Sage 100

I have a customer on Sage 100 2014 and they are on a mission to better manage their credit limit warnings. What they want to do is: a. Get a warning when the customer is OVER the limit - ""Customer Credit Limit Exceeded"" (this is what happens now) b. Get a **different** warning if the customer is **just** past an aging bucket - ""Account past due"". They've been tailoring the credit options in AR so it checks both the customer limit and the aging buckets. They put $25 into the ""Aging category balance exceeds amount"" and tell the system to look at buckets 45+. The challenge is their customer could have a $1,000,000 credit limit but if they exceed the 45+ by $26 the account is flagged as credit hold. I don't think I've missed anything on the configuration but I am willing to be proven wrong.

I'm sure you've looked at the attached, it has several examples. Logically, the 1 mil customer is over their limit with $26 in 45+ days but the message should be a warning not a hold. If they are getting a credit hold, then it may be a permission issue for a particular user where they can't exit the credit limit warning window without putting the customer/order on hold. Check role maintenance, they may just need an option turned on.

A UDS could do this kind of logic. The trick would be ensuring the aging buckets were updated properly (on the customer record) before the script triggers.

Thanks, @MoiraGoggin - I read the document. Unfortunately, despite providing the customer a copy at least 2x I doubt anyone there read it. Ultimately, once the credit limit vs aging bucket issue is resolved I think the customer will have another issue of how to manage that via security. I think the ideal way to treat this would be on a customer by customer basis so that if a customer is an exception they have a field in their customer maintenance credit screen for ""Aging category balance exceeds amount"" where a larger amount could be entered for the specific customer. If nothing were in the field it could default to the Sage amounts in setup.