Credit Management - Central Control not working

[Former Member]

Dear SD Gurus,

I have an issue with the central control credit limit. I have 2 credit control areas, ZM28 & ZM19 are assigned to the same customer, ABCD, with its own credit limit. ZM28 - $50,000 & ZM19 - $20,000.

Total amount (Maximum permitted credit limit) is $100,000 and maximum individual limit is $80,000.

1st order was created with net value $90,000, under credit control area ZM28. So, it has been blocked with message it has exceeded $40,000. I created 2nd order with amount $10,000 but it wasn't blocked.The issue, system didn't block 2nd order, because it was checking its own credit limit ($20,000), which was supposed to be blocked, as the 1st order, has used up $90,000.

The central data is not working. System should block the 2nd order. It is only checking its own credit limit without checking the "Total Limit" permitted for both credit control area.

How to make the system to check the "Total Amount" permitted?

Any clue is highly appreciated.

Thanks,

[Former Member]

Hi,

you specified central credit limited $100,000. but you have created two orders for $100,000 only. if you want the system to perform the credit check, the two orders should exceed $100,000. but in your case, the total credit limit has reached $100,000 but not exceeded the limit. that's why system is not showing error.

Rewards if it helps you.

[Former Member]

Hi Linturi,

The total orders is $105,000 now. 1st order (ind. limit is $50,000) $90,000 and 2nd order, (ind. limit is $20,000) $15,000. System didn't issue any message when I created the 2nd order.

System only issued message for the 1st order, which is "exceed $40,000..."

The total limit is $100,000. So, system is checking its own credit limit as the 2nd order has

individual limit of $20,000. So, since $15,000 is less than $20,000, system didn't issue any message at all.

So, obviously, system is not checking the total limit at all.

Any help is very very much appreciated as this is urgent.

Thanks,

Soo.

[Former Member]

Hi,

System will definetely check the credit limit centrally

Total amount (Maximum permitted credit limit) is $100,000 and maximum individual limit is $80,000

In your 1st case... the credit limit is exceeded by $40,000 hence it is blocked..... in your 2nd case the credit limit is not exceeded, please check all the open items for the customer.

The issue, system didn't block 2nd order, because it was checking its own credit limit ($20,000), which was supposed to be blocked, as the 1st order, has used up $90,000.

If you feel like system is checking its own limit $20,000 in second case then the same will happen with the first case also........

I think the system is right.... Please check the customer open items for that particular credit control areas.......

Regards

Bageerath

[Former Member]

Hi Bageerath,

Thanks a lot for your reply.

The customer is new and there isn't any open items at the moment (no sales orders or billing).

Yes, both orders are checking only the their own individual credit limit.

1) 1st order - $90,000 (exceed $40,000 as the individual credit limit is $50,000) -> CCA Z001

2) 2nd order - $30,000(exceed $10,000 as the individual credit limit is $20,000) -> CCA Z002

So, for testing purpose, I have deleted 2nd order and re-created the below order.

I create an order (under credit control area Z002), with the amount $15,000.

System didn't issue any error message eventhough the "Total Limit" is $100,000.

1st order (CCA Z001) has $90,000. So, total is $105,000 (90,000 + 15,000) , which has exceeded the "Total Limit" is $100,000. System is checking its own credit limit, which is $20,000.

So, this is my major issue now. System is not checking the central data.

Any idea?

Thanks,

Soo.