Availability and Credit Check Flow

[Former Member]

Hello All SD gurus,

Would appreciate if someone can shed some light on the following :

Currently, there's a request to re-engineer our internal export sales process. On the outbound delivery creation level, there's a need to cater for the following request step by step :

1 ) Create outbound delivery based on SO.

2 ) System ATP check. If stock available, go to step 3. Else, step 8.

3 ) System Credit Check. If check ok, go to step 4.Else, step 6.

4 ) System Allocate Stock.

5 ) Outbound delivery created.

6 ) Credit Analysis Check. Authorize to release, go to step 4. Else, step 7.

7 ) Close sales order.

My query is can SAP cater for such process using solely config ? I mean, by following the request of doin an availability check first for material, if yes, then subsequent credit check, if credit is okay/or released, the only stock will be allocated and subsequently outbound delivery is created ?

Looking forward to some great feedback on this. Thank you.

Regards,

Janine

Message was edited by:

Janine Sid

[Former Member · Accepted solution]

Hi Janine,

For credit limit check, you can try setting the credit block during the creation of outbound delivery for credit group 02. Tcode : OVA8. Using the relevant CCA, Risk Category and Credit Group 02, make sure status/block is checked.

Assuming that you have already setup sales level , once SO is created, the subsequent creation of delivery will check on availability and then credit limit. be blocked if credit is exceeded.

Credit Analysis check will be based on Sales Order num via Tcode : VKM3.

Hope this is of help to you. Cheers.

Regards,

Edie

Message was edited by:

Edie

[Former Member · Accepted solution]

Hi Leonardo and Edie,

Thanks for the input.

Leonardo - yes, the new requirement is diff from the standard process.

Edie - thanks. I was able to simulate the scenario based on ur recommendation.

Rgds,

Janine

[LeonardoAraujo]

Just to confirm: SAP standard procedure would be something like this:

1 - Sales order created;

2 - Credit check (configurable);

3 - Availability check;

4 - If check ok (configurable) delivery is to be created;

5 - Upon delivery creation, credit can be rechecked(config);

6 - If it is ok, delivery is created and automatically, stock commited.

7 - After the creation of the delivery, depending on the settings and the quantity delivered vs order quantity, the order is closed.

It seems that the standard procedure is slightly different from your request, but it should handle your scenario well.

Additionally, the credit check could be supported byt workflow for approval.

Hope it helps,

Leonardo De Araujo