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Former Member
Jul 21, 2010 at 12:27 PM

SD Credit Management Settings



We have the business scenario as follows.

1. Need to do the credit check in 2 levels i.e. sales order creation level & delivery order creation level

2. Open sales order SHOLD NOT consider for credit check. The sales order should get blocked if the total value of open deliveries + receivables exceeds the credit limit. I could not find any configuraton to satisfy this requirement.

I tried followings:

1. Static Check > Reaction = C > Status = Yes > Open orders = NO > Open Deliveries = NO: This does not meet business need as it does not check credit check at order creation stage althogh there are oustading deliveries and receivables available which exceed the credit limit

2. Dynamic Check > Reaction = C > Status = Yes: Again this setting also not ok as it consider open sales order also together with open deliveries & receivables.

I'm not sure whether there is a possibility for not taking open sales order values in the credit exposure.

Thanks in advance having your recommendation for the required configurations.