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).

Promote Customer Details

Field	Description
Integration	Specify the configured Integration name if the default integration is not set or selected by default
AR Division	Specify the AR Division, if your organization is using the Division functionality in Sage
Terms Code	Specify the default Terms Code to be used for the customer
Ship Method	Specify the Ship Method to be used for the customer
Tax Schedule	Specify the Tax Schedule to be used for the customer record based on your settings in Sage
Salesperson	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)
Customer No	Specify the non-existing Customer Number to be used for the customer record

1. 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).

1. 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).

ERP Customer Details button

Promoted Account in Sage 100

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)

1. 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).

Real-Time details of Customer

Promoted Account in Sage 100

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.

• 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

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:

A/R Balance = Current Balance + Aging Amount

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

Remaining (Over By)

Formula:

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