Things to Know in Order Management

  Credit Check Rules

Maximum Days Past Due.

The Maximum Days Past Due field value specifies the number of day that you will allow an invoice to be past due before holding the customers orders. During the credit checking process, Order Management will verify that no invoices for the customer have been past due beyond the number of days you specified with this field. If there are any such past due invoices, the order is placed on credit hold.

Oracle Credit check Failure

1. If a customer is enabled with credit hold functionality then Sales Order gets into hold immediately regardless of the customer credit limits. If a user enters a new order it will go immediately on hold and will not book or progress further.

2. If a customer is enabled with credit check functionality then order gets into hold once credit check is failed. If the customer exceeds set credit limits, total exposure or has past due invoices, the orders will be placed on hold.

2.1 There are two credit limits, the order credit limit and the credit limit. The credit limit, if null is assumed to be unlimited. The credit limit specifies the maximum value of exposure that the Customer is allowed.

2.2 The order credit limit, if null assumes there is no maximum value per order. If specified is the maximum value of an order that can be placed.

The status of the sales order was not changed automatically once the hold is released. We need to manually book the order as it is the oracle standard functionality.