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Good morning, 

 

I am new to IFS and am trying to find more definition/clarification on the “Credit check At” function.

For instance ,which stage on the life of an order does the credit check trigger? I understand the format for the below, and stage 1 is when an order is initially placed and released/confirmed, the system will credit check on limit etc. it is stage 2 i am unclear on. Is this to trigger a credit check when the order is going to be placed into production, so prior to the manufacture of the order or after the actual order is made? is it when we would be allocating materials to that particular order.

 

Thank you for any insight you could give on this.

 

Regards

 

Ellie

 

Hi @Ellie ,

Welcome to IFS and community.

Second check box is all about “reserving stage” for particular order. In your own words it is “is it when we would be allocating materials to that particular order.”

Further when you are in doubt, you shall always refer into help text as it might shed some light on .

 

 

Hi Xavier,

 

Thank you for your reply. This is very helpful.

 

Ellie

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