Credit limit

[Former Member]

Dear All,

If a customer exceeds his credit limit can we block the further sales documents( apart from Approval proceedures).Is there any setting required for this

Vinay

[Former Member · Accepted solution]

Hi Vinay

Like Suresh says the easiest way is just by using what is already available in the system.

Go to Administration - System Initialization - General Settings - BP Tab and tick the box for Credit Limt and Sales Order under the header Customer Activity Restrictions.

Then go to Administration - System Initialization - Authorisations - General Authorisations then for each relevant user expand the Sales Order menu then scroll down until you see the Confirm Credit Line Deviation and set this to No Authorisation.

This should solve your problem.

Best wishes

Gail

[former_member1190345 · Accepted solution]

Hi Gail,

What you have said does work but note that as I mentioned in my previous post it does not really solve the purpose .

Consider that the customers Credit limit is 100000/- and when you are creating the document say a sales order which is worth above 100000/- it works but when you create 2 documents out which one is 70000/- the document gets added ...fair enough now if you create another document worth 50000/-you can still add the document. That should not be the case the total value of the transactions carried out for that customer is 120000 ....hence after the creation the document worth 70000/- when you create the document worth 50000/- the system should ideally add both 70000 + 50000 and then check against the credit limit.

This can be necessarily achieved only thru a query.

Hope I have made my self clear

Nagesh

[Former Member · Accepted solution]

Hi Nagesh

Thank you for pointing this out in more detail. I know understand what you mean. I would really appreciate if you could send me the query you mentioned as one of my clients will soon be using the credit limit function of SAP B1.

I will send you an email so you can send me the query if possible.

Thanks in advance.

Gail

[former_member1190345]

Hi Vinay,

Please check the reply I have sent to Gail.

Nagesh

[former_member583013]

Vinay,

The stored procedure is provided by SAP and is called SBO_SP_TransactionNotification. You may search the term SBO_SP_TransactionNotification in the Forum and you should see multiple threads explaining the application of this SP.

Suda

[Former Member]

Apart from Approval procedure u can do it via Stored Procedure.

Regards,

Dhana.

[Former Member]

Hi,

Using standard settings u can restrict this.

for eg: if user ABC is creating a marketing doc. for Customer 'XYZ' , the system gives the mssge that XYZ has exceeded the credit limit.

Now in general authorizations, for ABC user restrict the authorization to go forward if the customer is exceeding credit limit.

means remove authorisation to confirm credit limit deviation

hopes this will helpful to u

reward points if helpful

Regards,

Suresh Kannan

[Former Member]

Hi Dhana laxmi,

Pl explain abt store proceedure

Vinay

[former_member1190345]

Hi Vinay,

As such when you are setting the Credit limit Block say for e.g. for sales order you will have to do it thru the approval procedure only. But even in this case when you look at it carefully the way the sytstem works will not really fulfil your requirement. In the approval procedure when you choose Sales Order in the documents tab and the Condition Deviation from credit limit in the terms tab the system takes into consideration only the total of the present document that is if you are creating the sales order for Rs. 50000/- and the credit limit of the customer is say Rs.50000/- then the sytem stops the creation of the sales order but next time when yuo create the same doc and if the amount of the new document is say Rs.20000/- then the system will alow you to create the doc. What the requirement is the sytem should add the previous total and the present one and stop the creation of the doc.i.e.since 50000 + 20000=70000 the next doc should not get created. Foe this you will have to use a query below in the terms tab in teh approval procedure. Please let me know if you need the query.

Nagesh