{"id":5611,"date":"2020-06-23T14:55:40","date_gmt":"2020-06-23T14:55:40","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5611"},"modified":"2020-06-23T14:55:43","modified_gmt":"2020-06-23T14:55:43","slug":"promote-quote-from-sf-to-sage-x3-erp-using-gumu-lightning-components","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/06\/23\/promote-quote-from-sf-to-sage-x3-erp-using-gumu-lightning-components\/","title":{"rendered":"Promote Quote from SF to Sage X3 ERP using GUMU&#x2122; Lightning Components"},"content":{"rendered":"\n<p>In this blog, we will discuss about how the user can promote a <strong>Quote<\/strong> from Salesforce to Sage X3 ERP by using GUMU&#x2122;.<\/p>\n\n\n\n<p>Below are the steps to create New Quote from Opportunity Layout: &#8211;<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce.<\/li><li>Navigate to <strong>&#8220;App Launcher&#8221;<\/strong>.<\/li><li>Search and Select the <strong>&#8220;Opportunity&#8221;<\/strong> for which the Quote needs to be created.<\/li><li>Click on the <strong>&#8220;New Quote&#8221;<\/strong> button which is present in the related list of Opportunity as shown in the below image. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/1_New-Quote-on-Opportunity.png\" 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\/06\/1_New-Quote-on-Opportunity.png\" alt=\"New Quote on Opportunity\"><\/a><\/center>\n<font size=\"2\"><center><i>New Quote on Opportunity<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After clicking the <strong>&#8220;New Quote&#8221;<\/strong> button, a quote page will appear. User can add necessary information and hit &#8220;Save&#8221; to proceed. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/2_Quote-Creation.png\" 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\/06\/2_Quote-Creation.png\" alt=\"Quote Creation\"><\/a><\/center>\n<font size=\"2\"><center><i>Quote Creation<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Now navigate to Quote viewing screen  by clicking on <strong>Quote Number<\/strong>. From here user will able to Add Products and Promote Quote from Salesforce to Sage X3 ERP. <\/li><li>Click on <strong>&#8220;New ERP Product&#8221;<\/strong> button to add line items to the Quote.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/3_New-Sage-ERP-Product.png\" 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\/06\/3_New-Sage-ERP-Product.png\" alt=\"New ERP Product\"><\/a><\/center>\n<font size=\"2\"><center><i>New ERP Product<\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/4_Add-Quote-Products.png\" 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\/06\/4_Add-Quote-Products.png\" alt=\"Add Quote Products\"><\/a><\/center>\n<font size=\"2\"><center><i>Add Quote Products<\/i><\/center><\/font>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em><strong>Note<\/strong>: We populate pricing for selected product <strong>on real time basis <\/strong>from Sage X3 ERP<\/em>.<\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>After adding all the required information, click on <strong>&#8220;Promote Quote&#8221;<\/strong> button, user needs to fill in required details (as shown in below image). Finally, clicking on <strong>&#8220;Promote&#8221;<\/strong> button will Promote Quote from Salesforce to Sage X3.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/5_Promote-Quote.png\" 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\/06\/5_Promote-Quote.png\" alt=\"Promote Quote Dialog\"><\/a><\/center>\n<font size=\"2\"><center><i>Promote Quote Dialog<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>User can now click <strong>&#8220;Promote&#8221;<\/strong> button, and he will receive a confirmation box, asking permission whether to Promote the quote to Sage X3 or not. If user clicks on <strong>&#8220;OK&#8221;<\/strong>, it will proceed with the promotion.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/6_Notification.png\" 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\/06\/6_Notification.png\" alt=\"Sage X3 Quote Promotion Confirmation Notification\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 Quote Promotion Confirmation Notification<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>User will see the Sage ERP Quote Number, once the record is promoted without issues and proper validation.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/06\/7_Quote-Promoted.png\" 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\/06\/7_Quote-Promoted.png\" alt=\"Quote Promoted\"><\/a><\/center>\n<font size=\"2\"><center><i>Quote Promoted<\/i><\/center><\/font>\n\n\n\n<p>And using this functionality the Salesperson in field, can now smoothly transfer the Quote data back to Sage X3 ERP for further processing.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. And if you still have concerns\/queries, need more help, contact us on\u00a0<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=\"Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; using Salesforce Lightning Components (opens in a new tab)\" 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\/\" target=\"_blank\">Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><li> <a rel=\"noreferrer noopener\" 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><\/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><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss about how the user can promote a Quote from Salesforce to Sage X3 ERP by using GUMU&#x2122;. Below are the steps to create New Quote from Opportunity Layout: &#8211; Login to Salesforce. Navigate to &#8220;App Launcher&#8221;. Search and Select the &#8220;Opportunity&#8221; for which the Quote needs to be created.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/06\/23\/promote-quote-from-sf-to-sage-x3-erp-using-gumu-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":[159,166,169,678,186,187,817,818,815,739,356,747,724,363,364,367,372,374,738,746,400,683,687,684,819,716,462,463,816],"class_list":["post-5611","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-quote-sage-x3","tag-promote-quote-x3","tag-quote-promote","tag-sage-erp-connector-with-salesforce","tag-sage-x3","tag-sage-x3-connector-with-salesforce","tag-sage-x3-erp","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-quote-creation","tag-salesforce-sage-integration","tag-sfdc-with-sage-em-integration","tag-sfdc-with-sage-x3-integration","tag-x3-quote-promote"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5611","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=5611"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5611\/revisions"}],"predecessor-version":[{"id":5627,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5611\/revisions\/5627"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5611"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5611"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5611"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}