Account

Promote Salesforce Account to Sage 100 Customer using GUMU™

In this content, we have discussed one of the key features of GUMU™ Integration using the new Lightning interface. You can promote an already existing “Account” in Salesforce, as a “Customer” in Sage 100 ERP.

Note: It is mandatory to synchronize some required entities such as AR Division, Terms Code, Ship Method and Tax Schedule before promoting a customer to the Sage 100.

• Click on GUMU Integration app

GUMU Integration

• Click on Accounts tab. A list of all Accounts in the Salesforce Organization is displayed.

List Of Accounts

Open an Account which is not linked with any Sage 100 Customer. The Account detail screen appears as below along with a Promote Customer button.

Account Layout

Click on Promote Customer button. The screen navigates to a page for selecting the integration from the list or it will display default integration, if one has been set to be used as a “Default Integration”.

Default Integration

Click on Next button. The screen navigates to a page for entering details required for promoting a Customer. Fill the required details-

Assigned Salesperson

If a Salesperson is mapped to the user in GUMU Salesperson mapping then it value on this screen will be auto-populated while promoting the account, however the user always has the option to select/change a salesperson manually.

But do remember that changing the Salesperson will have an impact on the “Record Ownership” once the Import Routine for “Account/Customer” update executes. Details can be found at the “Salesperson Mapping” content

1. Integration – Specify the configured Integration name, if the default integration is not set or selected by default.

2. AR Division – Specify the AR Division, in case your organization is using the “Division” functionality in Sage ERP.

3. Terms Code – Specify the default Terms code to be used for the customer based on your business scenario.

4. Ship Method – Specify the Ship Method to be used for the customer based on your business scenario.

5. Tax Schedule – Specify the Tax Schedule, to be used for the customer record based on your setting in the Sage system .

6. Salesperson – Specify the Salesperson, to be used for the customer record based on your setting in the Sage system.

7. Customer No – Specify the non-existing “Customer No”. to be used for the customer record based on your business scenario.

Filled Details to Promote Customer Record

Click on the Promote button. The corresponding Account gets promoted to Sage 100 and can be viewed in the ERP system.

Sage Customer No in Salesforce

To verify if an Account is promoted, click on the Customer No link below and it will display the real-time details of a Customer or you can login to the Sage System and check for the specific record in “Customer Maintenance” screen.

Real-Time Data from Sage

View A/R Inquiry Tab

The AR Inquiry tab lists all invoices for the selected account.

• On clicking “A/R Inquiry” tab; the tab will be opened with associated customer’s A/R Inquiries in the grid. See image below.

• On clicking Invoice Number link, the associated invoice details will be populated real- time basis along with line item details. See image below.

Sales Order Tab

The SalesOrder tab lists all the Orders for the selected account.

On clicking “SalesOrder” tab; the tab will be opened with associated customer’s Order Inquiries in the grid. By default, grid will show Order Inquiries those Order Status is “Open”. See image below.