# Release Notes ## Upcoming Features & Road Map: - This section will highlight the new features to be added to the Standard product. * **Decimal Place Control in Transaction Screens** * Gain precise control over decimal places to ensure accurate transaction data. * **Sales Invoice Data Page for All Base ERPs** * Introducing expanded support for Sales Invoice data pages, now available across all base ERP systems. ### 2GP Packaging Second-generation managed packaging (managed 2GP) ushers in a new way for AppExchange partners to develop, distribute, and manage their apps and metadata. Salesforce recently introduced this change to organize sources better, build small modular packages, integrate with a custom version control system, and better utilize existing Apex code. With version control being the source of truth, there are no packaging or patch orgs. Instead, you can execute all packaging operations via Salesforce CLI or automate them using scripts. Submit second-generation managed packages for security review, and list them on AppExchange. More details available at [Salesforce website](https://developer.salesforce.com/docs/atlas.en-us.sfdx_dev.meta/sfdx_dev/sfdx_dev_dev2gp.htm). ### GUMU™ Console The GUMU™ Console is the new feature in the GUMU™ integration. It’s entirely focused on the functionality of the GUMU™ Settings app, like import routine and Mapping purposes. This also indicates the Logs in a Graphical format so that the User can identify the Status of the various processes. In addition, GUMU™ Console also provides the notification option as whenever the import routine process is completed, it’ll notify the selected members of the process or if there are any errors. For more information on how this feature works, please refer to the below Blog link: - [New Functionality available in GUMU™ through GUMU™ Console](https://www.greytrix.com/blogs/salesforce/2022/08/30/new-functionality-available-in-gumux2122-through-gumux2122-console/) ## **GUMU™ for Acumatica – v1.2** *(Add-on Package)*\ → Includes Acumatica features, enhancements, bug fixes here #### Tax Calculation Based on ERP Tax Category – New Enhancement Tax calculation has been implemented in Salesforce based on the ERP-defined Tax Category for products. Previously, tax logic was not reflected in Salesforce, leading to missing or incorrect tax values in the UI. This enhancement ensures that tax rules such as Taxable and Exempt from ERP are accurately applied in Salesforce during product addition, enabling consistent and correct tax calculations. #### Customer & Project Promotion Enhancements – New Enhancement Customer and Project Promotion processes have been enhanced to improve usability, field control, and ERP alignment by introducing structured lookup fields, mandatory validations, and standardized picklist mappings. * **Project level** - A Project Lookup field has been introduced, and the Project Description field is now mandatory as per ERP requirements. The POC Stage (Status) has been converted into a picklist with values aligned to ERP configuration. The Branch field is auto-populated from the associated Account, with an option for manual selection via picklist. * **Project Task** - level, picklist mappings have been added for Billing Cycle and Status, ensuring consistent value mapping between Salesforce and ERP and allowing users to select ERP-aligned values during data entry and promotion. ### **Addressed Issues**
AreaDescription
ProjectRe-importing a Project created duplicate Project Tasks and Products instead of updating existing records.
Add Product PageClicking Save & New reloaded the entire page instead of resetting fields instead of retaining the Add Product view.
Project PromotionAdded validation to restrict Project promotion when the configuration type is set to ERP to SF, ensuring promotion is allowed only for valid sync direction.
## **GUMU™ for Acumatica – v1.1** *(Add-on Package)*\ → Includes Acumatica features, enhancements, bug fixes here ### **Features and Enhancements** #### Project Promotion – Opportunity to Project Conversion with Project Tasks & Budget Support – New Feature A new Project Promotion feature has been introduced to support creation of Projects in Salesforce and their promotion to Acumatica along with Project Tasks and Project Budget (Products). Opportunities are created as Projects, and Project Tasks along with associated Products are managed under the Project. * Users can create Projects from Opportunities in Salesforce and promote them to Acumatica. * Multiple Project Tasks can be created under a Project. * Products can be added under each Project Task as Project Budget. #### Quote to Order Generation Flow – New Feature A new Quote-to-Order flow has been introduced in the GUMU–Acumatica package, enabling users to generate an Order directly from a Quote using the Generate Order button. This feature automates Order creation based on Quote details, reducing manual effort and improving overall process efficiency. ### **Addressed Issues** | **Area** | **Description** | | ------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Project |

1. Project Promotion validates already promoted projects before action.

2. Project Task shows only date for Start/End Date fields.

3. Last Sync Message displays sync status correctly.

4. Project Budget ensures correct UnitPrice and pricing mappings to ERP.

| | Field Naming | 1. Field labels standardized with proper spacing and casing across modules. | | Quote & Order | 1. Promotion restricted when Sync Type is set to ERP to SF. | ## **GUMU™ for Acumatica – v1.0** *(Add-on Package)*\ → Includes Acumatica features, enhancements, bug fixes here ### **Features and Enhancements** #### Account Promotion with Mandatory Branch Selection – New Enhancement During Account Promotion, a Branch lookup field has been introduced and marked as mandatory. Users must now select a Branch before promoting the Account to Acumatica along with other required fields like Customer Class, Customer No. & Email (optional). If the Branch is not selected along with the other required fields, then the system blocks the promotion process and displays a validation message. #### Auto-Populate Branch from Associated Account and Allow Branch Selection During Quote and Order Promotion - New Enhancement To enhance branch-level control, a Branch lookup field has been introduced during Order and Quote creation. The Branch is automatically pre-populated from the Account; however, users can modify it if required by selecting the appropriate Branch before promotion. This ensures that all transactional records are accurately associated with the appropriate organizational branch. #### Quote Promotion – Enhanced Product Selection Flow – New Enhancement A New ERP Product button is now available on the Quote record page. The workflow mirrors the Order promotion logic: * User selects a valid PriceBook. * Only associated products are displayed. * Products can be added as Quote Line Items via the Add Product screen. This structured approach ensures uniformity between Order and Quote processes while improving pricing validation and product control. #### Order Promotion – Enhanced Product Selection Flow – New Enhancement To align Order promotion with GUMU™ standardization and improve product selection control, this release introduces a redesigned workflow using PriceBook validation. A New ERP Product button has been added to the Order record page. When initiating product addition, users are first prompted to select a valid PriceBook. Only products associated with the selected PriceBook are made available for selection. Once the PriceBook is selected, the system displays the Add Product screen, allowing users to add products as Order Line Items. #### Branch Entity & Import Routine – New Feature A new Branch Entity has been added under the Entity Settings tab, along with a corresponding Import Routine to support Branch data synchronization from Acumatica ERP to Salesforce. This enhancement enables structured branch-level mapping and supports multi-branch configuration within the integration framework. #### Additional Field Mappings for Contact Import Routine – New Enhancement Additional mappings have been introduced for the Contact entity, including Job Title, Fax, Mobile, Email, and Address fields, enabling seamless data promotion and import between Salesforce and ERP in both directions. Contact Address fields have also been mapped to support successful promotion of Contact Addresses to ERP. #### Phone, Fax, and Website Field Mappings in Customer Entity – New Enhancement Phone, Fax, and Website fields have been mapped in the Customer Entity for both Salesforce to ERP and ERP to Salesforce flows, ensuring accurate bi-directional data synchronization. ### **Addressed Issues**
AreaDescription
Setup

