Credit Ratings (tcmcs0164s000)

Field Information

Credit Rating

The credit rating code.

Action

The Credit Rating Action to be performed for this credit rating.

Allowed values

Always Hold (Credit)

Always place any related orders/quotations on credit hold, without checking the business partner's credit limit.

Never Hold (Credit)

Never place any related orders/quotations on credit hold. The business partner's credit limit is not checked.

Check Credit

Check the business partner's credit limit each time you process an order or quotation.

Always Hold (Overdue Invoice)

Always place related orders/quotations on overdue invoice hold. Note that in this case, you can still place the order on credit hold, without checking the business partner's credit limit.

Credit Check Sales Order Entry

If this check box is selected, LN performs credit checking during sales order entry and any subsequent processing of the sales order.

You can only select this check box if the action is Check Credit.

Credit Check Release to Warehousing

If this check box is selected, LN performs credit checking prior to releasing the order to Warehousing .

You can only select this check box if the action is Check Credit.

Credit Check Confirm Shipment

If this check box is selected, LN performs credit checking prior to shipping the goods.

You can only select this check box if the action is Check Credit.

Central Direct Delivery Credit Checking

If this check box is selected, LN performs the credit check for the invoice-to business partner of the original sales order. The credit check takes place when you confirm the shipment in Warehousing .

In a direct delivery setup, you can use this option to perform the credit check for the customer to whom the goods are eventually delivered, instead of performing the credit check for the various affiliated companies that can be involved in a direct delivery order.

Review Credit Rating after

The review period (in days) for a credit rating. The result of the credit check is valid during the number of days specified here. After that you must carry out a credit review again.

Note: You must enter the date and time when you carried out a credit review for a business partner in the Invoice-to Business Partner (tccom4112s000) session.

As a result of an overdue credit review, LN can place a business partner's orders on hold. This depends on the selections of the relevant parameters in the Sales Order Parameters (tdsls0100s400) session.

Include Open Order Balance in Financial Risk Calculation

If this check box is selected, LN includes the open sales-orders balance for the business partner when it calculates the actual financial risk.

The actual financial risk is used when performing credit checking. If the actual financial risk is greater than the invoice-to business partner's credit limit, you can place the order on hold (depending on a number of parameters).

Credit Check - Project Contract

Contract Line Entry

If this check box is selected, LN performs credit check during contract line entry.

Note: This check box is enabled only if Action is set to Credit Check.

Contract Deliverable Entry

If this check box is selected, LN performs credit check during contract deliverable entry.

Note: This check box is enabled only if Action is set to Credit Check.

Release to Warehousing

If this check box is selected, LN performs credit check during release to warehousing.

Note: This check box is enabled only if Action is set to Credit Check.

Confirm Shipment

If this check box is selected, LN performs credit check during shipment confirmation.

Note: This check box is enabled only if Action is set to Credit Check.