Purpose
Allows you to run a script when a credit check is performed for a quote. Typically this script makes a call to an enterprise resource planning (ERP) or other external system.
Setup
Upload the script for Check Credit Limit.
For details about uploading and configuring Groovy scripts, read Upload a Groovy script.
Binding variables
In addition to the common binding variables, the following binding variables are available for this extension point.
| Variable name | Class | Description |
|---|---|---|
| salesItemsTree | SalesItemsTree  |
Represents the quote. Contains functions you can use to query and modify the quote and its line items. |
Expected output
The script should retrieve the values of one or more of the following fields from an ERP or other external system:
- Credit Limit
- Credit Exposure
- Credit Exceeded Amount
The script should then package and return the retrieved values as a GroovyTable variable. Additional data points may be returned and displayed with these values; however, the system does not process these additional data points.
Script execution
The script uploaded for this extension point is run automatically when a user select Credit Check in a quote. Based on the returned GroovyTable variable, the system updates the values in one or more of the following fields:
- Credit Limit
- Credit Exposure
- Credit Exceeded Amount
Any other data returned by the GroovyTable variable appears in a pop-up window.