The features described in the paragraph are additions to the standard Microsoft Credit management soludion.

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. When combined with the Counter Sales feature there is a possibility to let the customer pay in advance. 

The following features have been added

• Order completion as credit management check point
• Set the default value for standard Microsoft parameter "Disable Exclude from credit management"
• Keep order completion form open incase of credit management check results into a failure
• Credit horizon, to exclude the value of orders shipped in the future from the credit management checkSpecifies the number of days into the future to consider when checking credit limits.
  
  Only orders with a ship date within this timeframe are included in the credit check. For example, if set to 50 days, an order with one line shipping within 50 days and another line shipping beyond 50 days will have its total value checked against the credit limit—the entire order is evaluated, not individual lines. Orders shipping completely beyond this horizon are excluded from the check.

Setup

Parameters

Credit and collections > Setup > Credit and collections parameters - tab Credit

Order complete has been added as Document status to the Credit management checkpoint,

If the Order complete checkbox Post  is checked, credit limit check will be done at Order completion.

Credit and collections > Setup > Credit and collections parameters tab Credit Management extensions.

 If the order is blocked on Order completion, the Document status check  will be "Order complete".

Fast tab Retail 

Field	Description
Disable Exclude from credit management	The field Exclude from credit management on the sales order header will be disabled when a retail sales order is created. Be sure to test all scenario's if you enable this in combination with POS or B2B Commerce as it has only been tested in combination with Call centers.

 

Fast tab Order Complete

Field	Description
Keep Order Complete form open	Keep Order Completion form open, in case Credit Management validation fails during document posting Field:

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.

Exclude Current order after horizon

If this checkbox is marked, the number of days from of today are checked against the delivery dates of all order lines. If all orders lines are shipped after this date, the order value of the whole order is excluded from the credit limit check. If any order line ships within this horizon, the entire order value is checked against the credit limit. If this check box is disabled, the Credit horizon blocking rule will not be applied applied. The Credit and collections parameters > Credit > Credit Limits the parameter Horizon date controles whether it checks against Ship date or Receipt date.