Account Creation and Promotion
Last updated
Last updated
It is mandatory to synchronize some required entities such as Category, Currency, Language, Payment Terms, and Tax Rules before promoting a Customer to the Sage X3.
One of the most significant points the user needs to keep in mind while making changes for Accounts, Addresses, etc. in Salesforce is that the Sage X3 record for that Account should not be open i.e., in edit or read-only mode, otherwise the real-time changes will not be reflected from Salesforce to Sage X3.
Click on the Accounts tab, click the New button (top right), fill in all the required details and then Save.
Note: Fill in the Shipping Address and Billing Address details, then only the Account will be promoted from Salesforce to ERP or else it will show an error.
Click the Promote Customer button to promote the Account in Sage X3 (this navigates to a screen for selecting the integration or it will display the default integration if one has been set).
Integration
Specify the configured Integration name if the default integration is not set or selected by default
Category
Specify the default category to be used for the customer based on your business scenario
Currency
Specify the default Currency to be used for the customer based on your business scenario
Language
It auto populates the default Language which had been set during the Configuration setup
Taxrule
Specify the default Tax rule to be used for the customer based on your business scenario
Payment Terms
Specify the default Payment Terms to be used for the customer based on your business scenario
Salesperson
Specify the Salesperson, to be used for the customer record based on your setting in the Sage system
Customer No
Specify the non-existing “Customer No”. to be used for the customer record based on your business scenario
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).
To verify if an Customer is promoted, click on 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).
