Customer Credit Status
RMAs are a type of sales order and follow most sales order rules. However, for RMAs, the settings of Credit Hold Option and Use Action Status in SO Accounting Control in SSM Accounting Control determines RMA processing rather than the value of Hold Orders over Credit Limit in Sales Order Accounting Control.
If the customer bill-to on an RMA is on credit hold or over the credit limit, RMA processing is determined by the setting of Credit Hold Option, which can have one of three values:
0 (zero): You can create RMAs regardless of the customer’s credit status.
1: You can create RMAs, but a warning displays and the action status of the RMA is set to hold.
2: You cannot create RMAs for customers who are on credit hold or over their credit limit. An error message displays. Reset the customer Credit Hold field to No to create the RMA.
With this setting, when the RMA line being entered puts the customer balance over the credit limit, the system does not prevent you from completing the request. This is because the credit limit is not actually exceeded until the order line is complete. Instead, the system accepts the RMA, displays a warning message, and places the resulting document on credit hold.
Remove credit holds from existing RMAs using Sales Order Credit Maintenance (7.1.13) or Sales Order Auto Credit Approval (7.1.17). You cannot release an RMA to a work order if the action status is nonblank.