Sage 100

We imported Customer information including credit limits, (version 2013) The limits seem to be ignored when entering sales orders and such, UNLESS the end user goes in to customer maintenance, changes the credit limit to zero, accepts, and then goes back in and puts the amount back in. Then it works properly!? Question: is there another field somewhere that needs to be set when importing customer credit limits? TIA

Greg, I can't think of any nor did I see anything in the file layouts that would give me a clue. When I run into this I use data file display and maintenance to look at the record (customer in your case) and take screen shot of all the fields in DFDM. then I manually fix it in customer maintenance as you described. Then I go back into DFDM and look at the record again compared to my screen shots to see what changed. that should tell you what your import job is lacking.

Everything @DavidOverholt said, also, take a look at the date time stamps on the data files themselves... see if some other table is being updated when you manually fix it.

I'd DFDM a customer where you haven't already gone into the record and see if maybe the amount if being pulled in with a space or something odd like that. Also check that credit hold is N

checking all now, stay tuned...

Only other file touched by changing a credit limit besides AR_Customer is AR_Audit. No customers are on Credit hold. No fields other than CreditLimit changed (in DFDM) hmm..... I am thinking pilot error... Have to check with them to see if it is still happening. Thanks for the help

Make sure the credit hold field is filled in - when I tested on a new customer that was the only other field that seemed like it might be relevant. I have seen in other cases where a blank field causes this type of thing .

Yeah, I thought of that too, they were all N

Had a client just yesterday that the InactiveItem field was blank in some Misc Items, gotta fix that tonight - sheesh.

UPDATE: Discovered there is a second credit limit field in AR_Customer if you have DSD Multi Currency installed. Re-imported again, populating the MCCreditLimit field and all seems to be fixed.

Thanks for the update Greg