Automatic - By Select Automatic System Will Automatically define Credit status against the Customer Whether the Customer Is at High risk / Moderate Risk / Approved (Low Risk)
|
Credit Status |
Checking Condition |
Rule |
What happens if the rule holds |
Approval Process |
What if Rule Fails |
|
Approved |
The system will do an additional check based on the rule in the next column to assess if the customer is still in approved status only |
Unbilled outstanding + Current Shipment outstanding + Billed Outstanding (Net O/S) > Credit Limit |
Shipment on creation will go on hold - AWB / BL / DO printing will be blocked |
Check the current credit status from the job detail screen. Customer status comes below the customer name now and approval is to happen via the credit control desk |
Shipment is auto-approved |
|
Moderate Risk |
The system will do an additional check based on the rule in the next column to assess if the customer is still in moderate risk status only |
Unbilled outstanding + Current Shipment outstanding + Billed Outstanding (Net O/S) > Credit Limit |
Shipment on creation will go on hold - AWB / BL / DO printing will be blocked |
Check the current credit status from the job detail screen. Customer status comes below the customer name now and approval is to happen via the credit control desk |
Shipment is auto-approved |
|
High Risk |
The system will do an additional check based on the rule in the next column to assess if the customer is still in high-risk status only |
Unbilled outstanding + Current Shipment outstanding + Billed Outstanding (Net O/S) > Credit Limit |
Shipment on creation will go on hold - AWB / BL / DO printing will be blocked |
Check the current credit status from the job detail screen. Customer status comes below the customer name now and approval is to happen via the credit control desk |
Shipment is auto-approved |
|
No Credit |
The system will do an additional check based on the rule in the next column to assess if the customer has made an advance payment or not |
Unbilled outstanding + Current Shipment outstanding + Billed Outstanding (Net O/S) > Credit Limit |
Shipment on creation will go on hold - AWB / BL / DO printing will be blocked |
Check the current credit status from the job detail screen. Customer status comes below the customer name now and approval to happen via the credit control desk |
Shipment is auto-approved |
Watch the below video to see how credit control works for high-risk customers.