{"id":6379,"date":"2021-11-16T07:30:25","date_gmt":"2021-11-16T07:30:25","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=6379"},"modified":"2021-11-29T06:55:20","modified_gmt":"2021-11-29T06:55:20","slug":"ar-invoice-promotion-gumu-add-on-from-salesforce-to-sage-100-erp-lightning-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/11\/16\/ar-invoice-promotion-gumu-add-on-from-salesforce-to-sage-100-erp-lightning-version\/","title":{"rendered":"AR-Invoice Promotion (GUMU&#x2122; Add-On) from Salesforce to Sage 100 ERP &#8211; Lightning Version"},"content":{"rendered":"\n<p>In this blog, we will discuss how a user can promote an AR-Invoice from Salesforce to Sage 100 ERP using GUMU&#x2122; Integration and Salesforce Lightning Components.<\/p>\n\n\n\n<p>Our product&nbsp;<a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">GUMU&#x2122; Integration<\/a>&nbsp;is well known for the real-time bi-directional links which sync data from Salesforce to Sage ERP and vice versa. Using GUMU&#x2122; users can promote Invoices from Salesforce to Sage ERP as well as import the data from Sage ERP to Salesforce. Also, now GUMU&#x2122; Integration is Salesforce lightning compatible.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\"><p><em><strong>Note:<\/strong>&nbsp;Before promoting A\/R Invoice, it is mandatory to synchronize a few required entities such as A\/R Items, A\/R UOM, and A\/R Price-book Entry. Please follow the below steps on how to promote a Sample Invoice in Salesforce using GUMU&#x2122; SAGE 100 ERP.<\/em><\/p><\/blockquote>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em>Solution<\/em><\/strong><\/h4>\n\n\n\n<p>Below are the steps to promote an AR Invoice from Salesforce to Sage 100:-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Firstly, log in to your Salesforce Org.<\/li><li>Secondly, go to App menu and select <strong>\u201cGUMU Integration\u201d<\/strong> App.<\/li><li>Click on \u201c<strong>A\/R Invoice<\/strong>\u201d tab. From here you can either view integrated invoice OR could create a new A\/R Invoice and promote it from Salesforce to Sage 100 ERP.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/1.-GUMU-A-R-Invoice-List-Screen.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\/2021\/11\/1.-GUMU-A-R-Invoice-List-Screen.jpg\" alt=\"GUMU A-R Invoice List Screen\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU A-R Invoice List Screen<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Meanwhile,&nbsp;user can select the desired <strong>\u201cIntegration\u201d<\/strong> from the List of Integration as shown on screen.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/2.-Select-Integration.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\/2021\/11\/2.-Select-Integration.jpg\" alt=\"Select Desired Integration\"><\/a><\/center>\n<font size=\"2\"><center><i>Select Desired Integration<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the user selects the desired integration and clicks on&nbsp;<strong>\u201cNew\u201d<\/strong>&nbsp;A\/R Invoice button. A page will open with three tabs where you can add details and promote A\/R Invoice to Sage 100.<\/li><li>For instance, the first tab&nbsp;is <strong>\u201cInvoice Information\u201d<\/strong>&nbsp;where you can select a Customer &amp; update their Addresses required for the specific Invoice.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/3.-Invoice-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\/2021\/11\/3.-Invoice-Information.jpg\" alt=\"Invoice Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Invoice Information<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Similarly, the second tab&nbsp;is <strong>\u201cERP Information\u201d<\/strong>&nbsp;to select required ERP Details.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/4.-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\/2021\/11\/4.-ERP-Information.jpg\" alt=\"ERP Information\"><\/a><\/center>\n<font size=\"2\"><center><i>ERP Information<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Likewise,&nbsp;the third tab&nbsp;<strong>\u201cInvoice Lines\u201d<\/strong>&nbsp;is to add line items to the Invoice.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/5.-Invoice-Lines.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\/2021\/11\/5.-Invoice-Lines.jpg\" alt=\"Invoice Lines\"><\/a><\/center>\n<font size=\"2\"><center><i>Invoice Lines<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Meanwhile, click on&nbsp;\u201c<strong>Add Product\u201d button to add the products<\/strong>. Subsequently, select a particular product code and fill required details and click on \u201c<strong>Save\u201d <\/strong>button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/6.-Add-Product.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\/2021\/11\/6.