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Oracle Quoting User Guide
Release 12.1
Part Number E13461-06
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Credit Checks

This chapter covers the following topics:

Overview of Credit Checking

Credit checking in Oracle Quoting allows the user to determine the credit worthiness of a customer while working on a quote. The user can decide if the quote should be submitted for business approvals credit verification. The profile option ASO: Enable Credit Check determines if credit checks can be performed. See the Oracle Quoting Implementation Guide for more information.

There are two types of credit checks available in Oracle Quoting:

Based on setup, internal and/or external credit checks may be performed. The internal credit check is performed if the profile ASO: Credit Check Rule is set at the appropriate level. The external credit check is performed if it is configured by an application developer.

Performing a Credit Check

The results of the credit check are not saved in the quote.

Prerequisites

Navigate to Quoting > Actions > Initiate Credit Check