Set Customer Credit Limit Level

By | October 19, 2013
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In ERP Sage X3 we can set the credit limit on different level i.e. Folder level or Company level.

By default credit limit is set up on the folder level. You can change the credit limit setting through the following steps:

  1. Navigate through Setup > General Parameters > Parameter Values. You will get the below screen.

Creditlevel-1

  1. As shown in the screenshot to select the option’s TC common Data > Folder >” folder name”.
  2. Right-click the OST group labeled “Credit level” and click on detail, you will get the below screen of Parameter Values. Choose the values “Company” or “Folder” for the OSTCL parameter.

Creditlevel-2

This two-credit limit level works in the following way:

  1. Folder Level: If the credit limit is on folder level then the credit authorized to a customer will belong to all the companies present in the folder.
  2. Company Level: If the credit limit is on company level then the credit authorized to the customer will be separate for all the companies present in that particular folder.

Example: Suppose authorized credit of customer is 1000USD then

  1. If credit limit is on folder level then authorized credit 1000USD will belongs to all the companies present in folder.
  2. If credit limit is on company level then authorized credit 1000USD will be allocated to each company separately.

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