Oracle Application Support

SR#
Module
Testing Instance

Order Management/ Receivables

UCC DEV

SR Description
Credit Checking for Customer Order and Automatically Holding the Order.

Brief Description of the Issue

Have to Restrict the User from Processing the Order for Customers who dont have a
Credit Limit. The Process of Holding the Order should be done Automated. So, that
system has to Check the Credit Limit while Booking the Order. Only Customer
Orders which have sufficient Credit Limit have to be allowed to process.
Automation of Credit Checking while Booking the Customer Order.
Reason for Issue : Users are able to process the Customer Orders without having
Sufficient Credit Limit.

Solution
Define Credit Check Rule. One time setup.
Step 1:
Navg : Order Management > Credit > Define Credit Check Rules

Step 2 :

Assign the following Profile Option.

Profile Name :

OM: Prevent Booking for Line Generic Holds

Profile Value :

YES

Step 3 :
Allow the Access for Which Responsibility can release the Holds and Which
Responsibility cannot release. We need to assign these responsibilities accordingly
for Hold Name Credit Check Failure
Navg : Setup > Orders > Holds

Step 4 :
Schedule the following Programs in Order Management for updating the Credit
Check Information.
Program Name : Initialize Credit Summaries
Program Name : Credit Check Processer

How to Enable a Customer to be a Credit Check Customer in Order Management

Step 5 :
Switch to Order Mangement Module, and go to Customer Masters.
Navg : Order Management > Customers > Standard

Select the Customer to whom Credit Check has to be applied.

Select the Profile tab in Customer site / Customer Level as required, and check the
Credit Check box as shown below.

Save your Changes done to the Customer Masters.

Step 6 :
Enter the Credit Limit Amount at Customer Site/ Customer level in the Profile
Amounts Tab

After entering the Credit Limit Amounts in appropriate Currencies, Save your
Changes done to the Customer Masters.
Step 7 :
Enable the Payment Terms for Credit Check, which is Used for these Customer
Orders.
Navg : Order Management > Setup > Orders > Payment Terms

Step 8 :
Enable the Order Type for Credit Check, by assigning the Credit Check Rule at
Ordering level .
Navg : Order Management > Setup > Transaction Type > Define
Assign the Credit Check Rule in the Appropriate Transaction Type of Order, at
Ordering level.

Now we can enter the Sale Order for the Customer to whom we have enabled the
Credit Check functionality.

Step 9 :
Enter a Order for the Customer by selecting the Order Type, and Payment Terms
which we have enabled for the Credit Check.

While entering Order make sure that we have appropriate Payment Terms as well,
verify in the Others tab.

Now enter the Order Lines and amount for the Order which is more than the
available credit.

Save the Order. It will generate Order no, eg: 30000980.

Now Book the Order. While Booking the Order System will check for the Credit Limit
and based on the availability it will process the order otherwise it will keep the order
on Hold.

Will show a note and will apply a hold.

Once the Order is placed on Hold User cannot Process the Order. System will stop
the User from processing the Order.

Order Once placed on Hold cannot be released by the user.

Step 10 :
Releasing the Hold for Order.
The Order can be released from the Responsibility where it has given access. As
shown below. Ensure that only Manger is having the Responsibility where access is
given.

Since the Order is on hold at Header Level now try to do the Release from Actions
button.

Once the Order is release from Hold only then we can Process the Order to further
steps by running the Picking, Shipping and Auto Invoice Automated Program.