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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
Managing Credit Control
You need to check if the system is correctly configured for credit control.

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

Managing Credit Control

You need to check if the system is correctly configured for credit control.

Go to Application Base Setup > Enterprise > Customer > Customer.
Select the tab Sales and on the tab General, fill the field Credit Control Group.

Note:
This field is linked to the configuration in the page Customer Order Credit Control Group that defines when the automatic check is performed.
This process impacts the customer order flow but not the sales quotation flow.
Select the tab Credit Information at the left side of the page :
1. Check that the Company is correctly selected .
2. Click Edit.
3. Fill the field Credit Analyst .
  
  Note:
  This field is linked to the configuration in the page Credit Management Basic Data. The Position is defined in the tab Credit Analyst and the users in charge are defined in the tab Credit Analyst User.
4. Fill the fields linked to the Credit Control Details area .
Note:
If you want to have more information about the credit check configuration, contact your IT team.

The credit control is correctly configured.