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WS: 42: Credit Checking and Credit Holds (Doc ID 626654.1)

Last updated on JANUARY 22, 2019

Applies to:

JD Edwards World Sales Order Management - Version A7.3 cume 4 and later
Information in this document applies to any platform.

Purpose

Credit Checking is a tool used to reduce exposure against outstanding accounts receivable balances and provides information about a customer’s account.  The JD Edwards World credit checking process compares a customer’s accounts receivable and open orders to the customer’s current credit limit.  Orders can be placed on a credit hold depending upon setup definitions.

Two types of credit checking are provided:

This document provides details on the set up required to activate credit checking within the Sales Order Entry process, gives details on related files, introduces the various inquiry programs for reviewing customer accounts receivable/credit data and explains how customer credit holds can be released to allow sales order processing to continue.

Scope

 

Details

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In this Document
Purpose
Scope
Details
 Overview
 The Two Types of Credit Checking:
 Credit Limit
 Aging
 Setup
 Hold Code Setup
 Aging
 Credit Limit Setup
 Parent
 Child
 Sales Order Entry Setup
 Check Credit (P42050)
 Check Credit reads several files:
 F0301: Customer Master
 F0311: Accounts Receivable Ledger
 F4201/F4211: Sales Order Header/Detail
 Alternative For Credit Checking
 Credit Checking Process
 Held Orders file F4209
 Credit Limit
 Held Orders file F4209
 Aging Credit Checking
 Orders Automatically Excluded from A/R Total Exposure
 Credit Limit with Aging Credit Checking
 C.O.D. payment
 Releasing Credit Holds
 Credit Release Log
 Multi Currency
 Credit Holds and Multi Currency
 Check Credit Multi Currency
 Check Credit will always display in domestic currency of the company.
References

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