Checking Credit for a Purchase Order

An end user can check a customer’s credit when the payment method is a purchase order.

The end user can also check credit when payment is made using a credit card. For information, see Authorizing and Settling Credit Card Payments.

To check credit for a purchase order

1. Navigate to the quote or order which you are working.

2. Click the Payment view tab.

3. If necessary, enter the purchase order information.

4. In the Payment form, click Credit Check.

   Your Siebel Business Application sends an authorization request to your back office or financial application to confirm whether the purchase order is valid and the payment can be authorized.

   The back-office application returns information to three fields: Credit Status, Credit Status As Of, and Credit Check Message.