Check BP Credit Limit in Sage X3

By | May 14, 2013
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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 – If “Check” 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 “Undeliverable Order : Customer Held”.
  • No Check – The “No Check” option as name suggests no check is done while the shipment is performed irrespective of the authorized credit and the credit level total.
  • Hold – If we want to put customers on Hold we can easily do this by selecting “Hold” 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 “Undeliverable Order: Customer Held”.

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