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.