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Order Management Credit Check / Exposure Setup (Doc ID 444837.1)

Last updated on JULY 19, 2018

Applies to:

Oracle Order Management - Version 11.5.10.0 and later
Oracle Credit Management - Version 12.1.3 to 12.1.3 [Release 12.1]
Information in this document applies to any platform.
*** Checked for relevance on 02-Dec-2017 ***

Goal

Order Management Credit Check / Exposure Setup

This document describes setup and parameters used for Credit Checking within Order Management (OM.)

Solution

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In this Document
Goal
Solution
 WHAT IS CREDIT HOLD?
 WHAT IS CREDIT CHECK?
 CREDIT CHECKING PARAMETERS
 TRANSACTION TYPE SETUP
 PAYMENT TERMS SETUP
 CREDIT LIMIT SETUP
 CREDIT RULES SETUP
 CREDIT CHECK LEVELS: SALES ORDER LEVEL OR SALES ORDER LINE LEVEL
 SALES ORDER LINE
 OVERRIDE MANUAL RELEASE
 MULTI CURRENCY CREDIT CHECKING
 EXPOSURE TAB
 USE PRE-CALCULATED EXPOSURE
 INCLUDE EXTERNAL CREDIT EXPOSURE
 INCLUDE OPEN RECEIVABLES BALANCE / INCLUDE UNINVOICED ORDERS
 INCLUDE OPEN RECEIVABLES BALANCE
 INCLUDE PAYMENTS AT RISK
 OPEN RECEIVABLES DAYS
 INCLUDE UNINVOICED ORDERS
 INCLUDE FREIGHT AND SPECIAL CHARGES
 INCLUDE TAX
 INCLUDE ORDERS CURRENTLY ON HOLD
 INCLUDE RETURNS
 SCHEDULED SHIPPING HORIZON DAYS
 MAXIMUM DAYS PAST DUE
 CREDIT USAGE RULES, MULTI-CURRENCY, GLOBAL CREDIT CHECKING
 CREDIT EXPOSURE REPORT
 REPORTS / PROCESSES
 CREDIT CHECK PROCESSOR CONCURRENT PROGRAM
 NOTES / TROUBLESHOOTING / DEBUG INFORMATION:
 USER MANUALS
 STILL HAVE QUESTIONS?
 LET US KNOW YOUR FEEDBACK!
References

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