Credit block in orders

[Former Member]

Hello experts,

How NOT to block a sale order as a result of credit management once the block is released.

Because of credit reasons, sale order is blocked. Then the credit manager releases the block. Then again, sales admin change the order that do not affect the value of the order. Now, the credit block is set again because of the change. The requirement is not to set the block if the order value does not increase during any type of change.

Will reward points for help.

UV

[debbie_reed · Accepted solution]

When a credit check is released it is considered good for the number of days in the "released documents still unchecked". This is a field on the OVA8 credit control screen. Generally this field comes blank which means the credit release is only good for 1 day. Any changes made after that 1 day go through a credit check again.

We had this happen on delivery notes and we decided to make them good for 7 days. So any changes within that 7 day period at the same value (with the exception of value increases) would not cause it to go on hold again. After the 7 days changes did go back on the credit hold listing.

See if you can use this field to your advantage!

Good Luck!

Debbie