Release Notes
This page provides information about the new features, enhancements implemented, issues addressed, and any known existing issues in the GUMU™ for Sage CRM - Sage 100 Integration.
GUMU 5.6.0.4 (released April 2025)
Features and Enhancements
Consistent View ERP data buttons
View ERP Data icons have been updated for a uniform look and properly ordered layout, ensuring visual consistency and smoother navigation.
Product Inquiry look up from QLE
A new Product Inquiry button has been added to the QLE screen, enabling users to access real-time product details from Sage 100, including warehouse availability and other key information. For more information on how this feature works, please refer to the below Blog link: - Product Inquiry lookup on QLE in GUMU™ for Sage CRM – Sage 100 Integration
Enhanced Synchronize dropdowns feature
The Sync Dropdowns feature now pulls the latest values from Sage 100, ensuring both systems remain consistent. This update removes discrepancies, improves data accuracy, and keeps Sage CRM aligned with any changes made in Sage 100.
Updates to Quote and Order Screens
Order Status sync
A daily scheduled task in Windows Scheduler is now included in the standard GUMU product. When a Sales Order is closed in Sage 100, the corresponding order status in Sage CRM is automatically updated to “Completed.”
Layout improvements
The Quote and Order screens have been refined for better usability and readability, with improved field alignment, optimized spacing, and a more intuitive section layout.
Americanized Address Format
The Billing and Shipping address formats have been updated to align with standard U.S. address formatting.
CRM Quotes and Orders tab on Company Level
New Quote and Order tabs are now available in both the Company and Person screens, enabling users to quickly view, navigate, and manage quotes and orders specific to each company for improved accessibility. For more information on how this feature works, please refer to the below Blog link: - Order and Quote Tabs Now Available in Both Company and Person Contexts
Addressed Issues
Sales Order Detail Screen
The Ship Date field in the Sales Order Details (Real-Time) tab has been updated to ensure it matches the corresponding field translation in Sage 100. This alignment improves data consistency across both systems.
Administration
The issue related to the GUMU License in Sage CRM is now fixed, where a "?" character in the URL may have caused unexpected behavior or errors.
Quote/Order
The rounding issue with the decimal points on Quote/Order Total has been addressed to ensure accurate calculations and proper display of values.
Security Matrix
The Security Matrix issue in the View ERP Data module has been resolved. This fix ensures that user access permissions are correctly enforced, preventing unauthorized access.
Company Summary
Account Manager field caption related issue has now been addressed by leveraging Sage CRM Translations, allowing users to modify field captions through the Sage CRM translations.
Inventory
The issue with the YTD Sales value in Product Analysis, caused by an incorrect condition in the query, has been resolved. This fix ensures accurate values in Product Analysis.
Inventory
The issue with customer records sharing the same customer number across both divisions has been resolved. This correction ensures accurate data is shown in Find Inventory Tab.
Quotes / Orders
Added the Ship-To Code field on the Order Summary screen. The field is integrated—even after editing any shipping address the corresponding Ship-To Code value on the order will be promoted into Sage 100.
GUMU 5.6.0.3 (released August 2024)
Features and Enhancements
Updates to Quick Line Entry
The QLE screens now offer better features related to sorting data and Sage 100 product lookup.
Searching
Added the ability to search for product code and product description from the search; results will display all products that contain the searched keyword.
Number of Products
Ability to decide the number of products to be displayed on QLE at a time through Sage CRM translations.
Real-Time Inquiry Pages updates
Enhanced the ERP inquiry pages under the View ERP Data tab by adding new inquiry views and updating the displayed information, offering sales users clearer, more trackable, and more actionable insights.
Comments field addition
Added a Sage 100 Order comments column in Order Inquiry detail pages.
View Item History
Added new feature allowing users to view any history of Sage 100 invoiced items under Item History grid from the context of a customer or globally.
Product Analysis
New feature summarizes sales history by SKU. This can be viewed from the context of a customer OR globally.
BOM Functionality Integration
BOM functionality is now included in the standard GUMU™ product. Users can add BOM items when creating Quotes and Orders in Sage CRM and seamlessly promote them to Sage 100. This feature can also be managed through Sage CRM Translations for added control.
