Applying Credit Checking
Credit checking actions can be set up so that they are applied in a number of places. That is, the customer record, the sales type or the sales business setup. The checking criteria are used in the following order:
Customer
The actions to be taken for credit checking can be defined on the customer record. If this is set to Not Set, the sales type is searched for a credit checking action.
Sales Type
The actions to be taken for credit checking can be defined for each sales type. If this is set to Not Set, the sales business setup is searched for an action.
A value label must be identified for use in credit limit checking by the setting of the Sales Credit Balance flag in the Value Label Setup. For example, a value label holding the gross line value could be used for CLC, but it is this value that is used in the CLC calculation. If this gross value label is above the available credit calculated, the line will fail CLC.
Sales Business Setup
OIC can be enabled or disabled in the Sales Business Setup. If it is disabled, no OIC is carried out even if OIC is enabled on the customer record.