{"id":22733,"date":"2019-09-27T11:51:31","date_gmt":"2019-09-27T11:51:31","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=22733"},"modified":"2025-07-03T11:37:53","modified_gmt":"2025-07-03T11:37:53","slug":"credit-limit-exceed-credit-on-hold-message-using-gumu-integration","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/27\/credit-limit-exceed-credit-on-hold-message-using-gumu-integration\/","title":{"rendered":"Credit Limit Exceed\/Credit on Hold message using GUMU&#x2122; Integration"},"content":{"rendered":"\n<p>GUMU&#x2122; for Sage CRM \u2013 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.<\/p>\n\n\n\n<p><strong><em><strong><em>New Stuff:<\/em><\/strong><\/em><\/strong>&nbsp;<a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/08\/22\/new-feature-in-gumu-for-sage-crm-sage-100-integration-find-inventory\/\" target=\"_blank\" rel=\"noreferrer noopener\" aria-label=\" (opens in a new tab)\">New Feature in GUMU for Sage CRM \u2013 Sage 100 Integration \u2013 Find Inventory<\/a><\/p>\n\n\n\n<p>Recently, we come across with a new requirement from client&nbsp;where he want&nbsp;see message related to Credit Limit Exceed\/Credit On Hold in Sage CRM Company screen when Customer\u2019s Credit Limit gets exceeded <strong>OR<\/strong>&nbsp;Customer is on Credit Hold.<\/p>\n\n\n\n<p>In Sage 100, if Customer is on Credit Hold then it displays warning message on Customer screen. The same warning message i.e. \u2018<strong>Customer On Credit Hold\u2019<\/strong>&nbsp;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.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/CRM-credit-on-hold-1-1024x444.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/CRM-credit-on-hold-1-1024x444.jpg\" alt=\"Currency\"><\/a><\/p>\n\n\n<p>Similarly, we have displayed the <strong>Customer Credit Limit is Exceed <\/strong>Message when customer\u2019s Credit Limit gets exceeded as shown in below screenshot.<\/p>\n\n\n<p><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/CRM-credit-limit-exceed-1024x489.jpg\" target=\"_blank\" rel=\"noopener noreferrer\"><img decoding=\"async\" class=\"size-full\" style=\"border: 1px solid #A9A9A9; padding: 2px; margin: 2px;\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2019\/09\/CRM-credit-limit-exceed-1024x489.jpg\" alt=\"Currency\"><\/a><\/p>\n\n\n<p style=\"font-size:15px\"><strong>About Us<\/strong><\/p>\n\n\n\n<p style=\"font-size:15px\">Greytrix  is a 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.<\/p>\n\n\n\n<p style=\"font-size:15px\"><a href=\"https:\/\/www.greytrix.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Greytrix <\/a>has some unique integration solutions for Sage CRM with Sage ERP\u2019s (<a href=\"https:\/\/www.greytrix.com\/sage-x3-erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage X3<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-100-erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 100<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-500-erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 500<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-300-erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage 300<\/a>).We also\u00a0offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/erp\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage ERP<\/a>\u00a0and\u00a0<a href=\"https:\/\/www.greytrix.com\/sage-crm\/\" target=\"_blank\" rel=\"noreferrer noopener\">Sage CRM<\/a>\u00a0customization and development services\u00a0to\u00a0Business\u00a0Partners,\u00a0End\u00a0Users and Sage PSG worldwide.\u00a0Greytrix\u00a0helps in\u00a0migrating to Sage CRM from ACT,\u00a0Goldmine\u00a0and other CRM\u2019s.<\/p>\n\n\n\n<p>For any queries related to GUMU integration, you can contact us at&nbsp;<a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>GUMU&#x2122; for Sage CRM \u2013 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:&nbsp;New Feature in GUMU for Sage CRM\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/27\/credit-limit-exceed-credit-on-hold-message-using-gumu-integration\/\">Read More &raquo;<\/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":[192,332],"tags":[3919,3917,3918,3920],"class_list":["post-22733","post","type-post","status-publish","format-standard","hentry","category-integration-sage-crm","category-sage-crm","tag-credit-hold","tag-credit-limit-exceeds","tag-credit-on-hold","tag-gumumas90"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Credit Limit Exceed\/Credit on Hold message using GUMU&#x2122; Integration - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2019\/09\/27\/credit-limit-exceed-credit-on-hold-message-using-gumu-integration\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Credit Limit Exceed\/Credit on Hold message using GUMU&#x2122; Integration - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"GUMU&#x2122; for Sage CRM \u2013 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. 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