Credit Checking Setup in Order Management [ID 744642.1]

Scenario: In this test flow, we will setup a credit limit of $5000 for the bill-to-site for an existing customer A. C. Networks.
We will verify in this test case that the order goes on credit check hold when the order amount surpasses the credit limit.

In order to trigger automatic Credit checking on sales orders it is necessary that the credit checking is enabled for the order type, customer profile and payment terms associated with the transaction.
Credit check set up involves the following setup steps

Step1:Credit Check Rules Setup ((N) Setup->Rules->Credit )
Step2:Customer Profiles Setup ((N) Customer->Standard Click on OK to open the customer.
In the Addresses tab, select the address for the bill to site that you want to enable credit checking and click on the Open button.

In (Tab) Profile: Transaction ensure the Credit Check box is checked

In (Tab) Profile: Amounts, '''select the currency USD''' and change the order credit limit to 5000

)
Step3:Payment Terms Setup ((N) Setup->Orders->Payment Terms
)
Step4:Order Types Setup ((N) Setup->Transaction Types->Define
)

If any one of order type, customer profile and payment terms does not have credit checking enabled, the sales order will not be credit checked . Sales orders that pass credit check at all the three points are allowed to progress normally. Those that fail will have credit check failure hold placed on either the order header or order lines.

To release the credit check hold, go to Actions->Release Holds, enter a Reason,
and click on Release.

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