Oracle fusion Credit check

Credit Check:

It validate customer credit, How much credit we are giving to customer that one will validate based on some of the setups.Credit check supports at order submit and during fulfillment based on business process flexibility.

Please watch and subscribe for few more topics in my youtube channel. Comment on below videos if you want any video on any fusion topics, i will try to make videos and share with you.
https://www.youtube.com/channel/UCmWV764laAtBcTb4uJXNk-Q/featured.

Customer Use Case:

1.       I need to screen sales orders for customer credit worthiness when orders are submitted

2.       We have long fulfillment cycles. I need to credit check customers before shipment

3.       I want only specific users to be able to manually release credit check hold

4.       I need to conditionally perform credit based on the order type

5.       I want the credit hold automatically released when the credit check issues are resolved so the order can progress

We can perform credit check in 3 places while progress order

1.       At order submission

Again we have 2 choices at order submission

i.    Allow order submitted with credit hold on each line

ii.    Do not allow order submit the order and set the status to Credit Review Pending

2.       At the time of fulfillment 

If credit check fails stop the process to fulfill the order, you have to make sure pass the credit check to the process the fulfill

Prerequisites:
1. Active Credit check in manage Order management parameter task for respective Business unit.
2.Select Credit Check failure at order submit in manage Order management parameter task for respective Business unit.
3. Create customer with Credit Limit and enable Credit check for respective customer
4. User should assign Credit manager Role and Credit Analyst Role
5. If we want do credit check at the time of fulfillment, need to include Credit check task in Orchestration process. 

1. Active Credit check in manage Order management parameter task for respective Business unit.
Navigation-> FSM-> Manage order management parameters

2.Select Credit Check failure at order submit in manage Order management parameter task for respective Business unit.
Navigation-> FSM-> Manage order management parameters
Let us select here credit check failure at order submit as save order Draft status if we select this option order will not allow to submit, order status will be Credit review pending.

3. Create customer with Credit Limit and enable Credit check for respective customer.

Now Create order and submit with more than credit limit

case folder is created
Navigation-> Receivables-> Credit Review -> Search with Case folder in Queue

I will update Remaining cases with Screen shots very Soon

we can find video for the same:

https://youtu.be/Jf4qpsZGkqs

3