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Credit Management how to flag customer with NSF and put delivery block

Friends

If I have customer whose limit is $1000, he has not crossed his limit yet, means he can order up to his limit without violations.

But once same customer gives me NSF (Check that does not clear), I want to flag him in some way on its Credit profile and want to block all orders after that and create a DCD case,

is there a standard way, I can achieve this ?

I would appreciate your valuable helps

Thanks

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3 Answers

  • Mar 15, 2017 at 07:36 PM

    Mike,

    I am not a specialist in this area, but checking the information in SAP help suggests there may be a way to handle this in the rules for Checking Credit Limit. Have a look at the configuration in this area to see how you might set a credit block. If you get an NSF check, I amm a user could set a manual block for that purpose.

    https://help.sap.com/doc/saphelp_dimp50/5.0/en-US/96/cb8fb6695841bb84486b7996d0e655/frameset.htm

    Rules for Checking Credit Limit

    You can define rules for determining which credit limit checks are carried out. Here you can choose whether, in addition to the check for the credit exposure, other checks are to be carried out, for example, the maximum age of the oldest open item, or the maximum number of dunning transactions of the business partner.

    You can also define what consequences a negative check result is to have (for example, block sales order, block customer account, or trigger workflow).

    Add comment
    10|10000 characters needed characters exceeded

  • Mar 15, 2017 at 07:36 PM

    Mike,

    I am not a specialist in this area, but checking the information in SAP help suggests there may be a way to handle this in the rules for Checking Credit Limit. Have a look at the configuration in this area to see how you might set a credit block. If you get an NSF check, I amm a user could set a manual block for that purpose.

    https://help.sap.com/doc/saphelp_dimp50/5.0/en-US/96/cb8fb6695841bb84486b7996d0e655/frameset.htm

    Rules for Checking Credit Limit

    You can define rules for determining which credit limit checks are carried out. Here you can choose whether, in addition to the check for the credit exposure, other checks are to be carried out, for example, the maximum age of the oldest open item, or the maximum number of dunning transactions of the business partner.

    You can also define what consequences a negative check result is to have (for example, block sales order, block customer account, or trigger workflow).

    Add comment
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  • Mar 17, 2017 at 11:51 AM

    Dear Mi Ke,

    this issue probably needs to be addressed by FSCM, not within ERP. Please contact Benni Perzy.

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