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<ManualTopic ID="/baanerp/tc/onlinemanual/000336" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Credit rating</Title>
		<Keyword><Level1>credit rating</Level1>
		</Keyword>
	</Header>
	<GeneralSection><Paragraph>The continuation of a sales order can depend on the credit checking of the business partner. For every customer, you must select a <Link href="/baanerp/tc/glossary/glossary#CreditRating.tc" role="glossary">credit rating</Link> in the <GUIRef href="/baanerp/tc/com/tccom4112s000" role="session">Invoice-to Business Partners (tccom4112s000)</GUIRef> session. The credit rating determines the action to be taken when you handle sales orders for the business partner and the resulting open invoice amount will exceed the business partner's credit limit.</Paragraph>
		<Paragraph>For example, the action can be to check the business partner's credit, or to hold the sales order. You define the credit rating and the corresponding actions in the <GUIRef href="/baanerp/tc/mcs/tcmcs0564m000" role="session">Credit Ratings (tcmcs0564m000)</GUIRef> session in <GUIRef href="/baanerp/tc" role="package">Common Data</GUIRef>.</Paragraph>
		<List><ListIntro>Whether credit checking takes place and which action is taken depends on a combination of the following settings:</ListIntro>
			<ListItem>The credit rating selected for the business partner in the <GUIRef href="/baanerp/tc/com/tccom4112s000" role="session">Invoice-to Business Partners (tccom4112s000)</GUIRef> session.</ListItem>
			<ListItem>The <Link href="/baanerp/tc/domains/mcs.actn" role="domain">Credit Rating Action</Link> selected for the credit rating in the <GUIRef href="/baanerp/tc/mcs/tcmcs0564m000" role="session">Credit Ratings (tcmcs0564m000)</GUIRef> session.</ListItem>
			<ListItem><List><ListIntro>The selection of the following sales parameters in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session:</ListIntro>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.crls.4" role="formfield">Signal if Credit Limit is Exceeded</GUIRef>.</ListItem>
					<ListItem><GUIRef href="/baanerp/td/sls/tdsls0100s400#tdsls000.crlb.4" role="formfield">Block if Credit Limit is Exceeded</GUIRef>.</ListItem>
				</List>
			</ListItem>
			<ListItem>The selection of the <GUIRef href="" role="manual">Credit Check</GUIRef> check box for the sales order type in the <GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Sales Order Types (tdsls0194s000)</GUIRef> session.</ListItem>
		</List>
		<Paragraph>SSA ERP can check the credit limit at various phases in the order procedure.</Paragraph>
		<List><ListIntro>In the <GUIRef href="/baanerp/tc/mcs/tcmcs0564m000" role="session">Credit Ratings (tcmcs0564m000)</GUIRef> session, you can select the following stages in the procedure at which SSA ERP must perform a credit check:</ListIntro>
			<ListItem><GUIRef href="/baanerp/tc/mcs/tcmcs0164s000#tcmcs064.phs1" role="formfield">Sales Order Entry</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/tc/mcs/tcmcs0164s000#tcmcs064.phs2" role="formfield">Release to Warehousing</GUIRef>
			</ListItem>
			<ListItem><GUIRef href="/baanerp/tc/mcs/tcmcs0164s000#tcmcs064.phs3" role="formfield">Confirm Shipment</GUIRef>
			</ListItem>
		</List>
		<Paragraph>If the credit rating action is <GUIRef href="/baanerp/tc/domains/mcs.actn#check.credit" role="enum">Check Credit</GUIRef>, SSA ERP displays a warning and blocks the order if the credit limit of the invoice-to business partner is exceeded.</Paragraph>
		<Paragraph>If the credit rating action is <GUIRef href="/baanerp/tc/domains/mcs.actn#always.credit" role="enum">Always Hold (Credit)</GUIRef> or <GUIRef href="/baanerp/tc/domains/mcs.actn#always.over.inv" role="enum">Always Hold (Overdue Invoice)</GUIRef>, SSA ERP always blocks the sales order entry, the release of the sales order to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>, or the shipment, without checking the business partner's credit limit. In the blocked order lines, the action <GUIRef href="/baanerp/tc/domains/mcs.actn#always.credit" role="enum">Always Hold (Credit)</GUIRef> or <GUIRef href="/baanerp/tc/domains/mcs.actn#always.over.inv" role="enum">Always Hold (Overdue Invoice)</GUIRef> indicates the blocking reason.</Paragraph>
		<Paragraph>In the <GUIRef href="/baanerp/td/sls/tdsls0194s000" role="session">Hold Reasons by Business Partner Type (tdsls0193s000)</GUIRef> session, you can select a reason code for blocking the sales orders per business partner type. For each hold reason, you can specify the actions that can be taken when a sales order line is put on hold for a specific hold reason.</Paragraph>
		<Paragraph>If the sales order is blocked, you cannot continue the order procedure. After a firm release of the blocked sales order line in the <GUIRef href="/baanerp/td/sls/tdsls4520m000" role="session">Blocked Sales Order (Lines) (tdsls4520m000)</GUIRef> session, the order procedure can be continued.</Paragraph>
	</GeneralSection>
	<RelatedTopics><SectionTitle>Related topics</SectionTitle>
		<RelTopic><Link href="/baanerp/td/onlinemanual/000062" role="manual">Sales order procedure</Link>
		</RelTopic>
	</RelatedTopics>
</ManualTopic>
