Credit Approval/Releasing

Credit Approval/Releasing
Approval Path – Credit Analyst > Credit Team Leader> Credit Manager > Sales Director>Credit Committee
There should be an Approval Workflow for a blocked SO to be released and then invoiced.  The approval hierarchy should be based on the Excess over Credit Limit % or amount and Past Due % or Amount (computation by Credit).
Is this possible?
Thanks!
Cindy

Hi Cindy Sy,
This is possible and you will have to use Work flow Program for this. You take the help of a Technical person who has knowledge about work flow programming and he will be able to help you.
To maintain the Approval Hierarchy and the Credit Limit % or amount based on which OR upto which a Approver can release and the details of next approver in authorised to release  etc can be maintained in a Z Table which can be maintained in SM 30 Transaction.
Work in coordniation with Technical person with work flow knowledge and this can be done easily.
Reward points if it helps
Regards
Srini

Similar Messages

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    Hi Experts,
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    Date(UDATE) : 25.09.2011 to 09.11.2011
    Experts, Can you please help me out for this.
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    Regards,
    Vijaykumar Kola
    *.I'm already aware of this is a new development.

    Try this, simple report... Here we check the new value of credit  status field VBUK-CMGST and if it is 'D' we know that someone used VKM* transaction to release the document. Also you need to format the sales order number with leading zeros so it occupies all 10 digits and pass it to CDHDR-OBJECTID field (and not CHANGENR field). In the below code I am using select option for sales order number, so I know it will be formatted with leading zeros and so select on CDHDR will be successful.
    *& Report  ZTV_TEST
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    SELECT-OPTIONS: s_saldoc FOR vbak-vbeln OBLIGATORY,
                    s_udate FOR cdhdr-udate.
    RANGES: r_objid FOR cdhdr-objectclas.
    DATA: ls_cdhdr TYPE cdhdr,
          ls_cdpos TYPE cdpos.
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  • How to edit the campaign when status is Approved & Released

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    3. Accept by Dept2
    4. Accept by Dept3
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    My question is Is it possible to edit, when the status Approve & Release ?
    Pls. help me.
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    Pramod

    Hi Pramod,
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  • Output Determination for Credit Block/Release

    Hi All,
    I have a very strange problem with my Output Determination in SD.
    I have created several of these in the past and this is really, really becoming frustrating now!
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    Also forgot to mention ... The routine does get run!

  • Credit Approval across multiple databases

    Hi,
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    The $ before a.cardcode is not the right syntax.  Also when you are referencing the DocTotal I changed the syntax to
    $[$29.0.Number]
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    SELECT DISTINCT 'TRUE' FROM SBODemoUK.dbo.OCRD a, SBODemoUS.dbo.OCRD b WHERE a.cardcode=$[$4.0.0] and b.CreditLine< ((a.Balance+b.Balance)+$[$29.0.Number]) and a.cardcode=b.cardcode

  • How to restrict/hide  the CREDIT BLOCK RELEASE LINK AT ITEM LEVEL of Servic

    Hi,
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    Achuthanandan

    I am looking for this answer as well. Has this been answered or resolved?
    Thank you,
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  • RFC/BAPI For Sales Order Credit Block Release like vkm3 (very urgent )!!

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    Godspeed

    hi
    can get the list of all the bapis..
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    Reward if USeful
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  • How to Find  Credit Check Released Sales Orders /Deliveries?

