When is credit checking performed?

This topic explains how the setup records are searched for CLC checking definitions.

Will CLC checking be performed?

The following tables explain 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:

Customers Form Settings
No Credit Checking No
Warn, Block, or Warn + Block Yes
Not Set - go to next level  
   
Sales Type Settings
No Credit Checking No
Warn, Block, or Warn + Block Yes
Not Set - go to next level  
   
Sales Business Setup Settings
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:

Customers Customers/OIC Enabled (Default) Customers/OIC Disabled
No Credit Checking No No
Warn, Block, or Warn + Block Yes No
Not Set - go to next level    
     
Sales Type    
No Credit Checking No No
Warn, Block, or Warn + Block Yes No
Not Set - go to next level    
     
Sales Business Setup    
No Credit Checking No No
Warn, Block, or Warn + Block Yes No

If OIC is disabled, then the action is No.

Note:  If a sales order line has failed credit checking and is later credit approved, it does not pass through the credit checks again.