Credit limit

[Former Member]

Dear All,

If a customer exceeds his credit limit can we block the further sales documents( apart from Approval proceedures).Is there any setting required for this

Vinay

[Former Member · Accepted solution]

Hi Vinay

Like Suresh says the easiest way is just by using what is already available in the system.

Go to Administration - System Initialization - General Settings - BP Tab and tick the box for Credit Limt and Sales Order under the header Customer Activity Restrictions.

Then go to Administration - System Initialization - Authorisations - General Authorisations then for each relevant user expand the Sales Order menu then scroll down until you see the Confirm Credit Line Deviation and set this to No Authorisation.

This should solve your problem.

Best wishes

Gail

[former_member1190345 · Accepted solution]

Hi Gail,

What you have said does work but note that as I mentioned in my previous post it does not really solve the purpose .

Consider that the customers Credit limit is 100000/- and when you are creating the document say a sales order which is worth above 100000/- it works but when you create 2 documents out which one is 70000/- the document gets added ...fair enough now if you create another document worth 50000/-you can still add the document. That should not be the case the total value of the transactions carried out for that customer is 120000 ....hence after the creation the document worth 70000/- when you create the document worth 50000/- the system should ideally add both 70000 + 50000 and then check against the credit limit.

This can be necessarily achieved only thru a query.

Hope I have made my self clear

Nagesh

[Former Member · Accepted solution]

Hi Nagesh

Thank you for pointing this out in more detail. I know understand what you mean. I would really appreciate if you could send me the query you mentioned as one of my clients will soon be using the credit limit function of SAP B1.

I will send you an email so you can send me the query if possible.

Thanks in advance.

Gail