{"id":6892,"date":"2022-10-20T06:19:42","date_gmt":"2022-10-20T06:19:42","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=6892"},"modified":"2022-11-24T05:20:37","modified_gmt":"2022-11-24T05:20:37","slug":"promoting-opportunities-as-ar-invoices-in-sage-intacct-through-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/10\/20\/promoting-opportunities-as-ar-invoices-in-sage-intacct-through-gumu\/","title":{"rendered":"Promoting Opportunities as AR Invoices in Sage Intacct through GUMU&#x2122;"},"content":{"rendered":"\n<p>In this blog, we will discuss the process of Promoting Opportunities as AR Invoices in Sage Intacct using GUMU&#x2122;.<\/p>\n\n\n\n<p>The GUMU&#x2122; Integration for Sage Intacct allows users to promote the <strong>\u201cOpportunity as Sales Invoice\u201d<\/strong> and <strong>\u201cOpportunity as AR Invoice\u201d<\/strong>. The promotion process makes it easier for users to promote the Opportunity with one click to Sage Intacct.<\/p>\n\n\n\n<pre class=\"wp-block-verse\"><em><strong>Note:<\/strong> The Account must be promoted for that particular opportunity.<\/em><\/pre>\n\n\n\n<ul class=\"wp-block-list\"><li>Log in to your Salesforce org.<\/li><li>Click App Launcher and Enter <strong>\u201cGUMU Integration\u201d<\/strong> in the search app in the Lightning Experience.<\/li><li>Press Enter.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/1.Gumu-Integration.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\/2022\/10\/1.Gumu-Integration.png\" alt=\"GUMU Integration in App Launcher\"><\/a><\/center>\n<font size=\"2\"><center><i>GUMU Integration in App Launcher<\/i><\/center><\/font>\n\n\n\n<p>Before Promoting Opportunities as AR Invoices, we have to Promote the Account. Let us assume your Account is promoted; below are the steps to Create and Promoting Opportunities as AR Invoices.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on <strong>\u201cAccount\u201d.<\/strong><\/li><li>Select a particular Customer\/Account to which you\u2019ve to create the opportunity.<\/li><li>On the related tab, Click New on the Opportunity section.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/2.New-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\/2022\/10\/2.New-Opportunity.png\" alt=\"New Opportunity\"><\/a><\/center>\n<font size=\"2\"><center><i>New Opportunity <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Fill in the mandatory details.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/3.Save-Opprtunity.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\/2022\/10\/3.Save-Opprtunity.png\" alt=\"Save Opportunity\"><\/a><\/center>\n<font size=\"2\"><center><i>Save Opportunity <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Then, Click on \u201c<strong>Save\u201d.<\/strong><\/li><\/ul>\n\n\n\n<p>Once the opportunity is created, we can add the product for that particular opportunity.<\/p>\n\n\n\n<h5 class=\"wp-block-heading\">Steps to Add Product<\/h5>\n\n\n\n<ul class=\"wp-block-list\"><li>On the related tab, click on the Product section.<\/li><li>Click \u201c<strong>Add Product\u201d.<\/strong><\/li><li>Choose a Price Book for the product and click Save.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/4.Add-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\/2022\/10\/4.Add-Product.png\" alt=\"Add Products\"><\/a><\/center>\n<font size=\"2\"><center><i>Add Products <\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/5.Choose-Price-Book.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\/2022\/10\/5.Choose-Price-Book.png\" alt=\"Choose Price Book\"><\/a><\/center>\n<font size=\"2\"><center><i>Choose Price Book <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Select the Product.<\/li><li>Fill in the necessary field.<\/li><li>Click on <strong>\u201cSave\u201d<\/strong>.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/6.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\/2022\/10\/6.Product-Information.png\" alt=\"Product Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Product Information <\/i><\/center><\/font>\n\n\n\n<pre class=\"wp-block-verse\"><em>Note: The products defined under AR account Label can only be used for AR invoice promotion.\nMake sure these fields are filled proper (Product Name, Quantity, Sales Price, Line Description, UOM, Warehouse, Location) The Location should be set properly as only a specific location will work with that specified Account location. Only the \u201cTop Level\u201d location is eligible to work with any specified Account Location.<\/em><\/pre>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Promoting Opportunities as AR Invoices<\/span><\/em><\/strong><\/h4>\n\n\n\n<p>We have successfully created an Opportunity with the Product Line Item within it. Let\u2019s Promote our Opportunity:-<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Click the \u201c<strong>Promote AR Invoice\u201d button. <\/strong>As shown in the below Image.<\/li><li>Check the External UniqueID, Integration Key, and ERP Number to verify the Opportunity is promoted.