Published at: 2026-10-12

Configure credit occupancy rules

Define which documents occupy credit, when they occupy it, and how the system checks an insufficient balance.

Overview

Occupancy rules support sales orders, shipments, and receivables by default. If shipment or receivables management is not enabled, you cannot configure those documents.

Before you begin

❗
  • Credit Management is enabled.
  • The target document detail can look up the previous document. Otherwise you cannot configure the rule.
  • Occupancy timing Document takes effect and check strength Warning prompt are not supported yet.

Steps

  1. Open occupancy rules and create or edit a rule.
  2. Select the credit object and occupying document, such as sales order, shipment, or receivable.
  3. Configure occupancy timing, check strength, occupancy field, and filter conditions.
alt text alt text alt text 4. Save the rule. After a rule is used, you cannot edit it directly. 5. Test with a document. If the balance is enough, submit occupies credit. If not, the system blocks submit or shows a second prompt based on check strength.

Verification

  • After you submit an order, credit occupancy details show the occupancy record.
  • When the balance is not enough, the prompt matches the rule’s check strength.
  • After shipment, occupancy moves from the order to the shipment.

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