Introduction

This document describes the functionality of using a credit line check or order prepayment check before sending picking in E-WMS, as available per product update 407.

Description

Since release 407, E-WMS offers the possibility to check a debtors credit line and the prepayment status of sales orders, before sending picking. This applies to licenses E-WMS I, E-WMS Lite and also for SSCC Shipment Builder.

Exceeding the credit line would already have been noted when authorizing a sales order, but there can be some time lapse between authorizing and actually sending the order picking in E-WMS. This additional check in E-WMS prevents the situation that the order would be picked and only on printing the delivery note you would the error message 'credit line exceeded'.

When the E-WMS setting 'Check credit line' is enabled, following checks are done.

• The invoice debtor's credit line is checked versus the total outstanding amounts (according to the Exact Globe Next setting 'Credit line risk control') + the total amount of the selected order. When this validation fails, the error report will show the message "Order (12345): Invoice debtor (12345): Credit line exceeded."
• When the sales order is of type 'Prepayment' it is checked whether the amount to be paid, has been paid. When this validation fails, the error report will show the message "Order (12345): Invoice debtor (12345): Not allowed: Fulfilment. Reason: Prepayment".
  

The check is applied in following steps in Control Center Sales Order Fulfillment (or 'SSCC Shipment Builder' in case of using the SSCC Shipment Builder license):

• 'Advice'
• 'Send to scanner' (because there could be time lapse between generating an advice and sending picking)
• 'Replenishment' (when Pick&Pack is enabled)
• 'Autopack' (for Autopack/Shipment Builder)

Following rules are applied:

• The E-WMS credit line check follows the same logic as used in the Exact Globe Next credit line check, including the Exact Globe Next order setting 'Credit line risk control'.
• Unlike functionality in Exact Globe Next when fulfilling an order, you can not 'overrule' the credit line warning in E-WMS.
  When the credit line check or prepayment check fails, an error report will be shown, and the order does not progress further.
  To still send an order picking, you will have to disable the E-WMS setting 'Check credit line', or temporarily increase the credit limit.
• The checks are based on the invoice debtor
• The checks are based on the total order amount, not on the amount for partial order lines that could only be fulfilled at this time
• The credit line validation at fulfillment (processing) of an order is still performed, regardless of this setting
• When working with Auto queue and an order fails the credit line check, an error message will be visible in menu WMS, Reports, RF Monitor, and Auto queue will retry this order after the configured time-out (Auto queue service 'RetryInMinutes’ setting).

Related documents

• E-WMS Auto Queue
• Exact Globe Next order prepayment
• Product Update 407: E-WMS offers credit line- and prepayment check prior to sending picking
    
  
• E-WMS start page