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Credit Checking Setup in Order Management (Doc ID 744642.1)

Last updated on AUGUST 30, 2021

Applies to:

Oracle Order Management - Version 11.5.9 and later
Information in this document applies to any platform.

Purpose

The purpose of this bulletin is to provide Oracle Customers with a good basic understanding of Credit Checking in Order Management setup.

Scope

This document helps Support Engineers and Oracle Customers to understand basic credit check concepts within Order Management.

Screen shots in this note are from R12.2.3 Vision instance.

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.

Scenario: In this test flow, we will setup a credit limit of $5000 for the bill-to-site for an existing customer A. C. Networks.
We will verify in this test case that the order goes on credit check hold when the order amount surpasses the credit limit.

* This test flow assumes that you are working in a Vision environment.
* The Setup steps include the relevant setup needed to create credit checking test case. Some of these steps only require viewing the setup that already exists in the Vision environment. If you have already gone through the Setup steps once, you can go directly to the Test flow Steps to perform your test case.

Details

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In this Document
Purpose
Scope
Details
 Setup Steps
 Test flow Steps
References

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