Credit Management

[Former Member]

Hi,

Can anybody suggest how to deactivate a customer temporarily from dynamic credit check in credit Management, so that it can book its order without any credit obstruction as per the business scenario.

Thanks in advance

Bob

[Former Member · Accepted solution]

Hi,

If you want to deactivate the credit functionality for a customer temporarly, just go to Customer master details in Sales area data, billing Tab..just remove the credit control area which is assigned..

So that system will not do the credit checks for that particular customer..

I think it will help..

Regards,

SK

[Former Member · Accepted solution]

Hi Shaikh,

The Credit Control area was not maintained in the customer master billing tab. The Risk Category was too removed from FD32 as well.

To explain you in details, an amount of Rs 30 Lacs was maintained as Total Limit and Rs. 20 Lacs was maintained as Individual Limit. Not a single order was booked for the customer after the maintanence of the limit.

Now, at the time of booking the first order whose value was Rs. 25 Lacs, the system is saying dynamic credit check has exceeded and the order is not getting booked.

Now, I removed both Total limit of Rs 30 Lacs and Individual Limit of Rs. 20 Lacs and in the Credit Limit Data, a limit of Rs 40 Lacs is maintained.

After this maintanence, there was no message from the system and order got saved.

My question is, when the risk category was removed, the why the system went for credit check.

Pls suggest the correct process to avoid inconvenience.

Regards

Bob

[Former Member · Accepted solution]

Hi Bob,

As per the set up system issuing the error which is correct.

You have set up individual limit as 20 Lacks but your order value is 25 Lacks..which is exceeding the limits.

Second question is why system is checking the credits even if you removed the risk categorys from FD32?

Did you checked the same with the already existeing order ? If it is like that then system would have already captured the risk categories..i assue that changes were not refreshed.

If you try to create a new order and check..whether system is checking the credit limits or not after removing the risk categories in FD32..

Let me know the status and if you have any concerns also..

Regard,

SK

[Former Member]

Remove the risk catergory from FD32 for your customer, so thats system will not activeate the credit management

[Former Member]

can u pls elaborate the scenario