Automatic Credit Block

[former_member194988]

Dear Guru's

Is there any standard method available to block the credit customer automatically, who has not billed for the past one year?

[mithu_mukhejee]

Hi Dinesh ,

As per ur requirement ,Lakshmipati sir has gave the correct answer.

Or if you want ,any new orders will not be created or delivery will not be PGI if the customer has pending values ,then you need to follow complete process of "Credit Management".

Regards,

Mithu

[Lakshmipathi]

First you need to identify who are all inactive customers which is very well possible via FBL5N where if you select "Cleared Items" with the period you want so that system will give you a break-up of customer wise payment details.  The oldest date should be treated as an inactive customer.  Now manually, users have to assign a block in VD05 or XD05.

G. Lakshmipathi

[Former Member]

I understand that you may want to block the customer with XD05/VD05 for customer with no billing doc in the past 1 year.  I would have to do a customized program for that.

[former_member194988]

Dear Thanes,

Yes, You are right... Do we have any standard program or process??

[Former Member]

You may try to use XD99 to set field KNA1-AUFSD or KNVV-AUFSD.  But you have to have the list of customer ID you want to block.

[former_member194988]

Dear Thanes,

Thanks for the reply and do we have any standard report for to take list of customers who have not billed for the past 1 year?

[Former Member]

I only know the report that can list the customers who have been billed, not the customers who have not been billed.  Try VF05N or direct read from table VBRK.

[mithu_mukhejee]

Dear Thanes & dinesh ,

Credit means " customers who has not billed or customers whose billing document has been post but A/R not done yet" .

in both case ,plzz follow lakshmipathi sir's comments .

FBL5N - it is a standard report which will give you a complete set of all open items ( tick relevant boxes),for customers.There are many icons ,for ex: - due,over due,not due.

If it is over due ( it means your customers payment date has been exceed & you do not want to take new order or new delivery or new billing untill they clear your previous due), then by doing the credit managemnet process you can easily restrict new orders,PGI.

The same can be done by user exits also along with functional customizations.

I hope this comment including all previous comments will help you more.

regards!

[Former Member]

Hey,

Yes ,u can block sales order or delivery based on open items (Account Receivables) in OVA8 t-code.

Here check open items and choose error or warning message to be displayed. Max open items% and No of days for considering open items can also be set here.

regards

Rahul

[former_member186385]

Hi Dinesh,

There is no automatic block for Customer ( with respect to Credit)

you have to follow credit management process to block sales order , delivery

regards,

santosh

[former_member194988]

Dear Santosh,

Thanks for the reply. Kindly explain how to block sales order or delivery for the customer who has not billed for the past one year.

Regards,

Dinesh

[srinu_s1]

Kindly explain how to block sales order or delivery for the customer who has not billed for the past one year.

This you can define in OVA8 (Automatic credit check) in  the field (oldest open item) and maintain the Days oldest Item as 365 days.

thanks,

Srinu.

[Former Member]

Dear Srinu,

As per my knowledge, Oldest Open item field used for, system should block the sales order if there is any oldest open item,

But as per Dinesh, i understood that document still not invoiced, so oldest open item field may not solve the purpose,

If even it  invoiced oldest open item field is not block the invoice until invoice become oldest.

If even it become oldest open item it will not block the same invoice, it will block the next transaction.

If i was wrong correct me,

Thanking you,

sudheer.U

[srinu_s1]

Yes Sudheer, you are right, Sorry i did not read the OP requirement properly.

Dinesh,

1. Could you please explain in which business case you usually not bill the customer until one year?   

  2. And what is the main purpose of blocking the customer who have not been billed in last one year?

  3. How do you get the payment of these customers and how it supports by blocking the customer who         have not billed ?

thanks,

Srinu.