You can use this function at any time within service processing to call up information about the current credit status of a customer. The credit limit can be checked manually or automatically. The system generally checks the planned costs without tax.

You can define in Customizing that the check should be made automatically. If the customer has exceeded their credit limit, the system issues a warning either as soon as you:

• Release the service notification or service order, or
• Have entered the sold-to-party and chosen Continue

The actual credit limit check is performed in the Sales and Distribution (SD) component.

You define the automatic credit limit check in the Customizing for Plant Maintenance by choosing Maintenance Order Management.

• For service notifications, choose Define Partner Roles, Order Types and Additional Notification Parameters.
• For service orders, choose Credit Limit Check, Sales Document Types for Service Orders.

To perform the credit limit check manually, choose Functions ® Credit limit check from the service notification or service order.