Order document with immediate delivery create not working with credit block

[Former Member]

A sales order document is configured to create the delivery immediately on save. This works fine if credit is not an issue.

If the order goes on credit block and released, the delivery is not created. I realize that the reason is that the credit personnel do not have authority to create the delivery (although it is the system really doing it).

Does anyone have solution to this via standard method?

[Former Member · Accepted solution]

Hi

Since the delivery creation is happening upon saving the sale order, you can extend the authorisation to Credit personal.

This seems purely a authorisation issue.

thank you

[Former Member · Accepted solution]

The authorization is not on the sales order because credit already has authority to approve orders which use the VA transactions. The authorization is an issue at delivery creation and credit personnel do not authority to VL transactions. In our company, credit does not affect deliveries and we wouldn't want to extend the role.

[former_member183879]

Hi Anabella,

This is a classical problem.

If you want the delivery to be created automatically, you can disable the credit check at the sales order level, and enable the Credit check at PGI level. This way the delivery will be automatically created in all the cases, but the PGI will not happen if there is a credit check failure. Now the authorised individual can act on this and release the delivery for further processing.

Otherwise, it is expected for the sales order not to create delivery if there is a credit check failure. Whether the delivery creation is automatic(immediate) or manual(VL01 or delivery due list), the delivery creation will be disabled, if the sales order fails the credit check.

Hope this helps

[Former Member]

Thank you for your response. Our business process must have the credit block at the sales order level because once the delivery is created, there is no way to physically stop the goods from leaving the building. Typically, the plant will not ship if the delivery is not created, but there are situations in which the plant may even have attempted to delivery based on the sales order. Also, the PGI is typically completed after the shipment has started up to several days because the truck/rail is weighed at public weigh stations so the exact amount is not known and the transfer of goods may have already taken place.

[Former Member]

The problem here is actually because a custom program was created which then calls the VKM transactions. The VKM transactions were confirmed to work on their own, but the delivery will not print if the initial transaction was the custom one. The problem is being resolved internally to address authorization matters surrounding the programming of custom program.

Thank you kindly for your responses.