Credit Check

[Jessica88]

Hi there,

Are there any known problems in JDE on credit check whereby a sales order sold to a customer who has exceeded his credit limit does not go on hold when it should go on hold ? Please advise.

I'm on Version Xe Update 5.


Thanks,
Jessica.

 

[peterban]

Hi Jessica,
have you checked which type of credit checking you have active (e.g. Parent, Customer, Lin of Business) as the credit limit is stored in a particular place depending on the type. This also changes a little if Advanced AR is turned on.

Otherwise - take a look at the R42995 thread as its got info on the rebuild - or if your a member of JDETips I wrote an article on just this area.

Warm regards

Peter

 

[Jessica88]

Hi Peter,

Thanks for the reply. Could you please give me detailed info on the difference between Parent , Customer and Line of Business ? Can I have that document that you wrote for JDETips ?


Thanks,
Jessica.

 

[peterban]

Jessica,
not that I want to plug Andy Klee's site but there is lots of great white papers there - joinings a bargin

Peter

 

[andyklee]

I'm posting Peter Bannister's excellent White Paper which he wrote for JDEtips on the JDElist site, today. Hopefully everyone can benefit from Peter's hard work.

Andy

 

[parora]

Hi Jessica,

You may want to check out SAR#6361026/ESU#JD20769. If you are running the repost program, R42995, and you have orders across multiple companies for the same customer, the repost program seems to mess up the Open Order Amount.