Applying credit checks to project contracts and deliverables
In project, you can apply credit checks when creating and updating contract lines and
deliverables, based on which a contract or deliverable line can be blocked. These are the list
of checks that can be applied:
- Credit Rating
- Credit Limit
- Overdue Invoices
- Doubtful Customer
Note: During the release to warehouse and shipment confirmation, only the
credit limit check is performed.
Blocking
If a contract line or deliverable is blocked due to a credit check, these release types are
available in the Blocked Contract Lines / Deliverables (tpctm1520m000) session:
- Soft Release: If the contract line or deliverable is blocked due to a credit check and you select Soft Release, the order is blocked again at the next phase if the criteria for that reason still apply to the contract line or deliverable. If the order is blocked for another reason, you can only use this option to release the order.
- Firm Release: If you select Firm Release for the contract line, the order line is
released and is not blocked again for the same reason.Note: During shipment confirmation, you can only do Firm Release as this is the last step in the process.
The contract lines that are blocked during release to warehouse and shipment confirmation, are also displayed in the Blocked Contract Lines / Deliverables (tpctm1520m000) session.
The Blocking Phase in the Blocked Contract Lines / Deliverables (tpctm1520m000) session indicates the phase in which the contract line is blocked. These are the
phases:
- Contract line entry
- Deliverable entry
- Release to warehouse
- Confirm shipment