Credit Check Hold in 11i

Credit check can be applied at two levels

1. Operating Unit level 2. Customer level (including main n site )

The sales order transaction type only help in placing holds at the below four level,
1. Ordering 2. Picking 3. Packing 4. Shipping

The above only determines the time at which the sales order will apply hold in the otc.
Credit check has got 5 steps. The steps are detailed below :

At Customer Header Level :

Step 1 : Query the Customer at Customer - Standard navigation. At its header level go to Profile-Amounts tabbed region and set "Order Credit Limit" as say 1000 USD and if required, set the "Credit Limit" ( for all order put together) as 10,000 USD.

Step 2 : Go to Profile - Transaction tabbed region and enable Credit Check ( Check box) and save.

At Customer's Site Level :

Step 1 : Query the Customer at Customer - Standard navigation. Choose the address for which you want to perform the credit check and click "Open" button. At this site level go to Profile-Amounts tabbed region and set "Order Credit Limit" as say 1000 USD and if required, set the "Credit Limit" ( for all order put together) as 10,000 USD and save.

Step 2 : Go to Profile - Transaction tabbed region in this site level and enable Credit Check ( Check box) and save.

Steps 3,4 and 5 are common for both the scenarios :

Step 3:Open Sales order and Populate the Customer. If credit check to be done at site level, populate the ship to site. Go to others tabbed region and take a copy of the payment terms. Go to Setup - Orders - Payment terms and query the PT just copied from SO. Enable Credit Check ( Check box) and save.

Step 4 :Create a Credit Check rule at setup - Rules - Credit. Make holds to be applied at SO line level. Ensure that in "Exposure" tabbed region, enable "Applicable for Uninvoiced Sales Order" and save.

Step 5 :Open the Order Transaction Type of your Customer and in the bottom, populate our CC rule at the time of Booking the order. Now make a check by booking a Sales order for above 1000 USD. We can observe that a Credit hold applied for the Customer. This can be seen at Actions - Additional Information in SO.