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Feb 20, 2009 at 09:35 PM

CO-PA, is credit management suppose to block orders from posting to CO-PA?

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We are currently using CO-PA to track the $ amount of sales orders that were booked for a particular date range, and it will show the sales order created or changed and the $ amount that was added or taken away from the bookings for that day. This report is to show management how much sales has been recorded for the day, but not necessarily shipped out yet.

What we are currently facing is problems with credit management blocking the order from posting into the CO-PA tables. When the order is created and the order desk hits save it first goes through credit management, and if it is put onto the blocked order lists to be released it does not post the value that was created for that day into CO-PA. Also when we run our rescheduling report for orders that have already been created the order can again go back and forth on and off credit hold, and each time it posts an entry into CO-PA.

I was wondering if anyone has been requested to have a report written to record bookings of sales for a particular day, and have you run into the issue of the credit management posting over and over onto the report and how do you get around this.

We just want to see if any new orders have been created for that day, if current orders have been added on to or taken off from, and have a report to show the order #, dollar value and quantities.

Thank you,

Karen Kim