View ERP Data Tabs for Customers

The View ERP Data tab organizes all the GUMU tabs consolidated in a single screen for all the Company records for Sage Intacct type– Customers.

Earlier, Sage Intacct sales orders, invoices, and historical sales data were displayed in separate standard table grids within Sage CRM. With the latest enhancement, this information is also available to view in a consolidated View ERP Data screen, using advanced Kendo Grids and interactive charts to provide a more intuitive, visually rich, and user-friendly experience.

The View ERP Data section includes the following tabs:

• A/R Invoices

• Sales Orders

• Sage Intacct Charts

The A/R Invoices and Sales Orders tabs display the same core data previously available under the A/R Inquiry and Order Inquiry tabs. However, these tabs now feature an enhanced layout along with additional functionalities that allow users to view and manage ERP data more efficiently.

Kendo Grid in AR invoices and Sales Orders:

The kendo grid used for displaying the AR invoices and Sales Orders offers powerful features that make data review more streamlined and precise. Users can:

• Sort and filter invoices or orders by date, document number, status, amount, and other columns

• View detailed invoice or order information in real time by clicking the View Details hyperlink

• Customize the grid by showing or hiding columns as required

• Export sales data to an Excel file using the Download button available at the bottom-right corner of the grid

This enhanced interface allows users to interact with Sage Intacct data, making invoice and order review easier and highly productive within Sage CRM.

Additionally, users can also group data by one or more columns based on their reporting needs. Grouping can be easily applied in the Kendo Grid by dragging and dropping the desired columns into the grouping area at the top-left section of the grid, enabling more focused and targeted data analysis.

Sage Intacct Charts:

The Sage Intacct Charts tab provides a visual summary of the customer’s top 10 invoice sales, offering clear insight into the highest invoiced transactions. This graphical representation enables quick and effective analysis, with options to view the data in both bar chart and pie chart formats.

1. Bar Chart

1. Pie Chart