--- title: "Approve a Credit Order" canonical: "https://kb.myframeworks.com.au/space/FRAM/28403476/Approve%20a%20Credit%20Order" format: markdown --- **Approve a Credit Order** explains how to review and approve sales orders that are on hold due to a customer's credit status. Orders requiring approval can't be picked and released until they've been authorised in the **Order Credit Approval** screen. An order requires credit approval when: - The customer has exceeded their credit limit. - The customer's credit status is **S** (Suspended) or **H** (Held). Customers with a credit status of **H** (Held) must be taken off credit hold in **Customer Maintenance** before their orders can be approved. --- ## Screen Access From the **Frameworks Menu**, navigate to **Receivables > Transaction Processing > Order Credit Approval**. ![image-20260316-031509.png](media://868c3d10-c82a-4576-b4ed-451d88ee7f30) > 📝 ### Prerequisites > 📝 > 📝 To use the **Order Credit Approval** screen, users must have the following permissions configured in **User Maintenance**: > 📝 > 📝 - **Approve Credit** — must be enabled to authorise orders. > 📝 - **Credit Approval Limit** — sets the maximum order value the user is permitted to approve. Orders exceeding this limit can't be authorised by the user. > 📝 > 📝 The following system flags can also affect behaviour in the **Order Credit Approval** screen. > 📝 > 📝 Refer to the linked flag pages for configuration details: > 📝 > 📝 - **[FWOrdCredSupr](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/579534865)** — when enabled, sets the logged-in user's ID as the default **Supervisor** in the search fields. > 📝 - **[OrdAlertCM](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13176200)**[ ](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13176200)— when enabled, alerts the Credit Manager when an order requires credit approval. > 📝 - **[OrdFrcAuth](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/578748425)** — when enabled, requires users to enter their password before authorising an order. --- ## Steps to Approve a Credit Order ![image-20260316-031717.png](media://bd1b4e8d-42d9-4656-829d-570d0b6a7425) 1. Use the search fields to filter orders and click **Find**. > ✅ Refer to [Search Fields](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403476/Approve+a+Credit+Order#Search-Fields) for a description of each option. 2. Select an order from the results grid to display its details. 3. Review the **Order Details**, **Account Details** and **Delivery Details** panels. > ✅ Refer to [Order Record](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403476/Approve+a+Credit+Order#Order-Record) for a description of each field. 4. If needed, add or review notes on the **Diary Notes** tab. 5. At the bottom of the **Order Credit Approval** screen, choose one of the following: | **Button** | **What it does** | | --- | --- | | **Authorise** | Approves the order. The order must still be picked and released separately. | | **Authorise and Release** | Approves the order and immediately releases it for picking in a single action. | If the **OrdFrcAuth** flag is enabled, you'll be prompted to enter your password before the authorisation is processed. ### Result Once authorised, the order is removed from the **Order Credit Approval** screen immediately. If you selected **Authorise**, the order is approved and can proceed to pick and release. If you selected **Authorise and Release**, the order is also immediately released for picking. --- ## Declining an Order If you choose not to approve an order, don't authorise it. Manage the order, including editing or deleting it, through the **Sales Orders** screen. --- ## Guidelines for Assessing Credit When a customer has exceeded their credit limit, consider the following before approving: - If the risk is **acceptable**, approve the order using the authorisation options at the bottom of the **Order Credit Approval** screen. - If the risk is **unacceptable**, decline the approval, inform the customer and follow your company's credit management policy. It's recommended (but not required) to add a diary note to orders that go through credit approval. Use the **Diary Notes** tab on the order record to add or view notes. > ✅ Refer to [Creating a Customer Diary Note](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30511152) for more information. --- ## Search Fields ![image-20260316-034035.png](media://baf77f9b-3ac2-4720-9e79-a9043078b03d) | **Field** | **Description** | | --- | --- | | **Company** | Select the company you want to view orders for. Defaults to your session company. Select **All Companies** to view orders across all companies your user account is permitted to