Credit Check Hold Not Applied When Order is Over C

 

Credit Check Hold Not Applied When Order is Over Credit Limit [ID 731369.1]

Applies to:

Oracle Order Management - Version: 11.5.10.2
This problem can occur on any platform.

Symptoms

On 11.5.10.2 in Production:
Find Credit checking is not occurring for some customers. Orders which are over the credit
limit are not going on hold.
Payment Term enabled, Credit Rule current, and credit rule attached to order type, however when
an order that is over the limit is placed the orders are not placed on hold.


EXPECTED BEHAVIOR
Expect orders to go on hold that exceed customer credit limit.
STEPS
The issue can be reproduced at will with the following steps:
1. set credit limit on customer form
2. check the credit checking box
3. create sale order that exceeds limit
4. order is book without hold or error.

Cause

Setup related issue as site level credit profile was created , but the credit check flag was not
checked so credit checking was not triggered.


There are two things here at site level.

1) When a new customer is created, site level credit profile is not automatically created. Site level credit profile will  need to be created manually.   If site level credit profile(Profile Transaction and profile Amount for site level ) is not created then credit checking process picks up details from the customer level.

2) If site level credit profile is created,  in order to pick up the customer level credit details  the site level credit check flag will need to be enabled with the credit limit and order limit as blank. If any value is present in this two fields then credit check processor will pick up that value of site level.  If site level credit
profile is created and the credit check flag is not enabled,then credit checking will not occur.

In this particular case the customer's site level credit profile was created but the credit check flag was not checked.  With this setup credit checking did not occur.  Once the credit check flag at site level was enabled and making sure the credit limit and order limit at site level were blank, this allowed the customer level details to be considered for credit checking.

Solution

To implement the solution, please execute the following steps:

1. Query Customer profile from Order Management Responsibility

2.  Check the credit checking flag at site level. this will resolve issue.