online credit check

Here post Oracle Order Management related topics.
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orais
Posts: 22
Joined: Thu Oct 16, 2008 10:01 am
Location: Egypt

online credit check

Post by orais »

Is there any way allow user to check the credit available for customer during entry the sales order in other words can user check the credit status of customer before he book the order from the sales order screen
admin
Posts: 2062
Joined: Fri Mar 31, 2006 12:59 am
Location: Pakistan
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Post by admin »

Try reports,

AR: Customer Credit Snapshot
OM: Credit Check Processor
hiszaki
Posts: 482
Joined: Thu May 10, 2007 9:03 am
Location: Egypt

Post by hiszaki »

Hi all,

According to my knowledge, AR: Customer Credit Snapshot get the customer credit In AR only without taking the open orders and OM: Credit Check Processor used to release any holds related to customer.

Is this right? so how I can know the customer credit available when enter the sales order?

Thanks again
Hisham
mjunaid
Posts: 11
Joined: Thu Oct 21, 2010 8:37 pm
Location: United Arab Emirates

Post by mjunaid »

You can create presonalization on order form and enables a menu options in tools to view credit limit info by user.
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