In our previous blog series, we discussed about installing and configuring Sage 100 SData. In this blog, we will discuss about creating a gadget in Sage CRM which will display Sage 100 AR invoices from Sage 100 in Sage CRM using SData.
New Stuff: Displaying quantity on hand information in Sage CRM in GUMU for Sage CRM – Sage 100 Integration
To create gadget in the Sage CRM interactive dashboard using SData feed, please follow below steps:
1. Within the interactive dashboard select New Gadget >create gadget>Select SData List & click Next.
2. Select ‘Use Custom Data field’ option and provide a valid SData schema URL in the Web Address field along with correct Sage 100 User name and password. Also provide short description of data which you are showing in the Name field.
3. After clicking next, it will display the list of all the available resources (Sage 100 tables). Please select the entity AR_OpenInvoice from the available list.
4. Then select and add the columns which you want to show in the dashboard gadget.
5. In this step, user can use Include/Exclude field option to filter the information.
6. Add suitable name and Description of the gadget and finish the setup. After completing setup successfully, you can see gadget on your interactive dashboard as given below.
For any other information about the GUMU™ Sage CRM – Sage 100 integration product, you can always contact us at sage@greytrix.com.
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For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.