Deny Credit for a Despatch Order

This activity is only applicable to organisations under credit control. When an organisation is under credit control, despatch orders with credit denied cannot be added to despatches.

Security Note: You need the following security rights for this activity.
• Allow the user to maintain despatch orders in the Contracts domain security rights group
• Allow the user to deny credit for despatch orders in the Credit Management user group security rights group
• The specific Despatch Order status transition as an allowed status transition
Status link configuration may require that only different users can change consecutive statuses, or that the user who changes the status cannot be the user who last modified the despatch order.

Activity Steps

1. Open the Sales Contract or Purchase Contract.
2. Expand the node for the contract product.

   Note: You can also deny credit for a despatch order via the Despatch Orders table of the applicable contract quota.

3. Select the despatch order.
4. Select the Status History tab.
5. Right-click the despatch order in the Despatch Orders table and select Deny Credit from the menu.

   A confirmation message displays.

6. Click Yes.

   A prompt to enter a date and a reason for the credit denial displays.

7. Update the Applicable Status Start Date if required.
8. Enter a comment about why the credit is being denied.
9. Click OK.

   The Status table displays the new status.

10. Click Save.