{"id":3232,"date":"2013-05-14T09:47:17","date_gmt":"2013-05-14T09:47:17","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=3232"},"modified":"2018-09-29T11:44:05","modified_gmt":"2018-09-29T11:44:05","slug":"check-bp-credit-limit-in-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2013\/05\/14\/check-bp-credit-limit-in-x3\/","title":{"rendered":"Check BP Credit Limit in Sage X3"},"content":{"rendered":"<p>Sage ERP X3 has come up with an interesting feature through which we can easily handle the credit holds functionality. There are 3 option buttons provided on Customer screen in Management tab check, no check and hold with the help of this button we can easily manage the Credit Check of the customer.<\/p>\n<ul>\n<li>Check &#8211; If \u201cCheck\u201d option is selected then the system taps up all the customers while the delivery is made, there will be a check whether Authorized Credit is greater than Credit Level Total or not. If the Authorized Credit is found greater than or equal to Credit Level Total the shipment is allowed else an error message pops up \u201cUndeliverable Order : Customer Held\u201d.<\/li>\n<li>No Check &#8211; The \u201cNo Check\u201d option as name suggests no check is done while the shipment is performed irrespective of the authorized credit and the credit level total.<\/li>\n<li>Hold \u2013 If we want to put customers on Hold we can easily do this by selecting \u201cHold\u201d option. If the customer is on hold then it will not allow shipment of any of his order it will give an error message as \u201cUndeliverable Order: Customer Held\u201d.<a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/05\/CheckLimit.jpg\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-3233\" src=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-content\/uploads\/2013\/05\/CheckLimit.jpg\" alt=\"\" width=\"623\" height=\"433\" \/><\/a><\/li>\n<\/ul>\n<p><span style=\"font-size: Medium;\"><strong>About Us<\/strong><\/span><br \/>\n<a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a> \u2013 a globally recognized Premier Sage Gold Development Partner is a one-stop solution provider for Sage ERP and Sage CRM needs. Being recognized 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 expertise.<\/p>\n<p><a href=\"https:\/\/www.greytrix.com\/\">Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU&#x2122; integrations include <a href=\"https:\/\/www.greytrix.com\/product\/sage-crm\/gumu-sage-x3-integration\">Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/gumu-x3-salesforce-integration\">Salesforce.com<\/a> and\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/magento-sage-integrations\/sage-x3-magento\">Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for <a href=\"https:\/\/www.greytrix.com\/africa\/product\/consulting\/implementation-planning\">Sage Enterprise Management (Sage X3)<\/a>. Currently we are <a href=\"https:\/\/www.greytrix.com\/africa\">Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0<a href=\"https:\/\/www.greytrix.com\/product\/erp-development\/sage-x3\">Sage X3 customization and development services<\/a>,\u00a0integrated applications such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/pos-system\">POS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/warehouse-management-system\">WMS<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/payment-gateway\">Payment Gateway<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/shipping-system\">Shipping System<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-integration-services\/business-intelligence\">Business Intelligence<\/a> | <a href=\"https:\/\/www.greytrix.com\/product\/sage-x3\/ecommerce-magento-integration\">eCommerce<\/a> and have developed add-ons such as <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/catch-weight\">Catch \u2013 Weight<\/a>\u00a0and <a href=\"https:\/\/www.greytrix.com\/product\/sage-enterprise-management-add-ons\/letter-of-credit\">Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n<p>Greytrix is a recognized <a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2017\/07\/26\/greytrix-on-boards-sage-global-rockstar-isv-program-with-gumu-for-sage-crm-sage-x3-solution\/\">Sage Rockstar ISV Partner<\/a> for GUMU&#x2122; Sage Enterprise Management \u2013 Sage CRM integration also listed on <a href=\"https:\/\/www.sage.com\/marketplace\/asb_ListingDetail?listingId=a1h24000007PC3aAAG\" target=\"_blank\" rel=\"noopener\">Sage Marketplace<\/a>; GUMU&#x2122; integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on <a href=\"https:\/\/appexchange.salesforce.com\/listingDetail?listingId=a0N30000000psM5EAI\" target=\"_blank\" rel=\"noopener\">Salesforce AppExchange<\/a>.<\/p>\n<p>For more information on Sage X3 Integration and Services, please contact us at\u00a0<a href=\"mailto:x3@greytrix.com\">x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sage ERP X3 has come up with an interesting feature through which we can easily handle the credit holds functionality. There are 3 option buttons provided on Customer screen in Management tab check, no check and hold with the help of this button we can easily manage the Credit Check of the customer. Check &#8211;\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagex3\/2013\/05\/14\/check-bp-credit-limit-in-x3\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[307,448,479,976,2301],"class_list":["post-3232","post","type-post","status-publish","format-standard","hentry","category-faq","tag-check","tag-credit-limit","tag-customer-hold","tag-hold","tag-undeliverable-order"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3232","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\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/comments?post=3232"}],"version-history":[{"count":3,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3232\/revisions"}],"predecessor-version":[{"id":16149,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3232\/revisions\/16149"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=3232"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=3232"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=3232"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}