Blocking during Auto Credit Check

[Former Member]

Hello All,

I am setting up the auto credit management functionality. I wish to have the following controls

1. Warning at Order at creation , follwoed by a block.

2 Release via VKM3

3. Delivery warning with block , remove the block else error at PGI.

The block is happening at order, but we release it, its not happening at delivery.

kindly clarify,

1. whether the block at sales order and delivery is possible for the same order?

2. The correctness of the settings

Check Reaction Block

Dynamic C Yes for Order

Dynamic C Yes For Delivery

Dynamic D For PGI

Regards,

Geoge

[rmazzali · Accepted solution]

you have to create the check rule even for delivery: to do this use the Credit Group 02 (delivery). Create the rule in OVA8 and associate the your delivery type to the credit group in spro->sales->basic funct->credit mngmt->credit->assign sales doc. and delivery doc.

pls. reward if helpful

Roberto

[Former Member]

Hi Roberto,

Thanks for the reply.

Here , i have already defined and assigned the check rule for delivery (02) and for GI also (03). But , the system not blocking the deliveries which are created for an order which is already released through VKM3.

what may be the issue?

Regards,

Niketan

[Former Member]

Hi,

Follow these steps

1) First create a credit group at Img->sales and distribution->Basic functions->Credit management and risk->credit management->define credit group

2)In the Assign sales documents and delivery document->Credit limit for order types->Credit limit for order(Assign "D" dynamic credit limit check),in the next column--credit group(Assign the one which we have created earlier)

3)Now in the credit limit for delivery types->for the delivery type->assign the credit group which we have created earlier at delivery credit group and GI credit group columns

4)Now in the define credit automatic credit control for the combination of credit control area/risk category/credit(the one which we have created earlier),select the Dynamic checks and in the reaction--select option "C" and activate the tick box status block next to it. the remaining options are left to you in this area,if you want to have additional check.

Try this out and will definetly work

Reward if this helps you

Regards

Simu

[rmazzali]

it is std behaviour. the system blocks delivery only if the released order exceeds again the credit limit or the release time window is expired.

Roberto