Sales order should be blocked based on amount and days

[former_member330517]

Hello Gurus,

We have a requirement -The sales order should be blocked based on credit amount and number of days maintained for particular customer

But where do we maintain validity period for that amount for a particular customer

EX : Credit limit amount is: 10000

Valid time period : 2 months

This amount should be valid for 2 monthsonly now my doubt is where can we maintain validity period for that particular and customer , if he does't use it , then amount get lapsed and new amount will be maintained again

Thanks and regards

Venkat

[former_member365422 · Accepted solution]

Dear Venkat,

If i understood your requirement correctly, Then you want to reveiw the credit status of the customer after certain duration.

In that case I think you need to use Nextreviewdate check(Along with Static) in OVA8 and assign Reaction C and check Status Block.(depends as per your requirement)

You can maintain the Next int. Review date in FD32.

If the Current date is after Next review date then system will block the document even if credit limit is available.

I think this option will suffice your requirement.

Please go through the link for more details

Regards

Mayank

[former_member330517]

thank you

[Former Member]

Hii Venkat,

Credit check: Static check

Indicates whether the system carries out a static credit check.

Use u2013

The customer's credit exposure may not exceed the established credit limit. The credit exposure is the total combined value of the following:

Open sales documents, Open delivery documents, Open billing documents, Open items (accounts receivable).

You can specify in the adjacent fields whether the system takes into account all open orders and all open deliveries.

Note u2013

The open order value is the value of the order items which have not yet been delivered.

The open delivery value is the value of the delivery items which have yet been invoiced.

The open invoice value is the value of the billing document items which have not yet been forwarded to accounting.

The open items represent documents that have been forwarded to accounting but are not yet settled by the customer.

Credit check: dynamic check

Indicates that the system carries out a dynamic credit limit check within a specified credit horizon.

Use u2013

The customer's credit exposure is split into a static part - open items, open billing, and delivery values - and a dynamic part, the open order value. The open order value includes all not yet or only partially delivered orders. The value is calculated based on the shipping date and the credit horizon you specify in the adjacent field. For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.

Thanks and Regards,

Santanu

[prasanna_kumar4]

Hi Venkat,

As per my knowledge i am giving the solution

We have to maintain the automatic credit control Area by using the T-Code "OVA8" in that we have to maintain with combination of Credit control Area + Risk Category + Credit Group ,in that screen you can find out the field "Horizon " there you have to mentioned " 2" next we can see the Filed with Display Mode with "M" i.e Months .

And also check the field "Dynamic ", Reaction mentioned "B" & Status Block "check"

Now at the time of maintaining the credit limit to the customer through T-Code FD32 there we have to maintain the corresponding

Risk Category

i hope it will help to solve your issue

Regards,

Prasanna