EBS 信用检查（二）

Credit checking feature of Oracle OM provides the ability to check that the customer has sufficient credit available with the organization at the point of order booking ,picking, packing and shipping. Credit check rules, order transaction type, payment terms and credit profiles are the key setup entities that influence the credit check process.

Oracle OM credit checking includes:

• Validating orders and lines against existing credit limits defined in the credit profile.
• Placing credit holds at either the order or line level.
• Sending credit hold notifications to order creator.
• Automatically apply or release order or order line credit holds using credit check processor program.
• Reporting and querying tools to effectively manage your credit processes and ensure credit holds are processed in a timely manner.

Main purpose of Credit checking process is to minimize the financial risk that the organization assumes as a result of day-to-day transactions.

In order to utilize this great feature these are mandatory setup you have to do:

• Credit Check Failure Hold Setup (seeded)

Navigation would be

Order Management > Setup> Orders> Hold.

• • Name: Credit Check Failure
  • The seeded Credit Check Failure hold is a generic hold and not an activity specific hold.
  • Modifying the definition of the credit check failure hold can be prevented by setting the profile option OM:Modify Seeded Holds to NO.
• Activating & Deactivating Credit Check
  • Activating Credit Checking Credit checking is performed based upon the criteria met of following 4 conditions:
    1. You need to enable credit profiles for customer in accounts receivables.
    2. You need to enable credit check flag on payment terms used on the order or Line.
    3. You need to define credit c