Ignore some specific Open item in AR during credit check

[colin_cheong]

Hi,

User had a customer whose AR open items are subjected to "settlement issues" and are still opened after 90 days.

The customer had been assigned a risk category that will blocked the sales order when open item is more than 90 days.

How can I configured such that the credit check will bypass the selective open item (AR) document line items for a certain customer without changing the same checking for other customer within the same credit control area.

Currently, whenever a sales order is raised, it would be blocked by the above and the documentation to releasing it can takes over a few days. Not only that, a hugh paperwork are required as stipulated by audit requirement.

Any options to bypass selectively?

Thanks

[colin_cheong]

no further replies received...

[Former Member]

If Im reading this right you want the open AR item that is in dispute excluded from credit check thus not placing new orders on hold due to the oldest item check

Create a special G/L indicator that is excluded from credit check. During the AR process this indicator can be applied to either the total invoice or the remaining amount. The system will then exclude the disputed item from credit checks allowing all other sales to proceed as normal without affecting the way the credit check works for all customers. Once the dispute is resolved and if the amount becomes an actual outstanding recievable the indicator can be removed and will once again be included in the scope of credit check for the specific customer.

[colin_cheong]

Can you elaborate a little more?

It must be able to be set/unset manually by the account staff.

Thanks

[Former Member]

We have the same problem here, the credit check is set to validate a credit limit and oldest overdue items, however in certain cases old documents are being disputed, and are causing the credit check to fail (if they would be excluded in the check credit would be fine) please advise how these special GL indicators can be set in the existing invoices and what configuration would be required.

Thanks a Ton

[Former Member]

the risk category allows you to put a credit block on that order, however you could put a posting block on the order, and then write a rule to ignore all sales orders with a posting block for credit checking.

This would all need to be done within SAP FSCM Credit Management.

[colin_cheong]

Hi,

Putting a posting block might be too late. By then, the stock could have been issued out to the "BAD" customer.

It would be too late to stop those shipment.

I am trying not to remove the existing check but only some workaround for specify customer with questionable AR open items.