Validation on the Sales order screen if credit limit exceeds

By | February 28, 2022

In Sage X3, the maximum credit amount for the customer can be defined in the authorised credit field in the Customer master.

There are 3 options available in the in Management tab in Customer master:
-Check
-No check
-Hold

With the help of these options we can easily manage the Credit limit of the customer.
We had a requirement from one of our client to add a validation on the sales order screen that if transaction amount for the particular customer exceeds than the amount defined in the authorized credit limit then we need to hold the sales order.

As shown in the below screenshot customer ‘CD0001’ is having Authorized credit amount of 50000 INR.

New Stuff: Warning message on the screen when “To date” is smaller than “From date”

Customer Master
Customer Master

So to add a validation, we have added a code on the SPESOH scrip.t Now when we will try to create or modify the sales order for the customer whose transaction amount has already reached to it’s credit limit, then it will not allow you to create a sales order and you will get a popup – “The Customer’s total outstanding balance exceeds overdue amount limit of 50,000. Total Outstanding amount is 54,000.” as shown in the below screenshot.

Credit Limit Popup on Sales Order
Credit Limit Popup on Sales Order

Only after posting the payment of the same amount for that customer, it will allow to create new Sales Order transaction.


Thus, in this way we can add validation on the sales order screen for the customer who has already reached to the defined credit limit and will restrict the user to create sales order for that particular customer.

About Us

Greytrix – a globally recognized and one of the oldest Sage Development Partner is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience, we bring complete end-to-end assistance for your technical consultations, product customizations, data migration, system integrations, third-party add-on development and implementation competence. 

Greytrix caters to a wide range of Sage X3, a Sage Business Cloud Solution, offerings. Our unique GUMU™ integrations include Sage X3 for Sage CRMSalesforce.com, Dynamics 365 CRM and Magento eCommerce along with Implementation and Technical Support worldwide for Sage X3. Currently we are Sage X3 Implementation Partner in East Africa, Middle East, Australia, Asia, US, UK. We also offer best-in-class Sage X3 customization and development services, integrated applications such as POS | WMS | Payment Gateway | Shipping System | Business Intelligence | eCommerce and have developed add-ons such as Catch – Weight  and Letter of Credit and India Legislation for Sage X3 to Sage business partners, end users and Sage PSG worldwide. Greytrix Sales Commission App for Sage X3 simplifies commission calculations and postings on sales transactions.

The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.

Greytrix is a recognized Sage champion ISV Partner for GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace; GUMU™ integration for Sage X3 – Salesforce is a 5-star rated app listed on Salesforce AppExchange and GUMU™ integration for Dynamics 365 CRM – Sage ERP listed on Microsoft AppSource.

For more information on Sage X3 Integration and Services, please contact us at x3@greytrix.com, We would like to hear from you.