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CRM_CREDIT_VORGANG - Activate Credit Check In Transaction

This activity has three levels. You activate the credit check for a transaction type on the third level.

1. On the first level, Transaction Types, you can define new transaction types or select existing ones for which you want to perform a credit check.
2. On the second level, Assignment of Business Transaction Categories, choose the appropriate business transaction category.
3. On the third level, Customizing Header, select the Credit Check field in the General screen area.

When you now save a transaction of this type, the system runs a credit check.

The type of credit check that the system performs, depends on the credit group (and thus the checking rules) assigned to the item categories used in the transaction. For further information, see the documentation for the Customizing activities Maintain Credit Group and Assign Credit Group to Item Category.