  1. Newly created integration not visible without manual refresh on Setup tab.
  2. Page reload occurs after saving credentials instead of showing success message only.
  3. Inconsistent Success, Error, and Validation messages across workflows.
  4. Missing validation when no default integration is set, causing save failures.
  5. Spinner UI not centered during default entity creation.
Accounts

  1. Last Sync Message requires manual edit and save to display.
  2. Customer promotion fails even after correcting USA address.
  3. Address not displayed in Acumatica Account Address section after promotion.
  4. Error shown in Last Sync Message after promotion or updates.
  5. Address Line 1 and Line 2 incorrectly merged into Line 1 in Acumatica.
ERP Customer Details Page

  1. Page opens with error and no data displayed.
  2. Unable to add new field due to Setup gear loading issue.
  3. Missing Email and Address in ERP details view.
Quote / Order

  1. Incorrect Quote End Date mapping during promotion/import.
  2. Discount Percentage sent as Discount Amount in ERP.
  3. Missing validation for invalid UOM selection.
  4. “List index out of bounds” error during Quote promotion.
  5. Incorrect line item sequence in Quote and Order.
  6. Discount amount rounding issue in UI.
  7. New ERP Product button active after promotion.
  8. White screen appears while adding first product.
  9. Incorrect Warehouse field mapping.
  10. Discount not reflected in ERP Order total before promotion.
## **GUMU™ for Sage Intacct – v1.29** *(Add-on Package)*\ → Include Intacct features, enhancements, bug fixes here ### **Features and Enhancements** #### Project Promotion from Opportunity – New Feature Users can now create a Project in Sage Intacct ERP directly from an Opportunity in Salesforce using the **Promote Project** button. Required project fields such as Project Type, Description, Status, Start Date, and End Date must be completed before promotion; otherwise, the system blocks the action with a validation message. Upon successful validation and confirmation, the Opportunity details are sent via API to create the Project in Sage Intacct, and a success message is displayed. #### Primary Contact Included in Import Chain – New Enhancement The Primary Contact entity is now included in the import sequence following the ShipTo Contact entity, ensuring complete and accurate import of contact information during the data import process. #### Order & Sales Invoice Field Mappings – New Enhancement Additional field mappings have been introduced for Order and Sales Invoice entities to improve data completeness and accuracy during synchronization. * **Order Entity:** Freight Amount, Comments, Order Reference Number, Ship Via, PO Number * **Sales Invoice Entity:** Line Description, Created Date This enhancement ensures more comprehensive data transfer and improved integration efficiency. #### Add Product Modal Button Label Updates – New Enhancement Button labels in the **Add Product Method** modal have been updated across Opportunity, Quote, and Order modules to improve clarity and usability. * **Add Product** renamed to **Add Single Product** * **Quick Line Entry** renamed to **Add Multiple Products** This enhancement aligns button labels with their respective actions and improves user understanding. #### Display Latest Orders First on "ERP Customer Details" Page – New Enhancement The Sales Order, Sales Quote, and Sales Invoice sections on the ERP Customer Details page have been updated to display records in descending order of Created Date. This ensures the most recent entries appear at the top, improving data visibility and enabling quicker access to latest transactions. #### Enhance Validation & Notification Message – New Enhancement Validation and system messages have been enhanced across key user actions to improve clarity and consistency. This update applies to: * Success confirmation messages * Data save notifications * Account, Opportunity, Quote, and Order promotion messages * Deletion confirmations and alerts This enhancement ensures consistent messaging behavior and improves overall user experience across workflows. #### Sales Order Datapage Updates – New Enhancement The **Sales Order** datapage has been renamed to **Order Entry** to better represent its unified handling of sales documents such as orders, quotes, and invoices. Additionally, the Document Type filter has been enhanced to include **Sales Invoice** along with Sales Order and Sales Quote. This enables users to filter and manage all sales documents from a single interface, improving usability and workflow efficiency. #### Quick Line Entry UI – New Enhancement The Quick Line Entry screen has been enhanced with UI and usability improvements to provide a cleaner and more efficient user experience. Field alignment has been optimized for better layout structure, and the Add Product modal header now includes an updated background color for improved visual clarity. A real-time loading spinner has been introduced to indicate data fetching from Sage Intacct ERP, and hover text within the modal has been refined for better guidance. Additionally, the default section is now collapsible to reduce screen clutter, and a quick product search feature has been added to enable faster product selection. #### Synchronization Type Validation – New Enhancement A validation has been introduced to ensure records cannot be promoted, imported, or synchronized when the **SF to ERP Synchronization** setting is not enabled. This ensures accurate data flow and prevents incomplete transactions to Sage Intacct. 1. In the Entity Mapping/Import tab, users are restricted from syncing or importing data if the required synchronization setting is not enabled. 2. In the Accounts tab, promotion is blocked when attempting to promote records without enabling the **SF to ERP Synchronization** option. If the setting is not selected, the system displays a clear error message prompting users to enable it before proceeding. ### **Addressed Issues**
AreaDescription
Setup

