Siebel Order Management Guide > Integrating Order Management with Third-Party Credit-Check Applications > Process of Setting Up Purchase Order Credit Checking Applications >

Customizing When Credit Checks Are Performed

A credit check does not need to be performed on every quote or order that is 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 is skipped.

CAUTION:  If you want to modify the Credit Check - Quotes workflow process, then 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 the Credit Check - Quotes workflow process, see the topic about this workflow process in Siebel eSales Administration Guide. If you want to have different workflows for Quotes and eSales, then you will need to create an additional workflow.

This task is a step in Process of Setting Up Purchase Order Credit Checking Applications.