Credit check in Inquiry

[Former Member]

Hi Guys,

Here is my requirement.

1. I want to do Credti check in Inquiry.

2. I dont want to enter any line items Inquiry.

How can i combine both of the above requirements? I need to do credit check for an inquiry document with out entering any line items and i want to block this Inquiry Sales document.

Thank you

Anil

[Former Member · Accepted solution]

Hi Anil

Let me know the process of creating Inquiry ? . Once i know i will help you. I am working in FSCM Credit Management where we do credit check on Sales Order.

Thanks

Rajanikanth.

[Former Member]

HI Kamesh,

Thanks for your reply.

My requirement is to do credit check with out any document value.

It should take only credit limit and Open value into account.

Please go thru my earlier messages why do i need like this.

Thank you

Anil

[Former Member]

Hi Guys,

Thanks for your replies.

1. I have found out how to do credit check in Inquiry.

Can some one clarify me following questions?

1. I never enter any line item in my inquiry - But i want to do credit check

2. I want to take just Customer credit limit and open value into account - How can i do that with out entering any line item in inquiry?

Thank you

Anil

[Former Member]

What is the necessity of creating a Inquiry without any line item?

The sales inquiry is actually a request for a quotation. The inquiry

comprises of materials and/or services that can have schedule lines and delivery dates.

Without any line item, how will the system calculate net document value?

For e.g.the simple credit check compares the payer customer master record’s credit limit to the total of the net document value and the value of all open items.

So without document value, how will system check whether customers credit limit has crossed or not.

[Former Member]

Hi Anil,

Could you please advise how you configured credit check at Inquiry level?

K, Got it Now

Rgds.

Ajit

Edited by: Ajit Chand on May 1, 2008 9:58 PM

[former_member205059]

Hi Expert

can U share the setting for the same

Thanks

Basavaraj

[Former Member]

hi

credit checks will happen only in SALES order, Delivery and Goods Issue.

inquiry level credit cheks is not possible

regards

krishna

[Former Member]

T-Code VOV8 for IN will need a Credit Check Limit assigned, and a Credit group.

You IN Price Procedure will need to be set for Credit as well (probably like your OR is) It's a subtotal 'A' on a Net value row.

Are you just typing a manual price condition on the header ? With no line items what's the purpose of a credit check on an IN?

[Former Member]

Hi Bill,

Before we go sales order we do lot of processes in quotation which are very time consuming, We dont want to do it if the credit check is not good which saves lot of time.

I dont enter any line items in inquiry, But credit check should happen. I will make changes to IN in VOV8.

How can i block this Inquiry if credit is not good? What are the settings i need to make?

Thnak you

Anil

[Former Member]

Hello,

Activate the credit check in the the order type (QT), activate the credit relevency in the item category. Create a credit group for quotation, and a risk category, maintain the same with your credit control area in automatic credit control. Maintain the credit check in the Quote, with the message type (Error, warning etc... ) in automatic credit control.

Maintain the credit limit in FD32 for the customer with risk category.

Check and give your feedback.

Prase

[Former Member]

Hi

1. Go to VA11 Transaction code and enter sales document type as IN

Let me know if you face any problems

Thank you

ANil