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Resolved an issue where the company summary panel UI would become disturbed when a mandatory field lacked a value and the user clicked on the save button.

Modified the link server configuration process for Sage 100 Premium Edition to avoid manual changes.

Address fields (e.g., address1 or address2) on the order/quote summary screen no longer have unnecessary spaces when any of the address fields are empty.

Corrected an issue where the QLE screen would malfunction if the product code contained “#” character

Fixed an issue where the Sage 100 panel would get hidden when navigating from the order to the company summary screen using the company name hyperlink.

Resolved an issue where incorrect field values set against any field on the Sage CRM side configuration screen would remove other fields assigned values upon clicking the save button.

Implemented a fix where failure to synchronize one option (e.g., warehouse) in the synchronize dropdown would not halt the syncing of other values.

Adjusted the position of change and continue buttons on the Sage CRM side configuration screen for better usability

Handled scenarios where the graph field on the company summary screen displayed incorrectly.

Optimized the Find Inventory screen for improved performance and usability.

Enabled users to type values in the Tax Schedule SSA field on the Sage 100 Customer tab and search for the same.

Added ability to promote multiple order together into Sage 100 using Sdata

Prevented the display of “All” product family on the new line item screen.

Ensured that addresses are displayed in proper format (one below the other) on the order and quote screens.

Made the credit limit exceed message visible on the order screen.

Rectified an issue where the associated quote field would not display immediately after converting a quote to an order; now displays without requiring a page refresh.

Corrected an issue where real-time pricing would not work properly if any product had a “+” sign in its code.

Corrected the text format in the Credit History tab to ensure that only captions are bold, not the entire content.

Added a pagination bar for records with more than 10 line items on the order and invoice GUMU tabs.

GUMU tabs have been added for vendor records in CRM, providing users with access to relevant ERP data and functionalities within the vendor context.

Added ability to create custom grid in Sage CRM using the Dynamic Grid Query Manager

Enhanced the security matrix to display only active Sage CRM users, providing administrators with visibility into user access rights and permissions.

We are now displaying a rolling 12-month period on the company summary statistical block, enabling users to view trends and patterns over time.

We have hid the cost fields on the Find Inventory screen to simplify the interface and focus on essential information

Added a standard price field on the new line item screen to facilitate pricing and quotation processes.

Addressed an issue where the commission calculation setting in Sage 100 was not reflected accurately in CRM.

Introduced kitting functionality to manage bundled product offerings efficiently through Sage CRM.

Enhanced the QLE screen to display available quantity information for efficient inventory management.

Modified the QLE screen to display charge and comment items for comprehensive product information.

Enhanced the QLE screen with additional features or improvements to streamline product lookup and selection processes.

Implemented a report or feature to generate a list of customers who have not made any purchases in the last 24 months for targeted marketing or outreach efforts.

Made Node-Red features compatible with static URLs for seamless integration and communication.

Updated product family charts to display product family descriptions instead of codes for improved clarity and understanding.

Implemented sort order functionality by date columns in A/R invoices and sales orders screens for better organization and analysis.

Displayed the Sage 100 customer code prominently on the company header for quick reference and identification.

Added hyperlinks to Sage 100 order details within the Order Inquiry screen for seamless navigation and access to detailed information.

Added AP history section under the vendor record in CRM to provide comprehensive financial information.

Ensured compatibility of the GUMU™ setup with Sage CRM version 2021 R1.

1. We have added Below fields.
a. % change between YTD and LYTD field
b. % change between LYTD and LLYTD field
c. LLYTD field
d. # Invoices Outstanding
e. Total outstanding
The above fields data can be populated for the Customer with the help of Import Custom field Routine and Window Scheduler batch file.

The GUMU statistical fields are now presented on a distinct panel exclusively for Sage 100 Type “Customer” within the user interface. This modification enhances data organization and visibility by segregating statistical data related to customers from other types within the system.

The interface has been modified to collapse the Sage 100 integration panel by default, users still have the option to expand the Sage 100 integration panel when needed, providing flexibility and accessibility to the integrated functionality.

Implemented product contain search functionality on the QLE screen, enhancing search capabilities and user experience.

The Company Dashboard screen has been enhanced by incorporating charts, thereby facilitating improved data visualization and analysis at the individual customer level. These charts provide users with graphical representations of key metrics and performance indicators, enhancing their ability to gain insights and make informed decisions tailored to individual customer relationships.

Charts have been incorporated into the Sage CRM standard Dashboard, enhancing the dashboard experience by introducing graphical representations of data.

The user interface of the AR and Order Inquiries screen has been modified to enhance usability and aesthetics. These modifications aim to improve the overall user experience by optimizing layout, design elements, and functionality to better meet the needs of users.

Implemented charts on the Company Summary screen to provide visual insights into company data.

All GUMU tabs have been consolidated into a single tab labeled “View ERP Data,” streamlining navigation and providing users with centralized access to ERP-related information. This consolidation simplifies the user interface by reducing clutter and organizing related functionality into a cohesive and easily accessible location.

Updated the caption from “LYTD Sales” to “Prior Year Sales” on the YTD Sales Detail tab for improved clarity and consistency.