-Add-Product.jpg\" alt=\"Add Product\"><\/a><\/center>\n<font size=\"2\"><center><i>Add Product<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Finally, after adding all the required details, click on <strong>\u201cSave and Promote\u201d<\/strong> button. Once you click it you will receive a confirmation box asking your permission on whether you need to promote Invoice 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\/2021\/11\/7.-Save-and-Promote.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\/2021\/11\/7.-Save-and-Promote.jpg\" alt=\"Save and Promote Confirmation\"><\/a><\/center>\n<font size=\"2\"><center><i>Save and Promote Confirmation<\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the A\/R Invoice is successfully promoted to Sage 100. As a result, you will notice the newly generated Sage Invoice Number in the &#8220;ERP Invoice Number&#8221; column.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2021\/11\/8.-ERP-Invoice-Number.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\/2021\/11\/8.-ERP-Invoice-Number.jpg\" alt=\"ERP Invoice Number\"><\/a><\/center>\n<font size=\"2\"><center><i>ERP Invoice Number<\/i><\/center><\/font>\n\n\n\n<p>By following the above steps, we hope you are able to promote an A\/R Invoice from Salesforce to Sage 100 (US) 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 at&nbsp;<a href=\"mailto:salesforce@greytrix.com\" target=\"_blank\" rel=\"noreferrer noopener\">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\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/07\/21\/gumu-new-quick-line-entry-salesforce-sage-100-erp-integration\/\" target=\"_blank\">GUMU&#x2122; \u2013 New Quick Line Entry \u2013 Salesforce-Sage 100 ERP Integration<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/02\/24\/bulk-order-promotion-from-salesforce-sage-100-erp-using-gumu-lightning-version\/\" target=\"_blank\">Bulk Order Promotion from Salesforce \u2013 Sage 100 ERP using GUMU&#x2122; lightning version<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2020\/10\/01\/bulk-account-promotion-from-salesforce-to-sage-100-erp\/\" target=\"_blank\">Bulk Account Promotion from Salesforce to Sage 100 ERP<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/07\/09\/promote-salesforce-account-to-sage-100-customer-using-gumu-lightning-version\/\" target=\"_blank\">Promote Salesforce Account to Sage 100 Customer using GUMU&#x2122; lightning version<\/a><\/li><li><a rel=\"noreferrer noopener\" href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2019\/08\/29\/gumu-salesforce-tricks-tips-synching-additional-order-fields-from-salesforce-to-sage-100-erp\/\" target=\"_blank\">GUMU&#x2122; Salesforce Tricks &amp; Tips \u2013 Synching Additional (Order) Fields from Salesforce to Sage 100 ERP<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss how a user can promote an AR-Invoice from Salesforce to Sage 100 ERP using GUMU&#x2122; Integration and Salesforce Lightning Components. Our product&nbsp;GUMU&#x2122; Integration&nbsp;is well known for the real-time bi-directional links which sync data from Salesforce to Sage ERP and vice versa. Using GUMU&#x2122; users can promote Invoices from Salesforce\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/11\/16\/ar-invoice-promotion-gumu-add-on-from-salesforce-to-sage-100-erp-lightning-version\/\">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":[2,956],"tags":[26,162,163,678,184,188,1211,1212,1213,208,745,739,359,360,361,377,744,738,743,401,679,681,680,716,424,430],"class_list":["post-6379","post","type-post","status-publish","format-standard","hentry","category-gumu-salesforce","category-gumu-features","tag-ar-invoice-promotion","tag-gumusfsage100","tag-gumusfsage100erp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-100","tag-integrate-sfdc-and-sage-100","tag-invoice-promote","tag-invoice-promotion","tag-invoice-promotion-lightning-version","tag-lightning-component","tag-sage-100-connector-with-salesforce","tag-sage-erp-connector-with-salesforce","tag-sage100","tag-sage100-salesforce","tag-sage100-sf","tag-salesforce-and-sage-100-integration","tag-salesforce-connector-for-sage-100","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-with-sage-erp","tag-salesforce-integration-with-sage-100","tag-salesforce-lightning-and-sage-100-integration","tag-salesforce-lightning-integration-with-sage-100","tag-salesforce-lightning-sage100-integration","tag-salesforce-sage-integration","tag-salesforce-with-sage-100-integration","tag-salesforce-sage100"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6379","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=6379"}],"version-history":[{"count":5,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6379\/revisions"}],"predecessor-version":[{"id":6430,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6379\/revisions\/6430"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=6379"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=6379"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=6379"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}