S/4 HANA Credit Management

[ashwinc]

Hello All,

I have a requirement from my client where in Credit Management, the system should allow to create Delivery and PGI for the allowed quantity for which the Credit Limit is not exceeded.

For Example - Credit Limit for a Customer is $5000

SO has qty 10 with Price $1000 = Total Value is $10000. (Credit Limit is exceeded by $5000) hence the delivery is blocked.

SO has 3 Schedule Lines -

1. Qty 4 @ 13.07.2018

2. Qty 4 @ 13.08.2018

3. Qty 2 @ 13.09.2018

Requirement is to allow to create Delivery and PGI for at least the first Schedule Line as the Credit Limit is not exceeded for the first Schedule Line.

Is there a standard configuration available to take care of the above scenario?

Thank You

Regards,

Ashwin Chandrasekaran

[VeselinaPeykova · Accepted solution]

Short answer - no.

Longer answer - what your client is asking is not possible in standard and (in my opinion) would be tricky to develop, test and support, and even if you do develop such feature - it won't look and behave exactly as the requestor imagines it. If I were you, I would explain to the person who requested this how Credit Management works in standard and suggest some possible alternatives that won't cost a dime for development - e.g. separate orders.

[ashwinc · Accepted solution]

Hello Peykova,

Thanks for your reply. I was also a bit unsure of how it will be developed and tested. But then thought of enhancement at Schedule Line Delivery Blocks if the schedule line qty * basic price exceeds the credit limit. If not then creating multiple Sales Orders as per the credit limit is the viable option.

Thank You

Regards,

Ashwin Chandrasekaran

[VeselinaPeykova · Accepted solution]

There can be a few complications with such approach - block on schedule line level based on calculation of price * quantity means at least a few things - if there is a set block on schedule line level for other reason - you will lose this information unless you store it somewhere and restore it when needed, which makes things trickier; credit limit check is more complicated than just calculating price * quantity => there are settings on item category level that need to be taken into account, settings for pricing (e.g. scales); there are complications on setting the right authorizations (only credit clerks are supposed to make a decision for credit release, but with schedule line block you need to be more restrictive without breaking other features); no easy way to report on all aspects of credit control (credit limit reporting will be done separate and it will be custom reporting of course); if the customer pays some additional amount you cannot just recheck orders like in SD Credit Management and release automatically with a standard report, you will have to develop something on your own...