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:
- The Credit Analyst receives notification to review the order and takes appropriate action. Possible actions are Approve and Reject.
- The customer order is updated on CustomerOrder.
Related IPA Process
The FSM_ION_CustomerCreditCheckFailWorkflow process file is delivered with Financials & Supply Management FSM ION Connector.