{"id":5539,"date":"2020-05-18T16:01:10","date_gmt":"2020-05-18T16:01:10","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5539"},"modified":"2020-11-27T14:07:52","modified_gmt":"2020-11-27T14:07:52","slug":"gumu-salesforce-tricks-tips-synching-additional-order-fields-from-salesforce-to-sage-300-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/18\/gumu-salesforce-tricks-tips-synching-additional-order-fields-from-salesforce-to-sage-300-erp\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks &#038; Tips \u2013 Synching Additional (Order) Fields from Salesforce to Sage 300 ERP"},"content":{"rendered":"\n<p>Our <a rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\">GUMU&#x2122; Sage ERP Integration for Salesforce <\/a>(Sage 100, Sage X3 and Sage 300) is a real-time, bi-directional link. Using GUMU&#x2122;, users can sync data between Salesforce to Sage ERP and vice versa.<\/p>\n\n\n\n<p>In this blog, we have detailed how users can synch <a rel=\"noreferrer noopener\" aria-label=\"additional field values (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/19\/gumu-salesforce-tricks-tips-activating-additional-fields-button-for-use-during-sales-order-promotion\/\" target=\"_blank\">additional field values<\/a> and override certain field values while promoting Sales Orders from Salesforce to Sage 300 ERP. <\/p>\n\n\n\n<p>We have taken an example, wherein the user requires transferring over Sales Order Territory information to the Sage 300 ERP system. <\/p>\n\n\n\n<p>This can be easily done, by simply following the steps:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Navigate to the GUMU&#x2122; Settings Page and click on the Entity Mapping\/Import Option<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/1-Mapping-and-Import.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\/2020\/05\/1-Mapping-and-Import.jpg\" alt=\"Mapping and Import\"><\/a><\/center>\n<font size=\"2\"><center><i>Mapping and Import<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click onto the Import Routine specific for Orders (the one where Object states as \u201c<strong>Order<\/strong>\u201d). Navigate to the Details tab and click on SF to ERP Option.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/1-Mapping-and-Import.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\/2020\/05\/1-Mapping-and-Import.jpg\" alt=\"SF To ERP Mapping\"><\/a><\/center>\n<font size=\"2\"><center><i>SF To ERP Mapping<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Map the additional field \u201cTerritory\u201d to the Sage 300 ERP Order \u201c<strong>Territory<\/strong>\u201d information field as shown in the above image.<\/li><li>Now, navigate to the GUMU&#x2122; Integration Page and click on the \u201cSales Order\u201d Tab. Create a \u201cNew\u201d (or you can edit a non-promoted) Order.<\/li><\/ul>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em>A new <\/em><strong><em>S<\/em>ales O<em>rder<\/em><\/strong><em>, will require u<\/em>sers to <em>fill in necessary details for <\/em>processing the <em>Orders<\/em><\/p><\/blockquote>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/3-GUMU-Sales-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\/2020\/05\/3-GUMU-Sales-Order.jpg\" alt=\"GUMU Sales Order Tab\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Sales Order Tab<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Users can now click on the \u201c<strong>Additional Fields<\/strong>\u201d button as highlighted in the image above; this will enable the users to enter comments specific for the created Order.<\/li><li>After entering the value for additional field \u201c<strong>Territory<\/strong> \u201d, click on the Save button to save the changes.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/4-GUMU-Sales-Order-Additional-Fields.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\/2020\/05\/4-GUMU-Sales-Order-Additional-Fields.jpg\" alt=\"GUMU Sales Order - Additional Fields\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Sales Order &#8211; Additional Fields<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on the \u201c<strong>Save and Promote<\/strong>\u201d button. This will push the entered Order and the additional \u201c<strong>Territory<\/strong>\u201d information over to the Sage 300 Sales Order Screen as shown in the image below.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/05\/5-Sage-300-Sales-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\/2020\/05\/5-Sage-300-Sales-Order.jpg\" alt=\"Sage 300 - Sales Order\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage 300 &#8211; Sales Order<\/i><\/center><\/font>\n\n\n\n<p>Through this functionality, users can now sync multiple additional fields details during the Sales Order Promote Routine of Salesforce to Sage 300 ERP. <\/p>\n\n\n\n<p>If you still have queries, you can contact us on <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<h5 class=\"wp-block-heading\"> <strong>Related Posts<\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/02\/18\/gumu-features-add-on-for-promoting-salesforce-orders-as-a-purchase-order-to-sage-300-using-lightning-version\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\"GUMU&#x2122; Features \u2013 Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 300 using Lightning Version (opens in a new tab)\">GUMU&#x2122; Features \u2013 Add-on for Promoting Salesforce Orders as a Purchase Order to Sage 300 using Lightning Version<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/01\/14\/gumu-features-add-on-promoting-salesforce-account-as-a-vendor-to-sage-300\/\">GUMU&#x2122; Features \u2013 Add-On \u2013 Promoting Salesforce Account as a Vendor to Sage 300<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/19\/promote-sales-order-from-sf-to-sage-300-erp-through-gumu-using-salesforce-lightning-components\/\">Promote Sales Order from SF to Sage 300 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/12\/03\/promote-shipping-address-as-default-address-in-sf-sage-300-integration-lightning-interface\/\">Promote Shipping Address as default address in SF \u2013 Sage 300 Integration Lightning Interface<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/11\/26\/setting-up-the-sage-300c-version-2019-onwards-integration-in-gumu-lightning-interface\/\">Setting up the Sage 300C (version 2019 onwards) Integration in GUMU Lightning Interface<\/a> <\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Our GUMU&#x2122; Sage ERP Integration for Salesforce (Sage 100, Sage X3 and Sage 300) is a real-time, bi-directional link. Using GUMU&#x2122;, users can sync data between Salesforce to Sage ERP and vice versa. In this blog, we have detailed how users can synch additional field values and override certain field values while promoting Sales Orders\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/18\/gumu-salesforce-tricks-tips-synching-additional-order-fields-from-salesforce-to-sage-300-erp\/\">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":[2,957],"tags":[726,704,647,114,695,158,164,788,789,185,189,791,277,281,362,672,669,366,714,378,790,402,676,425,674],"class_list":["post-5539","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-tricks-tips","tag-additional-fields-sage-300","tag-bi-directional-synch","tag-data-import-wizard-in-salesforce","tag-entity-setting","tag-gumu-import-routine","tag-gumu-settings","tag-gumusfsage300","tag-gumu-lightning-inter-face","tag-import-routine","tag-integrate-salesforce-with-sage-300","tag-integrate-sfdc-and-sage-300","tag-integrations","tag-promote-customer","tag-promote-sales-order","tag-sage300","tag-sage300-salesforce","tag-sage300-sf","tag-sales-order","tag-sales-order-screen","tag-salesforce-and-sage-300-integration","tag-salesforce-and-sage-300-integrations","tag-salesforce-integration-with-sage-300","tag-salesforce-lightning-sage300-integration","tag-salesforce-with-sage-300-integration","tag-salesforce-sage300"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5539","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=5539"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5539\/revisions"}],"predecessor-version":[{"id":5551,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5539\/revisions\/5551"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5539"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5539"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5539"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}