{"id":2905,"date":"2017-12-13T05:44:14","date_gmt":"2017-12-13T05:44:14","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=2905"},"modified":"2025-05-09T09:15:23","modified_gmt":"2025-05-09T09:15:23","slug":"filter-real-time-details-in-sage-erp-100-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2017\/12\/13\/filter-real-time-details-in-sage-erp-100-erp\/","title":{"rendered":"Filter Real-time details in Sage ERP 100 ERP"},"content":{"rendered":"

Our GUMU™ SAGE ERP Integration for Salesforce<\/a> (Sage 100<\/a>, Sage X3\/EM<\/a> and Sage 300<\/a>) is a real-time bi-directional link. Using GUMU™ user can sync data between Salesforce to Sage ERP and vice versa. Here, in this blog, we will discuss how to Filter Customer Realtime details.<\/p>\n

To view real-time ERP details, you can get the details on this Blog link<\/a>.<\/p>\n

Please follow the below steps to view the real-time ERP details.
\n-> Open an Account in Salesforce which is imported from Sage 100. An imported Customer will have a Customer number field which is a link to view the details of the Customer.
\n-> Click on ERP Details<\/strong> button or on the Customer No.<\/strong> link.<\/p>\n

Sales Order along with its Line Items:<\/strong><\/p>\n

You can view the Order Inquiry details by selecting a particular integrated customer and navigating to the Sales Order tab. Here you can see the Filter section where you can filter the Sales order Real-time list by Order type.<\/p>\n

–> Select the Order Type and Click on “Filter” Button.<\/p>\n

Filtered List will appear in the Orders Grid.<\/p>\n

\"Filter<\/a>

Filter Order by Document Type<\/p><\/div>\n

AR Inquiry:<\/strong>
\nSimilarly, you can view the Filter section on AR inquiries for an integrated Customer. On AR Inquiry Filter section you can filter the list based on “Invoice Type” and “Invoice Number”.<\/p>\n

Here “Invoice Type” is a drop-down list and “Invoice Number” is a text field.<\/p>\n

\"Filter<\/a>

Filter Invoice by Document Type<\/p><\/div>\n

Select the Invoice type Listed in Drop down and click on Filter section According to the “Invoice Type” the List is Filtered.<\/p>\n

Also, you can type the “Invoice Number” in the textbox and Click on “Filter” button the List is filtered with the Particular Invoice Number entered in the “Invoice Number” text box.<\/p>\n

\"Filter<\/a>

Filter by Invoice Number<\/p><\/div>\n

Note:<\/strong> All the real-time details will be displayed only for Accounts linked with Sage 100 Customers.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a>\u00a0as a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners across the globe. We offers Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that requires apex code incorporation into the Salesforce platform.<\/p>\n

Greytrix<\/a>\u00a0has some unique solutions for Cloud CRM such as Salesforce integration with\u00a0Sage Enterprise Management (Sage X3<\/a>),\u00a0Sage Intacct, Sage 100\u00a0<\/a>and\u00a0Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM\u00a0Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, Integrated App development<\/a>, Custom App development<\/a> and Technical Support<\/a> to business partners and end users.<\/p>\n

Greytrix GUMU™ integration for Sage ERP \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

For more information, please contact us at\u00a0salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n

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