Credit personnel can create overview lists of the credit holds (blocked sales orders) and deliveries that they are authorized to process. They can search for documents by entering the following selection criteria:

• Credit control areas
• Credit representative group
• Next shipping date
• Credit account
• Risk category
• Customer credit group

The overview list is the basis for the credit representative's work. The most important data is as follows:

• Next shipping date
• Credit account (customer number or name)
• Document number
• Credit value (document value)
• Currency
• Credit limit used (in percentage)
• Terms of payment
• Risk category
• Total status of credit check
• Credit status (blocking reasons)
• Date on which the document was created
• Credit representative who entered data
• Document value class

The credit representatives can sort the overview list according to various criteria and can specify exactly how the list is displayed. They can then review the credit situation of any customer and, according to credit policy, decide how to continue processing the sales and distribution documents.

The credit representative can do any of the following:

1. Grant the credit limit and release the document.
2. Do not grant the credit limit and cancel the document.
3. Forward the blocked document to another representative.
4. Recheck blocked documents.
5. Redetermine the priority criteria for blocked documents. This enables you to give priority to and release several documents with a low document value until their credit limit is completely used up, instead doing so for a single document with a high document value that has already exceeded its credit limit.