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

Last updated on APRIL 19, 2024

Applies to:

Oracle Order Management - Version 11.5.10.0 and later
Oracle Credit Management - Version 12.1.3 and later
Information in this document applies to any platform.

Goal

Order Management Credit Check / Exposure Setup

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

NOTE: In the images below and/or the attached document, user details / company name / address / email / telephone number represent a fictitious sample (based upon made up data used in the Oracle Demo Vision instance). Any similarity to actual persons, living or dead, is purely coincidental and not intended in any manner.

Solution

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In this Document

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

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