    Hi Gurus,
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    Regrds,
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    Message was edited by:  Binayak
            Binayak Ghosh

    Hi,
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  • Credit memo release

    Dear
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    but the thing is that client wants to make it, they want to make Balance sheet equal at the end of the year, no issues if there is discrepancy in the monthly statment.
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  • Credit Mgt: Released documents are still unchecked

    Hi,
    We have a business scenario as follows, Could somebody let me know whether this is possible in SAP?
    Sales order created in day n and it gets blocked during credit check. Anyway the planning team wants to consider this order for their shipment planning, therefore the credit block is released by the credit mgr and the planner continues creating delivery document in the SAME DAY.
    The delivery order doesn't get block because the value approved by Cr Mgr remians same and also the current date is not greater than the original relase date.
    But
    As per the business requirement, they want system to block the delivery order since the order value is exceeded the credit limit. Is this possible?
    Thanks in advance for your cooperation!
    Rambuk

    Hi Rambuk,
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    I hope these will meet your requirement for delivery credit check.
    Regards,

  • Regarding work flow for credit block release in sales order

    Dear Experts,
    Kindly help me with work flow-
    my scenario is if customers credit limit of 5000$ exceeds in sales order it should be blocked and notification should go to authorize person through simple mail to release this block.
    for this i have done settings in out control i have used output type krml and determined partner as employee responsible to release block in customer master but mail is not triggered to authorized person for credit block and how i can create work flow for this so that authorized person should get notify for credit block as well he releases block also.
    Regards
    Supriya

    Dear supriyaparimal,
    Please find the below points to fix your issue.
    1. Configure the out put determination by using the condition type KRML.(Hope oyu have done it already).
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    If you raise the sales order and if it is blocked then system automatically send the information to respective person.
    You can get this in formation in ""SBWP" transaction code.
    Check the in box, the information what you have mentioned in the condition records will be appeared.
    Please let me know if you have any clarifications
    Thanks&Regards
    raghu.k

  • PO approval/Release authorisation issue

    Hi,
    Pl. let me know the procedure for below scenerio:
    Once a PO is approved by the concerned final authority(it is in released stage) , subsequently the PO should not be editable  until it is de-released by the same approval authority.
    Changes should not be allowed in the PO  when the PO is in released stage . If Po needs to modify then the repective PO should be derelaed first & then make  a changes in it.
    How to make control on it.
    Regards,
    CVB

    Hi Dear,
                  Please follow the path,
    IMF>Materials Management>Purchasing>Purchase Order>Release Strategy for Purchase Order>Define Release Procedure for Purchase Orders>Release Indicator
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    Regards,
    Yawar Khan

  • Additional approval/release step req in WF20000397 (Rel. prc. blocked inv)

    Hi Workflow Experts,
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    Thx in advance for any help. BG. Jo

    Hello,
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  • Total Credit Limit exceeded, but orders are still credit approved

    Hello,
    I'm encountering the following issue for one customer:
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    Individual limit - $80,000
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    Credit Limit - $80,000
    Credit Exposure - $110,000 (i.e. credit exposure exceeds credit limit for not only CCA1, but for the entire customer credit limit)
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    Credit Exposure - $10,000 (i.e. credit exposure does not exceeds credit limit for the CCA2, but entire credit limit is still exceeded)
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    Hi,
    Pls check if the risk category is assigned in FD32 and the relevant combination exist in "Define Automatic Credit Control".
    Thanks,
    Mauryan
    Edited by: Mauryan on Apr 25, 2011 5:22 PM

  • Credit Holds released by the 'Rescheduling' program - SDV03V02

    I have an issue in which the credit holds on a company/order was released and unconfirmed orders confirmed after the Rescheduling program (SDV03V02) ran in the background.
    This program runs as a scheduled job everyday and this has never happened before, so we are more than a little perplexed as to what caused this.
    Adding to the confusion is that the Credit Hold Flag - VBUK-CMGST - which I expected to be updated in the program is absent. I cannot find any reference to this field (CMGST) in the programs - so how did it update the record to release the hold. VKM1 is the related transaction which the user would normally use to release credit holds.
    Any help is greatly appreciated.

    Another strange thing was that no inventory was received on the day this happenned - so no inventory changes - which I think would mean that no backorders or unconfirmed orders should have been processed.
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    No config changes were done during this time. No changes in master data.
    There was only one company in credit hold and all orders for that company was released.
    I appreciate your answers and quick responses thus far.
    Thanks

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