In our GUMU™ Sage CRM – Sage 100 Integration, while creating Order from Sage CRM to Sage 100, it throws a credit limit warning message for a customer when credit limit exceeds. But in this case, still user can promote that order to Sage 100.
Recently, we come across a requirement from client, where he wanted to
a. Restrict Sage CRM user from promoting order if credit limit exceeds for a customer.
b. He wanted such orders to be promoted to Sage 100 only when manager (other Sage CRM user) approves it.
This was the common requirement we received from couple of our other clients, so we just added this functionality in our GUMU™ Sage CRM – Sage 100 Integration Standard product as a new feature.
For this, we just added a new checkbox on the Sage CRM Order summary screen with name ‘Allow Credit Exceed’. This checkbox needs to be checked by Sage CRM user who is a Manager to allow that order to be promoted even if credit limit is exceeded for that particular customer.
Sage CRM System Administrator need to keep above ‘Allow Credit Exceed’ checkbox editable only for those Sage CRM users who are Manager using field security feature of Standard Sage CRM.
For more information you can contact us at firstname.lastname@example.org.
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For more information on our integration solutions, please contact us at email@example.com. We will be glad to assist you.
Also read :
1. Setting require of – Bulk Import from Sage X3 to Sage CRM
2. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Auto Link
3. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Manual Link
4. New Features in GUMU™ for Sage CRM – Sage X3 Integration – Link Business Partners
5. GUMU Integration is compatible with new Sage X3 v11 along with Sage CRM 2017 R2