Customer Credit Limit Control by the customer's balance

Question

Hi, 
 We have a situation with one of our customers that need to control the sales orders/deliveries/invoices depending on the credit level ceiling that was assigned to their customer. 
 What we currently see in X3 is that the calculation for the authorized credit level is based on: 
 -Orders 
 -deliveries not invoiced 
 -invoices not posted. 
 but once the invoices are posted, the amount gets reduced from the authorized credit level and the order/delivery generation are allowed. 
 we need someway to include the unposted invoices and payments in the calculation of the authorized credit level. 
 
 Mahmoud

Deborah Raskob · Accepted Answer

yes. Change the flag on the GL account for AR, then run the customer balance resynch

Deborah Raskob · Answer

Check the OST parameters in VEN and TC. the OSTORD sets whether open orders are included in the total.

j.rodriguez · Answer

Hi! 
 I read this: 
 "but once the invoices are posted, the amount gets reduced from the authorized credit level and the order/delivery generation are allowed" 
 ... that just happen when you have not active the field "Credit level update" (GACUPDBLC) in Common data > G/L accounting tables > Accounts. 
 Can you confirm this please?

Sage X3

Customer Credit Limit Control by the customer's balance

Top Replies

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING