Credit is checked before an order is confirmed

What moves

When someone confirms an order, Sales Orders asks Accounting for the customer's credit decision for that amount. A customer on hold is blocked; over the limit, Accounting's setting decides between a recorded warning (the default) and a block.

Before you start

• Both modules in your plan
• The order has a customer from the customer register
• The customer has a credit limit or hold set in Accounting
• The person confirming holds permission to view credit information

Step by step

1. Sales managerSales Orders & Fulfilment

   Presses Confirm on a pending order.

   You see:The order asks Accounting about the customer's credit.

2. SystemAccounting & E-Invoicing

   Compares the customer's open balance plus this order with the limit and any hold, using the finance team's warn or block setting.

   You see:The decision is recorded.

3. Sales managerSales Orders & Fulfilment

   Sees the order confirmed, or refused with the reason.

   You see:A blocked order stays pending until finance raises the limit or lifts the hold.

Related

• Accounting & E-Invoicing
• Sales Orders & Fulfilment
• Credit limits are checked when a quote is sent
• CRM quotes are credit-checked and deals see payment
• Customers see and pay their invoices
• A vendor bill is approved before it is paid
• An auditor exports e-invoices and an accountant retries a failure
• Connections between modules