Transaction References
The following fields on the Rules tab indicate the required transaction reference formats to be used in the Sales processes. These must already have been set up using Transaction References Setup (TRS). Multiple sequences can be implemented by using the Transaction Reference Analysis Structures function.

Credit Checking
Credit Checking covers both Credit Limit Checking and Overdue Invoice Checking. See Credit Checking Customers for more information.
Overdue Invoice Check Enabled
If this box is checked Overdue Invoice Checking is enabled for the whole of the business unit. If this box is not checked no Overdue Invoice Checking is performed, regardless of whether or not it has been enabled on the customer record.
The following flags specify what happens when the Credit Limit Check or Overdue Invoice Check fails during sales order processing:
Credit Limit Block - Entry
Specifies what happens when a sales order line fails either the Credit Limit Check and/or the Overdue Invoice Check at the order entry stage.
Credit Limit Block - Release
Specifies what happens when a sales order line fails either the Credit Limit Check and/or the Overdue Invoice Check at the order acknowledgement stage. This also applies when an order line is released after being held, using the release action in the sales order entry at any point regardless of the stage it has reached.
The options for the Credit Limit Block fields are:

Note: the Credit Checking settings can be overridden for specific order types by using Sales Types Setup and for specific Customers using Customer Setup. The system checks the settings in the following order: Customer record; Sales Type; Sales Business Setup.
Partial Invoice
If this box is checked it is allowable for partial invoices to be processed. Also see the Enforce Qty Control at Process field below.
Partial Delivery
If this box is checked it is allowable for partial deliveries to be processed. Also see the Enforce Qty Control at Process field below.
Excl Invoice Description Lines
If this box is checked the description lines of invoices are not included.
Whole Orders Only
If this box is checked only whole orders can be processed.
Whole Line Only
If this box is checked whole lines can be processed, but not necessarily whole orders.
Enforce Qty Control at Process
If Whole Orders Only or Whole Line Only have been selected, you must specify the stage when this will be checked. That is, the order or line cannot be processed further until they have been fulfilled. Options are: