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credit limit (AR Invoice + Sales Order)

Former Member
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Dear Experts,

We have a bit of a problem here, so here is the scenario:

Customer 1 has a credit limit of 100,000

He orders an amount of 90,000, then he orders an amount of 20,000. since it is a service order the approval procedure will not prompt and can be added to A/R invoice with a account of 110,000. so he had exceeded his credit limit by 10,000.

is there a way to active approval procedure by adding all open Sales Order and Open A/R Invoice?

i have seen some queries in the forum but it is not activating the approval procedure.

for your help please.

thanks!.

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
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to add:

we are using SAP Business One 8.81 PL04

kothandaraman_nagarajan
Active Contributor
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Hi,


Try this:

1. Create new approval procedure for sales and AR invoice.

2. Under terms select When the Following Applies--->Deviation from Credit Limit--->select Greater than from Ratio and enter required value

Thanks & Regards,

Nagarajan

Former Member
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I have already set this up, but what i need is an approval process to check if credit limit < account (balance + orders balance). the above process checks only the account balance. i have been trying this query but no approval window appears

SELECT DISTINCT 'TRUE'

FROM OCRD T0 INNER JOIN ORDR T1 ON T0.CardCode = T1.CardCode

WHERE T0.CardCode = $[$4.0.0] AND T1.DocNum = $[$8.0.0]

AND T0.CreditLine < (T0.Balance + T0.OrdersBal)

kothandaraman_nagarajan
Active Contributor
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Hi,

Try this:

SELECT distinct 'true' FROM OCRD T0  INNER JOIN ORDR T1 ON T0.CardCode = T1.CardCode WHERE T0.[CreditLine] < ( T0.[Balance] +  T0.[OrdersBal] ) and t0.cardcode = $[ORDR.cardcode]

Thanks & Regards,

Nagarajan

Answers (1)

Answers (1)

former_member366557
Participant
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is this script applicable to SAP B1 9.0?