How to Block Quotations for Credit Check

[Former Member]

Hi,

I have configured everything for Credit Management as per note 18613 and others related to credit management.

I am <b>not</b> using simple credit Check.

I can see the overall status of my quotation is blocked. However, I can still copy this quotation to a sales order?!

When the sales order is created, it is blocked. I cannot deliver it. I cannot bill it (billing plan).

How can I make the quotation blocked so that no sales order will be created until it is released?!

[Former Member]

Well, the quotations are something which would not update the credit value for the customer, however if u set it .. then it ideally would show up with a warning message but I believe u have used automatic check, because of which it is putting a block on it, so make sure u change it to a warning message and that should solve ur problem

Reward points if it helps

[Former Member]

Hi Asad,

I believe you would need to handle this via copying requirements routine in the VTAA t-code.

You can check on the quotation status in the routine.

See if this helps you.

Regards,

Please reward points if it is useful.