Credit check against Advance received from customer

[Former Member]

Dear Experts, Need your help for below requirement Requirement: While creating sales order if customer payment term is advance i.e. 3000 then we should check the credit limit against the advance amount received from customer and if the sales order value is equal to or less than advance received amount then allow to save the sales order else show credit block. Credit limit value not to be consumed during order creation in case of advance payment from customer. We have suggested following solution. 1. Create Financial document for advance payment and assign the same in the sales order. 2. Provide reference field for example record customer PO no. while receiving the advance payment and enter the same value in sales order so that          it can compared while on save of SO and credit limit check can performed based on advance amount received. Customer is not agreed to solution provided, kindly suggest. Need your inputs to provide the solution. Regards, Ganesh

[moazzam_ali]

Hi

Lakshmipathi sir is showing you the right direction. Your suggested solution is similar to first suggestion of Lakshmipathi but if it was me I would go with 2nd solution because it is simple and SAP best practice for such scenario.

We have special GL indicator A for advance payments and system shows it in FD32 and offsets it againt credit limit when you create a sale order.

Thank$

[Former Member]

Hi,

Sorry in delay in replying

please confirm.

How to link the Sales order and advance payment receipt

before we save sales order credit check will be done

and advance payment receipt is received before sales order creation

because on save credit check will be done against available credit for customer and credit will be consumed if available

Please share the process steps

Regards,

Ganesh

[Lakshmipathi]

One option is you can create Letter of Credit in VX11N and save so that you will get a reference number.  Assign this reference number to a sale order which you are going to create so that system will not perform credit check to that extent of the Letter of Credit value.

The other option is ask your FI consultant to create a special G/L where there is an option not to have credit check.  Post the advance payment against this special G/L account so that system will not credit check during sale order creation.  Discuss with your FI consultant

G. Lakshmipathi