SD Credit Management Settings

[Former Member]

Hi,

We have Business Requirement in Credit Management as follows;

Carryout credit limit check at order creation and delivery order creation where only open deliveries, open invoices & open items should be considered for credit check.

We checked the following settings in SD Credit Management;

Check 1

Maintenance of Automatic Credit Control [OVA8]

Settings as follows:

Update Group:000015

Check: Dynamic

Result: Sales orders can be created and saved without credit check even though the credit limit is LESS than the total value of open deliveries + open invoices + open items

Check 2

Update Group:000012

Check: Static, adjacent field u201Corderu201D is UNTICK and u201Copen deliveriesu201D TICK

Result: Sales orders can be created and saved without credit check even though the credit limit is LESS than the total value of open deliveries + open invoices + open items

Conclusion:

Result of both settings does not serve the business need

It is appreciated having your recommendation to configure the system to serve the business need.

Thanks in advance

Rambuk

[Former Member · Accepted solution]

Hi,

your requirement can be fulfiled by aaplying dynamic credit check ,set your risk category as follows:

Checks Reaction status/block

Dynamic C yes

Open items C yes

Keep update group=000012

Assign this risk category to customer (Payer) in FD32 and check the results.

Regards

Sanjay

[Former Member · Accepted solution]

Hi evrybody,

Thank you very much for devoting your time to support in this regard

The solution proposed by Sanjay solved the problem.

Hi Sanjay,

The solution you proposed is perfectly fits the business need, thank you very much!

Best Regards

Rambuk

[Former Member]

Hi,

Along with your checks could you please check the Reaction and the status checks.?

I hope it will solve your requirement.

Regards,

SK

[Former Member]

Hi,

I hope settings the reaction field accordingly you can meet your requirements. please check

balu