Setting up Credit Hold Authorization Levels in Sage X3

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

Sage X3 can designate whether users are able to allocate or process a delivery for an order if the credit limit has been exceeded.

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.

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