{"id":5698,"date":"2013-11-22T10:11:30","date_gmt":"2013-11-22T10:11:30","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=5698"},"modified":"2023-10-04T06:13:57","modified_gmt":"2023-10-04T06:13:57","slug":"view-credit-history-real-time-in-sage-crm-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/22\/view-credit-history-real-time-in-sage-crm-using-gumu\/","title":{"rendered":"View Credit history real-time in Sage CRM using GUMU"},"content":{"rendered":"

In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user\/salesperson to view Credit History of a particular Customer. \u00a0When creating an order or a quote it is required for user to know the important information like credit limit, A\/R Balance, Remaining amount, etc. of the current customer. This page displays information same as that of \u201cCustomer Credit History\u201d screen in Sage 100.<\/p>\n

In Order\/Quote summary page, we can find a \u201cCredit History\u201d button on the right hand side of the screen, as highlighted in the below screenshot.
\n\"CreditHistory\"<\/a>
\nWhen we click on the \u201cCredit History\u201d button, a window will pop-up which displays the credit history for that particular customer. It displays all the relevant details in three different panels. Topmost panel contains the customer details, Middle panel shows the \u201cAging details\u201d and lowermost panel displays \u201cLast details\u201d (as shown in below screenshot).
\n\"CreditHistoryPopup\"<\/a><\/p>\n

When the customer\u2019s Credit Limit exceeds a warning message is highlighted on top\/right side of the page, as shown in the below\u00a0<\/span>screenshot:<\/span>
\n\"CreditLimit\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user\/salesperson to view Credit History of a particular Customer. \u00a0When creating an order or a quote it is required for user to know the important information like credit limit, A\/R Balance, Remaining amount, etc. of the\u2026 Read More »<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[332],"tags":[787,1286,1351,1959],"class_list":["post-5698","post","type-post","status-publish","format-standard","hentry","category-sage-crm","tag-credit","tag-gumumas","tag-history","tag-sage-100"],"yoast_head":"\nView Credit history real-time in Sage CRM using GUMU - 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\/2013\/11\/22\/view-credit-history-real-time-in-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"View Credit history real-time in Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our GUMU 5.2 version of our Sage 100 integration, we have introduced a new feature which enables GUMU user\/salesperson to view Credit History of a particular Customer. \u00a0When creating an order or a quote it is required for user to know the important information like credit limit, A\/R Balance, Remaining amount, etc. of the\u2026 Read More »\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/22\/view-credit-history-real-time-in-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:site_name\" content=\"Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"article:published_time\" content=\"2013-11-22T10:11:30+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2023-10-04T06:13:57+00:00\" \/>\n<meta property=\"og:image\" content=\"http:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2013\/11\/CreditHistory-1024x518.jpg\" \/>\n<meta name=\"author\" content=\"greysagecrm\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"greysagecrm\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/22\/view-credit-history-real-time-in-sage-crm-using-gumu\/\",\"url\":\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2013\/11\/22\/view-credit-history-real-time-in-sage-crm-using-gumu\/\",\"name\":\"View Credit history real-time in Sage CRM using GUMU - 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