  1. Fixed default entity creation failure and spinner inconsistency.
  2. Resolved issue where no default integration caused validation failures.
  3. Fixed configuration page layout not rendering correctly on load.
  4. Corrected Setup tab refresh issue on re-selection.
  5. Fixed white screen issue during Save in Application Setup modal.
Link Account

  1. Resolved error preventing account linking from Link Account tab in GUMU Settings.
Quick Line Entry

  1. Restricted Rows field to accept only positive integers.
  2. Fixed incorrect Location auto-population in realtime pricing from ERP.
  3. Ensured only active products are displayed in Product Code field.
Entity Mapping / Import

  1. Fixed Close Date validation issue during Opportunity and Invoice import.
  2. Corrected missing and incorrect mappings for Contact, BillTo, and ShipTo entities.
  3. Fixed discount mapping issue affecting Extended Price calculation in ERP.
Promote Customer Window

  1. Fixed dropdown suggestion issue after clearing default Integration/Entity values.
  2. Resolved white screen issue during Save operation.
Promote Contact

  1. Fixed issue where not all associated contacts were synced to Sage ERP during promotion.
Add Product

  1. Fixed pricing mismatch error during RealTime pricing-based product addition from Sage Pricebook.
## GUMU v5.80 ### Features and Enhancements #### Sales Order - New Features and Enhancement In the Sales Order → Order Information tab, two new fields have been introduced to improve traceability between Quotes and Sales Orders: 1\. **Quote Number** * This field is automatically populated with the originating Quote Number when a Sales Order is created from a Quote. * Users cannot edit this field, ensuring that the reference to the Quote remains accurate and consistent. 2\. **Generated from Quote (Checkbox)** * This checkbox is automatically selected when the Sales Order is generated from a Quote. * It helps users quickly identify whether the order was created manually or derived from a Quote. * The field is read-only for users on Sales Order, so its value cannot be changed after creation. * These changes improve order-to-quote traceability, reduce manual errors, and make it easier for users and reporting teams to track the origin of Sales Orders. #### Add ERP Product page updates for X3 - New Enhancement Order Line & Quote Line (Add ERP Product Page & Quick Line Entry Page) * **Removed Field**: The Extended Price field has been removed from both Order Line and Quote Line from Add ERP Product layouts, including the Quick Line Entry page, to streamline the interface and reduce redundancy. * **Renamed Field**: The field previously labeled Quoted Price is now Gross Price to align with Sage X3 terminology and improve clarity for users. * Verified the mapping for the Extended Price field (Salesforce ↔ Sage X3) to ensure no disruption in integration. * Verified the mapping for the newly renamed Gross Price field (previously Quoted Price) to maintain correct synchronization with Sage X3. * New Field: Net Price has been added to both Order Line and Quote Line objects for Add ERP Product Page, including the Quick Line Entry page. * Mapping for the newly created Net Price field has been added to align with the Sage X3 Net Price field. * These updates enhance pricing accuracy, data clarity, and ERP integration consistency for Sage X3. Users can now work seamlessly on both the ERP Product page and Quick Line Entry page, with reliable synchronization of Gross Price and Net Price fields. #### Default Sorting on “ERP Customer Details” Real -Time Page - New Enhancement ERP Customer Details – Sales Orders, Quotes, Shipments, and Invoices 1. On the real-time page of the ERP Customer Details module, users want Sales Orders and other records displayed in descending order by their respective dates so that the latest records appear first. This applies to both Sage 100 and Sage X3 integrations. 2. Configuration Details (For Sage X3) a. Default sorting will be applied using field-specific format: FieldName=Direction * Direction: 1 = Ascending, 2 = Descending b. Default values: * ORDDAT=2 → Sales Order – Order Date (latest first) * ACCDAT=1 → BP Inquiry – Accounting Date * QUODAT=2 → Quote – Quote Date * SHIDAT=2 → Shipment – Shipment Date * INVDAT=2 → Sales Invoice – Invoice Date c. These values can be set in the Order by Field (GUMU\_\_Order\_By\_Field\_\_c) to control default sorting in reports, queries, or data views. d. Users can override the default and select any field of their choice as needed. 3. Configuration Details (For Sage 100) * Default sorting on normal date fields: o Sales Order – Order Date o Sales Invoice – Invoice Date o Shipment – Ship Date o AR Open Invoice – Invoice Date * Users can also change the sorting field for convenience. * This new enhancement ensures that the latest records are always visible first, improving efficiency and user experience. * Provides flexibility for users to sort data by any field of their choice while maintaining sensible defaults for reports and real-time pages. #### Product Inquiry – Display All Sites/Warehouses - New Enhancement Quote, Order, and Sales Order – Product Inquiry 1. Enhancement When a user adds a product to a Quote, Order, or Sales Order, the Product Inquiry will display all available sites/warehouses for the selected product. 2. Configuration Details **For Sage X3**\ \ The Product Inquiry now displays all sites associated with the selected product, allowing users to view availability across multiple locations. **For Sage 100** The Product Inquiry now displays all warehouses for the selected product, providing full visibility of stock availability in every warehouse. This enhancement ensures complete visibility of product availability across all locations helps users make informed decisions while adding products to Quotes or Orders and reduces errors and improves inventory planning and order fulfillment efficiency. #### Entity Mapping / Import Tab – Show Stats Button - New Feature A new **“Show Stats” button** has been introduced in the **Entity Mapping / Import tab** to help users monitor the progress and results of data import operations more easily. This feature provides a clear view of import statistics, execution status, and record processing information in one place. **Key Enhancements** 1\. Show Stats Button * A new Show Stats button is available in the **Entity Mapping / Import tab**. * When clicked, it displays the statistics of the latest data import process. 2\. Import Record Counts * The statistics section shows the number of records processed in separate boxes: * Inserted Records * Updated Records * Failed Records * Remaining Records * This helps users quickly understand how many records were successfully processed and how many are still pending. 3\. Last Import Statistics Graph * A graph is displayed showing the **total number of records processed during the last import.