> For the complete documentation index, see [llms.txt](https://docs.greytrix.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.greytrix.com/gumu-salesforce-integration/sage100/transaction/account.md).

# 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FtbJH0lMQzKJX8bfFwPkQ%2F1.png?alt=media&amp;token=7256b32f-9eb7-424a-88e9-6516b33a2d71" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2Ffgtd9TiMVrsMILTsjkcE%2F2.png?alt=media&amp;token=81057234-cfcf-4224-a19d-84883083593d" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FiSeZ8adonPwpqAE267vA%2F3.png?alt=media&amp;token=5bff36bb-bb0c-4fc6-829d-b0953e4b57fa" alt=""><figcaption><p>ERP Customer Details button</p></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F3LHLfiXBnjPZdWuPvWML%2Fimage.png?alt=media&amp;token=0afa3287-a2ad-404c-9655-41f3a6a1ac0e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FNug6weQdrexsTtos41QN%2F5.png?alt=media&amp;token=947dbf94-ced4-4a0e-a28c-f3ab13f447a6" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FsHHmQuCIw4Wk4IIGRyB9%2Fimage.png?alt=media&amp;token=7d91a529-46ba-4e73-8ed2-11218787b3e3" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FziD8vulcildqk7KfjRq0%2Fimage.png?alt=media&amp;token=0b2baf44-32d0-4233-a74b-6471074b386d" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FCjs0l9Sr331CclAAMcLj%2Fimage.png?alt=media&amp;token=133f7663-192f-424d-bf0f-769b2cbb5f97" alt=""><figcaption></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FpwZOvzWPTCNom7OW71qv%2Fimage.png?alt=media&amp;token=21db95d4-5d70-4cb4-86b8-d3ae90f9db67" alt=""><figcaption><p align="center">Real-Time details of Customer</p></figcaption></figure>

<figure><img src="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FO05rbP9J44a3FAXpvBJ4%2Fimage.png?alt=media&amp;token=aee506d1-0199-4c26-a727-a74b46ef7899" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2FU35CBoXfJDMSTEViY8ld%2Fimage.png?alt=media&amp;token=138ac127-c364-4c8e-b0ad-1a5c664c08de" 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="https://794987320-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCRVg-TYx3gVa2Tqtf_%2Fuploads%2F3OH0IzefDsYC4TxiwJhx%2Fimage.png?alt=media&amp;token=e6fc82c5-0927-4832-b354-0c245035a75a" 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)