Old Open items (October 2015) not appearing in UDM_SPECIALIST

[sagar_kapadia]

Hello,

When simulating UDM_STRATEGY for BP 123456, I am getting the below message.

Collection rule ZR00000001 does not apply.

(Here 2 rules are set Collection Rule: ZR00000001 = Risk Category TPC , TPR , TP1 , CTP (Valuation Points 0, Exit Rule Indicator Checked))

                              Collection Rule: ZR00000001 = Risk Category BKR , REI , CAA , RAO (Valuation Points 60, Exit Rule Indicator Not Checked))

No worklist items created since exit rule CR00000008 applies

(Here CR00000008 = Amount to be collected between 9.999.999,00- and 500,00 USD, (Valuation Points 0, Exit Rule Indicator Checked)

No worklist items created since no rules apply

Business partner has no priority according to strategy Z_ABC_CORP

I executed, FDM_COLL_SEND01 and it shows 4 items sent as there were 4 open items. 1 overdue and other 3 not due.

The open item is overdue with amount 676.25 USD for this BP). The Credit management master data states: Risk Category as REI)

Need help on this to understand why is the system not showing in UDM_SPECIALIST. I have attached the All Rules.txt file for ready reference. Thanks in advance.

All Rules.txt.zip

[Former Member · Accepted solution]

An exit rule has been hit - therefore the customer will not appear.

The purpose of an exit rule is to reduce the size of the worklist - therefore you set exit rules to remove customers from the worklist. If the exit rule was removed the customer and its open items would appear.

[sagar_kapadia · Accepted solution]

Hello Mark,

Thanks for the response. However, I simulated the same BP in the test system with same strategies and it is picking up the open items as expected by the user. Is there anything else I need to check for?

[Former Member · Accepted solution]

I would assume the customer would have different open items in test and prod

[sagar_kapadia · Accepted solution]

Hello Mark,

We checked with SAP and got an update that the last dunned date in many customer invoices was future date causing the problem with the collection strategies being picked up by the system as expected. The issue is resolved now. Thanks!