** * The number shown in the graph represents the sum of all records, including: * Inserted * Updated * Failed * Remaining 4\. Execution Statistics The Execution Statistics section provides additional details about the current or last import process: * Execution Progress Percentage – Displays the percentage of the import process completed. * Execution Status – Shows whether the process is In-Progress or Completed. * Records Processed Count – Displays the number of records that have already been processed. 5\. Last Execution Time * The Last Execution Time is displayed at the end of the graph. * This helps users identify when the last import operation was executed. 6\. Show Stats / Hide Stats button * After clicking **Show Stats**, the button label automatically changes to **Hide Stats**. * When the user clicks **Hide Stats**, the statistics section is closed and the detailed view is hidden. * This allows users to easily show or hide the statistics section when required. This enhancement improves visibility and monitoring of import processes, allowing users to easily track progress, record counts, and execution status directly from the Entity Mapping / Import tab. #### Daily Integration Statistics Email Notification - New Feature A new functionality has been introduced to automatically send Daily Integration Statistics Emails to selected users. This feature helps users monitor GUMU integration activities by providing a daily summary of integration results along with detailed log data. The email contains integration statistics and also includes a CSV attachment with detailed integration logs for better tracking and troubleshooting. **1. Automated Daily Integration Report** * The system automatically sends a daily email containing integration statistics. * The email includes the count of **Inserted, Updated, and Failed records** processed during integrations. * This allows users to quickly review the daily integration performance. **2. CSV Attachment with Integration Log Data** * Each email includes a **CSV attachment** containing detailed integration log records. * The log data is retrieved from the **Log object**. * Users can review the file to analyze integration activity and identify failures or errors. **3. Integration Statistics in Email Body** * The email body displays summarized integration statistics. * These statistics are retrieved from the **Integration Statistics object**. * This provides a quick overview of the integration results without needing to open the attachment. **4. Recipient Management Using Permission Set** * A permission set named **“Send Daily Integration Statistics”** has been introduced. * All active users assigned to this permission set will automatically receive the daily integration statistics email. **5. Option to Add Additional Email Recipients** * Additional recipients can be configured from the **Greytrix Debugger page**. * Users can add email addresses in the **GUMU Log Notification Email** section. * This allows integration reports to be shared with additional stakeholders when required. **6. Scheduled Automatic Execution** * The functionality runs automatically through a **Scheduled Apex job**. * The job uses the **DailyIntegrationStatisticsBatch Apex class**. * Administrators can schedule the job so the email is sent automatically each day without manual intervention. * This enhancement improves **integration monitoring, operational transparency, and issue identification** by providing users with daily insights into GUMU integration activity. ### Addressed Issues
AreaDescription
Quote and Sales OrdersPreviously, when users added Miscellaneous Items from the Add Product Page, the system did not allow them to remove those items. Even after selecting the item and attempting to delete, no action occurred, and the item remained in the list. Now, users can successfully remove Miscellaneous Items from the product list in both Quote and Sales Order modules.
ERP Customer Details (For Sage X3)The Shipment Data Page was not visible previously within the ERP Customer Details page. This prevented users from viewing or managing shipment-related information for customers, which is critical for order processing. Now, the users can access and manage shipment information without any restrictions.
Import Routine (For Sage 300)When attempting to import a Contact from Sage 300C where no existing contact was present for the associated account, the system threw an error stating that the Last Name field was missing
Order Line & Quote Line (For Sage X3 Integration)This fix removes redundant fields, renames Quoted Price to Gross Price, adds a new Net Price field, and updates mappings to ensure accurate pricing and seamless Sage X3 integration.
## GUMU v5.79 The version consists of the following enhancements and issue fixes. ***This version was released in March 2025*** ### Features and Enhancements #### Security Matrix Tree View - New Features and Improvements Adjust security settings with ease on the updated Security Matrix tab. Click on the toggle next to a Profile to view the Users with that profile and adjust access for each individual user. This Security Tree View is displayed when the toggle is enabled. Click on the gear icon located at the right end corner. In the Configuration Settings, under the Security tab, enable the Security Tree View toggle button. A Profile and User based filter has also been incorporated, allowing users to narrow down their view. This Security Tree View is displayed when the toggle is enabled. When the toggle is disabled, the view switches to a Security Level Combo-box for easier access management. #### Renaming Field Names on Entity Mapping/Import and Sales Order Tab for Improved ERP Compatibility Previously, on the Entity Mapping/Import Tab, we used the expression "Sage Entity" for column and field names when viewing import routines. Because the GUMU™ Salesforce integration supports accounting systems beyond Sage, we have changed some of these labels. * ‘Sage Entity’ has been changed to ‘Source Entity’ for universal use with ERPs * ‘ERP Order No’ has been updated to “ERP Order Number’ * ‘Order Reference No’ has been updated to ‘Order Reference Number’ #### AR Aging RealTime Data Display for Sage 100 A new feature, 'Real-Time A R Aging,' displays real-time data retrieved from the AR\_Customer Entity in Sage 100. As illustrated in the provided image below we have incorporated these details into our GUMU product with a redesigned user interface. An accordion section, titled 'Aging Detail,' has been included as shown in the figure above. This section will display the following key fields: 1. Credit Limit 2. A/R Balance 3. Open Order Amount 4. Remaining Balance 5. Current Balance 6. 30 Days Aging 7. 60 Days Aging 8. 90 Days Aging 9. 