The “Credit level total” field under the management tab in the Customer screen displays the total of credit level of that particular customer based on the calculation involving a number field.
By clicking on Calculation details the field that are involved in the calculation, The field On order+ shows the amount for the sales orders that are created for this particular customer.
Sometimes it might happen that this field shows the amount of a sales order only if the invoice is created and posted for that order.
If we want that the orders created for this customer should be included in the calculation for Credit level total before they are invoiced. Then we can use the below steps.
Go to Setup > General parameters > Parameter values
1) In VEN sales, select the folder,Select the parameter OST and click on details.
2) The Parameter OSTORD is responsible for on sales values to be included in the credit level total. Set this parameter to “YES”.
Logout Sage X3 and login again. Now it will work as expected.
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