Credit Check in Projects for Customers

Hi,

 

All how is Credit Check done for project customers? Let us say we have two options:

Option 1

We have Om for ship only lines and then we use project billing for billing milestones. How is the credit check done at this stage since both are not linked? Will the OM value and Project billing invoices be added for the exposure amount?

Option 2

We don’t have OM and we use directly the shipping integration with project deliverables and invoices from project billing. In this case how is the credit check done?

Would appreciate someone pointers.

Thanks,

Murali