<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/tc/mcs/tcmcs0164s000" xml:lang="en">
	<Header>
		<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Credit Ratings (tcmcs0164s000)</Title>
	</Header>
	<HelpTopic><AimSection><Paragraph>Use this session to maintain <Link href="/baanerp/tc/glossary/glossary#CreditRating.tc" role="glossary">credit-rating</Link> details.</Paragraph>
		</AimSection>
		<GeneralSection><Paragraph>The credit check only checks whether the open order balance exceeds the customer's credit limit.</Paragraph>
			<Paragraph>If the <GUIRef href="/baanerp/tc/mcs/tcmcs0164s000#tcmcs064.actn" role="formfield">Action</GUIRef> 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. The corresponding check boxes are disabled.</Paragraph>
			<Paragraph>You can only select the <GUIRef href="" role="manual">Credit Check</GUIRef> phases if the action is <GUIRef href="/baanerp/tc/domains/mcs.actn#check.credit" role="enum">Check Credit</GUIRef>.</Paragraph>
		</GeneralSection>
		<RelatedTopics><SectionTitle>Related topics</SectionTitle>
			<RelTopic><Link href="/baanerp/tc/onlinemanual/000336" role="manual">Credit rating</Link>
			</RelTopic>
		</RelatedTopics>
	</HelpTopic>
	<Fields><FieldHelp ID="tcmcs064.crat"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Credit Rating</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#CreditRating.tc" role="glossary">credit rating</Link> code.</FuncDesc>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.actn"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Action</Title>
			</Header>
			<FuncDesc>The <Link href="/baanerp/tc/domains/mcs.actn" role="domain">Credit Rating Action</Link> to be performed for this credit rating.</FuncDesc>
			<SimpleSection></SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/tc/domains/mcs.actn" role="domain">Credit Rating Action</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.phs1"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Sales Order Entry</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP performs credit checking during sales order entry and any subsequent processing of the sales order.</FuncDesc>
			<SimpleSection><Paragraph>You can only select this check box if the action is <GUIRef href="/baanerp/tc/domains/mcs.actn#check.credit" role="enum">Check Credit</GUIRef>.</Paragraph>
			</SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/tc/onlinemanual/000336" role="manual">Credit rating</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.phs2"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Release to Warehousing</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP performs credit checking prior to releasing the order to <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</FuncDesc>
			<SimpleSection><Paragraph>You can only select this check box if the action is <GUIRef href="/baanerp/tc/domains/mcs.actn#check.credit" role="enum">Check Credit</GUIRef>.</Paragraph>
			</SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/tc/onlinemanual/000336" role="manual">Credit rating</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.phs3"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Confirm Shipment</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP performs credit checking prior to shipping the goods.</FuncDesc>
			<SimpleSection><Paragraph>You can only select this check box if the action is <GUIRef href="/baanerp/tc/domains/mcs.actn#check.credit" role="enum">Check Credit</GUIRef>.</Paragraph>
			</SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/tc/onlinemanual/000336" role="manual">Credit rating</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.ddcc"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Central Direct Delivery Credit Checking</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP performs the credit check for the invoice-to business partner of the original sales order. The credit check takes place when you confirm the shipment in <GUIRef href="/baanerp/wh" role="package">Warehouse Management</GUIRef>.</FuncDesc>
			<SimpleSection><Paragraph>In a direct delivery setup, you can use this option to perform the credit check for the customer to whom the goods are eventually delivered, instead of performing the credit check for the various affiliated companies that can be involved in a direct delivery order.</Paragraph>
			</SimpleSection>
			<RelatedTopics><SectionTitle>Related topics</SectionTitle>
				<RelTopic><Link href="/baanerp/tc/onlinemanual/000336" role="manual">Credit rating</Link>
				</RelTopic>
			</RelatedTopics>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.revp"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Review Credit Rating after</Title>
			</Header>
			<FuncDesc>The review period (in days) for a credit rating. The result of the credit check is valid during the number of days specified here. After that you must carry out a credit review again.</FuncDesc>
			<Note><SectionTitle>Note</SectionTitle>
				<Paragraph>You must enter the date and time when you carried out a credit review for a business partner in the <GUIRef href="/baanerp/tc/com/tccom4112s000" role="session">Invoice-to Business Partners (tccom4112s000)</GUIRef> session.</Paragraph>
			</Note>
			<SimpleSection><Paragraph>As a result of an overdue credit review, SSA ERP can place a business partner's orders on hold. This depends on the selections of the relevant parameters in the <GUIRef href="/baanerp/td/sls/tdsls0100s400" role="session">Sales Order Parameters (tdsls0100s400)</GUIRef> session.</Paragraph>
			</SimpleSection>
		</FieldHelp>
		<FieldHelp ID="tcmcs064.ioso"><Header>
				<Title xmlns:ssa="http://www.ssaglobal.com" xmlns:HTML="http://www.w3.org/TR/REC-html40">Include Open Sales Order in Financial Risk Calculation</Title>
			</Header>
			<FuncDesc>If this check box is selected,SSA ERP includes the open sales-orders balance for the business partner when it calculates the actual financial risk.</FuncDesc>
			<SimpleSection><Paragraph>The actual financial risk is used when performing credit checking. If the actual financial risk is greater than the invoice-to business partner's credit limit, you can place the order on hold (depending on a number of parameters).</Paragraph>
			</SimpleSection>
		</FieldHelp>
	</Fields>
</Session>