120 Days Aging #### Quick Line Entry feature for Quotes Historically, the GUMU™ has allowed users to add line items to their Quotes and Orders one-at-a-time. However, as more subscribers are using the GUMU™ for Order Processing, we have been adding features that make the experience of adding line items to Quotes and Orders faster and easier. The first significant enhancement is that we have provided a new '**New ERP Product**' action button that allows users to add quote line items in the same way order line items are added through the Add Product button in Sales Orders. The second significant enhancement has been to provide a new method for adding multiple line items easier using our new ‘Quick Line Entry’ (QLE) screens. The QLE screens streamline the process of searching for items and adding them to Quotes and Orders. #### Real-Time Company Statistics: GUMU’s Latest Enhancement for Sage 100 This new GUMU feature brings **real-time company statistics** to the **ERP Addresses and Fields** tab in Salesforce. It seamlessly integrates **live financial metrics** from Sage 100, including **YTD, LYTD, and LLYTD sales**, **percentage changes**, and key transaction dates like the **last invoice and last sales order date**. The features available within this statistics screen will continue to evolve over time. ### Addressed Issues
AreaDescription
Sales OrdersPreviously, if the integration was inactive the user was not able to view the imported/already promoted Sales orders and AR Invoices. Now, the user can view the data even if the integration is inactive.
Unlink AccountFixed the issue of displaying Account data by clicking the “Get List” button even when integration is Inactive.
Entity SettingsNow the user with inactive integration cannot use the Refresh Fields button anymore.
Promote Customer WindowPreviously, the lookup descriptions used to disappear after re-clicking the Promote Customer button. Now the user can view all data on the Promote Customer screen
Entity mapping/importPreviously, when a user used to cancel the chain next setting for any import routine and then saved the changes, the setting used to reappear on the UI leading to confusion and incorrect processing.
ERP Addresses and FieldsPreviously, users could update addresses even when integration was inactive, leading to unintended data modifications between Salesforce and Sage X3. Now, users cannot modify address fields if the integration is inactive.
Promote Customer windowAddressed the issue by ensuring that the Unlink Account button on the Promote Customer window is disabled whenever the integration is inactive for Sage 300C and Sage X3.
Bulk PostNow user will receive an error message when Account promotion feature is disabled (unchecked) from Security Matrix on Bulk Post tab.
AR InvoicesFixed an issue where users were unable to refresh AR Invoice data when the integration was inactive. Now, AR Invoices can be viewed without requiring an active integration.
QuotePreviously, users could not access or modify Quotes when the integration was inactive. Now, users can view Quotes even if the integration is turned off.
## GUMU v5.78 The version consists of the following enhancements and issue fixes. ***This version was released in December 2024*** ### Features and Enhancements #### Enhanced Screen for Bulk Posting Accounts and Orders The bulk posting process for Accounts and Orders is now more streamlined and user-friendly, with both accessible from a single, standardized screen. **Key Features:** 1. **Unified View:** Access Accounts and Orders for posting in one place, with a cohesive design consistent with other feature tabs like Entity and Mapping. 2. **"All" Option:** View all Accounts and Orders ready for posting under Integration options (view-only). 3. **Selective Posting:** Choose specific integration records to post or use the **‘Schedule’** feature to automate posting at a preferred time. 4. **Error Handling:** Easily identify failed records with error icons and detailed failure reasons. **Note:** This feature applies only to records saved from the promotion screen but not yet posted to the ERP. #### Enhanced Bulk Update Screen The Bulk Update process for Accounts, Contacts, and Addresses has been consolidated into a single, unified screen for improved efficiency and ease of use. **Key Features:** 1. **Unified Interface:** Manage updates for Accounts, Contacts, and Addresses in one place with a standardized design for a consistent user experience. 2. **"All" Option:** View all records ready for updates under Integration Options for a comprehensive overview. 3. **Selective Updates:** Choose specific integration records to update, ensuring precision and control. #### Quick Line Entry Quick Line Entry is a feature that allows users to add the multiple line items in less time. User can enter the count of the line items to be created and click on Add Row button, the number of line items to be added automatically. #### Enhanced Quick Line Entry with Quick Product Search (QPS) Functionality Enables users to view a filtered list of product details by Product Family and Product Code/Description, making it easier to add or update line items on Sales Orders. #### Automated Last Sync Date Updates for improved Entity Mapping in Salesforce This update adds a "Update Last Sync by Days" field to the GUMU Entity Mapping/Import module, enabling users to adjust the "Last Sync Value" within the main package without using a separate flow. The field allows users to specify a number of days to adjust the Sync date, which will update automatically when the import routine completes successfully. **Efficient Log Management for Salesforce Integrations** This enhancement introduces the ability to delete ‘Logs, ‘Import Jobs’ and ‘Integration Statistics’ records after a specified period, optimizing storage usage. Additionally, users can choose whether to generate ‘Integration Statistics’ records during syncing to prevent unnecessary data and storage accumulation. ### Addressed Issues
AreaDescription
Bulk PostIn this release, we've fixed the issue of the UI column disappearing during the search in the Bulk Update Tab for GUMU Sage 100.
AR InvoiceIn the AR Invoice screen, we've fixed the search field for Invoice No. for Sage 100, Sage 300C, and Sage X3.
AR InvoiceAddressed the issue with the Product Family clear button functionality in Sage 100 AR Invoice, ensuring seamless user experience.
Sales OrderPreviously error validation was not present in the QLE, now we've made the necessary changes and enhanced the overall user experience.
Sales OrderFixed issue where product family lookup was not removed after cancelling product selection in GUMU Sage X3.
Sales OrderFixed the issue where the Grand Total field remained populated after canceling QLE in the GUMU Sage 100 Sales Order module.
