SD Credit Management

[Former Member]

Dear Experts,

One of our  customers has a Lease and  Rental OR created on 31.01.2013 for a period of 5 years with a net value of $98K. Per the billing plan the monthly invoice amount is $1.583,33 with payment terms of net 30. The customer has an outstanding balance amount of $6.444,00 and the credit limit of the customer is $2.500,00. 

Now the customer places another standard order for delivery and the rep is unable to process it as the Static Credit limit exceeded warning pops up and the order and delivery are blocked. I've tried various scenarios with Dynamic credit -- setting different horizons , still no use as the system is taking the order value of the LAR as the credit exposure of the customer.

Is there a way to overcome this without a userexit or increasing the credit limit? 

Thanks and Look forward to your expert advice

[Former Member]

not sure if ur question is answered, but in credit control area- update rule, try changing update rule to 15 to 'not' consider orders but only deliveries and open recievables for calculation of exposure.if this meets ur requirement. this will change settings for all assignments to this credit control area.

[Former Member]

Hi,

If this is the single scenario then better to go with the above comment like release the order manually with VKm1/VKM3 for the order .

else increase the credit limit. or change the update group in your credit control area .

Like in 000012 update both order/ delivery / Invoice . if you need only order and delivery then change the update group accordingly in your credit control area.

Hope it help you .

Regards

Pitabash

[od_manikandan]

Hai,

Since you don't want to use any exit, Advise to use

VKM3 - Release sales order

VKm5 - Release Delivery order.

If you are deciding to make enhancements,

Create a value contract and let the sales order check the Value in the value contract.

So For each agreement/transaction system can check the value contract.

Regards,

OD

[former_member186385]

Hi,

Release the credit block for the order in VKM1 and try

regards,

santosh

[former_member205178]

Hi,

Did you try :

1) System Reaction to "No Message" in the Dynamic Check so that the system does not consider Open Order Value

OR

2) Status of the Dynamic Check without Block.

I could be wrong :-). This should work with Delivery kind of scenarios, so don't know if billing plan works.

This should be in the Maintenance of Auto Credit Control Details.

Thanks.