{"id":5353,"date":"2019-12-24T03:50:35","date_gmt":"2019-12-24T03:50:35","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5353"},"modified":"2019-12-24T04:24:48","modified_gmt":"2019-12-24T04:24:48","slug":"promote-sales-order-from-sf-to-sage-x3-erp-through-gumu-using-salesforce-lightning-components","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/24\/promote-sales-order-from-sf-to-sage-x3-erp-through-gumu-using-salesforce-lightning-components\/","title":{"rendered":"Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; using Salesforce Lightning Components"},"content":{"rendered":"\n<p>Our product <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\">GUMU&#x2122; Integration<\/a>&nbsp;is well known for real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. Using GUMU&#x2122; user can promote Sales Order from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU&#x2122; Integration is Salesforce lightning ready. In this blog, we will discuss how to promote Sales Order from&nbsp;<a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\" target=\"_blank\">Salesforce to Sage X3 ERP<\/a>&nbsp;using Lightning Components. <\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>Note<\/strong>:- To View\/Promote Sales Orders from Salesforce to Sage X3, it\u2019s very important that the user should have access to <strong>\u201cPromote Order\u201d<\/strong> feature for which rights are defined from <strong>GUMU Settings -&gt; Security Matrix<\/strong>, details available in <a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">this blog<\/a>, or you can view <a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/09\/Security-Matrix.jpg\" target=\"_blank\">this screen<\/a>. Salesforce <strong>Admin<\/strong> can decide whether to allow\/deny Salesforce user from particular integration functionality or not.<\/p><\/blockquote>\n\n\n\n<p>Follow\nthe below steps on how to create Sales Order in Salesforce using GUMU&#x2122;\nLightning ready interface and SAGE X3 ERP logic and data.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login into your Salesforce org.<\/li><li>Go to App menu and select <strong>\u201cGUMU Integration\u201d<\/strong> App.<\/li><li>Click on <strong>\u201cSales Order\u201d<\/strong> tab where you can either create a new Sales Order or view existing record promoted as Sales Order to Sage X3 ERP.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/1_Sage-X3-Integration-Selection-and-New-Order.jpg\" 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\/2019\/12\/1_Sage-X3-Integration-Selection-and-New-Order.jpg\" alt=\"Sage X3 Integration Selection and New Order\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 Integration Selection and New Order<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the desired Company\/Integration where you want to create Order<\/li><li>Once the user selects the desired integration and clicks on <strong>\u201cNew\u201d<\/strong> Sales button, a page will open with two tabs where you can add details and promote Sales Order to Sage X3. <\/li><li>In first tab <strong>\u201cOrder Information\u201d<\/strong> you can select a Customer &amp; update their Addresses required for the specific Order. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/2_Sage-X3-ERP-Information.jpg\" 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\/2019\/12\/2_Sage-X3-ERP-Information.jpg\" alt=\"Sage X3 - Order Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 &#8211; Order Information<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>The second tab <strong>&#8220;ERP Information&#8221;<\/strong> is to select the required ERP details.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/3_Sage-X3-ERP-Information.jpg\" 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\/2019\/12\/3_Sage-X3-ERP-Information.jpg\" alt=\"Sage X3 ERP Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 ERP Information<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>The Third tab <strong>&#8220;Order Lines&#8221;<\/strong> is to add line items to the Order.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/3_Sage-X3-Order-Line.jpg\" 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\/2019\/12\/3_Sage-X3-Order-Line.jpg\" alt=\"Sage X3 Order Line\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 Order Line<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><strong>Note:<\/strong> While adding products to the Sales Order in Salesforce, we populate pricing for selected product on a real-time basis from Sage X3.  <\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>After adding all the required details, click on \u201cSave and Promote\u201d button, once you click the same you will receive a confirmation box asking your permission on whether you need to promote the Order to Sage ERP. If you press OK, it will proceed with the promotion. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/11\/5_Order-Promote-Confirmation.jpg\" 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\/2019\/11\/5_Order-Promote-Confirmation.jpg\" alt=\"Sage 300 Order Promotion Confirmation\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage 300 Order Promotion Confirmation<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the Sales Order is successfully promoted to Sage X3, you will receive a notification with the newly generated Sage ERP Order Number. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/12\/5_Order-Promoted-Successfully.jpg\" 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\/2019\/12\/5_Order-Promoted-Successfully.jpg\" alt=\"Order Promoted Successfully\"><\/a><\/center>\n<font size=\"2\"><center><i>Order Promoted Successfully<\/i><\/center><\/font>\n\n\n\n<p>This way the data gets smoothly transferred to the ERP system by the Salesperson in field to be utilized by the back office in the Warehouse for its processing.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at <a href=\"mailto:salesforce@greytrix.com\">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 Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><a rel=\"noreferrer noopener\" aria-label=\"Create Entity in GUMU&#x2122; SAGE X3 Integration \u2013 Lightning Interface (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/10\/create-entity-in-gumu-sage-x3-integration-pure-lightning-interface\/\" target=\"_blank\">Create Entity in GUMU&#x2122; SAGE X3 Integration \u2013 Lightning Interface<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/10\/07\/setting-up-sage-x3-integration-in-gumu-new-pure-lightning-interface\/\" target=\"_blank\">Setting up the Sage X3 Integration in GUMU\u2019s New Pure Lightning Interface<\/a><br><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/24\/promote-salesforce-account-to-sage-x3-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage X3 Customer using GUMU&#x2122; lightning version<\/a><br><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/10\/gumu-features-security-matrix-in-salesforce-lightning-interface\/\">GUMU&#x2122; Features \u2013 Security Matrix in Salesforce Lightning Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/28\/gumu-salesforce-tricks-tips-understanding-and-debugging-the-import-log-for-errors-in-salesforce\/\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Understanding and Debugging the Import Log for Errors in Salesforce<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our product GUMU&#x2122; Integration&nbsp;is well known for real-time bi-directional link which syncs data from Salesforce to Sage ERP and vice versa. Using GUMU&#x2122; user can promote Sales Order from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU&#x2122; Integration is Salesforce lightning ready. In this blog,\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/24\/promote-sales-order-from-sf-to-sage-x3-erp-through-gumu-using-salesforce-lightning-components\/\">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":[2],"tags":[159,166,169,678,186,187,278,281,282,283,739,747,363,364,367,372,374,738,746,400,683,687,684,716,462,463],"class_list":["post-5353","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-promote-order","tag-promote-sales-order","tag-promote-salesforce-order","tag-promote-so","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sageem","tag-sagex3","tag-salesforce","tag-salesforce-sage-em","tag-salesforce-sage-x3","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-x3","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sagex3-integration","tag-salesforce-lightning-integration-with-sagex3","tag-salesforce-lightning-sagex3-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5353","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=5353"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5353\/revisions"}],"predecessor-version":[{"id":5365,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5353\/revisions\/5365"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5353"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5353"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5353"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}