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
Order complete has been added as Document status to the Credit management checkpoint,
Credit and collections > Setup > Credit and collections parameters tab Credit.
If the Order complete checkbox is checked, credit limit check will be done at Order completion.
If the order is blocked on Order completion, the Document status check will be "Order complete".
| Field | Description |
| Keep order complete form open | Keep Order Completion form open, in case Credit Management validation fails during document posting |
| 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 Credit limits
| 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. |
| 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. |