Delete Order feature using GUMU™ Sage CRM – Sage 100 Integration

By | December 3, 2020
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GUMU™ for Sage CRM – Sage 100 application is link is real time bi-directional integration link. One of its exclusive features is that it is a customizable link and we can customize GUMU to suite your company business process.

New Stuff: New Features in latest GUMU™ for Sage CRM – Sage 100 Integration

Today, we will walk through with a new enhancement of Delete Order which we have incorporated in our GUMU version. Users can delete orders from Sage 100 to Sage CRM on real time.

Delete order functionality will work as below.

  1. Let’s say user promoted order from CRM to Sage 100 or created any new Order in Sage 100.
  2. If Sage 100 user delete that order from Sage 100 then we will update the Order Status as DELETED in Sage CRM along with message on top of Order Summary screen.
  3. User can identified whether the Sales Order is Deleted or not through CRM Order Status = Deleted field and message ‘This Order has been deleted from Sage 100’.
  4. The Status and message which get reflected only when user click or refresh the Order Summary screen or tab. Refer below image of deleted order screen in CRM.

Deleting orders from Sage 100 to Sage CRM

Notes –

  • Delete Order functionality will not work during Edit Order process
  • Delete Order functionality will work only for Active (i.e. Open) Orders not for partial or full shipment.
  • Delete Order functionality will work only when GUMU Module setting is Active in Sage 100.

With the help of this functionality the CRM users will be aware of Sage 100 deleted orders and no further junk data will get created in CRM

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development, and implementation competence.

Greytrix has some unique integration solutions developed for Sage CRM with Sage ERPs namely Sage X3, Sage Intacct, Sage 100, Sage 500, and Sage 300. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes add-ons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 – Sage CRM integration listed on Sage Marketplace and Sage CRM – Sage Intacct integration listed on Sage Intacct Marketplace. The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.

For more information on our integration solutions, please contact us at sage@greytrix.com. We will be glad to assist you.

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