{"id":32491,"date":"2026-08-11T15:50:20","date_gmt":"2026-08-11T15:50:20","guid":{"rendered":"https:\/\/www.greytrix.com\/blogs\/sagex3\/?p=32491"},"modified":"2026-08-11T15:52:45","modified_gmt":"2026-08-11T15:52:45","slug":"checking-customer-credit-limit-in-sage-x3","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2026\/08\/11\/checking-customer-credit-limit-in-sage-x3\/","title":{"rendered":"Checking Customer Credit-Limit in Sage X3"},"content":{"rendered":"\n

Introduction<\/strong>:<\/h1>\n\n\n\n

In Sage X3, managing customer credit involves setting specific fields that determine the credit limits you allow for orders. These settings can trigger either a warning or a block when a customer exceeds their limit, with options for applying these rules universally or on a per-user basis. In this blog, we will explore how to configure these credit management options effectively.<\/p>\n\n\n\n

Setting-up Customer Credit-Limit:<\/strong><\/h1>\n\n\n\n

On the management tab of the customer screen, you can set up how credit checking will work for each customer by choosing one of the following options:<\/p>\n\n\n\n

    \n
  1. Check: If you choose this, the system will monitor the customer\u2019s credit exposure, which includes their open orders and open invoices. If their total credit exposure exceeds their assigned credit limit, their new orders will automatically be placed on hold. This hold can be overridden if the \u201cRelease\u201d button is set for that specific order.<\/li>\n\n\n\n
  2. No Check: If you choose this, all orders from the customer will automatically be approved regardless of their credit exposure. If the customer was previously set to \u201cCheck\u201d and you change it to \u201cNo Check,\u201d this will not automatically update the status of orders that are already on hold or have exceeded the credit limit. To update those existing orders to \u201cOK,\u201d you will need to manually check the \u201cRelease\u201d box on the Delivery tab of each sales order.<\/li>\n\n\n\n
  3. Hold: This option puts the customer and all their open sales orders on hold immediately, if the release flag has not been set on the orders. See below fig.1 for you reference.<\/li>\n<\/ol>\n\n\n\n
    \"\"<\/figure>\n\n\n\n

    Fig.1: Credit control<\/strong><\/p>\n\n\n\n

    Additionally, you can assign a specific credit limit amount for each customer. Leaving this field blank means there is no set credit limit, which implies unlimited credit.<\/p>\n\n\n\n

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

    In the X3 system, you can configure credit limit controls at the folder level to manage customer shipments:<\/p>\n\n\n\n

      \n
    1. Go to: Setup > General Parameters > Parameter Values.<\/li>\n\n\n\n
    2. Find: VEN \/ AUZ \/ SCDUNTL.<\/li>\n\n\n\n
    3. Choose:\n