Credit check at sales order level?

[Former Member]

Dear experts

I want to set credit check at sale order level with following conditions

1. consider open deliveries for credit exposure

1. consider billing documents for creadit exposure

1. do not consider any open orders

1. Also if oldest items are open for more than 7days then block the sale order creation

e.g suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-. In this case system should block the new sale order created of value more than Rs.50000/-

plz suggest the configuration steps

regards

kailash

[Former Member · Accepted solution]

The possible sollution will be

Go to OVA8 Screen

Using th standard update group only

Simply tick on

static check= tick + Reaction =D + Tick Status Block + Tick Open deliveries only(do not tick open orders)

This will solve your first 3 criteria..

Now for the oldest item

Tick on Oldest items + Reaction =D + Tick Status/Block and enter 7 in the box

Now Run your Scneario...

This may solve your problem...

Warm Regards

G.H.Saini

[Former Member · Accepted solution]

dear friend

For i am already having the same setting but still my scenario is not working. i will explain my scenario again

suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-.

In this case system should block the new sale order created of value more than Rs.50000/-

But with the said settings purpose is not getting solved.

my settings are;

In OVA8 ;

Update: 000015

Static check: TICK

Status: TICK

open deliveries: TICK

Plz suggest

kailash

[Former Member]

Hi Kailash,

Under Automatic credit control use dynamic credit check with the required update group. we have standard update groups 00012, 00015, 00018 which take into consideration sales orders, deliveries and billling docs' in different ways to determine the outstanding amount. Please check it once.

regards

sadhu kishore

[Former Member]

dear friend

i'hv tried with update 000015 and considered 'open deliveries' under static check.

but for my scenario (as explained previously for credit limit 100000) the i can create the sales order, for more than 50000 with no credit block)

i want credit block for the orders created more more than 50000.

plz suggest

also i want to know,

under update 000015 (auto credit check), if i am selecting 'open orders' for static credit check, what results this setting will give?

regards

kailash