Setting Up Customer Credit Check Options
You can select credit checking options in both Accounts Receivable and Order Entry. For more information, see About Credit Checks.
In Order Entry, you can select options to specify how and when credit checks are performed. More...
Before you start
- Before making changes on the O/E Options screen, make sure that no other Order Entry screens are open for your company on your computer or on any other computer on a network. If other Order Entry screens are open, or if other users are working with Order Entry data, you cannot save changes for most of the options on this screen.
To change customer credit check options in Order Entry:
- Order Entry > O/E Setup > Options.
- On the Processing tab, select options in the Credit Checks group.
- Click Save.