## GUMU v5.77 The version consists of the following enhancements and issue fixes. ***This version was released in August 2024***. ### Features and Enhancements #### Confirmation required before Deleting Default Integrations Default integrations are often vital to the functionality of a system or application, and removing them could result in unexpected disruptions or the loss of key features. Introducing a validation step helps prevent accidental deletions by prompting users to confirm their actions before proceeding. This reduces the risk of unintended errors and encourages a more careful, deliberate approach to managing integrations within the system. #### Increased Caution for Integration Deletion An enhanced precautionary measure has been introduced during the integration deletion process, adding an extra layer of oversight to ensure a more secure and comprehensive removal. This notification informs users about the potential consequences of deleting the integration. #### Disabling the default value field on the primary key tab if the source field contains a value This modification adjusts the system so that the default value field on the primary key tab is either disabled or restricted from being filled if the source field already contains a value. Essentially, it enforces a condition that prevents users from entering default values when the source field is populated. This safeguard helps preserve data integrity by ensuring that default values do not overwrite existing data in the source field. #### Added the Delete action button for ERP Source Fields on the Entity Settings tab The latest upgrade introduces a Delete action button on the details tab of the Entity Setting. This enhancement streamlines entity management by providing a convenient way for users to delete unwanted ERP Source Field entries. #### Added a validation before deleting the Entity Mappings A validation check has been implemented prior to deleting an entity in the Entity Setting. If the entity is linked to any mappings, a validation message is triggered, preventing the deletion to maintain data integrity and avoid unintended consequences. #### Schedule Button behavior for Entity Mapping/import As per the latest release of the package, the button label will change depending on whether a scheduled import routine exists. If a schedule is present, it appears as "**Edit Schedule**"; if not, it will display "**Schedule**." This feature helps users to easily identify and manage the scheduling status. ### Addressed Issues
AreaDescription
ConfigurationIn this release, we have changed the data type of the fields Total Batches, Extended Batches, and Web Service Timeout present in the ERP Configuration model to Integer.
Entity SettingPreviously, there was no validation for duplicate Source Fields in the Primary Keys. This issue is now fixed in the new release.
Entity Mapping/ImportEarlier, when users uploaded a CSV file, the system did not validate its contents. For example, if a user uploaded a file to create a Sage 100 import routine while the integration was set up for Sage 300, no checks were performed. Now, the system will verify the file's contents before proceeding.
Unlink AccountIn this release, the Unlink button's size will now remain consistent, regardless of changes to the page size.
Salesperson MappingFor Sage 100, customers with the same account number but different AR Division numbers could cause confusion, making it difficult to distinguish between accounts. To address this issue, an "AR Division" column has been added to the "Search Customer Record" feature. This enhancement allows users to clearly identify and associate accounts with their respective AR Division, streamlining the process and ensuring accurate account management in Sage 100.
## GUMU v5.74 The version consist of the following enhancements and issue fixes. ***This version was released in October 2023***. ### Features and Enhancements #### Segregation of Import Routine Users can utilize the feature to classify the List of Import Routines/Mappings by utilizing the newly introduced "Type" field. If the users desire to choose a specific type, they can select from the list of available types, details of the same are explained in [the blog](https://www.greytrix.com/blogs/salesforce/2023/08/18/gumu-features-segregation-based-on-type-of-import-routine/). #### Added Descriptions for all the Import Routines In addition to the segregation we have further added description field which can be useful for documenting specific characteristics or functionalities of the entity. Such as providing additional information or details about the entity being mapped Sage 100, Sage 300C, and Sage X3 System with Salesforce. It helps users, administrators, or developers involved in the integration process to have a clear understanding of the entity being mapped. Users will get descriptions for pre-defined import routines when package is installed and also, they can change/modify descriptions from Detailed View of Entities – [Description of all Import Routines](https://www.greytrix.com/blogs/salesforce/2023/08/30/functional-description-for-import-routines/) #### Further enhancements to Mappings in Import Routine With the latest upgrade, users can now save the mappings they have created, even if they choose to deactivate them. This enhanced functionality empowers users to revisit and reuse mappings at their convenience without the fear of losing their valuable configurations. Clicking on the "Save" option will preserve the mappings configurations, allowing users to access and reactivate it whenever necessary. In addition, we have also added Sequencing feature to the mapping, which allows users to experience an orderly and efficient data integration process. It assigns a distinctive sequence number to each record based on when it is inserted and any subsequent edits or additions to the mappings. #### ERP Addresses Fields tab on Accounts Layout In the past, all the ERP fields were shown within the Details section. However, we have implemented a new tab labelled "ERP Addresses and Fields" on the Accounts record page. Within this tab, you can find fields like AR Division No., Customer No., Terms Code, Ship Method, Tax Schedule, Salesperson Number, Integration Key, External UID, and Fax. ### Addressed Issues | Area | Description | | ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Entity Mapping Import | In this release, we have addressed the issue that users reported concerning the missing field displays in Email, Tax Group, Category, and Extended Price. | | Sales Order Tax Calculation | The previous package had inaccuracies in the calculation of Tax and Grand Total amounts for Sage X3 systems. | | Accounts Address Save & Promote | For Sage X3, if user promotes any Account the associated address also gets promoted but the button on Address records still displayed “Save and Promote”. Now, after promotion the label will be auto updated to “Save and Update”. | | Security Matrix | Prior when the box was unchecked to disable a specific functionality, such as Promote Customer or Promote Order, the functionality would still exeute, which was incorrect. However we have rectified this issue, in the recent package, and now changes made at the user level function as expected. | | Quote