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Credit check

Summary:


Content (required):

We have the below requirement for Credit check for the customer :

If the customer/order has any of these characteristics DO put order on CREDIT HOLD:

 

o  “Customer Last Sale Date” is more than 730 days ago

o  “Customer Credit Limit” less than 101 (description is added to credit hold record)          Customer Credit Limit is actually a code to a lookup table if less than 101.

o  First sale for customer

o  Any full open invoice has a (Today’s date – Invoice Due date) that is greater than or equal to “Days Allowed Past Due Days”


Customer Credit Limit is a dollar value for below checks:

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