Credit Decisioning with Sales Order

Sales & Order Management
Written By Naama Aharoni

Description

This AI Agent performs automated credit checks before a Sales Order is finalized in SAP. When a new order is about to be created—either manually or via the Quote-to-Sales Order Agent—the Credit Decisioning Agent evaluates the customer’s credit status in real time. It considers factors such as credit limits, current exposure, overdue invoices, and historical payment behavior to determine whether the order should proceed, be temporarily approved, or be held for review.

The agent applies configurable business rules and learns from past credit decisions to support dynamic thresholds and exception handling.

Key Benefits

  • Reduces Risk Exposure – Prevents orders from customers with overdue payments or overextended credit

  • Accelerates Order Processing – Enables real-time auto-approvals for low-risk customers

  • Enforces Credit Policy – Applies consistent, rule-based credit governance across all channels

  • Minimizes Manual Review Load – Only escalates edge cases that require human judgment

    Effectivity Score

8/10

Naama Aharoni
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