Development in Credit Management Process

[former_member212095]

Hello

Standard Functionality Customer Credit Management: If any open items overdue for customer, system should not permit creation of delivery order for sales personnel.

Development Scenario 1 VKM3 Transaction code

• Sales manager’s should be able to release the sales order from VKM3 transaction code if open items over due beyond credit term between 31 -60 DAYS Only. The sales managers should be restricted to release sales order on hold due to dynamic credit check.

Development Scenario 2 VKM3 Transaction code 

• Finance manager’s should be able to release the sales order from VKM3 transaction code if open items overdue beyond credit term between 31 - 120 DAYS Only. The Finance manager should be permitted to release sales order on hold due to dynamic credit check.

Development Scenario 3 VKM3 Transaction code

• CEO should be able to release the sales order from VKM3 transaction code if open items overdue beyond credit term between 31 - 180 DAYS Only. The CEO should be permitted to release sales order on hold due to dynamic credit check.

Can this be achieved from Status Profile ??? or development  or ????

Any suggestion on the same will be highly appreciated

[siva_vasireddy2 · Accepted solution]

Hi,

Sales orders credit checks are controlled at user level with the concerned authorization objects assigned to them.

The authorization object-V_KNKK_FRE controls the releases

activity-23

risk category assigned

credit control area

The above values control them

[former_member212095 · Accepted solution]

Dear Siva

Thanks for the reply .

Just need a clarification. Activity 23 is for releasing sales order on hold due to open items and sales order on hold due to dynamic credit check.The challenge is to give some users authority to release sales orders on hold due to open items only and give some users authority to release sales orders on hold due to dynamic credit check only . How is this possible ???

Regards

Gaurav

[Former Member]

Hello Gaurav,

I don't think "Status Profile" functionality can be used for your required. It's same as release procedure that we have in purchase orders. It does not consider the open items or anything else like that. You can view more information on that in the below link

Release Strategy for Sales Orders - Status Profile

For your requirement, I would suggest to try below.

In the sales order level, we can find out how many days the payment is overdue.

Write a wrapper program with a new transaction (ZVKM3) and assign it to those 3 users. This wrapper should first do that overdue payment day calculation and give error messages for the user who execute the transaction. if that check is ok, then call VKM3.

Hope this helps.

Have a nice day!
Simon.