Credit Status Update
In addition to the automated credit processing available during order entry, several programs let you manage the credit status of existing orders:
• Use Sales Order Credit Maintenance (7.1.13) to edit the Action Status field. This program also lets the credit controller review the order amount and customer credit information. A setting in Sales Order Accounting Control can prevent orders from being modified after they have been reviewed.
• Use Sales Order Auto Approval (7.1.17) to update the Action Status field for a group of orders. You also can run a credit check with this program and limit the Action Status update to orders that pass.
• Use Sales Order Auto Credit Hold (7.1.16) to run a credit check on selected orders and assign hold status to those that fail.
• When you run Sales Order Repricing (7.1.11), use control settings to run credit checks using the new prices and reset the Action Status field based on the results. See
Repricing Sales Orders.