{"id":2957,"date":"2018-04-04T08:57:47","date_gmt":"2018-04-04T08:57:47","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=2957"},"modified":"2025-05-09T09:25:51","modified_gmt":"2025-05-09T09:25:51","slug":"filter-sage-300-erp-details-on-real-time-basis","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/04\/04\/filter-sage-300-erp-details-on-real-time-basis\/","title":{"rendered":"Filter Sage 300 ERP Details on Real-time basis"},"content":{"rendered":"

In this blog, we will discuss how to apply filters to your ERP data fetched on a real-time basis through Salesforce. Customer may have too many Sales Orders and Invoices in Sage 300 ERP, in this scenario, GUMU \u201cFilter\u201d help us to find particular Invoice or Sales Order based on criteria.<\/p>\n

To imply these filters, visit an already promoted Customer or linked Customer then follow the below steps-<\/p>\n

-> Once the Customer (Account) page is opened. Click on \u201cERP Customer Details\u201d button
\n-> Now, you\u2019ll be redirected to a page that consist of all the data for the Customer present in your ERP fetched on a real-time basis.
\n-> Now, if you click on one of the aforementioned tabs then you will see the list of records. Corresponding to that Customer. For example, if you click on AR Inquiry tab then you will see the list of all the Invoices present for that Customer.<\/p>\n

\"All<\/a>

All the data present for customer<\/p><\/div>\n

-> At the top of this very list, you will find a filter section which would allow the user to filter these. Once the filter criteria are set the user just has to click on \u201cFilter\u201d button and the records will be filtered.<\/p>\n

\"Apply<\/a>

Apply Filter Criteria<\/p><\/div>\n

\"Filter<\/a>

Filter result<\/p><\/div>\n

-> Similarly, the same can be applied to Sales Order.<\/p>\n

With these new features, GUMU has again provided a feature that will not only help the Users to restrict the data they are viewing but also provide a better perspective regarding their data on a real-time basis.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customization\u2019s, data migration, system integrations, third-party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a> has some unique solutions for Cloud CRM such as Salesforce integration with Sage X3<\/a>, Sage 100<\/a> and Sage 300<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> to business partners and end users. Greytrix<\/a> has some unique solutions for On-Premise CRM such as Sage CRM integration with Sage X3<\/a>, Sage 100<\/a>, Sage 300<\/a>, Sage 500<\/a> and Sage 50. We also offer best-in-class On-Premise Sage CRM customization and development services<\/a> to business partners and end users.<\/p>\n

For more information, please contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

In this blog, we will discuss how to apply filters to your ERP data fetched on a real-time basis through Salesforce. Customer may have too many Sales Orders and Invoices in Sage 300 ERP, in this scenario, GUMU \u201cFilter\u201d help us to find particular Invoice or Sales Order based on criteria. To imply these filters,\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[130,131,164,165,185,189,370,378,389,402,425,454,458,461],"class_list":["post-2957","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-filter-erp-data-on-inquiry","tag-filter-real-time-details","tag-gumusfsage300","tag-gumusfsage300erp","tag-integrate-salesforce-with-sage-300","tag-integrate-sfdc-and-sage-300","tag-salesforce-sage-300","tag-salesforce-and-sage-300-integration","tag-salesforce-crm-integration-for-sage-erp","tag-salesforce-integration-with-sage-300","tag-salesforce-with-sage-300-integration","tag-sfdc-sage-300","tag-sfdc-integration-with-sage-300","tag-sfdc-with-sage-300-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2957","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/comments?post=2957"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2957\/revisions"}],"predecessor-version":[{"id":10695,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/2957\/revisions\/10695"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=2957"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=2957"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=2957"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}