Credit Limit Check on Company Screen
Credit limit checking notifications are now displayed directly on the Company Summary screen for all customers, regardless of whether credit limit overrides are allowed. This ensures clearer visibility and quicker financial assessment.
Addressed Issues
Quotes/Orders
Address displayed as undefined when editing the shipping/billing address on new Sage CRM Quote screen.
Quotes/Orders
Comment item sequence gets disturbed after deleting a line item.
View ERP Data
Statistics panel gets disturbed after navigating to company summary after adding a new address.
View ERP Data
Clicking on Sage 100 Order number from the Order list errors out.
View ERP Data
Top Content on Company context gets disturbed after navigating to View ERP Data – Custom Grid.
Quotes/Orders
1. After modifying address using Bill/Ship address hyperlink, the modified address is not updated after saving.
2. After removing address name the address must fit properly in the address box without any line space.
3. Address formatting changes where City, State, and Zip code are displayed on the same line, including comma changes on load/on change events.
Advanced Product search on QLE screen
Unable to select product after filtering from Advanced Product search option.
GUMU 5.6.0.2 (released December 2023)
Features and Enhancements
GUMU Tabs Enhancements
Introduced GUMU real time information for Vendor transactions across Sage 100 and improved the real time display of customer transactions within Sage CRM.
Vendor GUMU tabs addition
Added GUMU tabs for vendor records in CRM, providing users with access to relevant ERP data and functionalities within the vendor context. For more information on how this feature works, please refer to the below Blog link: - Vendor Tabs in GUMU™ Sage CRM – Sage 100 Integration
View ERP Data Tab
Added ability to create custom grid in Sage CRM using the Dynamic Grid Query Manager.
Appearance
Added a pagination bar for records with more than 10 line items on the order and invoice GUMU tabs.
Order Promotion enhancements
New features have been added to streamline order promotion into Sage 100, offering a more user-friendly experience.
Bulk Order Promotion
Added ability to promote multiple orders together into Sage 100 using Sdata. For more information on how this feature works, please refer to the below Blog link: - Bulk Promote in GUMU™ for Sage CRM – Sage 100 Integration
Warning message
Made the credit limit exceed message visible on the order screen.
Link Server Configuration for Sage 100 Premium Edition
Modified the link server configuration process for Sage 100 Premium Edition to avoid manual changes.
Addressed Issues
Company Summary
Resolved an issue where the company summary panel UI would become disturbed when a mandatory field lacked a value and the user clicked on the save button.
Sage 100 Panel
Fixed an issue where the Sage 100 panel would get hidden when navigating from order to the company summary screen using the company name hyperlink.
Order/Quote Summary Screen
Address fields (e.g., address1 or address2) on the order/quote summary screen no longer have unnecessary spaces when any of the address fields are empty.
QLE Screen
Corrected an issue where the QLE screen would malfunction if the product code contained "#" character.
Order/Quote Screen
Rectified an issue where the associated quote field would not display immediately after converting a quote to an order; now displays without requiring a page refresh.
Company Summary Screen
Handled scenarios where the graph field on the company summary screen displayed incorrectly.
Sage CRM Side GUMU™ Configuration Screen
Adjusted the position of change and continue buttons on the Sage CRM side configuration screen for better usability.
Sage CRM Side Configuration Screen
Resolved an issue where incorrect field values set against any field on the Sage CRM configuration screen removes other fields assigned values upon clicking the save button.
New Line Item Screen
Prevented the display of "All" product family on the new line item screen.
Order and Quote Screen
Ensured that addresses are displayed in proper format (one below the other) on the order and quote screens.
Find Inventory Screen
Optimized the Find Inventory screen for improved performance and usability.
Sage 100 Customer Tab
Enabled users to type values in the Tax Schedule SSA field on the Sage 100 Customer tab and search for the same.
Credit History Tab
Corrected the text format in the Credit History tab to ensure that only captions are bold, instead of the entire content.
Synchronize Dropdown
Implemented a fix where failure to sync one option (e.g., warehouse) in the synchronize dropdown would not halt the syncing of other values.
