Customer Order Credit Check Fail

This service creates a workunit when a credit check fails in the credit check process.

Service CustomerCreditCheckFailService
Service name Customer Credit Check Fail Workflow
System Order Entry
Criteria BillingCompany, BillingInvoice, ProcessLevel
Work Category

Credit_Analyst

Data string = [credit analyst]
Prerequisites Normal order entry processing, which includes the existence of a non-Cash on Delivery order with the order amount greater than the single order limit.
Initiating event

Failing a credit check in the credit check process.

Credit checks occur when an order is released on CustomerOrder or OrderEntryBatchOrderRelease, when a released order is changed on CustomerOrder, and when the pick list is run on WarehousePickListPrint.

Resolution action When the user Approve/Reject the Customer Order in Infor Ming.le, the flow performs the Approve/Reject action for that Requisition
Variables

CustomerOrderLine.Company

CustomerOrderLine.Customer

CustomerOrderLine.CustomerOrder

CustomerOrder.OriginalOpenOrderAmount

CustomerOrder.HoldCode

Possible process flow sequences

The Credit Analyst is notified that the credit check for a customer order failed, and the order is on hold. These are some examples:

  1. The Credit Analyst receives notification to review the order and takes appropriate action. Possible actions are Approve and Reject.

  2. The customer order is updated on CustomerOrder.

Related IPA Process

The FSM_ION_CustomerCreditCheckFailWorkflow process file is delivered with Infor Financials and Supply Management FSM ION Connector.