Credit Limit Check in the Sales Document
Credit Limit Check in the Sales Document
Use
If the result of the credit limit check while entering a sales document shows that the customer exceeds his or her credit limit with this document, the document will be blocked for further processing. If you have set your allocation types accordingly, these documents will also not be assigned and can therefore not be delivered.
Features
Requirements Quantities of Blocked Documents in the R/3 Standard and AFS Systems
Requirements records are unconfirmed in the R/3 standard system if the sales document has been blocked - for example, as a result of the credit limit check - and if this special block is relevant for requirements. The system does not confirm the delivery quantity and date of requirements records of such documents until the respective block has been removed and a new availability check has been carried out.
By setting your allocation types, you can control in the AFS system whether or not requirements should be assigned to blocked documents.
Treatment of Blocked Documents during Rescheduling in the R/3 Standard and AFS Systems
During rescheduling for R/3 standard materials, a new credit limit check is triggered before the availability check. If this credit limit check is successful – that is, the customer once again has credit standing – the system removes the credit block from the document header. The actual availability check then runs. Depending on the scope of check setting, the requirements quantities will be confirmed (for the requested delivery date, a later date, or the replenishment lead time) or rejected.
If the credit limit check is not successful, the document remains blocked. The requirements records contained in the document are not considered during rescheduling.
For rescheduling in the R/3 standard system this means:
No credit limit check is carried out during rescheduling for AFS materials. The system does not handle requirements records of blocked sales documents.
During the selection for rescheduling, you cannot use the sort sequence to control when requirements records of blocked documents should be processed.
You execute rescheduling and sort the requirements according to the requested delivery date. Corresponding to this sorting method, the system first checks a requirement from customer 1 for material A, grid value X in quantity 100. Although the document is blocked due to the credit limit check, the system confirms this requirement for the requested delivery date. It then checks a similar requirement from customer 2. The availability check does not find a sufficient quantity of stock for the requested delivery date. The requirement is therefore confirmed for a later delivery date.