| # Credit Ratings (tcmcs0164s000) Use this session to maintain credit-rating details. The credit check only checks whether the open order balance exceeds the customer's credit limit. If the Action is Always Hold (Credit) or Always Hold (Overdue Invoice), ERP Enterprise always blocks the sales order entry, the release of the sales order to Warehousing, or the shipment, without checking the business partner's credit limit. The corresponding check boxes are disabled. You can only select the Credit Check phases if the action is Check Credit. Related topics Credit rating Credit Rating The credit rating code. Action The action to be performed for this credit rating. Related topics Credit rating actions Credit Check Sales Order Entry If this check box is selected, ERP Enterprise performs credit checking during sales order entry and any subsequent processing of the sales order. You can only select this check box if the action is Check Credit. Related topics Credit rating Credit Check Release to Warehousing If this check box is selected, ERP Enterprise performs credit checking prior to releasing the order to Warehousing. You can only select this check box if the action is Check Credit. Related topics Credit rating Credit Check Confirm Shipment If this check box is selected, ERP Enterprise performs credit checking prior to shipping the goods. You can only select this check box if the action is Check Credit. Related topics Credit rating Central Direct Delivery Credit Checking If this check box is selected, ERP Enterprise 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 Warehousing. 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. Related topics Credit rating Review Credit Rating after 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. Note You must enter the date and time when you carried out a credit review for a business partner in the Invoice-to Business Partner (tccom4112s000) session. As a result of an overdue credit review, ERP Enterprise can place a business partner's orders on hold. This depends on the selections of the relevant parameters in the Sales Order Parameters (tdsls0100s400) session. Include Open Sales Order in Financial Risk Calculation If this check box is selected, ERP Enterprise includes the open sales-orders balance for the business partner when it calculates the actual financial risk. 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). |