Form Application: Oracle Order Management
Form Name:  OEXCCRLS
Form Path: /oracle/apps/r12/visr12/apps/apps_st/appl/ont/12.0.0/forms/US/OEXCCRLS.fmx

Credit Check rules controls the what rules to be followed when credit check rule is called. Credit check rules are attached to OM transaction types (order types), you can have different credit check rules at different phases of sales order cycle.

Navigation: Login to Oracle Apps -> Select Order Management responsibility -> Setup

• Navigate to  Setup -> Rules -> Credit
• Query any Credit Check rules to modify or enter new credit check rules to setup
• Enter Credit check rule name
• Enter Credit check effective start and end dates

• Go to ‘Options’ tab to update details

•     Credit Check level
•     Credit Hold level
•     Override Manual Release
•     Days to honor manual release
•     Conversion type
•     Check Item Categories
•     Send Hold Notification
• Go to ‘Exposure’ tab to update details

•     Update pre-calculated exposure
•     Include external credit exposure
•     Include Open receivables balance
•     Include payments at risk
•     Open receivables days
•     Include uninvoiced orders
•     Include freight and special charges
•     Include tax
•     Include orders currently on-hold
•     Include returns
•     Scheduled shipping horizon days
•     Maximum days past due

Save the changes