1. Implementing Order Management
  2. Extend Credit Check

Extend Credit Check

Use an order management extension to modify credit check.

Skip Credit Check for Order Revisions

Use the PreCreditCheckedFlag attribute in an order management extension to skip credit check when the Order Entry Specialist revises the sales order. For example:
  • If the sales order is a change order, and if Credit Management isn't enabled, then set PreCreditCheckedFlag to true.

Setting PreCreditCheckedFlag to true instructs Order Management to skip credit check.

Here's your extension.

import oracle.apps.scm.doo.common.extensions.ValidationException;  
Boolean isCCMgmtEnabled = false;
BigDecimal refHeaderId = header.getAttribute("ReferenceHeaderId");
if(refHeaderId != null)
{
    def lookupVO =context.getViewObject("oracle.apps.financials.assets.shared.publicView.LookupPVO");
    def vc = lookupVO.createViewCriteria();
    def vcrow = vc.createViewCriteriaRow();
    vcrow.setAttribute("LookupType", 'AR_FEATURES');//ACCOUNT_TYPE AR_FEATURES
    vcrow.setAttribute("EnabledFlag", 'Y');
    vcrow.setAttribute("LookupCode", 'AR_CREDIT_MGMT');
    def rowset = lookupVO.findByViewCriteria(vc, -1);
    rowset.reset();
    if(rowset.hasNext()){
      isCCMgmtEnabled = true;
    }
    if(!isCCMgmtEnabled)
       header.setAttribute("PreCreditCheckedFlag", "Y");
}

Skip Credit Check When Lines Are On Hold

Skip credit check when an order line in a change order is on credit check hold. For example:

  • If the sales order is a change order, and if no order lines in the original order are on credit check hold, and if Credit Management isn't enabled, then set PreCreditCheckedFlag to true.

Here's your extension.

import oracle.apps.scm.doo.common.extensions.ValidationException;  
Boolean isCCMgmtEnabled = false;
BigDecimal refHeaderId = header.getAttribute("ReferenceHeaderId");
Boolean ccHoldFoundOnOriginalLines = false;
if(refHeaderId != null)
{
    def holdInstanceVO  =context.getViewObject("oracle.apps.scm.doo.publicView.analytics.HoldInstancePVO");
    def hodlInstanceVc = holdInstanceVO.createViewCriteria();
    def holdInstanceVrow = hodlInstanceVc.createViewCriteriaRow();
    holdInstanceVrow.setAttribute("HeaderHeaderId", refHeaderId);
    holdInstanceVrow.setAttribute("FulfillLineOnHold", 'Y');
    def holdInstanceRowset = holdInstanceVO.findByViewCriteria(hodlInstanceVc, -1);
    holdInstanceRowset.reset();
    while(holdInstanceRowset.hasNext())
    {
                  def holdInstance = holdInstanceRowset.next();
                  def holdDefs = holdInstance.getAttribute("HoldDefinition");
                 String holdCode = holdDefs.getAttribute("HoldHoldCode");
      if("DOO_CREDIT_CHECK".equalsIgnoreCase(holdCode))
      {
               ccHoldFoundOnOriginalLines = true;
                            break;
      }
    }
   if(!ccHoldFoundOnOriginalLines)
  {
    def lookupVO =context.getViewObject("oracle.apps.financials.assets.shared.publicView.LookupPVO");
    def vc = lookupVO.createViewCriteria();
    def vcrow = vc.createViewCriteriaRow();
    vcrow.setAttribute("LookupType", 'AR_FEATURES');//ACCOUNT_TYPE AR_FEATURES
    vcrow.setAttribute("EnabledFlag", 'Y');
    vcrow.setAttribute("LookupCode", 'AR_CREDIT_MGMT');
    def rowset = lookupVO.findByViewCriteria(vc, -1);
    rowset.reset();
    if(rowset.hasNext())
    {
        isCCMgmtEnabled = true;
    }
    if(!isCCMgmtEnabled)
                    header.setAttribute("PreCreditCheckedFlag", "Y");
  }
}

Manage the Authorization Expiration Date

If you set the PreCreditCheckedFlag to Y in an order management extension to skip credit check, then you must also set the CreditCheckAuthorizationExpiryDate attribute on the fulfillment line to null. A null value means the authorization never expires. If you don't do this, and if you revise the sales order, then Order Management might run credit check again because the authorization expired.

Here's how:

if ("CC".equals(header.getAttribute("CustomerPONumber"))) {
  if ("Y".equals(header.getAttribute("PreCreditCheckedFlag"))) {
    def lines = header.getAttribute("Lines");
    while (lines.hasNext()) {
      def line = lines.next();
      def creditAuthExpDate = line.getAttribute("CreditCheckAuthorizationExpiryDate");

      if (creditAuthExpDate != null) {
        java.sql.Date currentDate = new java.sql.Date((new Date()).getTime());
        java.sql.Date creditAuthExpSqlDate = new java.sql.Date((creditAuthExpDate).getTime());

        if (creditAuthExpSqlDate < currentDate) {
          //line.setAttribute("CreditCheckAuthorizationExpiryDate", null);
          line.setAttribute("CreditCheckAuthorizationExpiryDate", currentDate);
        }
      }
    }
  }
}

As an alternative, you can set the Expiration Offset Days attribute on the customer account to a large value so the authorization doesn't expire while you're revising the sales order. For details, see How You Set Up a Customer Profile for Credit Checks.

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