A message about the Credit limit appears on the Company summary screen

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.

Last updated