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Siebel Order Management Guide > Preparing for Integration > About Purchase Order Credit Checking Applications >
Optional Setup Procedures for Checking Credit
To set up the use of third-party product accounts receivable systems, you may want to perform the following tasks:
NOTE: If you modify any lists of values such as order types or purchase order payment methods, be sure to review the workflows processes in Credit Check - Quotes and Credit Check - Orders to verify that the application logic to determine whether to call credit check is still correct.
Modifying the User Properties
You can modify the user properties for the credit checking integration to, for example, change what code represents an error. To do this, modify the user properties of the Credit Check Service business service using Siebel Tools.
Business Service > Credit Check Service (eSales)
Business Service User Properties
ERROR_CODE = <some other value>
Default error code is 3.
Turning Off Credit Checking
In a quote, credit checking is part of the verify functionality. You can turn it off by by changing the Credit Check user property in the Quotes business component. When the Credit Check user property is set to N instead of Y, the verify function will not perform the credit check.
You can also pick what workflow you want to call to execute the credit check by going to Business Component > Quote and changing the following Business Component User Properties:
- For the Credit Check user property, change the value from Y to N.
- For the Credit Check Workflow user property, change the value from Credit Check Quotes to the workflow you want to use.
In an order, the user performs the credit check by clicking the Credit Check button. To turn off credit check for orders, you can either modify the Credit Check - Order workflow or remove the button from the Payment Detail - Purchase Order applet.
Customizing When Credit Checks Are Performed
A credit check does not need to be performed on every quote or order that will be paid for with a purchase order. You can customize when a credit check is performed by modifying the Credit Check - Quotes workflow process and the Credit Check - Orders workflow process.
In the default credit check business processes, credit check will only be performed if all the following conditions apply:
- Payment method is Purchase Order
- The bill-to account's Skip Credit Check flag is Off
- The purchase order amount is greater than the bill-to account's Credit Auto Approval Limit amount
In addition, credit check is not applicable for orders of type RMA and Internal Order, so it will be skipped.
CAUTION: If you decide to modify the Credit Check - Quotes workflow process, it is important to know that this workflow process is also used by Siebel eSales to create an order. For more information about the impact of this, see the section about this workflow process in Siebel eSales Administration Guide. If you want to have different workflows for Quotes and eSales, you will need to create an additional workflow.
Changing the Credit Auto-Approval Limit For Accounts
You can change the credit auto-approval limit for accounts in several different ways:
- Using Siebel Tools. When your company wants to change the limit for all new accounts, you can change it in Siebel Tools.
NOTE: Making this change in Siebel Tools does not affect previously existing accounts.
- Using a batch eScript. If you need to change the value for a large number of account records, you can do so with a batch eScript.
- Editing the Value for an Account. To change the limit for a few accounts, you can manually editing the value of the Credit Auto Approval Limit for a specific account in the Account screen > Credit Profile view.
NOTE: Do not confuse the Credit Auto Approval Limit field with the PO Auto Approval Limit field.
Skipping Credit Checks For an Account
End users can skip automatic credit checking for particular accounts by changing the value of the Skip Credit Check field. This field is displayed in the Account screen > Credit Profile view. When this check box is checked, it indicates that credit checks should be skipped for the account.
Restricting Which Employees Can Administer Credit Checking
There are two ways to restrict which employees can administer credit checking on accounts:
- Create a read-only version and a read-write version of the Account Detail - Credit Profile view. Give employees who should administer credit checking access to the read-write view. Give employees who should not administer credit checking access to the read-only view.
- Add a rule or logic to restrict who can update fields related to credit checking. For example, only allow an account's primary sales representative to update these fields.
Extending the ASI for Credit Check Interface Request
If you want to extend the ASI, you must add fields to:
- The following external and internal interfaces:
- Credit Check Interface Response
- Credit Check Interface Request
- The following internal objects:
- Credit Check Interface Request - Quote
- Credit Check Interface Request - Order
This will create the necessary mapping between the Credit Check interface structure and the Siebel Quote and Order business components.
- If you add a field, make sure that the names of the fields in the Internal and External integration objects match. For example, if you want to add the field Priority that maps on quote to Priority-quote and on order to Priority-order, you would do so as follows: Credit Check Interface Request
Integration Component Field:
Name: Priority
External Name: <BLANK>
- Credit Check Interface Request - Quotes
Integration Component Field:
Name: Priority
External Name: <Mapping of Priority to the correct field on Quotes Buscomp>
- Credit Check Interface Request - Orders
Integration Component Field:
Name: Priority
External Name: <Mapping of Priority to the correct field on Quotes Buscomp>
For information about how to extend the integration object, see Integration Platform Technologies: Siebel eBusiness Application Integration Volume II.
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Siebel Order Management Guide Published: 18 April 2003 |