For the complete documentation index, see llms.txt. This page is also available as Markdown.
Account Creation and Promotion
To create an account, navigate to the GUMU™ Integration application within the App launcher. Select the Accounts tab, and locate the "New" button in the top right corner.
Once the Account is created, proceed to promote it to Sage by clicking on the “Promote Customer” button.
Clicking on the Promote Customer button navigates to the screen for selecting the integration from the list or it will display default integration, if one has been set to be used as a “Default Integration”.
Clicking on the “Promote” button. The corresponding Account gets promoted to Acumatica and it can be viewed in the Acumatica ERP system.
To verify if an Account is promoted, click on the “Customer No.” or “ERP Customer Details” button link and it will redirect you to the real-time details of a customer, or you can login to the Sage System and check for the specific record.
Note: If the user wishes to add more fields to display on real time screen, the user can add fields from the user level setup.
