Setting up Sales Types (STS) - Credit Checking

Credit Checking covers both Credit Limit Checking and Overdue Invoice Checking.

These flags specify what happens when the Credit Limit Check or Overdue Invoice Check fails during sales order processing.

Note: The credit checking settings override the settings on the sales business setup. The system checks the settings in the following order: customer record; sales type; sales business setup.

Specify this information:

Credit Check Block - Entry

Specifies what happens when a sales order line fails either the credit limit check or the overdue invoice check at the order entry stage.

Credit Check Block - Release

Specifies what happens when a sales order line fails either the credit limit check and/or the overdue invoice check at the order acknowledgment stage. This also applies when an order line is released after being held, using the release action in the sales order entry at any point regardless of the stage it has reached.

Warn Only

A warning message is displayed if the credit limit check or overdue invoice check is failed, but processing can continue for the order line.

Warn and Block

A warning message is displayed if the credit limit check or overdue invoice check is failed, the line is immediately put onto Credit Hold and Order Hold. Control Desk functionality is used to remove the Credit Hold. The Order Hold can be removed by using the Release action on the sales order entry form after the Credit Hold is removed.

Block Only

If the credit limit check or overdue invoice check is failed the line is immediately put onto Credit Hold and Order Hold. Control Desk functionality is used to remove the Credit Hold. The Order Hold is removed by using the Release action on the sales order entry form.

No Credit Checking

No credit limit checking or overdue invoice checking is performed.

Not Set

The system looks at the equivalent flag on the sales business setup to find the appropriate action.
Save your changes.