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Setting up Credit Hold Authorization Levels in Sage X3

How to Setup Credit Hold Authorization Levels for Users in Sage ERP X3

In today's fast-paced business environment, it's essential to have a robust credit management system in place to prevent revenue loss and mitigate financial risks. Sage X3 provides a comprehensive solution that allows you to control credit limits and authorize credit hold releases for your users. By using this feature, you can ensure that only authorized personnel can allocate or process a delivery for an order when the credit limit has been exceeded. This added layer of security helps to prevent credit overruns and keeps your business running smoothly.

  1. This can be set by navigating to Setup, Users, Users.
  2. Click the user in question.
  3. Click on the Parameter definition tab.
  4. Identify the Chapter = VEN (Sales), Group = AUZ (Authorizations), Parameter = SCDTUNL
  5. Click the Action box and select Detail.
  6. Find the SCDTUNL parameter and change the setting as needed.
    • The SCDTUNL parameter is used to set the authorization level for users. It determines if a credit hold can be unlocked on an order and authorizes the allocation, delivery, and the invoicing of an order.
    • The options for setting up this parameter are as follows:
      1. No – The user cannot unlock the credit hold and cannot allocate, delivery, or invoice the order when the bill-to customer has exceeded their authorized credit level
      2. Yes – The user can unlock the credit hold and can allocate, deliver, or invoice the order when the bill-to customer has exceeded their authorized credit level.

Set up Sage X3 Credit Hold Authorization Levels for Users

Tags: Sage X3
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.