Credit check by period

[Former Member]

Dear Friends,

Our credit management is such that, a fixed credit limit is defined for each month by customer. When an order is created, the customeru2019s credit limit need to be validated against its credit exposure in relevant month.

Example:

Customer Credit limit: Rs 1000.00

Credit exposure as at last month end (31.01.2009): Rs 800.00

Then in next month (in February) the customer should be able to place an order of value Rs. 1000.00

The credit exposure is the total combined value of the following:

u2022 Open sales documents created in month

u2022 Open delivery documents created in month

u2022 Open billing documents created in month

u2022 Open items posted in month (accounts receivable)

Can somebody please provide a customizing or user exit that can be used for above scenario?

Regards,

Ramindu

[Former Member]

Hi,

You can use the dynamic credit check with horizon period 1 month. this will take care of the issue.

SproSales and Distribution> basic functions>Credit Management/Risk Management> credit mgnt-->

Need to do the following settings

Define Credit Groups

Assign Sales Documents And Delivery Documents

Define Automatic Credit Control

In the last option you can see the setting for dynamic credit with horizon period ( T.code OVA8)

Regard

vK

.

[Former Member]

You can easily use the dynamic credit check with horizon period 1 month.

SPRO SETTING:Sales and Distribution> basic functions>Credit Management/Risk Management> credit mgnt>

Need to do the following settings

Define Credit Groups

Assign Sales Documents And Delivery Documents

Define Automatic Credit Control

In the last option you can see the setting for dynamic credit with horizon period ( T.code OVA8)