{"id":5903,"date":"2020-12-17T08:07:13","date_gmt":"2020-12-17T08:07:13","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=5903"},"modified":"2020-12-17T08:07:17","modified_gmt":"2020-12-17T08:07:17","slug":"synching-additional-order-details-fields-from-salesforce-to-sage-x3-erp","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/12\/17\/synching-additional-order-details-fields-from-salesforce-to-sage-x3-erp\/","title":{"rendered":"Synching Additional (Order Details) Fields from Salesforce to Sage X3 ERP"},"content":{"rendered":"\n<p>In the previous blog, we looked on the ways to\u00a0<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\/\" target=\"_blank\" rel=\"noreferrer noopener\">sync additional fields (at Order Header level) from SF to Sage X3 system<\/a><\/p>\n\n\n\n<p>In this blog we will discuss how the user can sync additional field values and override certain field values. This applies to GUMU Order Detail screen for selected Product &amp; promoting Sales Order from Salesforce to Sage X3 system.<\/p>\n\n\n\n<p>Mentioned below are steps that needs to be performed to sync Additional field values from Salesforce to Sage X3 system:-<\/p>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>System Setting<\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly go to \u201c<strong>App Launcher<\/strong>\u201d<\/li><li>Secondly search for \u201c<strong>GUMU Setting<\/strong>\u201d and click on it.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/12\/1_GUMU_Settings.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\/12\/1_GUMU_Settings.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>Next click on \u201c<strong>Entity Import\/Mapping<\/strong>\u201d. Select the desired Sage X3 Integration and open \u201c<strong>SageX3ERP-SalesOrderLines<\/strong>\u201d import routine as indicated in below image.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/12\/2_Enitity-Mapping-Import.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\/12\/2_Enitity-Mapping-Import.png\" alt=\"Enitity Mapping Import\"><\/a><\/center>\n<font size=\"2\"><center><i>Enitity Mapping Import<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Finally, navigate to the Details tab and click on \u201c<strong>SF to ERP<\/strong>\u201d section.<\/li><li>Map additional \u201c<strong>Use By Date<\/strong>\u201d field of Salesforce to the Sage X3. Link it to \u201c<strong>Useby date<\/strong>\u201d field which you want to promote in the form of Additional fields to Sage X3.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/12\/3_Mapping-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\/12\/3_Mapping-Fields.png\" alt=\"Mapping Fields - SF to ERP\"><\/a><\/center>\n<font size=\"2\"><center><i>Mapping Fields &#8211; SF to ERP<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>In addition now, you will have to create an additional layout to activate \u201c<strong>Additional Fields<\/strong>\u201d button on the order line items. You can refer the blog posted for <a rel=\"noreferrer noopener\" 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\">Sales Order Header<\/a> layout. It\u2019s just that you have to refer \u201c<strong>OrderItem<\/strong>\u201d object instead of \u201c<strong>Order<\/strong>\u201d object. And follow remaining steps by selecting the \u201c<strong>Use By Date<\/strong>\u201d field as indicated in above image.<\/li><\/ul>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>System Usage<\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, navigate to the\u00a0\u201c<strong>GUMU Integration<\/strong>\u201d\u00a0app and click on the GUMU Sales Order Tab.<\/li><li>Secondly, create a\u00a0<a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/09\/09\/promote-sales-order-from-sf-to-sage-100-erp-through-gumu-using-salesforce-lightning-components\/\" target=\"_blank\">New Sales Order<\/a>\u00a0for a Linked Account in Salesforce.<\/li><li>After entering the required information under Order and ERP Information tab, navigate to the Order Line Tab and click on \u201c<strong>Add Product<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/12\/4_Sales-Order-Line-Screen..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\/12\/4_Sales-Order-Line-Screen..png\" alt=\"Sales Order Line Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>Sales Order Line Screen<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>In addition, click on the Additional Field Button on the Order Add Product Screen; this enables user to enter \u201c<strong>Use By Date<\/strong>\u201d value for selected Product. Finally, save the changes by clicking on \u201c<strong>Save<\/strong>\u201d button as shown in below image.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/12\/5_Additional-Field-Information.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\/12\/5_Additional-Field-Information.png\" alt=\"Additional Field Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Additional Field Information<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once order has created in Salesforce, click on the\u00a0<strong>\u201cSave and Promote\u201d<\/strong>\u00a0button. This will push the order data with an Additional \u201c<strong>Use By Date<\/strong>\u201d information from Salesforce to Sage X3 ERP as shown in below image.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2020\/12\/6_Sage-X3-Product-Information.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\/12\/6_Sage-X3-Product-Information.png\" alt=\"Sage X3 Product Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Sage X3 Product Information<\/i><\/center><\/font>\n\n\n\n<p>In conclusion,\u00a0by following the above specified steps, user can sync multiple additional field details associated with the Order line during the Sales Order promotion routine of Salesforce to Sage X3 ERP. <\/p>\n\n\n\n<p>We hope that you find this blog helpful, if you still have queries, don\u2019t hesitate to 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<p><strong>Related Posts<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><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\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Synching Additional (Orders) Fields from Salesforce to Sage X3 ERP<\/a><\/li><li><a 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\" rel=\"noreferrer noopener\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Synching Additional (Accounts) Fields from Salesforce to Sage X3 ERP<\/a><\/li><li><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\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Sales Order from SF to Sage X3 ERP through GUMU&#x2122; using Salesforce Lightning Components<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In the previous blog, we looked on the ways to\u00a0sync additional fields (at Order Header level) from SF to Sage X3 system In this blog we will discuss how the user can sync additional field values and override certain field values. This applies to GUMU Order Detail screen for selected Product &amp; promoting Sales Order\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/12\/17\/synching-additional-order-details-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":[957,956,2],"tags":[1008,1014,1021,159,166,169,678,186,187,1018,1016,1020,1017,739,747,1015,363,364,366,367,372,374,738,746,400,683,687,684,716,1019,462,463],"class_list":["post-5903","post","type-post","status-publish","format-standard","hentry","category-gumu-tricks-tips","category-gumu-features","category-gumu-salesforce","tag-add-product-screen","tag-additional-field","tag-additional-field-mapping","tag-gumu-sf-integration","tag-gumusfsageem","tag-gumusfsageerpx3","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-em","tag-integrate-salesforce-with-sage-x3","tag-order-and-erp-information","tag-order-header","tag-order-product","tag-order-product-information","tag-sage-erp-connector-with-salesforce","tag-sage-x3-connector-with-salesforce","tag-sage-x3-order-screen","tag-sageem","tag-sagex3","tag-sales-order","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-sf-to-erp-mapping","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\/5903","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=5903"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5903\/revisions"}],"predecessor-version":[{"id":5909,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/5903\/revisions\/5909"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=5903"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=5903"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=5903"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}