| Credit Check on Booked Sales Order [message #393359] |
Sun, 22 March 2009 01:29  |
pdhanako
Messages: 3
Registered: October 2008
Location: Dubai
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Junior Member |
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Hi Gurus,
I need help from you in achieving the below functionality in Order Management.
I need the system to perform credit check on booked order when certain fields like Ordered Quantity or Price are changed in the order lines. That is, when somebody changes the quantity or the price in a booked sales order, the system accepts all the changes without checking the credit limit. But we need the system to perform the credit check.
The scenario is like this, Customer 'A' has a credit limit of 1000 and assume that there is no receivable balance. A sales order is entered and booked for 100. The system checks for the credit limit (Order Type has credit check at booking of the sales order) and passes the credit check. Now the order is booked. Re-query the same sales order and change the order line value to 10000 and save the record. The system saves the changes successfully and does not perform credit check. But, actually the system has to put a hold on this order as the overall credit limit of 1000 has been exceeded in this order.
Is there any standard functionality available on order management to do this or can this be achieved by any functionality like processing constraints?
Thanks
Best Regards,
Prasad Dhanakodi
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| Re: Credit Check on Booked Sales Order [message #393564 is a reply to message #393359] |
Mon, 23 March 2009 06:56  |
B.T.S.Ananth
Messages: 216
Registered: June 2006
Location: chennai / Hyderabad
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Senior Member |
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Hi Prasad,
Please check whether you have done all the following setups:
Credit Checking Setup in Order Management
Setup Steps
In order to trigger automatic Credit checking on sales orders it is necessary that the credit checking is enabled for the order type, customer profile and payment terms associated with the transaction.
Credit check set up involves the following setup steps
Step1:Credit Check Rules Setup
Step2:Customer Profiles Setup
Step3:Payment Terms Setup
Step4:Order Types Setup
If any one of order type, customer profile and payment terms does not have credit checking enabled, the sales order will not be credit checked . Sales orders that pass credit check at all the three points are allowed to progress normally. Those that fail will have credit check failure hold placed on either the order header or order lines.
Step 1 : Credit Check Rules Setup
(N) Setup->Rules->Credit
In the rules window enter CoE Credit Check Rule .
In the effective dates field enter today's date(optional) as the starting date and leave the end date as blank.
In the credit check level drop down list, Select Sales order.
In the Credit hold level drop down list select the Sales order option.
Choose the conversion type as corporate.
Accept all other defaults and save your rule and close the window.
Step 2 : Customer Profiles Setup
(N) Customer->Standard
Enter the customer number as 1143 and click on find button
Click on OK to open the customer.
In the Addresses tab, select the address for the bill to site that you want to enable credit checking and click on the Open button.
* If Credit Check not enabled(site level) => No Credit Check
* If Credit Check is enabled and both credit limit and order credit limit are NULL/BLANK => Go for Customer level
* If Credit Check is enabled and either credit limit or order credit limit is NOT NULL => Use them
In (T) Profile: Transaction ensure the Credit Check box is checked
In (T) Profile: Amounts, '''select the currency USD''' and change the order credit limit to 5000
Step 3 :Payment Terms Setup
(N) Setup->Orders->Payment Terms
Query for the Payment Term 30 Net and ensure that the credit check check box is selected.
Save your work and exit the form.
Step 4 :Order Types Setup
(N) Setup->Transaction Types->Define
Query for the Transaction Type Mixed and once the record is retrieved choose the credit check rule
"CoE Credit Check Rule" created in the previous step in the credit check rule region in the ordering field.
This indicates that when the order is booked, the credit check rule will be applied and when the order amount exceeds the credit limit then a hold will be applied.Save your work and close the window.
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