QLE Screen
Corrected an issue where real-time pricing doesn't work if any product had a "+" sign in its code.
GUMU 5.6.0.1 (released September 2022)
Features and Enhancements
Sage CRM Company screen changes
AP History
Added AP history section under the vendor record in CRM to provide comprehensive financial information.
Sage 100 Customer Code
Displayed the Sage 100 customer code prominently on the company header for quick reference and identification.
Rolling 12-Month Period Data
Displaying a rolling 12-month period on the company summary statistical block, enabling users to view trends and patterns over time.
Sage 100 Charts Updates
Updated product family charts to display product family descriptions instead of codes.
Quote and Order Screen Updates
Standard price
Added a standard price field on the new line item screen to facilitate pricing and quotation processes.
Kitting
Introduced kitting functionality to efficiently manage bundled product offerings within Sage CRM. Users can now add a line item to Quotes/Orders and expand it directly in Sage CRM, similar to the behavior in Sage 100. For more information on how this feature works, please refer to the below Blog link: - KITTING FUNCTIONALITY IN SAGE CRM
AR Invoices and Order Inquiry screen updates
Sage 100 order details
Added hyperlinks to Sage 100 order details page within the Order Inquiry screen, enabling quick access to detailed order information directly from the interface.
Sort Order by Date Columns
Implemented sort order functionality by date columns in A/R invoices and sales orders inquiry screens for better organization and analysis. For more information on how this feature works, please refer to the below Blog link: - Enhance the AR Invoice tab as a Kendo Grid in the View ERP Data screen
QLE Screen Enhancements
Available quantity
Enhanced the QLE screen to display available quantity information for efficient inventory management.
Charge and Comment items
Display of charge and comment items for comprehensive product information; enhanced the product lookup and selection processes on QLE screen.
Display Active Users in Security Matrix
Enhanced the security matrix to display only active Sage CRM users, providing administrators with visibility into user access rights and permissions.
Hide Cost Fields on Find Inventory
Updated the Find Inventory screen by hiding the cost fields to simplify the interface and maintain data confidentiality. For more information on how this feature works, please refer to the below Blog link: -Hiding Costs related fields in GUMU™ Integrated Sage CRM
Compatibility of Node-Red Features with Static URL
Made Node-Red features compatible with static URLs for seamless integration and communication.
Inactive Customer
Implemented a report or feature to generate a list of customers who have not made any purchases in the last 24 months for targeted marketing or outreach efforts.
Addressed Issues
New Line Item Screen
Commission calculation setting in Sage 100 was not reflected accurately in CRM.
GUMU 5.6.0.0 (released September 2021)
Features and Enhancements
GUMU™ Setup Compatibility
Ensured compatibility of the GUMU™ setup with Sage CRM version 2021 R1.
Updates on Company screens
Charts Addition
Implemented ERP data charts on the Company Summary screen to provide visual sales insights into company data.
GUMU™ Fields alignment
GUMU statistical fields are now displayed on a distinct panel exclusively for Sage 100 Type "Customer" within the user interface.
Updated Dashboard tab
Dashboard has been enhanced by incorporating charts, facilitating graphical representations of key metrics and insights about individual customer relationships.
View ERP Data
All GUMU tabs have been consolidated into a single tab titled "View ERP Data," streamlining navigation and providing centralized access to ERP-related information.
YTD Sales Details
Updated the caption from "LYTD Sales" to "Prior Year Sales" on the YTD Sales Detail tab for improved clarity and consistency.
Sage 100 Panel
Modified the interface to collapse the Sage 100 Integration panel by default, allowing users to expand it as needed for easier access and flexibility.
New Statistical Fields
Added the following statistical fields under Sage 100 integration panel on company summary screen:
% change between YTD and LYTD field
% change between LYTD and LLYTD field
LLYTD field
Invoices Outstanding
Total outstanding
The above fields data can be populated for the Customer with the help of Import Custom field Routine and Window Scheduler batch file.
Enhanced Quick Line Entry
Implemented product contain search functionality on the QLE screen, enhancing search capabilities for available item and user experience.
