Discover how businesses can seamlessly Promote Accounts from Salesforce to Acumatica using GUMU™ configuration. Explore the efficiency of the ‘Send Dunning Letters by Email’ feature and grasp the importance of Customer Class in the account promotion process.
Introducing Acumatica’s ‘Send Dunning Letters by Email’ feature with GUMU™ Configuration
A dunning email is a message sent to a customer or client who has not made a payment or has an overdue invoice. This communication is commonly used by businesses or service providers to collect payment for products or services provided. The main goal of a dunning email is to remind the customer of their outstanding bill and prompt them to make payment promptly.
Promote Accounts from Salesforce to Acumatica
During the data processing & promotion of customers from Salesforce to Acumatica ERP, our goal is to achieve a seamless and straightforward transition. To assist with this transition, we have implemented a modal popup, as shown in the image below. In this popup, users must complete specific mandatory fields such as Integration Name, Customer Class, Customer ID, and Email for the customer promotion.
When you click the ‘Promote’ button, the customer is seamlessly transitioned within Acumatica ERP and you promote Accounts from Salesforce to Acumatica. Alternatively, clicking ‘Save’ ensures that the entered data like Integration Name, Customer Class, Customer ID, and Email – is saved in the posting data.
What exactly are these mandatory fields?
Customer Class
The Customer Class in Acumatica serves as a structured entity defining various customer attributes and functionalities within the system. It acts as a blueprint for managing customer records, organizing essential data such as contact details, sales history, and payment terms in a standardized format. Hence, while using our GUMU product for customer promotion, the user is required to specify the Customer Class.
A Send Dunning Letters by Email is a communication sent to a customer or client who has failed to make a payment or has an overdue invoice. It is typically used in the context of businesses or service providers trying to collect payment for products or services rendered. The primary purpose of a Dunning email is to remind the customer about their unpaid bill and request prompt payment.
In the billing address tab of the customer details in Acumatica ERP, there’s a crucial checkbox labelled ‘Send Dunning Letters by Email’, as illustrated below.
This checkbox is, by default, checked. Therefore, during promotion, the Email field is always necessary. However, if the checkbox is unchecked, the Email field becomes optional. To manage this, we’ve incorporated a toggle button ‘Send Dunning Letters by Email’ in our Promote Customer Modal Popup and Setup tab, as seen in the image below.
How does the ‘Send Dunning Letters by Email’ toggle button function?
To optimize workflow efficiency, our toggle button ensures the effective operation of the ‘Send Dunning Letters by Email’ feature. Here is how it functions:
Account-Level Checking
The toggle button checks the ‘Send Dunning Letters by Email’ checkbox at the account level. If enabled, it defaults to enabled status in the Promote Customer Modal Popup. Conversely, if disabled, it checks the configuration level.
Configuration-Level Checking
Users can access the toggle button conveniently placed near the Integration record in the Integration lists. This button, represented by a gear icon beside the default entity action button, triggers the Acumatica Configuration Modal Popup. Within this popup, users can find the toggle button for ‘Send Dunning Letters by Email’, allowing seamless management of this feature.
If enabled at the configuration level, the toggle button ensures the default value is enabled in the Promote Customer Modal Popup and vice versa.
By incorporating this toggle button within the setup tab, users can easily manage the ‘Send Dunning Letters by Email’ feature, ensuring seamless integration & promote Accounts from Salesforce to Acumatica.
Thus, whether the Email field is required during promotion depends on the state of this toggle button. If it’s enabled, Email is mandatory; otherwise, it’s optional.
By following the above blog instructions, you will be able to learn “Seamlessly Promote Accounts from Salesforce to Acumatica : “Send Dunning Letters by Email” feature with GUMU™”. 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 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.
Related Post
