Custom Grids
Utilizing the Custom Grid tab in Sage CRM empowers administrators to create dynamic Inquiry screens by adding or removing fields according to their specific requirements. This feature allows the sorting and filtering of data based on individual preferences.
To create a new inquiry, follow these steps in Sage CRM:
Go to Administration > Sage 100 Administration > Dynamic Grid Manager.
Two options are available:
· Sync Data:
Use this option to run a query that syncs required Sage 100 data into the allocated Sage CRM entity table.
Fields | Description |
Query Options | Sync Data |
Caption | Short description of the inquiry |
Query | Insert a custom query to fetch Sage 100 data into the Sage CRM database as per organizational requirements. Click the save button. |
Show Data:
In this option, enter a query into the CustomGridConfig table, created with the stored data table based on business needs.
Fields | Description |
Query Options | Show Grid |
Caption | Name of the Inquiry (GUMU tab name) |
Query | Create a query specifying columns to display and click the save button. |
After inserting queries into Sync Data, follow these steps to synchronize the Sage 100 data into Sage CRM:
· Navigate to the Sage CRM directory and select the CustomDotNet folder (assuming the CRM directory is 'C:\Program Files (x86)\Sage\CRM\CRM\CustomDotNet').
· Run GTSQLConnection.exe as an admin, enter Sage CRM application SQL server details and click the test connection button to verify SQL details.
· Once "Connection Successful" is received, click the save button.
· Run QueriesExecutor.exe placed on the same path to execute the query inserted in Sync Data.
To view the custom-created grid, click o the Custom Grid GUMU™ tab, select the grid option from the dropdown, and it will display the data against the newly created grid.
The Custom Grid tab lists Product Analysis, AR Invoices, Sales Orders and Item History Grids. The AR Invoices and Sales Orders are the same tabs displayed twice on View ERP page.
Product Analysis:
The Product Analysis summarizes sales history by SKU. It allows you to view Item Sales Detail Year wised for viewing. The colour code for the above Grid is as below:
a. If %Sales Variance is 0, the colour for the entry will be in Black colour.
b. If %Sales Variance is greater than 0, the colour for the entry will be in Green colour.
c. If %Sales Variance is a negative value, the colour for the entry will be in Red colour.
This can be viewed from the context of a customer and globally. Below screenshot is for a customer.
Below Screenshot is for complete Company code:
When the user clicks on View it shows Item Sales Detail Year wise as shown in the below screenshot.
Item History:
The Customer Item History users to view any items (by Order Line Item) from the context of a customer OR globally.
Below screenshot is for a customer.
Below Screenshot is for complete Company code:
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