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/7.PromoteARInvoice.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\/2022\/10\/7.PromoteARInvoice.png\" alt=\"Promote ARInvoice Button\"><\/a><\/center>\n<font size=\"2\"><center><i>Promote ARInvoice Button <\/i><\/center><\/font>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/8.Promoted-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\/2022\/10\/8.Promoted-Information.png\" alt=\"Promoted Information\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Information <\/i><\/center><\/font>\n\n\n\n<p>We can also check the Sage Intacct to verify the Opportunity is Promoted to AR Invoice. Please refer to the below Image.<\/p>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/10\/9.Promoted-In-Sage-Intacct.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\/2022\/10\/9.Promoted-In-Sage-Intacct.png\" alt=\"Promoting Opportunities as AR Invoices in Sage Intacct\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Opportunity as AR Invoice in Sage Intacct <\/i><\/center><\/font>\n\n\n\n<p><a href=\"\" target=\"_blank\" rel=\"noreferrer noopener\"><\/a>Following the above steps, you can promote opportunities as AR Invoices in Sage Intacct. More details about the Product are available on <a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\">our website<\/a> and <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noreferrer noopener\">Salesforce AppExchange<\/a>.<\/p>\n\n\n\n<p>We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at <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\/2022\/09\/08\/promote-opportunity-as-sales-invoice-from-salesforce-to-sage-intacct-with-gumu\/\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/09\/08\/promote-opportunity-as-sales-invoice-from-salesforce-to-sage-intacct-with-gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Opportunity as Sales Invoice from Salesforce to Sage Intacct with GUMU&#x2122;<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/08\/30\/new-functionality-available-in-gumux2122-through-gumux2122-console\/\" target=\"_blank\" rel=\"noreferrer noopener\">New Functionality available in GUMU&#x2122; through GUMU&#x2122; Console<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/09\/09\/gumu-features-bulk-account-update\/\" target=\"_blank\" rel=\"noreferrer noopener\">GUMU&#x2122; Features \u2013 Bulk Account Update<\/a><\/li><li><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/09\/05\/configuring-location-entities-from-sage-intacct-in-salesforce-with-gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">Configuring Location Entities From Sage Intacct in Salesforce with GUMU&#x2122;<\/a><\/li><\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will discuss the process of Promoting Opportunities as AR Invoices in Sage Intacct using GUMU&#x2122;. The GUMU&#x2122; Integration for Sage Intacct allows users to promote the \u201cOpportunity as Sales Invoice\u201d and \u201cOpportunity as AR Invoice\u201d. The promotion process makes it easier for users to promote the Opportunity with one click to\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/10\/20\/promoting-opportunities-as-ar-invoices-in-sage-intacct-through-gumu\/\">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":[956,2,957],"tags":[159,1299,1298,678,1313,1300,1310,1330,1329,1328,739,1301,1308,1312,1309,367,1302,738,1307,400,1305,1306,1304,716,1303],"class_list":["post-6892","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","tag-gumu-sf-integration","tag-gumusfsageintacct","tag-gumusfsageintaccterp","tag-gumulightninginterface","tag-intacct-entity-level","tag-integrate-salesforce-with-sage-intacct","tag-location-entities","tag-opportunity-to-ar-invoice-promotion","tag-opportunity-to-sales-invoice","tag-promoting-opportunity-to-ar-invoice-in-sage-intacct","tag-sage-erp-connector-with-salesforce","tag-sage-intacct","tag-sage-intacct-connector-with-salesforce","tag-sage-intacct-entity-level","tag-sage-intacct-location-entities","tag-salesforce","tag-salesforce-sage-intacct","tag-salesforce-connector-for-sage-erp","tag-salesforce-connector-for-sage-intacct","tag-salesforce-integration-with-sage","tag-salesforce-lightning-and-sage-intacct-integration","tag-salesforce-lightning-integration-with-sage-intacct","tag-salesforce-lightning-sage-intacct-integration","tag-salesforce-sage-integration","tag-sfdc-with-sage-intacct-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6892","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=6892"}],"version-history":[{"count":4,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6892\/revisions"}],"predecessor-version":[{"id":6936,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/6892\/revisions\/6936"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=6892"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=6892"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=6892"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}