Question: What credit checking logic does the software use?
Answer: The following table summarizes the credit checking logic.
|
Step |
Comments |
Where Setup |
|
All the credit rules are determined by customer, group, or division |
Credit rules (e.g., credit limit) must be available to credit check a sales order. |
Group Credit Rule Maintenance and Customer Credit Rule Maintenance |
|
Determine if the payment terms of the order should bypass credit checking |
This is determined by the Ignore Credit Check check box. |
|
|
Determine if the order class of the order should bypass credit checking |
This is determined by the Ignore Credit Check check box. |
|
|
If the order has been backordered, determine whether to credit check it again when it is released |
This is determined by the Credit Check Backorder Days rule. |
Group Credit Rule Maintenance and Customer Credit Rule Maintenance |
|
If the order is in the future, determine whether it is close enough to the required date to credit check it |
This is determined by the Future Credit Check Days rule. |
Group Credit Rule Maintenance and Customer Credit Rule Maintenance |
|
If the order total has changed, determine whether to credit check it again |
This is determined by the Credit Check Update Limit rule. |
Group Credit Rule Maintenance and Customer Credit Rule Maintenance |
|
Look at the Credit Check Option |
If None, no orders are credit checked. If All, all orders are credit checked. |
Group Credit Rule Maintenance and Customer Credit Rule Maintenance |