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How to block customer if either Credit limit or Financial document has breached the value

Dear Experts

We have a requirement where a customer needs to be blocked completely if the credit limit or the LC/ Financial document value has been exceeded and vice versa .

For example a customer has a credit limit and still not breached to a full value, hence the credit status is open. , now at the same time the customer is also using a Letter of credit. and the LC value or the date has been breached. then the system will block the LC sales order for delivery. but it will not block the sales orders which are being assigned the credit check. hence we need all/any kind of sales order for the customer to be blocked for delivery once any of the two (LC or credit limit) is breached. 

If anyone can give a quick hint , it would be highly Appreciated. 

Best regards,

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1 Answer

  • Best Answer
    Jun 30, 2013 at 03:52 PM


    Below is the link which explains about the settings of LC written by Anupa Wijesinghe. This is an excellent document to understand the configurations and other settings done for  LC process.

    You will have the explanation of using credit management with LC process in the last pages of the document. If  you want to use both LC document as well as credit management you have to assign the financial document number in he order header or item and besides this field you will have the % field which indicates the % of amount to be used from LC document and the remaining amount will be covered by credit management. If the LC validity is expired then system will block the document automatically. If for the remaining % credit I not available then also system will block the document.

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