UI updates on AR and Order Inquiries Screen
The AR and Order Inquiry screens have been modified to enhance both usability and visual appeal.
Charts Inclusion on Sage CRM Standard Dashboard
Charts have been incorporated into the Sage CRM standard Dashboards. For more information on how this feature works, please refer to the below Blog link:- Overview of Dashboards and Charts Feature in Sage CRM using GUMU™ Sage CRM – Sage 100 Integration
GUMU 5.5.0.3 (released June 2020)
Features and Enhancements
Enhanced Import Customer Routine
Implemented an Active/Inactive Filter in the Import Customer functionality, allowing selective import of customer records from Sage 100 into Sage CRM based on their active/inactive status, ensuring greater control over customer synchronization..
AR/Order Inquiry Screen updates
Enhanced the Sales Inquiry screens by adding new fields and optimizing layout grids.
Salesperson Insight
Added a ‘Salesperson’ Column to the Order Inquiry list so users can identify the salesperson associated with each order.
Display Ship Date
Introduced the Ship Date field to the AR Inquiry and Order Inquiry lists, enhancing visibility into order fulfillment timelines.
GUMU Tabs, Dashboard and Configuration Updates
We have rolled out exciting updates to the GUMU Dashboard interface, designed to improve data visibility, and help users access key insights more effectively for improved decision-making.
GUMU Tabs conversion
Converted pre-existing GUMU tabs to JQ Data Tables to enhance performance and functionality.
Setting Default company
Capability to set default company integration while configuring GUMU™, allowing users to customize their integration experience and streamline workflow efficiency.
Updates on Quote and Order Screens
Integrating quote fields
Integrated the Quote screen fields with key Order fields to ensure greater consistency and functionality.
Overall Formatting
Incorporated currency formatting and alignment enhancements across various screens.
Company summary enhancements
Added a Last Sales Order field to the Company Summary screen for instant visibility into the company’s most recent sales transaction.
GUMU 5.5.0.2 (released June 2019)
Features and Enhancements
Company Summary Screen Updates
Credit Limit message
When users access the Company Summary screen, a message will alert them about the current status of the company's credit limit.
Key Statistical Fields
Fields such as Year-to-Date (YTD) Sales, Last Year-to-Date (LYTD) Sales, and Last Invoice Date are now integrated on company screen.
Credit History Lookup
Added ‘Credit History’ Lookup that provides a comprehensive view of a company’s credit history data like aging and financial details directly within the summary screen.
Salesperson Mapping
One-to-Many Salesperson Mapping Integration on the Sage 100 Customer tab, the system automatically populates the AR Division and Salesperson fields based on the Account Manager assigned on the Company screen.
Sorting Functionality
Introduced sorting functionality on the Year-to-Date (YTD) Sales Detail tab.
Inventory Search
Introduced the ‘Find Inventory’ screen to enhance inventory search capabilities within Sage CRM.
GUMU 5.5.0.1 (released July 2018)
Features and Enhancements
Order Promotion process
Address Name Synchronization
The Address Name field from the corresponding Billing and Shipping Addresses on the Order Summary screen now populates to Sage 100 sales orders.
Credit Limit Control
Introduced a new checkbox labeled “Allow Credit Limit Exceed” on the Sales Order Header. When enabled, this option allows users to promote orders to Sage 100 even if the company’s credit limit has been exceeded.
Customer Management
Enable Credit Limit
Credit Limit field is now editable on Sage 100 Customer tab and gets synchronized within Sage 100 during the customer promotion process from Sage CRM to Sage 100.
YTD Sales
A new field named "YTD Sales" has been introduced on the Company Summary screen; data for this field is populated using the 'Import Custom Field' functionality.
Quote Management
Implemented Back Order functionality to Sage CRM Quotes by introducing an Order Type field on the Quote Summary screen. Users can select the Backorder option from the Order Type dropdown to mark a quote as a backorder.
On-Premise and Cloud GUMU License Management
GUMU License can now be updated directly on the Sage CRM server upon renewal, in addition to the cloud development server.
End of release notes.
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