ensures critical information is front and center right where your users need it. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.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 get in touch with 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 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.
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