Credit Warning and Blocking

Credit warnings and blockings can be defined.

These determine what happens when an order line fails credit checking:

  • Warn only - a warning message is displayed but processing of the line can continue.
  • Warn and block - a warning message and processing cannot continue as 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.
  • Block Only - no warning message is displayed and processing cannot continue as 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.
  • Not set - the system looks at the equivalent flag on the next level of checking. That is, it checks the Sales Type then the Sales Business Setup.

The stages in the sales process where credit checking can be applied are Entry and Release.