Manual Credit Check

Explanation

This activity is used to perform a credit check manually. Credit control group data is not required for performing a manual credit check on a single site. For the inter-site order flow, the external customer's credit can be checked manually from the supply site internal customer order.

The manual credit check, when executed, performs the following checks to find out whether:

1. The customer is credit-blocked in the customer record.
2. The value of all outstanding orders and outstanding invoices (if IFS Financials is used) exceeds the customer's credit limit.
3. The total overdue amount (which has also exceeded the allowed overdue days) exceeds the allowed overdue amount.
4. If the customer has the Adv Inv Full Paid Check check box selected, it is checked whether the customer has advance invoices or prepayment-based invoices which have not received full payment.

Prerequisites

This activity has the following prerequisites:

• The customer order header must at least be in the Planned status, but not in the Delivered or Invoiced/Closed status.
• At least one order line or one charge line must exist so that the order total is greater than zero.
• For the inter-site order flow, to manually check external customer’s credit on supply site, it is required to connect credit control group to internal customer. External customer credit check on supply site check box should be selected for that credit control group.

System Effects

This activity has the following system effects:

• System pops up the information message that includes the customer’s credit situation. Based on that you can decide whether to block the customer order or not.
  If you block the customer order, order status change to Block, and the Handle Blocked Customer Orders window will be updated.
• If both internal and external customer orders are blocked due to a credit fail in the external customer, once the external customer order is blocked from the manual credit check on supply site, the internal customer order is automatically blocked.

Window

Customer Order
Customer Orders

Related Window Descriptions

Customer Order
Customer Orders

Procedure

1. Select or query for the appropriate order.
2. Right-click the order header and select Manual Credit Check.