Credit Limit Exceed/Credit on Hold message using GUMU™ Integration

By | September 27, 2019

GUMU™ for Sage CRM – Sage 100 application is a real time bi-directional integration link. Today, in this blog we will discuss about new feature which we had received for one of our client and we have incorporated the same in our latest version of GUMU product.

New Stuff: New Feature in GUMU for Sage CRM – Sage 100 Integration – Find Inventory

Recently, we come across with a new requirement from client where he want see message related to Credit Limit Exceed/Credit On Hold in Sage CRM Company screen when Customer’s Credit Limit gets exceeded OR Customer is on Credit Hold.

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. This is on the fly message which displays directly from Sage 100 data. 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.


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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.

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