{"id":5689,"date":"2020-07-13T05:51:10","date_gmt":"2020-07-13T05:51:10","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5689"},"modified":"2020-11-27T14:07:30","modified_gmt":"2020-11-27T14:07:30","slug":"gumu-salesforce-tricks-tips-synching-additional-orders-fields-from-salesforce-to-sage-x3-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/07\/13\/gumu-salesforce-tricks-tips-synching-additional-orders-fields-from-salesforce-to-sage-x3-erp\/","title":{"rendered":"GUMU&#x2122; Salesforce Tricks &#038; Tips \u2013 Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP"},"content":{"rendered":"\n<p>In our previous blog <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\/\">Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122;<\/a> we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3.<\/p>\n\n\n\n<p>Let\u2019s understand with an example how a user can sync Additional fields. Kindly follow below steps to achieve as an example of Additional field termed as \u201c<strong><em>Shipping Priority<\/em><\/strong>\u201d:<\/p>\n\n\n\n<h5 class=\"wp-block-heading\"><span style=\"text-decoration: underline;\"><strong><em>GUMU&#x2122; Settings Changes:<\/em><\/strong><\/span><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce Org.<\/li><li>Navigate to app launcher and select \u201cGUMU Settings\u201d from app list. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2019\/08\/1_GUMU-Setting.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\/2019\/08\/1_GUMU-Setting.png\" alt=\"GUMU Settings\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Settings<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201cEntity Mapping\/Import\u201d tab.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/07\/2_Entity_Mapping_ImportRoutine.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\/07\/2_Entity_Mapping_ImportRoutine.png\" alt=\"Entity Mapping Import Routine\"><\/a><\/center>\n<font size=\"2\"><center><i>Entity Mapping Import Routine<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly click onto the Import Routine of \u201c<strong>Order<\/strong>\u201d. Navigate to Details tab and click on \u201c<strong>SF to ERP<\/strong>\u201d tab.<\/li><li>Secondly map the additional field of Salesforce \u201c<strong>Shipping Priority\u201d<\/strong> in the import routine and click on the \u201c<strong>Save<\/strong>\u201d button. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/07\/3_SF_to_ERP_Fields_Mapping.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\/07\/3_SF_to_ERP_Fields_Mapping.png\" alt=\"SF_to_ERP_Fields_Mapping\"><\/a><\/center>\n<font size=\"2\"><center><i>SF_to_ERP_Fields_Mapping<\/i><\/center><\/font>\n\n\n\n<h5 class=\"wp-block-heading\"><strong><span style=\"text-decoration: underline;\"><em>GUMU&#x2122; Integration Usage<\/em><\/span><\/strong><\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>Now let&#8217;s, navigate to GUMU Integration screen and click on \u201c<strong>Sales Order<\/strong>\u201d tab. <\/li><li>Firstly, Create new Sales Order or you can edit the non-promoted order. <\/li><li>Make sure you are filling all the required information in case if you are creating a new Sales Order in Salesforce.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/07\/4_Sales-Order.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\/07\/4_Sales-Order.png\" alt=\"SF GUMU Sales Order\"><\/a><\/center>\n<font size=\"2\"><center><i>SF GUMU Sales Order<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Secondly, clicking on \u201c<strong>Additional Fields<\/strong>\u201d button, will offer user to enter value for \u201c<strong>Shipping Priority<\/strong>\u201d field. And the below window will appear.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/07\/5_Additional-Fields.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\/07\/5_Additional-Fields.png\" alt=\"SF GUMU Additional Fields Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>SF GUMU Additional Fields Screen<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>After entering the value for additional field \u201c<strong>Shipping Priority<\/strong>\u201d, click on \u201c<strong>Save<\/strong>\u201d button to save the changes.<\/li><li>Finally clicking on \u201c<strong>Save and Promote<\/strong>\u201d button will save SO along with the additional field from Salesforce to Sage X3. <\/li><li>As shown in the below image, the entered \u201c<strong>Shipping Priority<\/strong>\u201d information will be saved over to the Sage X3 screen. <\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/07\/6_ERP_Order.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\/07\/6_ERP_Order.png\" alt=\"Sage X3 ERP Order Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 ERP Order Screen<\/i><\/center><\/font>\n\n\n\n<p>Through this functionality, user are provided with the option to save additional\/custom multiple fields information on Sales Order from Salesforce to Sage X3.<\/p>\n\n\n\n<p>In case you still have doubts\/queries in regards to using this functionality, please contact us at <a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. We will be more than glad to assist you on your queries.<\/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=\" (opens in a new tab)\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/05\/19\/gumu-salesforce-tricks-tips-synching-additional-accounts-fields-from-salesforce-to-sage-x3-erp\/\" target=\"_blank\">Synching Additional (Accounts) Fields from Salesforce to Sage X3 ERP<\/a><\/li><li><a rel=\"noreferrer noopener\" aria-label=\" (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><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; we have perceived how a user can Promote Sales Orders from Salesforce to Sage X3. In addition to this, GUMU also provides user to sync Additional fields along with the Order from Salesforce to Sage X3. Let\u2019s understand with an\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/07\/13\/gumu-salesforce-tricks-tips-synching-additional-orders-fields-from-salesforce-to-sage-x3-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":[650,709,704,78,80,159,166,169,678,181,623,186,187,739,747,363,364,367,372,374,738,746,400,683,687,684,716,462,463],"class_list":["post-5689","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-tricks-tips","tag-adding-fieldset-in-salesforce","tag-additional-fields","tag-bi-directional-synch","tag-data-import-wizard","tag-data-synchronization","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-import-data","tag-importroutine","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","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\/5689","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=5689"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5689\/revisions"}],"predecessor-version":[{"id":5697,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5689\/revisions\/5697"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5689"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5689"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5689"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}