Product documentation
A sales order is created – via different channels – and sales lines are added. A sales order is always related to a customer (accounts receivable). Before products or services are delivered to a customer, it is possible to minimize the risk the customer will not pay. There is a possibility to let the customer pay in advance. This is practiced for instance in the combination with Counter Sales. Often used is the possibility for a Credit limit. The sales order for a customer can be handled only of the credit limit of the customer is not exceeded. It is a setup at which moment(s) the credit limit should be checked.
The credit limit might be not applicable for sales orders in the father future, because these sales orders are many times used to get an idea about the planning, so the credit limit is not applicable for the future. It also might be desirable that the credit limit differs in certain periods: for instance, in case of sales actions.
Important
Parameters
On the Credit and Collections parameters form (Credit and collections> Setup > Credit and Collections parameters) the tab edit has an extra fast tab Order Complete. This gives the possibility to do a check of the credit limit in case of the Order Completion form for the stage Order Complete. This gives the possibility to have the credit check for the order completion. This is recommended to avoid the possibility to have no credit limit check for this situation.
| Field | Description |
| Check credit limit | With the radio button it is possible to set the credit limit check for the order complete stage. If you work with the Order Completion form this setup is recommended to avoid the possibility to have no credit limit check for that situation. |
| Grace days | The number of grace days should be the same as the number of grace days in the fast tab Credit management checkpoint. The function of the grace days is the same as in the fast tab Credit management checkpoint. |
Fast tab Credit limits
| Field | Description |
| Horizon date | This setting decides the amount of credit limit horizon days counts starting from the Shipment date or from the Receipt date at the sales order. There is an enum to choose between them. |
Blocking rules
At the blocking rules (Credit and collections> Setup > Credit management setup > Blocking rules > Tab Credit Horizon) is a possibility to set up the credit horizon.
| Field | Description |
| Account code | Is the Credit limit horizon applicable for all accounts receivable, for an account group or for a mentioned account receivable, |
| Account/Group numer | The Account receivable or the account receivable group the as applicable for the credit limit horizon can be entered. |
| Risk Group | If applicable, the risk group that is valid for this line can be entered |
| Number of days | The number of days for the time horizon can be entered. The time horizon is counted from the Shipment date or the Receipt date in the Credit and collection parameters. |
| Include Current order | If this checkbox is marked, there is no relation at all with credit limit at all for sales orders behind the credit limit horizon. If this checkbox is not marked, sales orders with a higher amount than the total credit limit will be blocked because of the credit limit. |