Credit Check on Sales document - Rule management

[PLFTT]

Dear SAP Cloud Community,

Currently the credit management that we configured is the following: the system blocks the outbound if the credit limit is exceeded or in the presence of outstanding payments.

The requirement is to:

Allowed Outbound delivery

- if open items (billing document still not paid) for less than 30 days exist and open item value minor or equal than insured value (manage through collection)

Not Allowed Outbound delivery - item opened for more than 30 days (or equal 30 days) - open item with amount mayor than credit limit value + 5% of credit limit value - open item with amount mayor than credit limit value + 15k €

Is possible in Public Cloud manage this requirement in customizing? If yes, how?

Best Regards

[Pedro_Utz]

Dear Paolo,

We helped you to accept the answer, since there were no updates after several days. You can "Unaccept" it anytime if you have further questions.

Kind regards,

Pedro

[MJVEERHUIS · Accepted solution]

Hi Paolo,

Deliveries and invoices are S4 documents. If you want something to happen as described you have to take care of it on the S4 side.

Any customer specific data ike the actual credit limit set on account level could be visualized in C4C.

When creating the sales order (or the sales quote - i do not know which objects you are using and how the webservices are set up) in SAP C4C, you can execute a credit check by executing the excternal pricing from C4C to S4.

With an SD consultant you could check how, the due to passing the credit limit, blocked sales orders can be released.

Kr.

MJ