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About Using Purchase Order Credit Checking Applications


Before an order for products or services can be completed through your Siebel eSales Web site, your company may want to assess whether the customer has a credit rating that is good enough for you to sell to them. Different applications are used to perform credit checks depending on the method of payment.

Third-party accounts receivable or credit management applications use logic to make a credit determination based on your company's previous history with the customer account and other credit data.

Integration with third-party credit checking applications uses a specific, prebuilt Application Services Interface (ASI) named External Credit Check. Some configuration is required to set up this integration.

For information about how to extend these integration objects, see Integration Platform Technologies: Siebel eBusiness Application Integration Volume II.

Credit checks are performed as part of the process of checking out after the customer clicks the Check Out button.

Two workflows directly control the process of checking the credit status of business accounts. These are:

For more information about the checking out process, including the details of these workflows, see Modifying Order Workflows.

NOTE:  Purchase order credit checks can also be made on a quote or order from an employee application, such as Siebel Sales or Siebel Call Center. These would be initiated by call center agents, sales administrators, and sales representatives. For information about how to set up a purchase order credit checking integration from an employee application, see Siebel Order Management Guide.

For more information about to how to set up, use, and modify integrations based on ASIs, see Integration Platform Technologies: Siebel eBusiness Application Integration Volume II.


 Siebel eSales Administration Guide 
 Published: 18 April 2003