EBS 信用检查(二)

Oracle OM 的信用检查功能允许在订单创建、拣选、包装和发货时验证客户是否有足够的信用额度。关键设置包括信用检查规则、订单交易类型、支付条款和信用档案。信用检查流程包括验证订单和行项,放置订单级或行级信用保留,自动应用或释放信用保留,并提供管理信用流程的报告和查询工具。要启用此功能,必须进行信用检查失败保持设置、激活和停用信用检查等四个主要步骤的配置。
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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
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