Credit check is being bypassed ( ATP quantity is confirmed)

[Former Member]

Hi experts,

I ran into 2 scenarios in which sales order credit check is bypassed:

1) Customer's credit limit is exceeded. While creating a sales order 0 quantity is confirmed (no stock is available / confirmed quantity is changed to 0 manually). The sales order is saved with credit status "approved". Then all ordered quantity is confirmed in change mode (VA02) and the sales order is saved with credit status still "approved".

2) Customer's credit limit is exceeded. While creating a sales order req.delivery date is set manually to a date beyond customer's credit horizon. The sales order is saved with credit status "approved". Then item level req. delivery date is changed manually to a date within the customer's credit horizon and the sales order is saved with credit status still "approved".

How can this issue be resolved?

Please advise.

Bes regards,

Stas

[Former Member · Accepted solution]

Hi Stas,

Plz chk your item category settings in transaction "VOV7".

Credit active checkbox should be ticked.

If this settings will not be maintained,you will not be able to run credit check successfully.

Reward points if it helps.

Regards

Karan

[Former Member · Accepted solution]

Hi Karan,

Credit Active is checked.

Correction to my previos message:

It happens if initially customer's credit is not exceeded (0 or not reached). Sales order's value is greater than credit left by far though.

If the credit limit is exceeded none of the am tricks will work and the sales order gets blocked anyways.

Still need help.

Regards,

Stas

[Former Member]

Hi,

First of all let us know where u are doing credit check...

Wheterh is it sales order level or deliery level..

If you are doing at sales order level then that document should be blocked with error or saved with warning message based on the setting u maed in OVA8 reaction configuration....

If u are at delivery then order will be saved but delviery will blocked...

As per your post saying that u are using dynamic credit check so when doing dynamic credit check it will consider only open sales orders and open delivers ...with in that horizon period...

Hope u have under stood...

Regards

sankar

[Former Member]

Hi,

Credit check is at Sales Order level, sorry if i didn't make that clear enough.

In most cases we have credit check working fine, giving a warning and letting us saving orders with credit status "not approved".

The problem is theese 2 cases in which the credit check is being bypassed (1 messing with confirmed quantity, 2 messing with req.delivery date)

Regards,

Stas

[Former Member]

Hi Stas ,

Please check whether the credit managemt is activated in the tcode OVAK If it is no activated activate it .

Goto VOV8 and check if the credit limit is activated . If it is not activate it

Reward points if it helps

Aditya

[Former Member]

Hi Aditya,

Credit check is activated in both cases.

Regards,

Stas