{"id":3211,"date":"2018-06-01T04:52:14","date_gmt":"2018-06-01T04:52:14","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/salesforce\/?p=3211"},"modified":"2025-05-06T10:53:03","modified_gmt":"2025-05-06T10:53:03","slug":"gumu-add-on-for-promoting-salesforce-account-as-a-vendor-to-sage-100","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/06\/01\/gumu-add-on-for-promoting-salesforce-account-as-a-vendor-to-sage-100\/","title":{"rendered":"GUMU&#x2122; Add-on for Promoting Salesforce Account as a Vendor to Sage 100"},"content":{"rendered":"<p>Our <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">GUMU&#x2122; Sage ERP Integration for Salesforce<\/a> (Sage 100, Sage EM and Sage 300) is a real-time bi-directional link. Using GUMU&#x2122; user can sync data between Salesforce to Sage ERP and vice versa.<\/p>\n<p>There has been a request from a couple of companies using the GUMU&#x2122; integration to provide them with the capability in the tool for &#8220;Promoting&#8221; an SF Account as a &#8220;Vendor&#8221; in Sage 100. So we have created a new add-on that runs over and above GUMU&#x2122; in a Salesforce Org. Here in this blog, we will discuss details about how a user can promote an already existing &#8220;Account&#8221; in Salesforce as a &#8220;Vendor&#8221; in Sage 100 by using this Extension\/Add-on.<\/p>\n<p><strong>Note:\u00a0<\/strong>It is mandatory to synchronize some required entities such as AP Division, Vendor Terms Code before promoting a vendor to Sage 100.<br \/>\n&#8211; &gt; Click on GUMU Integration app.<br \/>\n&#8211; &gt; Click on Accounts tab. A list of &#8220;All&#8221; Accounts in the Salesforce org is displayed.<br \/>\n&#8211; &gt; Open an Account with Type as &#8216;Vendor&#8217; which is not linked to any Sage 100 record. The Account detail screen appears as below along with a Promote Vendor button.<\/p>\n<div id=\"attachment_3212\" style=\"width: 1090px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image1.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" aria-describedby=\"caption-attachment-3212\" class=\"size-full wp-image-3212\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image1.jpg\" alt=\"SF Account View\" width=\"1080\" height=\"538\" \/><\/a><p id=\"caption-attachment-3212\" class=\"wp-caption-text\">SF Account View<\/p><\/div>\n<p>&#8211; &gt; Click on Promote Vendor button. The screen navigates to a page for entering details required for promoting a Vendor.<br \/>\n&#8211; &gt; Fill the required details-<br \/>\n<em>Integration<\/em> \u2013 Specify the configured Integration name<br \/>\n<em>AP Division<\/em> \u2013 Specify the AP Division<br \/>\n<em>Terms Code<\/em> \u2013 Specify the Terms Code<br \/>\n<em>Vendor No<\/em> \u2013 Specify the non-existing vendor No.<\/p>\n<div id=\"attachment_3213\" style=\"width: 1345px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image2.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" aria-describedby=\"caption-attachment-3213\" class=\"size-full wp-image-3213\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image2.jpg\" alt=\"GUMU Promote Screen\" width=\"1335\" height=\"410\" \/><\/a><p id=\"caption-attachment-3213\" class=\"wp-caption-text\">GUMU Promote Screen<\/p><\/div>\n<p>&#8211; &gt; Click on Promote button. The corresponding Account gets promoted to Sage 100 as Vendor and can be viewed in the ERP system.<\/p>\n<div id=\"attachment_3214\" style=\"width: 1101px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image3.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" aria-describedby=\"caption-attachment-3214\" class=\"size-full wp-image-3214\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image3.jpg\" alt=\"Account Screen after Promotion\" width=\"1091\" height=\"519\" \/><\/a><p id=\"caption-attachment-3214\" class=\"wp-caption-text\">Account Screen after Promotion<\/p><\/div>\n<p>Below is the screenshot of the Promoted Account in Sage 100-<\/p>\n<div id=\"attachment_3215\" style=\"width: 701px\" class=\"wp-caption aligncenter\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image4.jpg\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" aria-describedby=\"caption-attachment-3215\" class=\"size-full wp-image-3215\" src=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2018\/06\/Image4.jpg\" alt=\"Promoted Vendor In Sage 100 ERP\" width=\"691\" height=\"475\" \/><\/a><p id=\"caption-attachment-3215\" class=\"wp-caption-text\">Promoted Vendor In Sage 100 ERP<\/p><\/div>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/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<p><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a> has some unique solutions for Cloud CRM such as Salesforce integration with <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-100-erp\/gumu-100-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Sage 100<\/a> and <a href=\"https:\/\/www.greytrix.com\/product\/sage-300-erp\/gumu-300-salesforce-integration\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a>. We also offer best-in-class Cloud CRM <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/salesforce-com\" target=\"_blank\" rel=\"noopener\">Salesforce customization and development services<\/a> to business partners and end users. <a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noopener\">Greytrix<\/a> has some unique solutions for On-Premise CRM such as Sage CRM integration with <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\" target=\"_blank\" rel=\"noopener\">Sage X3<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-100-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 100<\/a>, <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-300-erp-integration\" target=\"_blank\" rel=\"noopener\">Sage 300<\/a>, <a href=\"https:\/\/www.greytrix.com\/sage-intacct\/\" target=\"_blank\" rel=\"noopener\">Sage Intacct<\/a> and Sage 50. We also offer best-in-class On-Premise <a href=\"https:\/\/www.greytrix.com\/product\/crm-development\/sage-crm\" target=\"_blank\" rel=\"noopener\">Sage CRM customization and development services<\/a> to business partners and end users.<\/p>\n<p>For more information, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our GUMU&#x2122; Sage ERP Integration for Salesforce (Sage 100, Sage EM and Sage 300) is a real-time bi-directional link. Using GUMU&#x2122; user can sync data between Salesforce to Sage ERP and vice versa. There has been a request from a couple of companies using the GUMU&#x2122; integration to provide them with the capability in the\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2018\/06\/01\/gumu-add-on-for-promoting-salesforce-account-as-a-vendor-to-sage-100\/\">Read More &raquo;<\/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":[162,184,188,284,324,359,360,361,377,401,424,430,514,515],"class_list":["post-3211","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumusfsage100","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-promote-vendor","tag-sage-100-vendor","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-and-sage-100-integration","tag-salesforce-integration-with-sage-100","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100","tag-vendor","tag-vendor-promotion"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/3211","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=3211"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/3211\/revisions"}],"predecessor-version":[{"id":10562,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/3211\/revisions\/10562"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=3211"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=3211"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=3211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}