The Sage 100 Real-Time PDF is an advanced feature introduced by GUMU, allowing users to replace the pre-formatted PDF with their custom PDF for greater flexibility. This blog provides details about the real-time Sage 100 PDF, how users can modify the VF page name and the functionality of this PDF
With this feature, users can efficiently track sales orders and their associated details, ensuring seamless management of specific Sales orders.
Impact of PDF:
PDF works fine for real-time data. All data displayed in PDF is directly requested from the Sage side. If any changes are done in Sage Side, it will directly get reflected in the Sales Order PDF so there is minimal chance of mismatch or incorrect data.
Apart from this, as mentioned above, the user can change their PDF format.
For this, one custom field was created in which users can add their VF page name for their customized PDF. Details are as follows:
Object Name: Data_Page_Detail__c
Field Name: VF_Page__c
Following are steps to follow.
- Create an Account for Sage 100, fill in the required information, and Promote the Account to Sage 100. Find more details here.
- You will get a customer number when you promote your Account to Sage 100.
- Promote Sales Orders for the promoted Account.
- One classic real-time page gets opened. There are tabs like Customer and Sales Order.
- Click on the Sales Order tab, here you will get a list of promoted Orders against that Account.
- Click on the PDF link and your Sales Order pdf will get downloaded.
To enhance the user experience, full control over the data is provided, enabling users to customize the PDF format as needed. Users can replace the default PDF with their own, create a custom PDF using VF page code, and update the PDF format as required. This functionality is facilitated through a custom field in Salesforce, allowing users to specify their VF page name for their personalized PDF format.
By following the above blog instructions, you will be able to “See new Format of Sage 100 real-time PDF and user can create their custom PDF”. More details about the Product are available on our website and Salesforce AppExchange.
We hope you will find this blog resourceful and helpful. However, if you still have concerns and need more help, please get in touch with us at salesforce@greytrix.com.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users.
Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
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