Sales Business (SBS) - Credit Checking

Overdue Invoice Check Enabled

If this box is checked overdue invoice checking is enabled for the whole of the business unit. If this box is not checked no overdue invoice checking is performed, regardless of whether or not it has been enabled on the customer record.

The following flags specify what happens when the credit limit check or overdue invoice check fails during sales order processing.

Credit Limit 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 Limit Block - Release

Specifies what happens when a sales order line fails either the credit limit check 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.

The options for the Credit Limit Block fields are:

• Warn Only

  A warning message is displayed if the credit limit check and/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 and/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.