9 Replies Latest reply: Feb 7, 2013 1:52 AM by user87657865 RSS

    Credit Check Rule functionality

    user87657865
      Hi,

      How does the Credit Check Rule functionality works when we put the Credit Check Rule on Shipping field in Main tab of Transaction Types form.

      Scenario 1) When we put the Credit Check Rule on Ordering field
      a)Create a SO
      b)Book the SO
      c)Goes on credit check failure hold
      d)Release the hold
      e)Enter a new Line-->Save
      f)Again SO goes on hold
      g)Release the Hold and proceed

      Scenario 2) When we put the same Credit Check Rule on Shipping field
      a)Create a SO
      b)Book the SO
      c)Pick Release the SO
      d)While Ship confirm-->it goes on hold
      e)Release the SO from hold and ship confirm-->Line shipped
      f)Enter a new line->Save
      g)Pick release the line
      h)Ship confirm the Line-->Line shipped without going on hold
      We need to understand why the new line entered doesnt go on hold in this scenario

      Regards
      Gagan