Manage the prompt for exceeded credit limit approval in sage 300 ERP 2017 PU2 and higher

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Sage 300 ERP have recently provided a provision to handle the prompt of the credit limit approval popup from version 2017 PU2 onwards. Organizations can setup their credit approval process as per the their requirement.

New Stuff: Document Attachment module for Sage 300c v2018 released now

Follow the below steps to handle the credit approval pop-up

Navigate to “Sage 300 ERP → OE64A” and open “OE.ini” file.

Search for node “UsernamePasswordToOverride”

[UsernamePasswordToOverride]

Prompt=Yes

Where, Prompt=Yes. Username and password of user with security authorization needs to be provided for approval.

Prompt=No. Approval is done automatically for the user (login user) with security authorization. If the user doesn’t have security authorization, approval will be denied.

To better understand the working and configuration, we have create a customer “GT” with credit limit of 500 and have demonstrated both the scenarios with Prompt value Yes and No.

Snapshot of the “O/E Credit Check” screen when Prompt=Yes.

Snapshot of the “O/E Credit Check” screen when Prompt=No.

So, an organization can manage the credit approval process without entering the credentials over and over and have the ability to proceed directly. This in-turn saves the approval time investment and data entry for organizations processing large number of orders on daily basis.

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