Page History

Credit Control

1. Credit limit for individual customer or customer group

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Information including: AR Balance, Export Order Balance (i.e. Sales Order), Invoice Balance (i.e. Group Shipment), Overdue amount

ID	Field	Source	Condition
1	AR Balance (LCY)	Customer Ledger Entries	1. Open = Ture (i.e. Outstanding)
			2. Payment Terms in Related Document No is NOT "Skip Credit Control"
			*remarks: if entries is [Deposit Entry] Credit Balance will increase
2	Outstanding Orders (LCY)	Sales Order Line	1. Order Status = Open
			2. Payment Terms NOT "Skip Credit Control"
			3. If related group shipment status = Released and posting status = Pending then "Order Amount - Group Shipment Amount"
			4. Enhanced (JIRA289) - add the credit memo line amount if the Sales Credit Memo Line Dimension for INVOICENO *is same as the Line Dimension for the applied customer ledger entries WIP**
3	Invoice (LCY)	Group Shipment	1. Status = Released
			2. Posting Status = Pending
4	Total Balance (LCY)	Sum of (1-3)	NAV Standard
5	Credit Limit (LCY)	Customer/Customer Group	Customer Credit Limit / Customer Group Credit Limit
6	Available Credit (LCY)	Credit Limit - Total Balance	NAV Standard *Enhanced (JIRA289) - exclude the negative sales order line (Table 18) WIP**
7	Overdue Amount (LCY) as of xx	Customer Ledger Entries	NAV Standard

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#	Case	Remarks
1	Change Sales Line QtyQty	Total Amount to be change
2	Change Sales Line Unit Price	Total Amount to be change
3	Change Currency	Credit Balance to be change
4	Change Payment Terms	Credit Control checking to be different (i.e. Skip Credit Control or non-skip credit control
5	Change Customer	Customer Credit Limit or Group Credit Limit or credit balance to be different

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