Tag Archives: ERP Configuration

GUMU™ Feature: Experience Quick Product Search on Order Line Items for Salesforce – Intacct  integration

In this blog, we’ll explore the new Quick Product Search (QPS) feature for Order Line Items in GUMU™ Salesforce – Sage Intacct Integration, designed to make product selection faster and more efficient during order creation. The Quick Product Search (QPS) feature enhances productivity by allowing users to find and select products instantly. It provides real-time… Read More »

Set the Customer No field as “Not Required” in Salesforce while it is set to use the “Auto Number” functionality in Sage

In this blog post, we will understand the impact on functionality to set the Customer No field as Not Required field on Account Promotion. For Account promotion from Salesforce to the ERP, the “Customer No” field in the ERP system must be set to AutoNumber. Activating the Customer Number (Not Required) field is the prerequisite… Read More »