Active/Inactive Filter in Import Customer Functionality. This feature introduces an Active/Inactive filter within the Import Customer functionality, enabling users to selectively import customer records from Sage 100 to Sage CRM based on their active or inactive status

This feature introduces the capability to set default company settings while configuring the GUMU™, allowing users to customize their experience and streamline workflow efficiency.

Currency Formatting for Improved Clarity and Readability

Formatting and alignment adjustments for improved visual presentation and usability.

Addition of Last Sales Order to Company Summary Tab. This feature adds the Last Sales Order field to the Company Summary tab, providing users with quick access to essential information about the company’s most recent sales transaction.

Adjustment of the layout of Order/Quote screens for improved usability or functionality.

This feature involves integrating the Quote screen with relevant Order fields to improve consistency and functionality within the system. By referencing Order fields on the Quote screen, users can access and utilize pertinent information from existing orders, streamlining the quotation process and enhancing overall usability.

Introduced updates / enhancements to the GUMU Dashboard interface, aimed at improving user experience

Addition of Ship Date to AR Inquiry/Order Inquiry List. This feature introduces the Ship Date field to the AR (Accounts Receivable) Inquiry and Order Inquiry lists, enhancing visibility into order fulfillment timelines and improving overall order management capabilities.

This feature involved the conversion of pre-existing GUMU tabs to JQ DataTables, leveraging the capabilities of JQ DataTables to enhance performance and functionality within the system.

Addition of Salesperson Column to Order Inquiry Tab. This feature introduces a new column specifically dedicated to displaying the order salesperson on the Order Inquiry tab. By adding this column, users gain visibility into the assigned salesperson for each order, facilitating effective order management and tracking of sales responsibilities.

Addition of YTD Sales Details functionality

Introduced the One-to-Many Salesperson Mapping Integration functionality. The feature enhances the user experience by implementing one-to-many salesperson mapping functionality within the system. When users navigate to the Sage 100 Customer tab, the system automatically loads the Accounts Receivable (AR) Division and Salesperson fields based on the Account Manager designated by the user on the Company screen.

Key Statistical Fields such as Year-to-Date (YTD) Sales, Last Year-to-Date (LYTD) Sales, and Last Invoice Date is now integrated on Company Summary Screen, by incorporating these key fields on the Company Summary screen, users can quickly assess the company’s financial health, track sales performance, and monitor transaction history without navigating to separate reports or modules, provides a valuable insights into the company’s financial performance at a glance.

Added Credit History Lookup on Company Summary Screen. This feature introduces a comprehensive credit history lookup functionality directly within the Company Summary screen. Users can access detailed information about the company’s credit history.

Credit Limit Notification on Company Summary Screen. This feature enhances the Company Summary screen by introducing a notification regarding the credit limit. When users access the Company Summary screen, a message will be prominently displayed to alert them about the current status of the company’s credit limit.

Find Inventory Screen for Enhanced Inventory Search. We have introduced a dedicated “Find Inventory” screen within the system, enhancing the inventory search functionality for users. The Find Inventory screen provides a centralized and user-friendly interface for conducting comprehensive searches across the inventory database.

Added Sorting Functionality on YTD Sales Detail Tab. This feature introduces sorting functionality on the Year-to-Date (YTD) Sales Detail tab, enhancing the user experience and facilitating efficient data analysis

A new field named “YTD Sales” has been introduced on the Company Summary screen. This field provides an overview of the company’s sales performance for the current fiscal year. The data for this field is populated using the ‘Import Custom Field’ functionality. By incorporating YTD sales data onto the Company Summary screen, users can quickly access and analyze key sales for the selected Customer

Previously, the management of the GUMU License required updates on the cloud development server. However, with this enhancement, the physical GUMU License can now be directly updated on the Sage CRM server upon renewal. This eliminated the need for updates on the cloud development server, thereby enhancing convenience and efficiency in license management.

Introduced a checkbox labeled “Allow Credit Limit Exceed” on the Sage CRM Sales Order Header level. Enabling this checkbox allows users to promote orders into Sage 100 even if the Company’s credit limit is exceeded.

During the Promote Order process from Sage CRM to Sage 100, we have incorporated the Address Name field from both Sage CRM Billing and Sage CRM Shipping Addresses.

Implemented Back Order functionality on Quotes by introducing the Order Type field.

Made the Credit Limit field editable and synchronized it with Sage 100 during the customer promotion process from Sage CRM to Sage 100.

“The QLE screens now provide better features related to sorting data and
Sage 100 product lookup.

Searching – we will be adding the ability to search for product code and product desc from the search and results will display all products that contains the searched keyword.

Ability to decide the number of products to be displayed at a time through Sage CRM translations.”

BOM functionality will now be included in the Standard GUMU™ product

Added a Comment column in Order Inquiry detail pages

New feature allowing users to view any items (by Order Line Item) from the context of a customer OR globally.

New feature summarizes sales history by SKU. This can be viewed from the context of a customer OR globally.

Credit limit checking now displays from the company summary screen for customers regardless of whether or not we allow credit to be exceeded.

Address displayed as undefined when editing the shipping/billing address on new Sage CRM Quote screen.

Comment item sequence gets disturbed after deleting a line item

Statistics panel gets disturbed after navigating to company summary after adding a new address.

Clicking on Sage 100 Order number from the Order list errors out.

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