How to avoid a second credit check on sales order

[colin_cheong]

Hi,

The sales order items had been entered. A credit check was carried out during sales order creation.

The sales order was blocked due to credit check.

The item in the sales order does not have sufficient stock available and so it was not confirmed at all in the order.

No scheduled lines was confirmed.

In order to save time, User submit the credit release forms to Finance to release the sales order.

Finance promptly released the sales order.

Now, the stock had arrived after 1 day.

Transaction, VL01N cannot convert the sales order to delivery order as the item was not yet confirmed.

To confirm the sales order item, User accessed TCODE, VA02 and does an availability check to confirm the sales order item.

The item was confirmed and the order was saved.

Now, the same sales order was blocked again due to credit check.

User had to re-submit forms to finance dept to release the order again.

Is there a better way to handle this so that it need only to be released once?

Please advise.

Thanks in advance.

[srinu_s1]

The sales order items had been entered. A credit check was carried out during sales order creation.
The sales order was blocked due to credit check.
The item in the sales order does not have sufficient stock available and so it was not confirmed at all in the order.

In standard once the sales order is blocked system usually remove the schedule lines to make it zero. And once the sales order is released( approved) system automatically confirm the schedule lines.

This you can observe when you create a sales order, you can see the confirmed qty in Schedule lines, and once it is blocked automatically schedule lines become zero qty.

This is standard behaviour of the system.

Where as if the above of your above statement is true, there is no stock actually hence system is not confirming stock, and it is not because of credit block then check if there is any Exit implemented as suggested by "Eduardo".

Now, the same sales order was blocked again due to credit check.
User had to re-submit forms to finance dept to release the order again.

This is usually happens when you maintain the field "number of days"  and i assume you might have maintained as 1 day  in this field under the tab Release documents are still unchecked in OVA8.

thanks,

Srinu.

[phanikumar_v3]

Can you maintain separate risk category for these kind of customers and

use the option of ""released documents are still unchecked""" in OVA8.

Pl Update.

Phanikumar

[srinu_s1]

Phani, are you asking me or OP? If it is for OP, then please try to mention the name so that it would be clear, with your response it is asking me not the OP.

[phanikumar_v3]

No No No---it is to OP only..

Just replied without check

Phanikumar

[colin_cheong]

Hi,

It is not feasible to maintain different risk category when the probleml lies on the timing of the credit release and the status of the stock SOH.

[colin_cheong]

Hi,

When the quantity of the stock item is not there, system will still checked the credit status.

When FINANCE release the sales order, the stock is still pending for arrival. Not possible to confirm the stock too.

Is it possible to bypass the credit check when there is no stock to deliver?

and then what about if there are some stock that can be delivered and some that cannot in the same order?

really complicated.

Any further suggestion?

[jiteshmehta]

Hi

Yes it is possible, if you check there is routine for no check,

In your case you can check is schedule lines are confirmed or not, if not you can bypass the credit check, you can refer to include LVKMP001 you will get an idea about how to bypass credit check.

Thanks

Jitesh

[colin_cheong]

Hi,

if there are some items with stock holding and able to supply and some items cannot due to non-available stock, you are telling the system to do credit check on those with confirm schedule lines?

would there be a partial update to credit details?

When the balance item are available, would the system be clever enough to do partial update on those newly confirm scheduled line item?

please provide more details.

thanks

[phanikumar_v3]

""""When the quantity of the stock item is not there, system will still checked the credit status"""""

Have you checked all the schedule lines--system might have confirmed on some dates.

If you want to restrict the system not to take some schedule lines--then your Horizon period will works in OVA8.

Phanikumar

[eduardo_hinojosa]

Hi

Check if in OVA8 here is any VOFM or any userexit is active. Check the coding.

Check the copy rules from SO to delivery for the type of document and type of item involved. Check again what VOFM copy subroutines there is involved.

I hope this helps you

Regards

Eduardo