Process of Setting Up Purchase Order Credit Checking Applications

To set up Purchase Order Credit Checking Applications, you must perform the following tasks:

1. Verifying the External Credit Check ASI User Properties

2. Configuring Web Services for Purchase Order Credit Checking Applications

3. Activating the Workflows for Purchase Order Credit Checking Applications

   To set up Purchase Order Credit Checking Applications, you can perform the following optional tasks:

4. Modifying User Properties for Purchase Order Credit Checking Integration

5. Turning Off Credit Checking

6. Customizing When Credit Checks Are Performed

7. Changing the Credit Auto-Approval Limit for Accounts

8. Skipping Credit Checks for an Account

9. Restricting Which Employees Can Administer Credit Checking

10. Extending the ASI for Credit Check Interface Request

    Note: If you modify any lists of values such as order types or purchase order payment methods, then be sure to review the workflows processes in Credit Check - Quotes and Credit Check - Orders to verify that the application logic to determine whether to call credit check is still correct.

For more information about to how to set up, use, and modify integrations according to ASIs, see Siebel Application Services Interface Reference.