Bulk Post Order<\/em><\/strong><\/h4>\n\n\n\n- Navigate to the app launcher and select \u201cGUMU Integration<\/strong>\u201d from the app list.<\/li>
- After that click on the \u201cBulk Post\u201d<\/strong> tab.<\/li>
- Finally, click on the \u201cOrder<\/strong>\u201d tab, which is present under the \u201cBulk Post\u201d <\/strong>tab.<\/li>
- Once you click on the \u201cOrder<\/strong>\u201d tab, you will see the list of orders whose data you have saved in the Order object for the promotion. In addition, you can search the particular Order by using the search box; as shown in the below image.<\/li><\/ul>\n\n\n\n
![\"Bulk](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/1.Bulk-Post-Tab.png\")
<\/a><\/center>\nBulk Post Tab <\/i><\/center><\/font>\n\n\n\n- After that, you need to select the orders, which you want to promote from Salesforce to Sage Intacct ERP. Or you can select all the orders and click on the \u201cPost<\/strong>\u201d button as indicated in the image below<\/li><\/ul>\n\n\n\n
![\"Bulk](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/2.Bulk-Post-Order-Selection-and-Post.png\")
<\/a><\/center>\nBulk Post Order Selection and Post <\/i><\/center><\/font>\n\n\n\n- Once you click on the \u201cPost<\/strong>\u201d button, selected orders will proceed for the promotion and this way you can bulk post Order.<\/li>
- \u00a0In addition, users will see the status of orders being processed under the \u201cPosting Status<\/strong>\u201d column as \u2018Posting\u2019<\/strong>. Also, they can click on the \u201cRefresh<\/strong>\u201d button to refresh the page.<\/li><\/ul>\n\n\n\n
![\"Order](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/3.Order-promotion-in-progress.png\")
<\/a><\/center>\nOrder promotion in progress <\/i><\/center><\/font>\n\n\n\n- Once you refresh the page,promoted orders disappear from the tab and Posting Status has been changed to \u2018Posted\u2019 in Order page layout.<\/li>
- If the Order fails to promote then the Error column will indicate the detailed reason for failure<\/li><\/ul>\n\n\n\n
![\"Indication](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/4.Indication-of-Promotion-failure.png\")
<\/a><\/center>\nIndication of Promotion failure <\/i><\/center><\/font>\n\n\n\n- When user will click on icon in Error column ,he will get the detailed information about ,why posting has failed<\/li><\/ul>\n\n\n\n
![\"Detailed](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/5.Detailed-Error.png\")
<\/a><\/center>\nDetailed Error <\/i><\/center><\/font>\n\n\n\nTypes of Bulk Post:<\/u><\/strong><\/h4>\n\n\n\n- Manual Bulk Post:<\/strong> Manual Process: Users will have to mark\/select the records to promote and then click on the \u201cPost\u201d button to start the manual process to bulk post Order.<\/li>
- Schedule Bulk Post :<\/strong> Users can Schedule Bulk Promotion by clicking on the \u201cSchedule\u201d button. Users can schedule it using the following options Daily, Hourly, Weekly, and Monthly<\/em> and as per the time\/date to start the process. In this process, the user won\u2019t have to mark\/select records, it will process all the records which are saved for promotion.<\/li><\/ul>\n\n\n\n
![\"Schedule](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/6.Schedule-Bulk-Post-screen.png\")
<\/a><\/center>\nSchedule Bulk Post screen <\/i><\/center><\/font>\n\n\n\nIn addition, you can view the Bulk Promotion schedule status on the screen, as shown in the below image.<\/p>\n\n\n\n
![\"Schedule](\"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-content\/uploads\/2023\/08\/7.Schedule-Status.png\")
<\/a><\/center>\nSchedule Status <\/i><\/center><\/font>\n\n\n\nBy following the above blog instructions, you will be able to \u201cBulk Post Order from Salesforce to Sage Intacct\u201d<\/strong> If you still have queries or any related problems, don\u2019t hesitate to contact us at salesforce@greytrix.com<\/a>. More details about the Product are available on our website<\/a> and Salesforce AppExchange<\/a>.<\/p>\n\n\n\nWe hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at salesforce@<\/a>greytrix.com<\/a><\/p>\n\n\n\nAbout Us<\/b><\/br>\n
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.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, 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™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ 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.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Post<\/strong><\/p>\n\n\n\n- How to Promote Order from Salesforce to Sage Intacct through GUMU\u2122<\/a><\/li>
