I am using Enterprise Explorer Applications 10 and there is a customer order for a customer that is not blocking but it should be because the customer has a credit limit of zero on the Customer screen (“credit info” tab; credit limit) and also on the header of the customer’s Customer Analysis screen.
It isn’t a custom event that is casing it not to block, it must be something internal in IFS. I haven’t been able to trace it. Can anyone shed any light on this?
Thank you
Hi,
I would suggest checking the “Credit Control Group” field within the Customer set-up. In IFS Cloud this is in the “Sales”->”General” section of the Customer, pre-Cloud environments this is in “Order”->”General” tab:
If that is empty, it would explain why IFS is not doing any credit checks.
If it is not empty, please check which of the toggles/tickboxes are selected in the Credit Control Group set-up.
The Credit Control Group decides what what stage(s) IFS will do a credit check. In IFS Cloud, these can be set up in the screen called “Customer Order Credit Control Groups” (as per below), in pre-Cloud environments this is within Sales Basic Data.
Thanks,
Chris
Hi
Please share a screenshot of the Credit Info tab for the subject customer. In addition to this, please check the Payment Term settings for the Customer Order also. Exclude From Credit Limit Control should not be enabled, otherwise system would not check the credit info for the Customer Order.
Regards
Abdul Rehman
Thanks for the reply. For the customer that the order is not blocking on, we have the Credit Control Group “Credit Check at Reservation” (see below).
“Exclude From Credit Limit Control” is not ticked for that Credit Control Group
The Credit Info tab of the customer is below
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