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Former Member

Credit Limit Check - Value & Periodwise both at the same time

Dear All,

This problem is related to Credit Management.I want the system should carry out a check which will take into consideration both the value and credit limit days while punching a sales order.

For Example : Party : A Credit Limit : Rs. 1000/- Credit Limit days : 2

We have made one invoice of value Rs. 600/- Credit Exposure : 60% Remaining Credit Limit : Rs. 400/- on 08.01.2009.Now after 2days i.e. on 10.01.2009 I want the system to stop generation of sale order by setting the credit check block at the Sale Order level even though the sale order value will not exceed the remaining Credit Limit i.e. Rs.400 and the order will get blocked as a result of Credit Check being carried out on the basis of Credit Limit days.

The configurations which are at present prevailing in OVA8 are as follows -

CCA RkC CG Credit control Curr. Update

1000 001 01 High Risk Sale Orders INR 000012

No credit check 1

Item check (Check Box is marked on)

Checks

Reaction Status / Block Open Orders / Open Deliveries

Static C (Check Box is marked on) (Check Boxes are marked on)

Horizon - M

Oldest Open Item C (Check Box is marked on) Days oldest item - 30

All other check boxes and fields remain empty / blank.

Now considering the above scenario please suggest what other configurations are requiered to attain my requirement.

Looking forward to some valuable suggestions.

Thanks & Regards

Priyanka

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5 Answers

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    Former Member
    Jan 08, 2009 at 11:23 AM

    Hi,

    Generally if the credit value exceeds then system does not save any sales document.

    So why you want 2 day gap.

    Once the limit is crossed it will not save any sales document unless and until payment is not made.

    For stop creating the sales order in OVA8 just put reaction B or D in dynamic check.

    Save this setting and try again to create sales order.

    Regards

    Raj.

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    Former Member
    Jan 08, 2009 at 12:01 PM

    Hi,

    I think this can be achieved if you can Check in OVA8, the open items(field above the oldest open item), maintaining the Max doc value as 50%(or as applicable) and the number of days as 1.

    Regards

    Vamsi Javaji.

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    Former Member
    Jan 08, 2009 at 01:43 PM

    Hi

    Your settings seems to be fine

    Try this change and test the scenario in OVA8

    Max open item % as 50

    No of days 1

    Days oldest open item blank

    This is almost the same suggested by the other friend

    Try this and post the outcome and all the best for the desired result

    Regards

    Raja

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  • Jan 08, 2009 at 02:16 PM

    Hi Priyanka

    Your Configuration seems to be O.K

    Even though every one has suggested , just change the following settings

    In OVA8 make the changes

    Max open item - Increase it to 75%

    No of days - 1

    Days oldest open item - Blank

    Go to OMO1 and For the Infostructure S060 change the period to DAYS , if months or Year is there

    Regards

    Srinath

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    Former Member
    Jul 28, 2009 at 05:29 AM

    Solved by own.

    Regards

    Priyanka Mitra

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