![]() ![]() You can set up blocking rules and exclusion rules on the Credit management > Setup > Credit management setup > Blocking rules page.Īs of version 10.0.21, the blocking rules in Credit management have been re-architected in the following ways, to provide more flexibility: You can also define exclusions that will override the blocking rules and allow a sales order to be processed. ![]() When a customer initiates a sales transaction, the information on the sales order is reviewed against a set of blocking rules that guide the decision of whether or not to extend credit to the customer and allow the sale to move forward. Set up blocking rules and exclusion rules In addition, there are two parameters that control additional scenarios that will block a sales order Blocking rules define responses to the following circumstances: ![]() The credit management blocking rules can apply to an individual customer, or a group of customers. This topic describes the setup of rules used to place a sales order on credit hold. For more information about preview releases, see Service update availability. The content and the functionality are subject to change. ![]() Some or all of the functionality noted in this topic is available as part of a preview release. ![]()
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May 2023
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