- Promote Opportunity as Sales Invoice from Salesforce to Sage Intacct with GUMU\u2122<\/a><\/li>
- How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU\u2122 lightning version<\/a><\/li>
- Configuring Location Entities From Sage Intacct in Salesforce with GUMU\u2122<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning\u2026 Read More »<\/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":[1486,159,1299,1298,678,1300,1489,1487,1488,739,1301,1308,367,1302,738,1307,400,1305,1306,1304,716,1490,1303],"class_list":["post-7591","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","tag-bulk-post","tag-gumu-sf-integration","tag-gumusfsageintacct","tag-gumusfsageintaccterp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-intacct","tag-manual-bulk-post","tag-posting","tag-posting-status","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-sage-integration","tag-schedule-bulk-post","tag-sfdc-with-sage-intacct-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7591","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=7591"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7591\/revisions"}],"predecessor-version":[{"id":7663,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7591\/revisions\/7663"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
<\/a><\/center>\n- After that, you need to select the orders, which you want to promote from Salesforce to Sage Intacct ERP. Or you can select all the orders and click on the \u201cPost<\/strong>\u201d button as indicated in the image below<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Bulk Post Order Selection and Post <\/i><\/center><\/font>\n\n\n\n - Once you click on the \u201cPost<\/strong>\u201d button, selected orders will proceed for the promotion and this way you can bulk post Order.<\/li>
- \u00a0In addition, users will see the status of orders being processed under the \u201cPosting Status<\/strong>\u201d column as \u2018Posting\u2019<\/strong>. Also, they can click on the \u201cRefresh<\/strong>\u201d button to refresh the page.<\/li><\/ul>\n\n\n\n
<\/a><\/center>\nOrder promotion in progress <\/i><\/center><\/font>\n\n\n\n - Once you refresh the page,promoted orders disappear from the tab and Posting Status has been changed to \u2018Posted\u2019 in Order page layout.<\/li>
- If the Order fails to promote then the Error column will indicate the detailed reason for failure<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Indication of Promotion failure <\/i><\/center><\/font>\n\n\n\n - When user will click on icon in Error column ,he will get the detailed information about ,why posting has failed<\/li><\/ul>\n\n\n\n<\/a><\/center>\n
Detailed Error <\/i><\/center><\/font>\n\n\n\n Types of Bulk Post:<\/u><\/strong><\/h4>\n\n\n\n
- Manual Bulk Post:<\/strong> Manual Process: Users will have to mark\/select the records to promote and then click on the \u201cPost\u201d button to start the manual process to bulk post Order.<\/li>
- Schedule Bulk Post :<\/strong> Users can Schedule Bulk Promotion by clicking on the \u201cSchedule\u201d button. Users can schedule it using the following options Daily, Hourly, Weekly, and Monthly<\/em> and as per the time\/date to start the process. In this process, the user won\u2019t have to mark\/select records, it will process all the records which are saved for promotion.<\/li><\/ul>\n\n\n\n
<\/a><\/center>\nSchedule Bulk Post screen <\/i><\/center><\/font>\n\n\n\n In addition, you can view the Bulk Promotion schedule status on the screen, as shown in the below image.<\/p>\n\n\n\n
<\/a><\/center>\nSchedule Status <\/i><\/center><\/font>\n\n\n\n By following the above blog instructions, you will be able to \u201cBulk Post Order from Salesforce to Sage Intacct\u201d<\/strong> If you still have queries or any related problems, don\u2019t hesitate to contact us at salesforce@greytrix.com<\/a>. More details about the Product are available on our website<\/a> and Salesforce AppExchange<\/a>.<\/p>\n\n\n\n
We hope you find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at salesforce@<\/a>greytrix.com<\/a><\/p>\n\n\n\n
About Us<\/b><\/br>\n
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.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration<\/a> for Sage X3<\/a>, Sage 100<\/a> and Sage 300 (Sage Accpac)<\/a>. We also offer best-in-class Cloud CRM Salesforce customization and development services<\/a> along with services such as Salesforce Data Migration<\/a>, 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™ integration for Sage ERP \u2013 Salesforce is a 5-star rated app listed on Salesforce AppExchange<\/a>.
