{"id":7015,"date":"2022-12-27T04:59:07","date_gmt":"2022-12-27T04:59:07","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/salesforce\/?p=7015"},"modified":"2022-12-27T05:00:22","modified_gmt":"2022-12-27T05:00:22","slug":"how-to-promote-quote-from-salesforce-to-sage-intacct-integration-using-gumu-lightning-version","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/12\/27\/how-to-promote-quote-from-salesforce-to-sage-intacct-integration-using-gumu-lightning-version\/","title":{"rendered":"How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU&#x2122; lightning version"},"content":{"rendered":"\n<p>In this blog, we will discuss how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU&#x2122;. Please refer our blog <a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2021\/01\/13\/promote-quote-from-salesforce-sage-100-integration-using-gumu-lightning-version\/\" target=\"_blank\" rel=\"noreferrer noopener\">Promote Quote from Salesforce \u2013 Sage 100 Integration using GUMU&#x2122; lightning version<\/a> and perform step \u201c<strong>Create Quote from Opportunity Layout<\/strong>\u201d as mentioned in blog.<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Login to Salesforce using the credentials and make sure that the Admin has allocated you the GUMU&#x2122; licenses to perform the selected operation.<\/li><li>Navigate to Quote screen by clicking on Quote number and go to its related tab then Click on \u201c<strong>Add products<\/strong>\u201d button. In other words, this will allow you to add line items to the Quote layout (as shown in the below image).<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/1_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\/2022\/12\/1_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>After clicking \u201cAdd Products\u201d select the Price Book from the list and click \u201c<strong>Save<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/2_Choose-Price-Book.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\/2022\/12\/2_Choose-Price-Book.jpg\" 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>After choosing Price Book select any product and click on \u201c<strong>Next<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/3_Select-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\/2022\/12\/3_Select-Product.jpg\" alt=\"Select Product\"><\/a><\/center>\n<font size=\"2\"><center><i>Select Product <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Fill out all the fields manually under the below highlighted section in image and click \u201c<strong>Save<\/strong>\u201d button.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/4_Filled-Required-Fields.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\/2022\/12\/4_Filled-Required-Fields.jpg\" alt=\"Filled Required Fields\"><\/a><\/center>\n<font size=\"2\"><center><i>Filled Required Fields <\/i><\/center><\/font>\n\n\n\n<ul class=\"wp-block-list\"><li>Click on \u201cPromote Quote Intacct\u201d button to promote the <strong>Quote <\/strong>to ERP.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/5_Promote-Quote-Button.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\/2022\/12\/5_Promote-Quote-Button.jpg\" alt=\"Promote Quote Button\"><\/a><\/center>\n<font size=\"2\"><center><i>Promote Quote Button <\/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>: Press \u201cOK\u201d on confirmation pop up.]<\/em><\/p><\/blockquote>\n\n\n\n<ul class=\"wp-block-list\"><li>For instance, clicking on \u201c<strong>Promote<\/strong>\u201d button, will push the Quote successfully to Sage.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/6_Promoted-Quote.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\/2022\/12\/6_Promoted-Quote.jpg\" alt=\"Promoted Quote\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Quote <\/i><\/center><\/font>\n\n\n\n<h4 class=\"wp-block-heading\"><strong><em><span style=\"text-decoration: underline;\">Promote Quote from Salesforce to Sage Intacct<\/span><\/em><\/strong><\/h4>\n\n\n\n<ul class=\"wp-block-list\"><li>Once the Quote is promoted to Sage, you can view the Quote record in Sage Intacct. Navigate to Order Entry \u2013 Transactions \u2013 Quote \u2013 Sales Quote.<\/li><\/ul>\n\n\n\n<center><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2022\/12\/7_Promoted-Quote-in-Sage-Intacct.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\/2022\/12\/7_Promoted-Quote-in-Sage-Intacct.jpg\" alt=\"Promoted Quote in Sage Intacct\"><\/a><\/center>\n<font size=\"2\"><center><i>Promoted Quote in Sage Intacct <\/i><\/center><\/font>\n\n\n\n<p>By following the above blog instructions, you will be able to <strong>Promote Quote from Salesforce to Sage Intacct Integration using GUMU&#x2122; lightning version<\/strong>. If you still have queries or any related problems, don\u2019t hesitate to contact us at&nbsp;<a href=\"mailto:salesforce@greytrix.com\">salesforce@greytrix.com<\/a>. <\/p>\n\n\n\n<p>More details about the Product are available on&nbsp;<a href=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\" target=\"_blank\" rel=\"noreferrer noopener\" data-type=\"URL\" data-id=\"https:\/\/www.greytrix.com\/product\/gumu\/salesforce-sage-erp-integration\">our website<\/a>&nbsp;and&nbsp;<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&nbsp;<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\/\" 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\/10\/07\/how-to-promote-order-from-salesforce-to-sage-intacct-through-gumu\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Promote Order from Salesforce to Sage Intacct through GUMU&#x2122;<\/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 how the user can Promote Quote from Salesforce to Sage Intacct ERP by using GUMU&#x2122;. Please refer our blog Promote Quote from Salesforce \u2013 Sage 100 Integration using GUMU&#x2122; lightning version and perform step \u201cCreate Quote from Opportunity Layout\u201d as mentioned in blog. Login to Salesforce using the credentials\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/salesforce\/2022\/12\/27\/how-to-promote-quote-from-salesforce-to-sage-intacct-integration-using-gumu-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":[956,2,957],"tags":[159,1299,1298,678,1313,1300,1375,1374,1328,291,292,815,293,739,1301,1308,367,1302,738,1307,400,1305,1306,1304,819,716],"class_list":["post-7015","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-promote-quotes-from-salesforce-to-sage-intacct","tag-promote-quotes-to-sage-intacct","tag-promoting-opportunity-to-ar-invoice-in-sage-intacct","tag-quote","tag-quote-inquiry","tag-quote-promote","tag-quotes","tag-sage-erp-connector-with-salesforce","tag-sage-intacct","tag-sage-intacct-connector-with-salesforce","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-quote-creation","tag-salesforce-sage-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7015","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=7015"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7015\/revisions"}],"predecessor-version":[{"id":7018,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7015\/revisions\/7018"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7015"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7015"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7015"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}