Submit a Despatch Order for Credit Approval

This activity is only applicable to organisations under credit control. When an organisation is under credit control, despatch orders can only be added to despatches if their credit is approved.

Performing this activity does not guarantee that credit for the despatch order will be approved. For example, if there is not enough credit in the assigned credit line, the despatch order will not be approved. If the despatch order must be approved anyway, then the credit control can be overridden.

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 submit despatch orders for credit approval 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 submit a despatch order for credit approval 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 Submit For Credit Approval from the menu.

    A confirmation message displays.

  6. Click Yes.

    If the organisation has sufficient available credit in the line of credit, a prompt to enter a date and a reason for the credit approval displays.

    Note: If the organisation does not have sufficient available credit, the Status table displays a reason for denying credit for the despatch order. Hover the mouse pointer over the Comment field in the Status table to display a tooltip if the full comment is not visible.

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

    The Status table displays the new status.

  10. Click Save.