Promote Order using GUMU™ Integration if Credit Limit is exceeded

By | November 23, 2017

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.

New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Quick Order Entry

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 sage@greytrix.com.
About Us

Greytrix is one stop solution provider for Sage ERP and Sage CRM needs. We provide complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation expertise.

Greytrix has some unique integration solutions for Sage CRM with Sage ERP’s (Sage X3Sage 100Sage 500 and Sage 300).We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users and Sage PSG worldwide. Greytrix helps in migrating to Sage CRM from ACTGoldmine and other CRM’s.

For more information on our integration solutions, please contact us at sage@greytrix.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