How to set Authorized Credit control for a customer for all companies?

By | September 29, 2015

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: Prohibit to create purchase order without the purchase request

User can define this by using variable OSTCTL.

List of possible values for this variable are: 1) Company      2) Folder

To define this navigate to  Setup->General parameters->Parameter values->Common Date -> Credit level

1

2

With these values the credit level control will work as follows:

Folder: the credit control is carried out by comparing the folder credit (all companies) and the authorized credit for the customer.

Company: the credit control is carried out by comparing the company credit and the authorized credit for the customer.

The authorized credit control is carried out with respect to the risk BP associated with the customer.

Hope this Helps!

Thank you…

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