Credit Management

This Wiki is read-only for reference purposes to avoid broken links.

Parameters that affect Credit Management:

Business Partner: Credit Status

  -- Credit Hold
  -- Credit Watch
  -- Credit Stop
  -- No Credit Check
  -- Credit Ok

Business Partner > Customer tab: Credit Limit

Business Partner > Customer tab >defaults into> Order Header: Delivery Rule

  --After Receipt (implies receipt of payment)
  --Other

Order Header: Document Type

  -- POS (Point of Sale - currently (2009-12) can be completed without payment
  -- On Credit
  -- Prepay
  -- Quotation
  -- Proposal
  -- Standard Order
  -- Wareouse Order

Order Header: Payment Type

  -- Direct Debit
  -- On Credit
  -- Credit Card
  -- Cheque
  -- Cash
  -- Mixed

SysConfig Variable: CHECK_CREDIT_ON_CASH_POS_ORDER SysConfig Variable: CHECK_CREDIT_ON_PREPAY_ORDER

Considerations

- Differentiate User Interface warnings from Functionality (Popup message vs. order being invalidated on prepare)

- Return transanctions, negative qts

- Include or not include amount on order in calculation of credit limit (depending on order type)

Questions:

- Overlap in terminology on Order types and Order details:

  -- Prepay order doctype vs. After receipt Delivery Method
  -- OnCredit Order doctype vs. Payment method of OnCredit

Discussions:

--https://sourceforge.net/tracker/?func=detail&atid=879332&aid=1883543&group_id=176962

--https://sourceforge.net/projects/adempiere/forums/forum/611163/topic/3490121

Business Cases

Temporary Credit overide - automatic return to old value Notification of credit problem but allow order processing Visibility into reason an order has not shipped Late payment vs credit limit Accepting payments on older orders to allow release of shipment Allow order entry, but not shipment Allow order entry, but not purchasing product for orders Allow order entry, but not purchasing raw materials for mfg items