Entry Data Handling | Earlier when user neglected to choose an "Expiration Date" before adding a product to the Quote, the "Product Family" and "UOM" fields would become empty which wouldn’t let the user to save the added products. Now we've introduced a validation message, instructing the user to "Please select the Expiration Date" before proceeding. This ensures that the expiration date is set before adding a product. | ## GUMU v5.66 The version consist of the following enhancements and issue fixes. ***This version was released in January 2023***. ### Features and Enhancements #### **AR Invoice** AR Invoice in the classic version. A new import routine has been added for Sage 300C in which the dynamic mapping is added for distribution code at the time of AR Invoice promotion. Due to this, the user will have access to choose the distribution code for AR Invoice promotion. #### **Special Character Handling** For a key field that do not handle specific special character, we have added a validation message to handle the special character at the time of promotion of the data. Validation is provided on key fields to handle the special character at the time of data promotion. #### **Real-Time PDF Inquiry Enhancement** Created one field in the ‘data page detail’ object called “VF PDF page” which is used to add the customizable VF page to create your own PDF format. It will allow the user to add his own format of PDF (It will be additional development as the creation of the PDF format will be on the Visualforce Page) - [PDF Enhancement](https://www.greytrix.com/blogs/salesforce/2023/07/03/user-controlled-pdf-format-of-customer-transactions-from-sage-x3/) #### **Enhanced Filter for Data Linkage** When the user tries to map the Salesforce Account with the ERP Customer (& Salesforce Users to ERP Salesperson), the filter has been modified to simplify the process, making it easier to find the desired Customer (or Salesperson) for linkage. User can filter out the ERP records based on key fields (such as Name, Code, etc.), it will search for the record in ERP and the result will be displayed in Tabular format through which the user can link the record in Salesforce. Example for Customer discussed in [this blog](https://www.greytrix.com/blogs/salesforce/2023/03/29/gumu-features-link-account-by-exact-match-with-erp-customer-record-in-gumu-lightning-interface/). ### Addressed Issues | Area | Description | | --------------------- | ------------------------------------------------------------------------------------------------------------------------------ | | AR Invoice | AR Invoice Shipping and Billing address lookup filled text field clear issue after deselecting Customer. | | Entity Mapping/Import | On the Preview button, some users reported issue in pagination, and data display which was handled. | | Entity Mapping/Import | On the schedule page, user reported inconsitency with the window size while using in mobile view. | | Order Promotion | User reported error on the data transfer to Sage while trying to utilize the Promote Order functionality from Standard layout. | ## GUMU v5.57 The version consist of the following enhancements and issue fixes. ***This version was released in June 2022***. ### Features and Enhancements #### **Quick Line Entry (Quote)** Using the feature of Quick Line Entry, the User will be able to add multiple records with a single button click and fetch real-time data for all the products added. Users can also set default values to the product lines. It also gives the option to restrict the visibility of a field for a particular user or profile. #### **Real-time Product Inquiry** This feature will allow users to view ***Realtime Information*** on Product which can be experienced when a Sales Rep creates and add/update products to its Sales Orders in Salesforce using the GUMU™ application. For more information on how this feature works, please refer to the below blog link: - * ​[Real-Time Product Inquiry for Sage 100](https://www.greytrix.com/blogs/salesforce/2020/07/02/gumu-features-experience-real-time-product-inquiry-in-sf-sage-100-integration/)​ * ​[Real-Time Product inquiry for Sage 300](https://www.greytrix.com/blogs/salesforce/2020/08/13/gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-300-integration/)​ * ​[Real-Time Product inquiry for Sage X3](https://www.greytrix.com/blogs/salesforce/2021/07/22/gumu-features-experience-real-time-product-inquiry-in-salesforce-sage-x3-integration/)​ ### Addressed Issues
AreaDescription
QuoteAuto Populate the ERP details from the linked Promoted Account
Multi-CompanyAuto-populate the Default integration when promoting records.
Auto Populate fieldsAfter clicking on add new products, the pricelist value should be selected by default as per Account ERP Information.
Auto Populate fieldsWarehouse to be auto populated on Sales Order from Quotes
OrderAfter entering the data in additional fields in the comment field, the data of the comment field should pass in ERP.
## GUMU v5.44 The version consist of the following enhancements and issue fixes. ***This version was released in March 2022.*** ### Features and Enhancements #### **Preview Data** This feature will provide the User the ability to preview & validate the ERP data before it is imported into Salesforce CRM. For more information on how this feature works, please refer to the belowBlog link: - [GUMU™ Features – Sage ERP Data Preview](https://www.greytrix.com/blogs/salesforce/2019/12/26/gumu-features-sage-erp-data-preview/)​ #### **Purchase Order Add-on for Sage 300 and Sage 100** This feature will provide User the ability to create a purchase order and promote from Salesforce to the Sage: - For more information on how this feature works, please refer to the below blog link: - * ​[Promoting Purchase Orders in Sage 100](https://www.greytrix.com/blogs/salesforce/2020/01/22/gumu-features-add-on-for-promoting-salesforce-orders-as-a-purchase-order-to-sage-100-using-lightning-version/)​ * ​[Promoting Purchase Order in Sage 300C](https://www.greytrix.com/blogs/salesforce/2020/02/18/gumu-features-add-on-for-promoting-salesforce-orders-as-a-purchase-order-to-sage-300-using-lightning-version/)**​** #### **Quick Line Entry (Order)** Using the feature of Quick Line Entry, the User will be able to add multiple records with a single button click and fetch real-time data for all the products added. Users can also set default values to the product lines. It also gives the option to restrict the visibility of a field for a particular user or profile. After saving the records, you can promote records from SF to ERP with a button click. For more information on how this feature works, please refer to the below Blog link: - * ​[Quick Line Entry (Order) Sage 100](https://www.greytrix.com/blogs/salesforce/2021/07/21/gumu-new-quick-line-entry-salesforce-sage-100-erp-integration/)​ * ​[Quick Line Entry (Order) Sage 300C](https://www.greytrix.com/blogs/salesforce/2021/05/31/gumu-new-quick-line-entry-salesforce-sage-300-erp-integration/)​ * ​[Quick Line Entry (Order) Sage X3](https://www.greytrix.com/blogs/salesforce/2021/10/14/gumu-new-quick-line-entry-salesforce-sage-x3-erp-integration/)​ ### Addressed Issues
AreaDescription
