{"id":24722,"date":"2022-02-28T07:17:38","date_gmt":"2022-02-28T07:17:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=24722"},"modified":"2022-02-28T07:18:53","modified_gmt":"2022-02-28T07:18:53","slug":"validation-on-the-sales-order-screen-if-credit-limit-exceeds","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2022\/02\/28\/validation-on-the-sales-order-screen-if-credit-limit-exceeds\/","title":{"rendered":"Validation on the Sales order screen if credit limit exceeds"},"content":{"rendered":"\n

In Sage X3<\/a>, the maximum credit amount for the customer can be defined in the authorised credit field in the Customer master.<\/p>\n\n\n\n

There are 3 options available in the in Management tab in Customer master:
-Check
-No check
-Hold<\/p>\n\n\n\n

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

As shown in the below screenshot customer ‘CD0001’ is having Authorized credit amount of 50000 INR.<\/p>\n\n\n\n

New Stuff:<\/strong> Warning message on the screen when \u201cTo date\u201d is smaller than \u201cFrom date\u201d<\/a><\/p>\n\n\n\n

\"Customer<\/a><\/center>\n
Customer Master<\/center><\/font>\n\n\n\n

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

\"Credit<\/a><\/center>\n
Credit Limit Popup on Sales Order<\/center><\/font>\n\n\n\n

Only after posting the payment of the same amount for that customer, it will allow to create new Sales Order transaction.<\/p>\n\n\n\n


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

About Us<\/strong><\/h2>\n\n\n\n

Greytrix \u2013 a globally recognized and one of the oldest Sage Development Partners is a one-stop solution provider for Sage ERP and Sage CRM organizational needs. Being acknowledged and rewarded for multi-man years of experience and expertise, 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.<\/p>\n\n\n\n

Greytrix has some unique integration solutions developed for Sage CRM<\/a> with Sage ERPs namely Sage X3<\/a>, Sage Intacct<\/a>, Sage 100<\/a>, Sage 500<\/a>, and Sage 300<\/a>. We also offer best-in-class Sage ERP and Sage CRM customization and development services to Business Partners, End Users, and Sage PSG worldwide. Greytrix helps in the migration of Sage CRM from Salesforce | ACT! | SalesLogix | Goldmine | Sugar CRM | Maximizer. Our Sage CRM Product Suite includes addons like  Greytrix Business Manager, Sage CRM Project Manager, Sage CRM Resource Planner, Sage CRM Contract Manager, Sage CRM Event Manager, Sage CRM Budget Planner, Gmail Integration, Sage CRM Mobile Service Signature, Sage CRM CTI Framework.<\/p>\n\n\n\n

Greytrix is a recognized Sage Champion Partner for GUMU™ Sage X3 \u2013 Sage CRM integration listed on Sage Marketplace<\/a> and Sage CRM \u2013 Sage Intacct integration listed on Sage Intacct Marketplace<\/a>. The GUMU™ Cloud framework<\/a> by Greytrix forms the backbone of cloud integrations that are managed in real-time for the processing and execution of application programs at the click of a button.<\/p>\n\n\n\n

For more information on our integration solutions, please contact us at sage@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

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\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":[8,13],"tags":[166,448,3577,477,1983,2357],"class_list":["post-24722","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","category-integration","tag-authorized-credit-control","tag-credit-limit","tag-credit-limit-exceeds","tag-customer","tag-sales-order","tag-validation"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24722","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=24722"}],"version-history":[{"count":10,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24722\/revisions"}],"predecessor-version":[{"id":24750,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/24722\/revisions\/24750"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=24722"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=24722"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=24722"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}