access. If your user account has access to only one company, only that company appears in the list. | | **Supervisor** | Enter a supervisor's user ID or use the search icon to open the **User Finder**. Leave blank to return orders for all supervisors. When **FWOrdCredSupr** is enabled, this field defaults to the logged-in user's ID. | | **Customer** | Enter a customer code or use the search icon to find a specific customer. Leave blank to return orders for all customers. | | **Branch** | Select a branch from the drop-down. The list shows only branches belonging to the selected company that your user account is permitted to access. Defaults to your home branch for the selected company. Select **All** to return orders for all branches within the selected company. | | **Order#** | Enter a specific order number to find a single order. Leave blank to return all orders matching your other criteria. | Click **Find** to return results. The **Company** column in the results grid sits between the **B/O** and **Brn** columns and identifies which company each order belongs to. --- ## Order Record Select an order from the results grid to display its details. Use the **Details** and **Diary Notes** tabs to review the order. ### Order Details ![image-20260316-034152.png](media://91f54ca7-2428-48bb-9072-ce8992338f45) | **Field** | **Description** | | --- | --- | | **Order Number** | The order number. | | **Customer** | The customer number. | | **Order Value** | The total value of the order. | | **GST** | The total GST amount on the order. | | **Date Ordered** | The date the order was placed. | | **User ID** | The user who placed the order. | | **Sales Rep** | The sales rep assigned to the order. | ### Account Details ![image-20260316-034357.png](media://e4a9be22-b114-46fd-b4c8-8598a580d5c2) | **Field** | **Description** | | --- | --- | | **Future Charges** | Charges due at the next 30-day rollover period. | | **Current** | The current account balance. | | **30 Days / 60 Days / 90 Days / 120 Days** | The balance outstanding in each 30-day age bracket. | | **Total Due** | The total amount currently due on the account. | | **Account Type** | The account type. | | **Status** | The current credit status of the account. | | **Other Orders** | The value of other orders currently outstanding. | | **Sub Accounts** | The total amount across any sub accounts. | | **Last Review** | The date the account was last reviewed. | | **Credit Age** | The credit age on the account. | | **Credit Limit** | The total credit limit for this account. | ### Delivery Details ![image-20260316-034517.png](media://988adc49-353a-49ae-aa9f-c3ebc626d2db) | **Field** | **Description** | | --- | --- | | **Delivery Date** | The requested delivery date. | | **Sold To** | Who the order was sold to. | | **Address / Suburb / State / Post Code / Country** | The delivery address. | | **Ship To** | Where the order is being shipped. | | **Address / Suburb / State / Post Code / Country** | The shipping address. | --- > ✅ ## Related Information > ✅ > ✅ - Refer to [Credit Limit](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28382462) for more information on how credit limits are configured in customer accounts. > ✅ - Refer to [Customer Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28389894) for more information on updating a customer's credit status. > ✅ - Refer to [Sales Orders Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391216) for managing orders that have not been approved. > ✅ - Refer to [Sales Order Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28408932) for editing or deleting an order that has not been approved. > ✅ - Refer to [Creating a Customer Diary Note](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30511152) for adding diary notes to customer records. > ✅ - Refer to [Order Credit Approval (Mobile)](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407096) for the mobile version of this screen. > ✅ - Refer to [Receivable Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384494) for all system flags related to Accounts Receivable. --- ## Additional Information | **System Setting - Flag** | **Flag Purpose** | | --- | --- | | [FWOrdCredSupr](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/579534865) | Set default logged-in User ID as Supervisor in Order Credit Approval | | [OrdAlertCM](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/13176200) | Alert Credit Manager if order needs credit approval | | [OrdFrcAuth](https://sterlandsupport.atlassian.net/wiki/spaces/FSS/pages/578748425) | Force password for Order Credit Approval | > ✅ Refer to [Receivable Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384494) for more information.