Credit Management
Credit Management Allows You To
• Reduce your credit risk by alerting you or restricting shipments to customers who are on credit hold or over their credit limits
• Set up default credit term codes for processing customer payments, debit/credit memos, and so on
• Manage due dates
• Calculate default due dates, discount dates, and discounts for goods and services
Why Consider?
• Credit is checked while you begin entering a sales order and again when you reach the trailer
• The system can automatically put the order on hold if the customer is over their credit limit or if the current order puts them over their credit limit
• This also affects the decision if the order should be confirmed or not
Setup Implications
• Sales Order Control needs to be set to determine if the order should automatically be placed on hold or not when doing the Sales Order Maintenance function
