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Credit Checking
Credit Checking
Credit checking is used to determine a customer's credit status. It is performed automatically by the system at the beginning of sales order entry and after the operator finishes entering a sales order. If the customer fails the credit check, the order is placed on credit hold and is reported on the Credit Exceptions Report. The Credit Exceptions Report lists all customers with accounts receivable balances that are overdue or greater than their credit limits. Credit checking may be performed for quote orders depending on the default option chosen. For realized quotes, credit checking is performed again.
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