When is Credit Checking Performed?

This topic explains when credit checking is done.

Will CLC checking be performed?

The following table explains how the setup records are searched for CLC checking definitions. If the action is Not Set, go to the next level within the table until Yes or No can be cross-referenced within the table:

Customer Form Settings
No Credit Checking No
Warn, Block, or Warn + Block Yes
Not Set - go to next level
Sales Type Setup
No Credit Checking No
Warn, Block, or Warn + Block Yes
Not Set - go to next level
Sales Business Setup
No Credit Checking No
Warn, Block, or Warn + Block Yes

Will OIC checking be performed?

The following table explains how the setup records are searched for OIC checking definitions. Use the OIC enabled settings across the top of the table together with the warn or block hierarchy down the side of the table. If the warn or block action is set to No, go to the next level until Yes or No can be cross-referenced within the table:

Sales Business Setup
OIC Enabled OIC Disabled (Default)
Customer No
OIC Enabled (Default) OIC Disabled
Customer No
No Credit Checking No
Warn, Block, or Warn + Block Yes
Not Set - go to next level
Sales Type
No Credit Checking No
Warn, Block, or Warn + Block Yes
Not Set - go to next level
Sales Business Setup
No Credit Checking No
Warn, Block, or Warn + Block Yes
Note: If a sales order line has failed credit checking and is later credit approved, it does not pass through the credit checks again.