Order Management

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    Mohamed Abdelwahab
    What are the steps required to setup the credit check for...
    Topic posted May 19, 2019 by Mohamed AbdelwahabBronze Medal: 1,250+ Points, tagged Order Management, SCM 
    36 Views, 1 Comment
    Title:
    What are the steps required to setup the credit check for the customer,please?
    Summary:
    What are the steps required to setup the credit check for the customer,please?
    Content:

    Hello,

    What are the steps required to setup the credit check for the customer,please?

     

    Thanks

    Comment

     

    • Balaji Narasimhan

      Hi Mohamed,

      There a few setups that can help you define the Credit check related process.

      Under Setup and Maintenance -> Manage Order Management Parameters

      1. Activate Credit Check on Order Submit - this can be setup by business unit-  allows you to turn on credit check during order submission

      2. Credit Check Failure at Order Submit - this again can be setup by business unit - allows you to control how to handle the order when credit check fails during submit

      . Credit check can also be turned on or off for a specific customer within the customer profile.

      Credit check can also be added as a step within  the orchestration process. 

      Hope this helps,

      Balaji