{"id":10437,"date":"2025-04-25T11:55:08","date_gmt":"2025-04-25T11:55:08","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=10437"},"modified":"2025-09-08T05:39:52","modified_gmt":"2025-09-08T05:39:52","slug":"gumu-feature-how-can-user-improve-financial-decision-making-with-real-time-ar-aging","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/25\/gumu-feature-how-can-user-improve-financial-decision-making-with-real-time-ar-aging\/","title":{"rendered":"GUMU&#x2122; Feature: How can user Improve Financial Decision-Making with Real-Time AR Aging"},"content":{"rendered":"\n<p>We\u2019re excited to unveil a powerful new addition to the GUMU&#x2122; integration <strong>Real-Time AR Aging<\/strong> crafted to deliver live, accurate financial insights right within Salesforce. This enhancement adds real-time visibility to the <strong>ERP Addresses and Fields<\/strong> tab on the Account object by pulling aging data directly from the <strong>AR_Customer<\/strong> entity in Sage 100.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">How to Access the Real-Time AR Aging Feature<\/mark><\/h3>\n\n\n\n<p>Here\u2019s a step-by-step guide to enable and access the feature, ensuring a secure and seamless user experience:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Log in to your Salesforce Org.<\/li>\n\n\n\n<li>Launch the <strong>GUMU Integration<\/strong> app.<\/li>\n\n\n\n<li>Click on the <strong>Account<\/strong> tab.<\/li>\n\n\n\n<li>Scroll down to the <strong>ERP Addresses and Fields<\/strong> section.<\/li>\n\n\n\n<li>If the <strong>AR Aging<\/strong> panel is not visible, follow these steps to update the page layout:\n<ul class=\"wp-block-list\">\n<li>Navigate to <strong>Setup \u2192 Edit Page<\/strong> to open the Lightning App Builder.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/1.-Edit-Page.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/1.-Edit-Page.png\" alt=\"Edit Page\"><\/a><\/center><font size=\"2\"><center><i> Edit Page <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>In the builder, click on the <strong>ERP Addresses and Fields<\/strong> section.<\/li>\n\n\n\n<li>From the left-hand <strong>Components<\/strong> pane, search for <strong>AR Aging<\/strong>.<\/li>\n\n\n\n<li>Drag and drop the <strong>Customer Statics<\/strong> component below the <strong>Sage Addresses<\/strong> section.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/3.-Drag-ARAging.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/3.-Drag-ARAging.png\" alt=\"Drag ARAging\"><\/a><\/center><font size=\"2\"><center><i> Drag ARAging <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Save and activate the page.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/2.-ERP-Addresses-and-fields.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/2.-ERP-Addresses-and-fields.png\" alt=\"ERP Addresses and fields\"><\/a><\/center><font size=\"2\"><center><i> ERP Addresses and fields <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Once complete, navigate back to the Account record to view the newly added <strong>Aging Detail<\/strong> section.<\/li>\n<\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/4.-Accounts-screen.png\" target=\"_blank\" rel=\"noreferrer noopener\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px; align: center;\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2025\/04\/4.-Accounts-screen.png\" alt=\"Accounts screen with Aging Details\"><\/a><\/center><font size=\"2\"><center><i> Accounts screen with Aging Details <\/i><\/center><\/font>\n\n\n\n<h3 class=\"wp-block-heading\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">Aging Detail Overview<\/mark><\/h3>\n\n\n\n<p>This section offers a holistic view of the customer\u2019s financial status, featuring real-time values for:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Credit Limit<\/li>\n\n\n\n<li>A\/R Balance<\/li>\n\n\n\n<li>Open Order Amount<\/li>\n\n\n\n<li>Remaining Balance<\/li>\n\n\n\n<li>Current Balance<\/li>\n\n\n\n<li>30 Days Aging<\/li>\n\n\n\n<li>60 Days Aging<\/li>\n\n\n\n<li>90 Days Aging<\/li>\n\n\n\n<li>120 Days Aging<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong>Key Formulas<\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>A\/R Balance Calculation:<\/strong><br><code>A\/R Balance = Current Balance + Aging Amount<\/code><br><em>(Aging Amount includes 30, 60, 90, and 120-day aging buckets)<\/em><\/li>\n\n\n\n<li><strong>Remaining (Over By) Calculation:<\/strong><br><code>Remaining = Credit Limit - (A\/R Balance + Open Order Amount)<\/code><br><em>(Reflects available credit after factoring in current receivables and open orders)<\/em><\/li>\n<\/ul>\n\n\n\n<p>The Real-Time <strong>Aging Detail<\/strong> section delivers actionable financial data at your fingertips. By consolidating credit exposure, receivables, and aging metrics into a single view, it empowers your sales and finance teams to make more informed decisions\u2014faster and with confidence.