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Credit Check - Quotes (eSales)

The workflow for performing a credit check is shown in Figure 9.

Figure 9. Credit Check Process

The Credit Check process is called from the eSales - Authorize Order Process. The following events happen:

• The process checks that the payment will be made with a PO. If it is not, the process sets the status of the credit check to Not Applicable.
• For orders that will be paid for using a PO, the process determines whether the Skip Credit Check check box is selected for the ordering account. If it is, the credit check is skipped. If it is not, the process determines whether the amount of the order is below the amount of the credit check threshold for the account (if one is set). If it is, the credit check is skipped. If the credit check is skipped, the Credit Status for the order is set to approved.
• The process checks that the billing information is complete. If not, the process sets the credit check status to Indeterminate. If there is enough information, the credit check is performed.