Exclude a Contract from Credit Control
Security Note: You need the following security right permissions for this activity:
- Allow contract maintenance in the Contracts domain security rights group
- Allow the user to disable credit management for a contract in the Credit Management user group security rights group
Activity Steps
- Open the Sales Contract or Purchase Contract.
- Select the top-level node for the contract.
- Check Ignore Credit Control. Disabled if the organisation is not under credit control.
If checked, when a despatch order is created for the contract:
- No credit line is assigned to the despatch order.
- A credit line cannot be selected manually.
- If the Despatch Order status definition exists, the despatch order is the initial status.
- Changing the despatch order status manually is not affected by credit validations.
- The Submit for Credit Approval and Deny Credit right-click menu options are not available.
- The despatch order does not affect the credit exposure of any line of credit.
If unchecked, despatch orders for the contract are included in the credit control set up for the organisation.
Note: Any despatch orders that already exist for the contract before Ignore Credit Control is checked are still included in the credit control. Checking or unchecking Ignore Credit Control only affects new despatch orders. On the Details tab of the Despatch Order, there is a read-only checkbox (also called Ignore Credit Control) that is checked if the despatch order was created when the contract was excluded from credit control.
- Click Save.
