{"id":3977,"date":"2013-10-19T16:03:38","date_gmt":"2013-10-19T16:03:38","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=3977"},"modified":"2018-09-18T05:27:37","modified_gmt":"2018-09-18T05:27:37","slug":"set-customer-credit-limit-level","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2013\/10\/19\/set-customer-credit-limit-level\/","title":{"rendered":"Set Customer Credit Limit Level"},"content":{"rendered":"

In ERP Sage X3 we can set the credit limit on different level i.e. Folder level or Company level.<\/p>\n

By default credit limit is set up on the folder level. You can change the credit limit setting through the following steps:<\/p>\n

    \n
  1. Navigate through Setup > General Parameters > Parameter Values. You will get the below screen.<\/li>\n<\/ol>\n

    \"Creditlevel-1\"<\/a><\/p>\n

      \n
    1. As shown in the screenshot to select the option\u2019s TC common Data > Folder >\u201d folder name\u201d<\/strong>.<\/li>\n
    2. Right-click the OST<\/b> group labeled \u201cCredit level\u201d and click on detail, you will get the below screen of Parameter Values. Choose the values \u201cCompany\u201d or \u201cFolder\u201d for the OSTCL<\/b> parameter.<\/li>\n<\/ol>\n

      \"Creditlevel-2\"<\/a><\/p>\n

      This two-credit limit level works in the following way:<\/p>\n

        \n
      1. Folder Level<\/strong>: If the credit limit is on folder level then the credit authorized to a customer will belong to all the companies present in the folder.<\/li>\n
      2. Company Level<\/strong>: If the credit limit is on company level then the credit authorized to the customer will be separate for all the companies present in that particular folder.<\/li>\n<\/ol>\n

        Example: Suppose authorized credit of customer is 1000USD then<\/p>\n

          \n
        1. If credit limit is on folder level then authorized credit 1000USD will belongs to all the companies present in folder.<\/li>\n
        2. If credit limit is on company level then authorized credit 1000USD will be allocated to each company separately.<\/li>\n<\/ol>\n

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

          Greytrix<\/a>\u00a0caters to a wide range of Sage Enterprise Management (Sage X3) offerings \u2013 a Sage Business Cloud Solution. Our\u00a0unique GUMU™ integrations include Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a> and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for Sage Enterprise Management (Sage X3)<\/a>. Currently we are Sage Enterprise Management Implementation Partner<\/a> in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as POS<\/a> | WMS<\/a> | Payment Gateway<\/a> | Shipping System<\/a> | Business Intelligence<\/a> | eCommerce<\/a> and have developed add-ons such as Catch \u2013 Weight <\/a>\u00a0and Letter of Credit<\/a> for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

          Greytrix is a recognized Sage Rockstar ISV Partner<\/a> for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on Salesforce AppExchange<\/a>.<\/p>\n

          For more information on Sage X3 Integration and Services, please contact us at\u00a0x3@greytrix.com<\/a>. We will be glad to assist you.<\/p>\n","protected":false},"excerpt":{"rendered":"

          In ERP Sage X3 we can set the credit limit on different level i.e. Folder level or Company level. By default credit limit is set up on the folder level. You can change the credit limit setting through the following steps: Navigate through Setup > General Parameters > Parameter Values. You will get the below\u2026 Read More »<\/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":[2],"tags":[167,448,1413],"class_list":["post-3977","post","type-post","status-publish","format-standard","hentry","category-configuration","tag-authorized-credit-level","tag-credit-limit","tag-ostctl"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3977","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=3977"}],"version-history":[{"count":2,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3977\/revisions"}],"predecessor-version":[{"id":15891,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/3977\/revisions\/15891"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=3977"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=3977"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=3977"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}