Configuration

The Configuration module is used to set up the integration between Sage 100 ERP and Salesforce. Here we can create a new integration or edit an existing integration.

To create a new Integration follow the steps below.

• Search for the GUMU™ Settings app in the app launcher, click on the “GUMU™ Settings” application.

• A new window appears, click on the Configuration tab.

• Next, click on the New Integration button.

• Another screen will appear where you need to specify the Sage 100 login credentials.

Configuration Fields

Fill up the fields based on the following:-

1. ERP System: Select the ERP system from the dropdown menu to set up credentials (select Sage 100).

2. Web Service URL: Specify the domain or subdomain URL linked with IIS for Sage 100 (e.g., https:\\example.com) The URL would be the same as above (example.com), but bolded would be your hosted web service server domain name Note: Salesforce supports only secure external web services so your Domain should be certified by public certificate authority (i.e., VeriSign, Go Daddy, etc.).

3. Name: Provide an appropriate name for the configuration, the name should be unique. E.g., Integration – Sage 100

4. Synchronization: Synchronization signifies the direction of the sync. It can be classified as:

   • Salesforce to ERP: Syncs data from Salesforce to ERP. Salesforce is set to be the Master

   • ERP to Salesforce: Syncs data from ERP to Salesforce. Sage is set to be the Master

   • Both: Bidirectional sync. The latest data update in any System is the Master

5. Default: If selected, the configuration becomes default integration for all the corresponding pages. This is helpful if you don’t want the user to always remember to select the integration.

6. Inactive: If selected, the configuration becomes inactive, and the jobs/actions linked to this integration will not be performed.

7. Company Code: This is the Code that is used to distinguish Sage 100 Companies (Sage 100 Company Code vs Sage 100 Test Company Code for example).

8. Username: User ID of the Sage 100 company to which the connection needs to be made.

9. Password: Password of the Sage 100 company to which the connection needs to be made.

Click on the “Test Connection” button to check if the connection is being established.

Test Connection

If the connection is successfully established, save the details.

• A successful save would take you to the Integration List where you will see the configuration record just added.

New Integration

ERP CONFIGURATION SETTINGS

• This feature will enable the user to set application settings. Click on the gear button.

ERP Configuration Settings

• Once you click on the ERP Configuration gear, a new page opens with the following fields:

1. Total Batches: Specify the number of batches to be created for the import routine. (Optional Field)

2. Extended Batches: Specify the number of records to be created in Import_Jobs_c for extended import routines. (Optional Field)

3. DB Type: Specify the type of DB, mostly for Sage 100 It is SQL. (Optional Field)

4. Web Service Timeout: For external web service callouts there is a read timeout of 10 seconds (Optional Field.

5. Enable Product Inquiry: Enable this button to get Real-Time product information while Sales Order creation.

6. Sales Tax Reporting: By enabling this button, the user will be able to view the Tax information on the Order.

• Over the right-hand corner, you can find one more gear button for application settings.

Tabs	Description
Tax	If you want to enable the tax calculation on orders, kindly enable this toggle.
Address	This field will auto-populate code for the first entry of the Shipping and Billing address. This tab allows you to set the display format of address code for ship to and bill to address.
Trigger	Run trigger activates the trigger that creates, or updates accounts, contacts, and addresses in real-time. By enabling this toggle user can activate the trigger, which will help user know real-time details of the Account, Contact, and Address.

Creation of Default Entities and Mappings using GUMU’s New Lightning Interface.

Data between Sage 100 and Salesforce can be synced by utilizing the “Entity mappings” functionality of GUMU™. To create a default entity and mappings, click on the below highlighted icon.

• The default entities and the default entity mappings are automatically created and can be seen in the “Entity Setting” and “Entity Mapping/Import” tabs respectively.