Promote Order

Below are the steps to verify the Order Promote functionality.

Create “Order” and add Products in an Order. Click on the “Promote to erp” button.

Once a record is promoted into the Sage ERP system, a unique ID “ERP Order Number” will be updated in the Creatio system to ensure a linked record in both systems. The unique ID will be used to update the record in both systems during subsequent updates.

In the above example, contact “ERP Order Number” will be set as “SO0243” and will be visible in Sage Intacct ERP.

In Sage Intacct ERP, select “Sales Order” option by navigating from Applications | Order Entry | Sales Order as shown below.

Put “ERP Order Number” in the "Document Number" field as shown below and click on the Enter button of keyboard. On click of enter button, Order Promoted from Creatio will be visible here.

Click on the View hyperlink to review the Sales Order details.

Order promotion is like account promotion, with the primary difference being that order promotion is a one-time action. Once an order record is promoted, it cannot be promoted again.

Once a record is promoted into the Sage Intacct system, a unique ID will be updated in the Creatio system to ensure a linked record in both systems.