{"id":7541,"date":"2015-09-29T12:53:11","date_gmt":"2015-09-29T12:53:11","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagex3\/?p=7541"},"modified":"2025-03-20T10:31:17","modified_gmt":"2025-03-20T10:31:17","slug":"how-to-set-authorized-credit-control-for-a-customer-for-all-companies","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagex3\/2015\/09\/29\/how-to-set-authorized-credit-control-for-a-customer-for-all-companies\/","title":{"rendered":"How to set Authorized Credit control for a customer for all companies?"},"content":{"rendered":"

Sage X3 provides a variable for deciding whether the authorized credit control for a customer is made by each company in turn or for all companies together i.e. folder level.<\/p>\n

New Stuff:\u00a0<\/strong><\/em>Prohibit to create purchase order without the purchase request<\/a><\/span><\/span><\/p>\n

User can define this by using variable OSTCTL.<\/p>\n

List of possible values for this variable are: 1) Company\u00a0\u00a0\u00a0\u00a0\u00a0 2) Folder<\/p>\n

To define this navigate to \u00a0Setup->General parameters->Parameter values->Common Date -> Credit level<\/u><\/strong><\/p>\n

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

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

With these values the credit level control will work as follows:<\/p>\n

Folder: the credit control is carried out by comparing the folder credit (all companies) and the authorized credit for the customer.<\/p>\n

Company: the credit control is carried out by comparing the company credit and the authorized credit for the customer.<\/p>\n

The authorized credit control is carried out with respect to the risk BP associated with the customer.<\/p>\n

Hope this Helps!<\/p>\n

Thank you\u2026<\/p>\n

About Us<\/strong>
\nGreytrix<\/a>\u00a0\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\u00a0Sage Enterprise Management (Sage X3) for Sage CRM<\/a>,\u00a0Salesforce.com<\/a>\u00a0and\u00a0Magento eCommerce<\/a>\u00a0along with Implementation and Technical Support worldwide for\u00a0Sage Enterprise Management (Sage X3)<\/a>. Currently we are\u00a0Sage Enterprise Management Implementation Partner<\/a>\u00a0in East Africa, Middles East, Australia, Asia.\u00a0We also offer best-in-class\u00a0Sage X3 customization and development services<\/a>,\u00a0integrated applications such as\u00a0POS<\/a>\u00a0|\u00a0WMS<\/a>\u00a0|\u00a0Payment Gateway<\/a>\u00a0|\u00a0Shipping System<\/a>\u00a0|\u00a0Business Intelligence<\/a>\u00a0|\u00a0eCommerce<\/a>\u00a0and have developed add-ons such as\u00a0Catch \u2013 Weight\u00a0<\/a>\u00a0and\u00a0Letter of Credit<\/a>\u00a0for Sage Enterprise Management to Sage business partners, end users and Sage PSG worldwide.<\/p>\n

Greytrix is a recognized\u00a0Sage Rockstar ISV Partner<\/a>\u00a0for GUMU™ Sage Enterprise Management \u2013 Sage CRM integration also listed on\u00a0Sage Marketplace<\/a>; GUMU™ integration for Sage Enterprise Management \u2013 Salesforce is a 5-star app listed on\u00a0Salesforce 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":"

Sage X3 provides a variable for deciding whether the authorized credit control for a customer is made by each company in turn or for all companies together i.e. folder level. New Stuff:\u00a0Prohibit to create purchase order without the purchase request User can define this by using variable OSTCTL. List of possible values for this variable\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":[8],"tags":[166,1021,1022],"class_list":["post-7541","post","type-post","status-publish","format-standard","hentry","category-sage-erp-x3","tag-authorized-credit-control","tag-how-to-set-authorized-credit-control","tag-how-to-set-authorized-credit-control-for-a-customer-for-all-companies"],"_links":{"self":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7541","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=7541"}],"version-history":[{"count":1,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7541\/revisions"}],"predecessor-version":[{"id":16823,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/posts\/7541\/revisions\/16823"}],"wp:attachment":[{"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/media?parent=7541"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/categories?post=7541"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.greytrix.com\/blogs\/sagex3\/wp-json\/wp\/v2\/tags?post=7541"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}