<\/p>\n\n\n\n<p>By following the above blog instructions, you will be able to learn the new GUMU&#x2122; Feature: <strong>\u201c<\/strong><em><strong>How to Improve Financial Decision-Making with Real-Time AR Aging in Salesforce\u201c<\/strong><\/em>.<\/p>\n\n\n\n<p>If you still have questions or problems related to the product or details shared above, please contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>. More information about the Product is available on&nbsp;<a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\" rel=\"noreferrer noopener\">our website<\/a>&nbsp;and&nbsp;<a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you will find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">salesforce@greytrix.com<\/a>.<\/p>\n\n\n\n<p style=\"text-align: justify\"><b>About Us<\/b><\/br>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 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.<br><br> Greytrix has some unique solutions for Cloud CRM such as <a href=\"\">Salesforce Sage integration<\/a> for <a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/integration\/\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-100-integration\/\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/sage-300-integration\/\">Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Salesforce customization and development services<\/a> along with services such as Salesforce <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/data-migration-support\/\">Data Migration<\/a>, <a href=\"https:\/\/www.greytrix.com\/salesforce-cloud-services\/crm-development\/\">Integrated App development<\/a>, 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&#x2122; integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on <a href=\"https:\/\/appexchange.salesforce.com\/appxListingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<br> The GUMU&#x2122; 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.<br><br> For more information on our Salesforce products and services, contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\n<p><strong>Related Post<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/05\/30\/syncing-data-from-sage-100-into-salesforce-using-gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">Syncing data from Sage 100 into Salesforce using GUMU&#x2122;<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/08\/27\/gumu-feature-use-filters-in-import-functionality\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature \u2013 Use Filters in Import functionality<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/09\/promote-sales-order-from-sf-to-sage-100-erp-through-gumu-using-salesforce-lightning-components\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Sales Order from SF to Sage 100 ERP through GUMU&#x2122; using&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Salesforce Lightning Components<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/09\/27\/quick-product-search-qps-on-order-line-items-in-salesforce\/\" target=\"_blank\" data-type=\"link\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2024\/09\/27\/quick-product-search-qps-on-order-line-items-in-salesforce\/\" rel=\"noreferrer noopener\">GUMU&#x2122; Feature: Quick Product Search on Order Line Items for Salesforce \u2013 Sage 100 Integration<\/a><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019re excited to unveil a powerful new addition to the GUMU&#x2122; integration Real-Time AR Aging crafted to deliver live, accurate financial insights right within Salesforce. This enhancement adds real-time visibility to the ERP Addresses and Fields tab on the Account object by pulling aging data directly from the AR_Customer entity in Sage 100. How to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2025\/04\/25\/gumu-feature-how-can-user-improve-financial-decision-making-with-real-time-ar-aging\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[956,2],"tags":[2039,2041,2042,162,163,678,184,188,2038,2040,2037,745,739,359,360,361,377,744,738,743,401,679,681,680,716,424,430],"class_list":["post-10437","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","tag-aging-detail-section","tag-credit-limit-and-a-r-balance","tag-customer-statics-component","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-live-erp-data","tag-open-order-amount","tag-real-time-ar-aging","tag-sage-100-connector-with-salesforce","tag-sage-erp-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-and-sage-100-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-with-sage-erp","tag-salesforce-integration-with-sage-100","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-sage100-integration","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10437","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=10437"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10437\/revisions"}],"predecessor-version":[{"id":10474,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/10437\/revisions\/10474"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=10437"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=10437"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=10437"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}