Credit Rule
A credit rule says where a customer's credit is checked and what happens when it is breached. The limit itself is on the customer or its Credit Area; the rule is the switch.
What it is for
A new rule fills its grid with every process that can be credit-checked. You tick Apply on for the ones to check and pick an Action. Lines cannot be added or removed.
What the actions do when a released sales order or sales order journal breaches the limit or the overdue days:
- Stop. The document cannot be saved: "... This Sales Order cannot be saved."
- Any other action (a warning). The user is asked "Are you sure you want to Save?" and may continue. The document records that the limit was overridden.
A rule line for a process other than the sales order and the sales order journal does nothing today: the check on customer invoices is switched off in the screen.
Every field in plain words
| Field | What it means | What to put |
|---|---|---|
| Credit Rule | The code | Required. Must be unique |
| Name | What it is called | Required. Cannot be changed after Create |
| Notes, Block | Free text, retired |
Basic Data
| Column | What it means | What to put |
|---|---|---|
| Process, Name | The document that can be checked | Filled in, read-only |
| Apply on | Check this document | Tick at least one line |
| Action | What a breach does | Required on ticked lines. Stop, or a warning |
| Line Text | Free text |
How to configure it
Put the rule on the customer (Credit Rule on Customer In Legal Entity). The customer's Credit Rule becomes mandatory as soon as it has a credit limit, overdue days or a credit area.
Scenarios
- Warn the salesperson, let the manager decide. Action warning on the sales order. The user sees the warning and can continue.
- Hard block for overdue customers. Action Stop, and overdue days on the customer or its credit area.
What it is connected to
- Credit Area, Customer In Legal Entity.
- Sales Order - runs the check.
- Order to cash - where the credit check sits in the sales process.
If something looks wrong
- "Please mark 'Apply On' in at least one Credit Rule line." Tick at least one line.
- "Action is mandatory for Line ID: ..." Pick an action on every ticked line.
- "Credit Rule already exists". Use another code.