Running Credit Checks
During order entry and certain other activities—for example, importing purchase orders using EDI eCommerce or creating service calls in Service/Support Management—the system verifies that the bill-to customer’s total current liability does not exceed customer-specific credit parameters.
If the credit check fails, the system can place an order on hold by setting the trailer Action Status field to a specified status code or HD when there is no status code specified. When that field has a value, you cannot include the order on a packing list or—if it is a configured item—release it to a work order.
Note: While you can put an order on hold manually in Sales Order Maintenance by entering an action status, you cannot clear the Action Status field using that program. Instead, use Sales Order Credit Maintenance or Sales Order Auto Approval to clear the action status. See
Credit Status Update.
To provide an additional element of control, your company’s credit controller can review sales orders, RMAs, or material orders in Sales Order Credit Maintenance (7.1.13) and mark them as reviewed. Orders can no longer be modified. To disable this feature, set Allow Maintenance of Reviewed Orders to Yes in Sales Order Accounting Control (36.9.6).