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Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
Credit Management
Blocking a Customer Order
Your Customer Order can be blocked automatically or manually to avoid any action on it.

Order to Cash Process
Manage all the activities related to the customer cycle: from the sales quotation to the receipt of payment.
- Sales Quotation
  The sales quotation is the first step to create external documents and send an offer to a customer.
- Customer Order
  You need to create a customer order: this process enables to group information and actions about your sales with your customer.
- Invoice
  After the delivery, you need to create an invoice for the customer. The invoice displays all the details about the product or service sold to the customer.
- Creating an Instant Invoice
- Credit Note
  The credit note is used to correct an error or change an element in an invoice already sent.
- Return Material Authorization
  Use this process when taking back defective products from the customers.
- Mixed Payment for Customer
  Once you receive a payment from a customer in your bank, you have to register it as a mixed payment in IFS Cloud.
- Creating a Customer Settlement
  If you have not matched your payment(s) with the corresponding invoice(s), through the process topics/t-MatchingMixedPaymentwithExistingTransactionsCustomer.html, you can do a settlement.
- Advance Invoice
  In case you need to get paid before the delivery of a customer order, you need to use the advance invoice functionality in IFS Cloud.
- Creating a Settlement for an Advance Invoice
  You need to settle your mixed payment with your advance invoice.
- Managing Product Rentals
  The following processes explain how to manage short-term or long-term product rentals.
- Credit Management
  - Managing Credit Control
    You need to check if the system is correctly configured for credit control.
  - Blocking a Customer Order
    Your Customer Order can be blocked automatically or manually to avoid any action on it.
  - Unblocking a Customer Order
    Unblock a customer order following a credit check.
- Statistics and Reporting

Blocking a Customer Order

Your Customer Order can be blocked automatically or manually to avoid any action on it.

Blocking a Customer Order Automatically

You need to have configured the Customer Order Credit Control Group: see Managing Credit Control to decide when the control will be performed.

Go to your Customer Order.
If the Customer Order Credit Control Group has been configured to perform a credit check at release, and if the credit or open customer order exceed the correct amount, then the order will be automatically blocked at the release step.
If you want to perform a new credit check: on your customer order, click Operations, then click Manual Credit Check.
A dialog appears if the credit limit is exceeded. If you want to block the customer order, click Yes, otherwise click No.

Blocking a Customer Order Manually

Go to your Customer Order.
If you want to manually block your order: in your Customer Order, click Operations > Manually Block Order.