# Account Creation and Promotion

**Note**: It is mandatory to synchronize required entities (such as Category, AR Division, Sales Person, Payment Terms, and Tax Rules) before promoting a Customer to Sage 100.

1. Click on the Accounts tab, click the **New** button (top right), fill in all the required details and then **Save.**
2. Once your account gets created, click on the **Promote Customer** button to promote the Account in Sage 100 (this navigates to a screen for selecting the integration or it will display the default integration if one has been set).

<figure><img src="/files/wNI2tsq4z0HZXN2djQau" alt=""><figcaption></figcaption></figure>

**Promote Customer Details**

<table><thead><tr><th width="226">Field</th><th>Description</th></tr></thead><tbody><tr><td>Integration</td><td>Specify the configured Integration name if the default integration is not set or selected by default</td></tr><tr><td>AR Division</td><td>Specify the AR Division, if your organization is using the Division functionality in Sage</td></tr><tr><td>Terms Code</td><td>Specify the default Terms Code to be used for the customer</td></tr><tr><td>Ship Method</td><td>Specify the Ship Method to be used for the customer</td></tr><tr><td>Tax Schedule</td><td>Specify the Tax Schedule to be used for the customer record based on your settings in Sage</td></tr><tr><td>Salesperson</td><td>Specify the Salesperson to be used for the customer record based on your settings in Sage (Note: if a Salesperson is mapped to the user in GUMU™ then it will be auto-populated while promoting the account, however, you always has the option to select/change a salesperson manually)</td></tr><tr><td>Customer No</td><td>Specify the non-existing Customer Number to be used for the customer record</td></tr></tbody></table>

3. Navigate to the ERP Addresses and Fields tab to view the promoted customer details (once an account gets promoted the Integration key and External UID will be generated).

<figure><img src="/files/eAqUANd206Gm3xCD0C65" alt=""><figcaption></figcaption></figure>

4. To verify if an Customer is promoted, click the **Customer No.** link or **ERP Customer Details** button and it will display the real-time details (or you can log in to the Sage System and check for the specific record).

<figure><img src="/files/I8xsg1Vm644BchRiiqFt" alt=""><figcaption><p>ERP Customer Details button</p></figcaption></figure>

<figure><img src="/files/mRoO7aVEmlfIy5tnZYAw" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/8WFaKjsv9bdqWH6PfFmY" alt=""><figcaption><p>Promoted Account in Sage 100</p></figcaption></figure>

### **Real Time Inquiry**

The **Real-Time Inquiry** section explains customer-related data retrieved in real time from Sage 100. It includes **ERP Customer Details, AR Aging information, and Company Statistics**, allowing users to understand customer information, financial status, and sales performance directly within Salesforce.

#### **ERP Customer Details**

1. In the Accounts tab, select a promoted Account.
2. Navigate to the **ERP Addresses and Fields tab** to view the promoted customer details (once an account gets promoted the Integration key and External UID will be generated)

<figure><img src="/files/nnxBK3RapTBc4tLkCjjH" alt=""><figcaption></figcaption></figure>

3. To verify if an Customer is promoted, click the **Customer No.** link or **ERP Customer Details** button and it will display the real-time details (or you can log in to the Sage System and check for the specific record).

<figure><img src="/files/jOg69o9sqTvXX9lp1ou2" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/T1Vc9iGg9KdvdsiRDr7p" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/csht61732xAAvC68VXYz" alt=""><figcaption><p align="center">Real-Time details of Customer</p></figcaption></figure>

<figure><img src="/files/iWs4Jauc2nvBVsUWqiVE" alt=""><figcaption><p>Promoted Account in Sage 100</p></figcaption></figure>

#### **Customer Statistics**

The Company Statistics section displays customer sales and activity data retrieved from Sage 100.

1. Navigate to the **ERP Addresses and Fields tab.**
2. Scroll down to view the Company Statistics section.

<figure><img src="/files/R6YwW0UEz6RatskCn13J" alt=""><figcaption></figcaption></figure>

* YTD Sales – Total sales for the current fiscal year
* LYTD Sales – Total sales for the previous fiscal year
* LLYTD Sales – Total sales for the fiscal year before last
* % Change (YTD vs LYTD)
  * Formula: (YTD / LYTD) - 1
* % Change (LYTD vs LLYTD)
  * Formula: (LYTD / LLYTD) - 1
* Last Invoice Date – Most recent invoice date
* Last Sales Order Date – Most recent sales order date

#### **AR Aging Details**

The AR Aging Details section displays customer outstanding balances and credit-related information.

1. Navigate to the **ERP Addresses and Fields tab.**
2. Scroll down to view the Aging Details section

<figure><img src="/files/PvJ2nygoA7UhFsa98qau" alt=""><figcaption></figcaption></figure>

The **Aging Detail** section is available under the **ERP Addresses and Fields tab** and includes the following fields:

* Credit Limit
* A/R Balance
* Open Order Amount
* Remaining Balance
* Current Balance
* 30 Days Aging
* 60 Days Aging
* 90 Days Aging
* 120 Days Aging

**A/R Balance**

Formula:&#x20;

A/R Balance = Current Balance + Aging Amount

* Aging Amount includes 30, 60, 90, and 120 days

**Remaining (Over By)**

Formula:&#x20;

Remaining = Credit Limit – (A/R Balance + Open Order Amount)


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