Credit limit approval
Is it possible to maker credit limit approval based on alert management ? Our company requires credit limit approval in its business processes. Thanks a lot.
Jimmy Michael replied
I would prefer to create 3 UDFs in business partner data (OCRD table), i.e.
1. Over credit limit (yes / no option)
2. Deviation from credit limit
3. Total balance (ocrd.balance + ocrd.dnotesbal + ocrd.ordersbal)
you need to assigned formatted search (FMS) to the UDFs above so that it really gives full info about the customer A/R and credit limit.
The 2nd is creating 2 UDFs in marketing document where one of them is similar with no. 1. and other is created in the row. If in the first UDF is No., but in the row is yes because new sales order will possible increase the total balance that made it exceeds credit limit, it means the user can't add the sales order and need approval for that.
The UDFs in the marketing document also requires FMS. Let me know if you need it.