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Credit Check

Former Member
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Dear Friends,

We have credit management functionality in SD wherein we can block documents in various ways.

In such case the entire document (order or delivery) is not able to be processed further until its released & the block is removed.

We have a requirement that the entire document should not get blocked, but only those items which fail in credit check. Suppose for few item if they pass the credit check, only such items must be able to be delivered.

Can you please tell me how this can be acheived / configured / developed.

Also tell me about credit check during availibility check.

Regards,

Dhananjay

Accepted Solutions (0)

Answers (3)

Answers (3)

Former Member
0 Kudos

Issue closed since no answers

Former Member
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hello, friend.

credit check based on item is possible. when you activate credit management, you specify which document headers and items are included in the credit check.

you could configure different item categories for your materials. it is then workable that in the same SO, items with category TAN, for example, are activated for credit check while items with category ZTAN are not.

you can make the settings by following the path: IMG: SD > Basic functions > Credit mgmt/Risk mgmt > Cred mgmt/Risk mgmt settings > determine active receivables by item category.

hope this meets your needs.

regards.

Former Member
0 Kudos

I dont think that maintaining different item categories will solve the problem. What our friend is looking at is that all the items are relevant for credit check and if the credit check is failing because of the value of line items 40 and 50 and upto line item 30 there is no problem, then line items 10, 20 & 30 should not be blocked.

I dont think there is a feature like this.

Regards,

GSL.

Former Member
0 Kudos

Hi ,

Generally Credit check is set at the customer level.

Waht I mean to say is that once a customer has defaulted or has exceededthe permissible limit then the company doesnot want to do any further businesss with that client. Thus the block is implemented at the Document level.

SO which ever item the SO sells should be treated alike.

Or have u implemented the Credit check material wise??

Have u done anty custom development??

Best Regards,

Subbzz..