3rd party process

[Former Member]

HI Gurus,

I have 3rd party scenario.

1) I would like to know if it is posiible to restrict creation of PR in sales order, if the customer is credit blocked or if he has a delivery block.i.e PR should not be created on saving the order , if customer has exceeded hiscredit limit or there is a delivery block in customer master.Is there any user exit that I can use?

2) If 3rd party item is marked with reason for rejection , what is its impact on the PR created .Will the PR still remain open.

Thanks and regards,

Nilesh

[Former Member]

Hi,

While creating the sales order basing on your settings for credit management system will do the credit check for that customer.

In Credit management(FD32) we have an option Item check .If we check this field the system corriesout credit limit check when we enter the item in the sales doc otherwise the credit limit check is done while saving the document.

But it never bother about what item we are entering in the order, like third party item,Service item, BOM item etc.

If it found credit limit has been exceeded by the customer it will block either at the order level or at the delivery level basing on the type of credit management settings you defined.

To my knowledge there is no direct link between Third party process and credit management. if you want to avoid automatic generation of PR goto vov6 schedule line select your appropriate sch.line.cat and in control data uncheck automatic PR. So,that you will not get automatic PR after saving the order.

Regards,

Revan

[Former Member]

Dear Nilesh,

It is the schedule line category type which triggers the automatic PR creation.

T. Code: VOV6

Select your Schedule Line (say, CS) and go in to details-screen.

In General,

Order Type NB Purchase Requisition

Item Category 5 Third-party

Acct Assgt Cat. X All aux.acct.assgts.

are the Fields, If maintained, are responsible for PR-Generation.

Now, Here onwards, Its purely my thought-process (which could be wrong also)

on the same page, Tab: Transaction Flow --> Field: Incompletion Procedure

Standard Incompletion Procedure will be "31 - Sched.Line w/PurReq."

Just check whether we can include "Table - Field" with Box: Warning, marked as checked; for Credit Block in Sales Order, So that PR doesn't get saved with Credit Blocked Sales Order.

Imp.: T. Code: OVA2 - Incompletion Procedure

Select group as "C - Sales - Sched. Line" and click Procedure (left-hand Dialog-Structure)

On to nex screen, select Procedure "31 - Sched.Line w/PurReq." and click Fields (left-hand Dialog-Structure). Here, include the "Table-Field" and mark Box: Warning as checked.

Result: System will create Automatic PR, only for those Sales Order, where Order is not blocked due to Credit Check; and will give Imcompletion-error, at the time of PR-Creation, where Sales Order is blocked, due to Credit-check. As a result, PR will be generated, but will not be saved (due to Incompletion Log - Credit Check).

Remember: Its advisable to create Z-Copy of Standard Incompletion Procedure, instead of changing a Standard one.

If works, Please Confirm. If not, then also...

Very Best Regards,

Amit

Note: Just for added info:

In item category (T. Code: V/07), we set "automatic PO" so that PO will automatically generate.