Override Credit Control for a Despatch Order

For contracts for organisations under credit control, if there is insufficient available credit in the credit line to which the despatch order is assigned, submitting the despatch order for credit approval will generate an error message. See Submit a Despatch Order for Credit Approval. If required, the credit denied status can be overridden.

The status transition must be valid, as defined by the status flow set for the Despatch Order status definition. See Create a Status Definition for Credit Management.

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 override despatch order credit status 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 override credit control 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 in the Status table and select Set Status To from the menu.
  6. To override credit control and approve credit:
    1. Select the credit-accepted status as specified for the applicable credit line.

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

    2. Update the Applicable Status Start Date if required.
    3. Enter a comment about why the credit is being approved.
    4. Click OK.
  7. To override credit control and deny credit:
    1. Select the credit-rejected status as specified for the applicable credit line.

      A confirmation message displays.

    2. Click Yes.

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

    3. Update the Applicable Status Start Date if required.
    4. Enter a comment about why the credit is being denied.
    5. Click OK.
  8. Click Save.