Service: How Does 'Credit Holds' Established in Receivables Apply In TeleService? (Doc ID 579894.1)

Last updated on FEBRUARY 24, 2017

Applies to:

Oracle Receivables - Version 11.5.9 and later
Oracle Customer Care - Version 11.5.9 and later
Oracle Teleservice - Version 11.5.10 and later
Information in this document applies to any platform.

Goal

System allows Service Requests and Tasks to be created for customers that are on Credit Hold.
The system should check to see if Customer is on Credit Hold and not allow assignment of Tasks or SRs if customer has bill problems.

There is the need to know in advance whether a Customer that is requiring technical support has Credit Holds. Before charging a Customer it is necessary to anticipate if the Sales Order will not be hold because there is a Credit Problem.

Is there any way to know this while entering a Service Request in Teleservice?
How does Oracle Receivables Credit Holds apply to the CRM TeleService modules?

Solution

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