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Former Member

Credit Management

Dear All,

I customized the Credit Management fucntionality for Scrap sales. Customer will give a cheque in advance before collecting the scrap from the company.

Ex: First time customer will give Rs.50,000/- and the FI team will set the same amount as Credit Limit against that customer in FD32.

Now system will allow for sales transactions. Once the process is completed, set credit limit of Rs.50,000/- should be removed automatically. Again if customer gives next cheque, that time only FI team will set the credit limit for next sales transaction.

If the set credit limit is not deleted from FD32 means, system will allow the sales for another Rs.50,000/-

This can't be do it manually also. Because the number of transaction is very high.Also, Credit limit will be set by FI team which has no communication with Sales team.

How to meet this requirement?



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    Former Member
    Mar 27, 2009 at 06:06 AM

    hello, friend.

    these are just a couple of ways you can meet the requirement:

    1. define a sales order type that is automatically blocked for delivery, with a block reason; or

    2. use OVA8 settings to automatically block the document type (let's say, maximum document value of 0.01 in any currency).

    since the order is blocked, no delivery can be created. FI will then release the order for delivery only when payment for the order is received. this way, there is no need to constantly change the credit limit.


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