AccountCustom fields are not updated on a real-time basis when updated from Salesforce to Sage ERP.
AddressDef_Shipping Address (if it is Yes), then Ship_To_Address is not mandatory
Import routineImport routine master check box should be checked in the package for Parent objects.
Import ScheduleImport should not run during maintenance time.
OrderIntegration Pricebook to be auto populated when Order is created from the GUMU Integration interface.
Order Edit LayoutAlignment issue of fields in case of a larger number on the Order screen.
## GUMU v5.39 The version consist of the following enhancements and issue fixes. ***This version was released in December 2021.*** ### Features and Enhancements #### **Sage Intacct Integration from Salesforce:** Our Package support sage integration from Salesforce in addition to Sage X3, Sage 300c, and Sage 100. In Sage integration, we have introduced a few new features like Opportunity promotion as Sales invoices and AR invoices, Configuration of location Entities, and Promote Order. For more information on how this feature works, please refer to the belowBlog link: - * ​[Configuring location entity link](https://www.greytrix.com/blogs/salesforce/2022/09/05/configuring-location-entities-from-sage-intacct-in-salesforce-with-gumu/)​ * ​[Opportunity promotion as sales invoice link](https://www.greytrix.com/blogs/salesforce/2022/09/08/promote-opportunity-as-sales-invoice-from-salesforce-to-sage-intacct-with-gumu/)​ * ​[Opportunity Promotion as AR Invoice link](https://www.greytrix.com/blogs/salesforce/2022/10/20/promoting-opportunities-as-ar-invoices-in-sage-intacct-through-gumu/)​ * ​[Sales Order Promotion](https://www.greytrix.com/blogs/salesforce/2022/10/07/how-to-promote-order-from-salesforce-to-sage-intacct-through-gumu/)**​** #### **Support Auto generate Customer Number** In this feature, while promoting a Customer, Auto-generate the number in the specified format instead of manually entering the customer number program. ### Addressed Issues
AreaDescription
AccountLimit AR division to 2 characters
AccountAn error “Invalid Fax Field mapping.” was encountered while importing the Customer record “Customer Invalid field GUMU__Fax__c for Account error.”
Import Error"Get URI error” occur while importing data from Sage ERP to Salesforce due to unique character available in fields.
ProductDiscount and Price level not been applied when product is added
Import RoutineRequired Chain Next Missing when the package is installed
OrderRemove the Generated Sales Order button from the Order layout and add it to the Quote layout. On click, the Order should be generated automatically and displayed in the Sales Order tab available in the GUMU Integration App launcher.
Security RightsCurrently providing special rights to Users at the user level, rights are only applicable profile-wise.
OrderPricebook to be auto populated when Order is generated from Quote layout.
Order"Post URI error” occurs while Promoting Data from SF to Sage ERP Due to Special Characters in the record value
## GUMU v5.20 The version consist of the following enhancements and issue fixes. ***This version was released in March 2021.*** ### Features and Enhancements #### **Sage 50 (US) integration with Salesforce** Our GUMU™ for Sage CRM – Sage 50 Integration is an external bi-directional utility that can synchronize Customer and Order data from Salesforce to Sage 50 and vice versa. This utility can be scheduled further to automate these synchronization processes. ### Addressed Issues
AreaDescription
Import routineAn error occurred while creating the default entity and mapping of Sage 300 Cloud
Import RoutineWith the Click of the Refresh button, existing mapping is cleared out.
Product FamilyStandard field mapping missing for Product Family import routine.
Real-time screenThe User cannot add a new field to Account, Inquiry, or Shipment Realtime screen.
## GUMU v5.13 The version consist of the following enhancements and issue fixes. ***This version was released in December 2020.*** ### Features and Enhancements #### **Field Level setup** The field-level security tab is used on a real-time inquiry screen where the User can add multiple fields to see the data from Sage. For more information on how this feature works, please refer to the Blog link: - [Setting up Fields on GUMU™ Real-Time Inquiry Screen](https://www.greytrix.com/blogs/salesforce/2020/11/25/setting-up-fields-on-gumu-real-time-inquiry-screen/)​ #### **Field Security** This feature provides Field Accessibility at Profile and User Level, and accordingly, it will display the fields on the Realtime inquiry screen. So, if you want field access in real-time to be denied. For more information on how this feature works, please refer to the belowBlog link: - [Field Accessibility / Configuration on GUMU™ Real-time Inquiry Screen](https://www.greytrix.com/blogs/salesforce/2020/10/19/field-accessibility-configuration-on-gumu-real-time-inquiry-screen/)​ #### **PDF Preview ERP Enquiry** This feature allows the User to convert real-time information of the Customer’s corresponding record into PDF format. This feature is used for all integrations of Sage 100, Sage 300c, and Sage X3. For more information on how this feature works, please refer to the below Blog link: - [Viewing Customer real-time Inquiry in PDF file for faster response](https://www.greytrix.com/blogs/salesforce/2020/09/28/viewing-customer-real-time-inquiry-in-pdf-file-for-faster-response/)​ ### Addressed Issues
AreaDescription
Import routineImport routine should continue when an error occurs for a particular record.
Order ProductsThe product line is not displaying an updated amount when the Product Quantity is changed on the ERP product screen.
Sales Order ListThe list layout alignment is not aligned with the column sequence
AccountRequired ERP fields are not made mandatory when the package is installed.
Realtime ScreenCurrency and Data format are not displayed appropriately on the Realtime screen.
Realtime ReportsThe PDF generated displays old record
SalespersonThe salesperson import routine is missing from the package.
Ship ToStandard required mapping is missing in the Ship To import routine.
OrderOrder Amount is ‘NAN’ on Sales Order Screen
AddressAddress not promoted when promoting the Account
OrderDuplication issue External UID format for Promote order and order import is different.
ContactContact not promoted when promoting the Contact
ContactContact to be auto-promoted when newly created against a promoted account
ProductThe price is to be imported to the Integration price book when importing the product.
OrderOrder Tax not calculated for Order total
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