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Sale order of net value $0 goes to credit block for new customers

Dec 08, 2017 at 12:09 PM

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Former Member

Hi,

Sale order of net value $0 goes to credit block for new customers.

Since its a new customer,Static credit check is done and maximum document value is maintained as '1'.

These customers are not assigned to credit limit in FD33.

Please find the screenshot for reference.

Can anyone throw some light on why the sale order is blocked when the net value is '0'.

Thanks in Advance.

Regards,

Madhu

ova8.png (39.5 kB)
sale-order.png (53.5 kB)
zcreditcheck.png (39.5 kB)
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2 Answers

Siva Prasad Vasireddy Dec 08, 2017 at 12:19 PM
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Hi,

check what is the Credit limit maintained at the credit control area in Org Structure,it generally Triggers for New customers where you don't maintain any Credit record.

by Default it will be zero to ensure new customers will come under the Radar of credit check.

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I agre with Shiva.

The process is a little different. If you want to guarantee that all new customers will stop in credit block, only leave the credit limit to "0" for new customers, and increase the value only after the credit team release the value for it.

You will have the same behavior than you desire.

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Former Member

Hi,

The credit limit is maintained '0' for the control area in new customers as you suggested.But it allows other orders to post for the same customer.Only certain orders are in credit block.

Does credit card authorization overlaps credit limit status?

Please find the screenshot in reference for - Same customer and different order(approved)- no credit block

Thanks,

Madhu

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Veselina Peykova
Dec 08, 2017 at 02:05 PM
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I suspect that there is a small misunderstanding what maximum document value check does (which is not related to your current problem, by the way).

If you have a customer with zero credit limit and he sends you 300 EUR in advance, you end up with negative exposure. This means that you can create a sales order for 300 EUR and it will be OK.

If you have in addition set maximum document value as 100 EUR, the order for 300EUR will be blocked. If you create multiple orders 50 EUR each instead of the big one and you have 300 EUR sent in advance, the orders will be OK from credit perspective.

From your check_cm screenshot it seems that you have an issue with static check, which can mean for example that there were already documents for this credit account released manually by credit clerks.

In such case no matter that your new order has zero as CMPRE (I assume that CMPRE is zero, but you did not post the complete result of check_cm so I am not 100% sure), the system blocks this order, because your customer has already exceeded the credit limit.

If you scroll down in check_cm you will see a section named current credit account situation, where there will be a line for total sales values similar to what I have:

Of course, end users can look for released documents for this credit account in VKM4, which they should have done before creating a ticket :)


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Former Member

Hi,

There was no control data maintained for customer in FD33.

So what is the credit limit it would check for ?

If it checks for credit limit maintained in control area which is '0' then it should block other orders as well.

Please find the screenshot in reference for previous order mentioned(in error) and other order also.

Does credit card authorization overlaps the credit limit check status?

Thanks in advance

Regards,

Madhu

cm-check.png (25.9 kB)
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Former Member
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With so many screenshots I get confused which one belongs to which order/case. Please use in the future insert image and add explanations - it will be easier for forum members to investigate.

As to your question about credit limit - according to check_cm credit limit is zero (the line KNKK-KLIMK).

Regarding credit cards - my guess is that you reset credit statuses except credit card authorization via routine 900, you probably also bypass them for the other order that you found.

I see that you have negative exposure - did you check from where it comes and when it was posted? I suppose that some payment was received for this customer. Can you try rechecking your problematic sales order (the one with zero value) in VKM4?

Considering that you also have a custom routine in OVA8 - inspect the code in it to verify that recheck can actually redetermine statuses.

If you wish to see if some order has updated credit exposure and if yes - how, use MCVR transaction.

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