The GUMU™ 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.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n\n\n\nRelated Post<\/strong><\/p>\n\n\n\n
- How to Promote Order from Salesforce to Sage Intacct through GUMU\u2122<\/a><\/li>
- Promote Opportunity as Sales Invoice from Salesforce to Sage Intacct with GUMU\u2122<\/a><\/li>
- How to Promote Quote from Salesforce to Sage Intacct Integration using GUMU\u2122 lightning version<\/a><\/li>
- Configuring Location Entities From Sage Intacct in Salesforce with GUMU\u2122<\/a><\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"
In this blog, we will discuss how the user can use the new feature for Bulk Post Order for posting orders from Salesforce to Sage Intacct ERP in large numbers at once. Using this bulk post Order promotion functionality users can promote multiple orders on a single click. Login to Salesforce. Create a custom lightning\u2026 Read More »<\/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":[1486,159,1299,1298,678,1300,1489,1487,1488,739,1301,1308,367,1302,738,1307,400,1305,1306,1304,716,1490,1303],"class_list":["post-7591","post","type-post","status-publish","format-standard","hentry","category-gumu-features","category-gumu-salesforce","category-gumu-tricks-tips","tag-bulk-post","tag-gumu-sf-integration","tag-gumusfsageintacct","tag-gumusfsageintaccterp","tag-gumulightninginterface","tag-integrate-salesforce-with-sage-intacct","tag-manual-bulk-post","tag-posting","tag-posting-status","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-sage-integration","tag-schedule-bulk-post","tag-sfdc-with-sage-intacct-integration"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7591","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=7591"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7591\/revisions"}],"predecessor-version":[{"id":7663,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/posts\/7591\/revisions\/7663"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/media?parent=7591"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/categories?post=7591"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/salesforce\/wp-json\/wp\/v2\/tags?post=7591"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
- Promote Opportunity as Sales Invoice from Salesforce to Sage Intacct with GUMU\u2122<\/a><\/li>
- Schedule Bulk Post :<\/strong> Users can Schedule Bulk Promotion by clicking on the \u201cSchedule\u201d button. Users can schedule it using the following options Daily, Hourly, Weekly, and Monthly<\/em> and as per the time\/date to start the process. In this process, the user won\u2019t have to mark\/select records, it will process all the records which are saved for promotion.<\/li><\/ul>\n\n\n\n
- Manual Bulk Post:<\/strong> Manual Process: Users will have to mark\/select the records to promote and then click on the \u201cPost\u201d button to start the manual process to bulk post Order.<\/li>
- When user will click on icon in Error column ,he will get the detailed information about ,why posting has failed<\/li><\/ul>\n\n\n\n
- \u00a0In addition, users will see the status of orders being processed under the \u201cPosting Status<\/strong>\u201d column as \u2018Posting\u2019<\/strong>. Also, they can click on the \u201cRefresh<\/strong>\u201d button to refresh the page.<\/li><\/ul>\n\n\n\n
- Once you click on the \u201cPost<\/strong>\u201d button, selected orders will proceed for the promotion and this way you can bulk post Order.<\/li>