A message about the Credit limit appears on the Company summary screen
PreviousPromote Sage CRM Address to Sage 100 Address.NextOrder Entry from within Sage CRM into Sage 100.
Last updated
Last updated
The Sage CRM user can check if the selected customer’s credit limit status in Sage 100 on the click of “Check credit limit” button on the company summary page
In the Sage 100, if the customer’s Credit Limit get Exceeds or customer is on Credit Hold then it displays messages related to Credit Limit Exceeds OR Credit on Hold on Customer Screen. The same we have displayed directly in Sage CRM on Company Summary screen.
So in Sage 100, if Customer is on Credit Hold then it displays warning message on Customer screen. The same warning message i.e. ‘Customer on Credit Hold’ we have displayed in Sage CRM using GUMU integration. Refer below screenshot.
Similarly, we have displayed the Customer Credit Limit is Exceed Message when customer’s Credit Limit gets exceeded as shown in below screenshot.
Credit limit checking now displays from the company summary screen and Order screen for customers.
A warning message appears on the Customer summary screen and Order screen as per the setting in Sage 100. You can monitor the customer's credit limit by aging category only, the customer's credit limit only and both of these methods set in sage 100.
