How to Block a Quote on Credit check and prevent suseqquent functions

[Former Member]

Hi,

The client wants to prevent the Quotations which are blocked due to credit check to be turned in to sales order.

We are maintaining credit group 40 , assigned it to quote, and maintained records in Fd32 and ova8.

The item categories have been checked for credit check.

After all these, when a quote is blocked, we can see it in vkm1 for release.

But, it allows to create the sales order with reference to the blocked quote.

Can anyone please help me in resolving this?

P.S. The client wants to do this at Quote level because they are using Assembly processing. Since it is not possible to prevent creating a production order even though the credit check has been set for sales order (Client uses 90% of KMAT's (Item cat-TAC) and Assembly processing (Strategy group 82) with VC.)

Any suggestion to achieve either one of the above will be appreciated and Rewarded.

Thank You,

Manoj.

[Former Member]

Scenario dropped.

Thanks for all the replies

[former_member184555]

Hi

Then you should take the help of a userexit in the order and while referencing the quotation for creating the order, the system should check the credit exposure and if it exceeds then it shouldn't allow to create the order itself.

OR

Since the Quotation has the status of Blocked(as per your post) the system should check the blocked status of the referencing Quote and shouldn't allow to save the order.

Thanks,

Ravi

[former_member184555]

Hi

Item Category of your Quote also should be checked Credit Active.

Thanks,

Ravi

[Former Member]

That is also credit active.

Thank You.

[former_member184555]

Hi

Please try this way...this is a guess and let's see if it works.,

Define a new Credit Group (say 04) for Quotes.

Assign the new Credit Group for the QT document type

In the Define Automatic Credit Control - make the necessary assignment for the combination of

CCA - Risk Category - Credit Group

Check the functionality by creating the Quote for an amount exceeding the credit limit and referring it for creating the sales order, which shouldn't be allowed.

Thanks,

Ravi

[Former Member]

Tried, but did not work.

Item category TAC is also checked 'credit active'

Any other way to obtain this?

[Former Member]

Hi,

You need to assign Credit Check at Quotation level itself.

This can be done in IMG Settings (TCode: OVAK). Set Credit Check (with Error) and Credit Group for your Quotation Doc. type (eg. QT).

Once this is activated, you can run a credit check at quotation level and block any further processing of the document in case the customer fails the check.

Cheers.

[Former Member]

Sowmya,

Thanks for your reply.

However We are trying to maintain the Auto credit check and using credit group. choosing the error option does not work either.

Will try out other options.