What does the Customer Credit Block actually do?
How does it work when there are Parent / Child relationships?
Solved
Customer credit block
Best answer by Xavier Fernando
We are looking specifically at the Credit Blocked flag on the customer master record and how it impacts the Parent / Child relationship.
Hi There.
I believe you are referring into below checkbox.
1.If you have enable Credit block manually for both parent and Child, you get following message at customer order header save for both Parent and child;
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Information - IFS Applications
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The customer is credit blocked. The order will be credit blocked
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[OK]
---------------------------
then orders will go to Blocked status when you release the orders.
2.Then if you manually block only the child, you get get Information message and Blocked customer order status for orders created for Child only.
3.Further if your Parent is manually blocked and not the child, when you create a customer order for child you will get information message as follows;
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Information - IFS Applications
---------------------------
The parent XXXXX of the customer is credit blocked. The order will be credit blocked
---------------------------
[OK]
---------------------------
Once you release the customer order of child, it will get blocked status also. ( Parent orders will be anyway blocked )
Hope this helps.
This topic has been closed for replies.
If the used credit exceeds the customer’s credit limit -- a new order will be blocked or if the order will put the customer over their limit.
Used credit includes below:
The sum of current accounts receivable balances
The sum of non-invoiced customer orders
The sum of customer order invoices, instant invoices and project invoices of which the status is either Preliminary or Printed
Parent/child credit limit:
If there is child 1 and child 2 and each has a limit of 100 and the parent has a limit of 150, each individual child would only be able to do a 100 until the 150 was reached.
Example: child 1 orders 100 worth of stuff, then child 2 tries to order 100, but it will be put on hold because 100+100 = 200 and the parent limit is only 150.
Example2: child 1 tries to order 150, it will be put on hold because the child is only 100. The parent would be able to order 150.
Hi,
IFS also can consider past due type data. See the customer credit information area on the customer. See the help. It will explain the past due. This can also cause orders to be blocked.
We are looking specifically at the Credit Blocked flag on the customer master record and how it impacts the Parent / Child relationship.
If your parent customer is flagged as credit blocked -- then entering an order for the parent will tell you they are blocked -- it will also tell you that if you wish to enter for the child.
I suggest in your test database you setup a parent/child relationship and test some scenarios
We are looking specifically at the Credit Blocked flag on the customer master record and how it impacts the Parent / Child relationship.
Hi There.
I believe you are referring into below checkbox.
1.If you have enable Credit block manually for both parent and Child, you get following message at customer order header save for both Parent and child;
---------------------------
Information - IFS Applications
---------------------------
The customer is credit blocked. The order will be credit blocked
---------------------------
[OK]
---------------------------
then orders will go to Blocked status when you release the orders.
2.Then if you manually block only the child, you get get Information message and Blocked customer order status for orders created for Child only.
3.Further if your Parent is manually blocked and not the child, when you create a customer order for child you will get information message as follows;
---------------------------
Information - IFS Applications
---------------------------
The parent XXXXX of the customer is credit blocked. The order will be credit blocked
---------------------------
[OK]
---------------------------
Once you release the customer order of child, it will get blocked status also. ( Parent orders will be anyway blocked )
Hope this helps.
Hi, got a similar question.
If parent has 100 and both children have 100 limit - if an order is placed for 90 on the parent does that only leave 10 between both children?
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