Hi all,

I'm trying to setup Sales order blocking when a customer has exceeded there credit limit. If possible during sales order entry the order should be blocked from being approved to next stage.

I've been reading the help pages, and there seems to be alots of things to change. This is what I've modified so far;

- The business partner has a credit limit set
- In Sales Order Parameters (tdsls0100s400) I have tick the box on "block if credit limit is exceeded"
- I've modified the Credit rating (tcmcs0564m000) to "check credit" at the sales entry stage
- In Sales order types (tdsls0594m000) I've check the box on "credit check"
In sales Order type-activities (tdsls0694m000) should "Block As of Activity" point to the sales order entry session??

I was expecting that when entering a sales order line is would be blocked? But this is not the case!
Where do you think I'm going wrong?

Thanks in Advance,
Paul

1. Check the invoice-to BP whether you have attached the correct credit rating.
2. Blocking step in order type must be 'releast to warehousing' session.
3. Check you have attached a hold reason in the sales order parameter with a credit-check hold reason.
4. I assume you have mentioned some number other than zero as credit limit. Zero means infinite credit.

Regards,
srikarthy

thanks srikarthy,

I change this part and it worked;

2. Blocking step in order type must be 'releast to warehousing' session

I was expecting it stop users from entering orders, but I did notice, that when I enter in a line the status changes from "free" to "blocked" which is actually better because you can still capture the order.

cheers
Paul

HOWEVER, Enterprise Planning will still see this order. We've run into the same problem and have requested mods to correct.