{"id":25453,"date":"2019-02-28T07:18:44","date_gmt":"2019-02-28T07:18:44","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/?p=25453"},"modified":"2024-04-30T05:09:58","modified_gmt":"2024-04-30T05:09:58","slug":"manage-the-prompt-for-exceeded-credit-limit-approval-in-sage-300-erp-2017-pu2-and-higher","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sageaccpacerp\/2019\/02\/28\/manage-the-prompt-for-exceeded-credit-limit-approval-in-sage-300-erp-2017-pu2-and-higher\/","title":{"rendered":"Manage the prompt for exceeded credit limit approval in sage 300 ERP 2017 PU2 and higher"},"content":{"rendered":"

Sage 300 ERP have recently provided a provision to handle the prompt of the credit limit approval popup from version 2017 PU2 onwards. Organizations can setup their credit approval process as per the their requirement.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Document Attachment module for Sage 300c v2018 released now<\/a><\/p>\n

Follow the below steps to handle the credit approval pop-up<\/p>\n

Navigate to \u201cSage 300 ERP \u2192 OE64A” and open “OE.ini” file.<\/p>\n

Search for node “UsernamePasswordToOverride”<\/p>\n

[UsernamePasswordToOverride]<\/strong><\/p>\n

Prompt=Yes<\/strong><\/p>\n

Where, Prompt=Yes. Username and password of user with security authorization needs to be provided for approval.<\/p>\n

Prompt=No. Approval is done automatically for the user (login user) with security authorization. If the user doesn’t have security authorization, approval will be denied.<\/p>\n

To better understand the working and configuration, we have create a customer “GT” with credit limit of 500 and have demonstrated both the scenarios with Prompt value Yes and No.\"A\/R<\/a><\/p>\n

Snapshot of the “O\/E Credit Check” screen when Prompt=Yes.\"\"<\/a>\"O\/E<\/a><\/p>\n

Snapshot of the “O\/E Credit Check” screen when Prompt=No.\"\"<\/a>\"O\/E<\/a><\/p>\n

So, an organization can manage the credit approval process without entering the credentials over and over and have the ability to proceed directly. This in-turn saves the approval time investment and data entry for organizations processing large number of orders on daily basis.<\/p>\n

About Us<\/strong><\/span>
\nGreytrix<\/a> a globally recognized Premier Sage Gold Development Partner is a one stop solution provider for Sage ERP and Sage CRM needs. Being recognized and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third party add-on development and implementation expertise.<\/p>\n

Greytrix<\/a> offers unique GUMU™ integrated solutions of\u00a0Sage 300 with Sage CRM,<\/a>\u00a0Salesforce.com\u00a0<\/a>and\u00a0Magento eCommerce<\/a> along with Sage 300 Migration from Sage 50 US, Sage 50 CA, Sage PRO, QuickBooks, Sage Business Vision and Sage Business Works<\/a>. We also offer best-in-class\u00a0Sage 300 customization and development services<\/a>\u00a0and integration service for applications such as POS | WMS | Payroll | Shipping System | Business Intelligence | eCommerce for Sage 300 ERP<\/a> and in Sage 300c development services we offer services such as upgrades of older codes and screens to new web screens, newer integrations using sdata and web services \u00a0to Sage business partners, end users and Sage PSG worldwide. Greytrix offers over 20+ Sage 300 productivity enhancing utilities that we can help you with such as GreyMatrix<\/a>, Document Attachment<\/a>, Document Numbering<\/a>, Auto-Bank Reconciliation<\/a>, Purchase Approval System<\/a>, Three way PO matching<\/a>, Bill of Lading<\/a> and VAT for Middle East<\/a>.<\/p>\n

For more details on Sage 300 and 300c Services, please contact us at\u00a0accpac@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

Sage 300 ERP have recently provided a provision to handle the prompt of the credit limit approval popup from version 2017 PU2 onwards. Organizations can setup their credit approval process as per the their requirement. New Stuff:\u00a0Document Attachment module for Sage 300c v2018 released now Follow the below steps to handle the credit approval pop-up\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2],"tags":[13,603,2324,3174],"class_list":["post-25453","post","type-post","status-publish","format-standard","hentry","category-sage-accpac","tag-13","tag-credit-limit","tag-sage-300","tag-sage-300-erp-2017"],"yoast_head":"\nSage 300 ERP 2017 PU2: Prompt Approval of Credit Limit<\/title>\n<meta name=\"description\" content=\"Learn about the release of version 2017 PU2. 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