Could someone please explain how the Grace days in the Credit management checkpoint are supposed to work? I have tried using them but am not getting the results I expected.
Here's my test scenario (with the Credit management checkpoint settings as shown in the attached screenshot):
Using a customer with a credit limit of $1,000, that has no open balances and no open activity (e.g. sales orders, packing slips, etc.)…
All the transactions and transaction attempts occur on the same day, so why am I not able to post the delivery note for the first SO?
Thanks in advance for any assistance!
Hi Paul,A grace period adds value to the check per posting because it can allow you to only check outside of the grace period.
I.e. If grace period is set to 7 days and a sales confirmation was updated on 1st May and a delivery note was updated on the 4th July it would not recheck the credit rules, if the delivery note was processed after the 7th May it would check the rules once again.
The same rule applies to let's say the cancellation of a Warehouse Management Work Order. I.e. If grace period is set to 7 days and a work order was released to the warehouse on 1 May and subsequently cancelled, then released to warehouse once again on the 4th May it would not recheck the credit rules, if released to the warehouse was processed after the 7th May it would check the rules once again.In your case the confirmation grace period is 2 days and delivery note is set to a grace period of 1 day and the credit check should take place after the defined grace periods for confirmation and delivery note, so according to the above explained logic the delivery note posting in your example logic it should work [if all other parameters are set correctly].Just curious have you setup any blocking rules for the overdue days or overdue amount under credit management setup?
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