Credit Approval/Releasing

[Former Member]

Credit Approval/Releasing

Approval Path – Credit Analyst > Credit Team Leader> Credit Manager > Sales Director>Credit Committee

There should be an Approval Workflow for a blocked SO to be released and then invoiced. The approval hierarchy should be based on the Excess over Credit Limit % or amount and Past Due % or Amount (computation by Credit).

Is this possible?

Thanks!

Cindy

[Former Member]

Hi Cindy Sy,

This is possible and you will have to use Work flow Program for this. You take the help of a Technical person who has knowledge about work flow programming and he will be able to help you.

To maintain the Approval Hierarchy and the Credit Limit % or amount based on which OR upto which a Approver can release and the details of next approver in authorised to release etc can be maintained in a Z Table which can be maintained in SM 30 Transaction.

Work in coordniation with Technical person with work flow knowledge and this can be done easily.

Reward points if it helps

Regards

Srini