Manage Customer Credit
Manage customer credit that affects credit check for your sales order.
Assume you're a credit analyst. You receive a request from an Order Entry Specialist to approve credit check for sales order 505200. You examine the sales order in your case folder, perform a credit analysis, and determine you can approve credit.
For details about case folders and managing credit, see Using Receivables Credit to Cash.
Manage customer credit.
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Make sure you have the privileges that you need to manage Oracle Accounts Receivable.
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Go to the Credit Reviews work area.
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On the Credit Reviews page, examine the list of case folders in your queue.
Credit Reviews adds a case folder for each sales order that goes into credit check. It adds a unique case folder number that you can use to manage the case.
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Click Show Filters.
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Set Source Transaction Number to 505200, then click Search.
Notice that the Credit Reviews list displays the case folder for sales order 505200.
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In the Credit Reviews list, click the link in the Number attribute.
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On the Credit Case Folders page, notice the details that display for sales order 505200, then click Recommendations.
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Set Type to an appropriate value according to your case folder analysis, such as.
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Remove Customer from Credit Hold
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Approve Source Transaction Credit Request
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Set Credit Limit
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Set Order Amount Limit
For this example, choose Approve Source Transaction Credit Request.
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Click Actions > Approve.
Here's what Order Management does.
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Automatically releases the credit check hold.
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Changes the sales order status from Credit Review Pending to Processing,
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Changes the order line status to Change Pending.
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