{"id":19046,"date":"2019-11-08T11:22:40","date_gmt":"2019-11-08T11:22:40","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=19046"},"modified":"2019-11-08T11:22:42","modified_gmt":"2019-11-08T11:22:42","slug":"credit-level-total","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2019\/11\/08\/credit-level-total\/","title":{"rendered":"Credit Level Total"},"content":{"rendered":"\n

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.<\/p>\n\n\n\n

\"Customer
Customer credit level total<\/strong><\/figcaption><\/figure>\n\n\n\n

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. <\/p>\n\n\n\n

\"BP
BP Calculation details<\/strong><\/figcaption><\/figure>\n\n\n\n

Sometimes it might happen that\nthis field shows the amount of a sales order only if the invoice is created and\nposted for that order.<\/p>\n\n\n\n

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.<\/p>\n\n\n\n

STEPS:<\/strong><\/p>\n\n\n\n

Go to<\/strong>\u00a0 Setup > General parameters > Parameter values<\/em><\/p>\n\n\n\n

1)<\/strong> In VEN sales, select the folder,Select the parameter OST and click on details. <\/p>\n\n\n\n

2)<\/strong> The Parameter OSTORD is responsible for on sales values to be included in the credit level total. Set this parameter to “YES”.<\/p>\n\n\n\n

\"Parameter
Parameter values<\/strong><\/figcaption><\/figure>\n\n\n\n

Logout Sage X3 and login again. Now it will work as expected.<\/p>\n\n\n\n

About Us<\/strong><\/p>\n\n\n\n

Greytrix<\/a> – a globally recognized Premier Sage\nGold Development Partner is a one-stop solution provider for Sage ERP and Sage\nCRM needs. Being recognized and rewarded for multi-man years of experience, we\nbring complete end-to-end assistance for your technical consultations, product\ncustomizations, data migration, system integrations, third-party add-on\ndevelopment and implementation expertise.<\/p>\n\n\n\n

Greytrix<\/a> caters to a wide range of Sage X3 (Sage Enterprise\nManagement) offerings – a Sage Business Cloud Solution. Our unique GUMU™ integrations include Sage X3 for Sage CRM<\/a>, Salesforce.com<\/a> and Magento eCommerce<\/a> along\nwith Implementation and Technical Support worldwide for Sage X3<\/a> (Sage\nEnterprise Management). Currently we are Sage\nX3 Implementation Partner<\/a> in East Africa,\nMiddles East, Australia, Asia. We also offer best-in-class Sage X3 customization and development services<\/a>, integrated\napplications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and\nhave developed add-ons such as Catch \u2013 Weight <\/a> and\nLetter of Credit<\/a> for\nSage X3 to Sage business partners, end users and Sage PSG worldwide.<\/p>\n\n\n\n

Greytrix is a recognized Sage Rockstar ISV Partner<\/a>\nfor GUMU™ Sage X3 – Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage X3 – Salesforce is a 5-star app\nlisted on Salesforce AppExchange<\/a>. <\/p>\n\n\n\n

For more information on Sage X3\nIntegration and Services, please contact us at x3@greytrix.com<\/a>. We\nwill be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\u2026 Read More »<\/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":[2,4,5],"tags":[2877,477,1983],"class_list":["post-19046","post","type-post","status-publish","format-standard","hentry","category-configuration","category-faq","category-features","tag-credit-level-total","tag-customer","tag-sales-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19046","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=19046"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19046\/revisions"}],"predecessor-version":[{"id":19051,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/19046\/revisions\/19051"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=19046"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=19046"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=19046"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}