Sage 100

Client on MAS 200 4.5 PU2 is getting credit limit pop-ups in shipping entry and they swear they didn't in version 4.4. They want them to go away - any ideas?

This is controlled in Common Information Memo Manager Maintenance. Module is AR and memo type is Customer. The last task is Shipping Data Entry.

@GeneUlrich, wouldn't that be controlling the Customer Memo's and not the credit limit pop-ups?

Pretty sure in 4.30 you couldn't prevent credit limit pop-ups in SDE. Don't know off-hand about 4.40.

Or maybe I saw that happening in 4.20. Can't remember for sure.

thanks for the feedback - this is the credit limit warning, so like Brett mentions I'm not sure the memo manager would control that - and I think we tried turning that off, but I'll double check.

@BrettZimmerman I think you are correct on the memo maintenance. I found this in the help files: Note In Shipping Data Entry, the Customer Credit History window does not appear; instead, a warning message dialog box appears when customers are over their credit limit. This field is available only if Customer's Credit Limit Only or Both is selected at the Credit Limit Checking field.

Just ran a quick test. The credit limit pop-up appears in SDE in 4.30, but not in 4.40. Not sure if there's a security setting or option somewhere to control it though.

FYI - Sage's response is - ""working as designed in 4.5."" I guess in 4.4, prior to update 4 or 5 there was an issue where this didn't pop up. Customer got used to that, now we'll probably write a script to turn it off in shipping entry.

Client doesn't want Customer Credit History window popping up in S/O Invoice Entry because it's moot at that point since product has already shipped, but they do want it to continue popping up in S/O Entry. Any way to do that?

(cont'd) I thought maybe DSD's 'Sales Order Defaults' Ext Sol may have addressed this but it doesn't appear to.

maybe scripting - @KateKrueger , @MichelleNichols , @SamanthaKnigge ???

You could turn off the standard Sage 100 credit limit checking and then use UDFs and scripting to have greater control over when messages and hard stops should appear. That way it could be module, task and user specific instead of the generic on/off and override/not override.

Thanks, @KateKrueger. I'll definitely keep that in mind. I'm actually next going to address ""why"" it pops up so much that it's become a nuisance. Maybe they need to re-visit their customers' credit limits and/or credit limit settings.