Enter Credit Control Group

Explanation

This activity is used to enter a credit control group for customers. Each customer must be connected to a credit control group. The credit control group offers different options for when the credit check should be executed in the customer order flow. When creating a new customer, the credit control group marked as the default for new customers will be used automatically. If the External Customer Credit Check on Supply Site check box is selected on the credit control group and it is connected to the internal customer, the external customer's credit will be checked when processing the internal customer order in the inter-site order flow. If the external customer order fails the credit check, both the external and internal customer orders will be set to the the Blocked status.

For more details on how the credit check is executed and when it occurs refer to the About Credit Control in Customer Order document.

Prerequisites

There are no prerequisites.

System Effects

• A credit control group is defined.
• The credit control group is available from the List of Values in the Customer/Order/General tab.

Window

Sales Basic Data

Related Window Descriptions

Sales Basic Data
Sales Basic Data/Credit Control Groups

Procedure

1. Open the Sales Basic Data window.
2. Click the Credit Control Groups tab, then select New.
3. Using no more than 10 alphanumeric characters, enter the code for the credit control group in the Credit Control Grp field.
4. Enter a description of the credit control group in the Description field.
5. Select the applicable check boxes for when the credit check should be executed when this specific credit control group is connected to a customer.
6. If applicable, select the Default for new Customers check box.
7. If the external customer credit is not checked in the supply site for inter-site orders, clear the External Customer Credit Check on Supply Site check box.
8. Save the record.