Customer is on credit hold

When we are at quotation level we have no idea that customer is on credit hold. then customer call back to giveathe PO>and they want parts brought in ups red because it is a break down situation just to find out that the customer is on hold,when we go to convert to an order. This should show when we go into quote as it did in Omnex. I know that we can look in UKM_BP to view customer credit status, but that would require us to use this function every time before going into a quote but I want to get this in qoutation automatically or with some cuatomization.

You may need to review you check rule.
If you want the system not to stop quotation because customer is on hold, you will need to either disable checking at quotation level or introduce codes to bypass blocking quotation when customer is on credit hold.
Fisayo.

Similar Messages

  • Credit Hold Issue

    Dear All,
    I am having one issue .
    I created customer by using Customer interface.. all customers created successfully. but my interface automatically marked all customers Credit hold check to Yes.
    Now i tried to Marked all of them from back hand update statement .. it worked OK
    Now i can see in customer form that Credit hold check is unmarked.. but still when i try to book sale order it gives the same credit hold error..
    then i manually goto that customer form , marked credit hold check save the customer and then again unmarked it manually...
    After doing that manual activity sale order started to work normally.. Any one have any idea how to resolve all credit hold check issue.

    Hi ,
    Just try to reindex the credit check hold table,
    hope it work.
    Thanks,
    Dhiraj

  • Sales Orders are by passing the Credit Hold Conditions

    Hi Everybody,
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    we are having Oracle 9i database and 11.5.10 EBS. I tried many forums. Every body is talking about how to apply the hold. Can any one help me to solve my problem, by giving me some useful links,suggestions or tips.
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    Hi Arif,
    Thanks for the reply. I went through the metal link notes provided by you. It is for R12. We are using only 11i (11.5.10). I can't find any other notes for 11i.
    If you have the link can you please post it here.
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  • Order is going on credit hold even though the letter of credit is available

    The order is going on credit hold even though the letter of credit is available for the sales document.
    New Value of docuemnt is 7 USD
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    Total credit exposure: 22,825,113.81 USD
    Letter of credit value: 10,000.00 USD
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    Dear Customer,
    please check you customizing settings with note 18613 concerning the credit management.
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    regards
    Claudia

  • Credit check and Credit hold not working for 2 specific clients

    Hello dear Oracle Support,
    I would like to ask for your help in the following subject:
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    Hi
    1. IMG -- SD -- Basic funtions -- credit management/risk mgmt -- credit mgmt -- Define credit groups.
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    02 - credit group delivery
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    4. FD32 - Maintain credit limit and Risk category(001) for your customer
    5. order - delivery - PGI
    Try this
    Hope your problem will be solved
    Let me know if you have any problem
    Reward points if helpfull
    Muthupandiyan

  • Pass MRP while on Credit Hold

    I need to be able to pass requriements even though the order is on credit block.
    I had considered and discounted changing the removing the flag to block confirmation on the Credit delivery block as this had not been applied to the line item.
    The second option I had considered was creating a modified version of requirement routine 101 however I only want to do this for one area of the business. We are using a central Credit control area and common document types and customer numbers.
    Any Recomendations?

    Paul
    If you go into:
    Sales and Distributiion --> Basic Functions --> Maintain Requirements for Transer of requirements
    Then remove the routine 101 (just delete it then save) this will allow transfer of requirements to take place even if on credit hold. Its this routine that is checking credit status. Users will still be unable to prcoess deliveries or bill.
    If you wish to do the same for MTO orders then go to:
    Maintain Requirements for Purchase and Assembly orders instead and remove routine: 105
    Hope this helps

  • Credit Card payment does not go on Credit hold..

    Hi,
    As per our normal procedure whenever a customer makes payment through "Credit Card" it goes on Credit Hold and than someone releases it from VKM1.
    Now the problem we are facing is that suppose SO is of $1000 on 22/07/2009 and delivery is for only $600 on this day than as per our normal process the relaeser can only release $600 from VKM1. But this is not happening now, entire amount of $ 1000 is getting released on 22/07/2009 itself.
    Kindly suggest how we can restrict this.
    Thanks,

    Hello Vk@sap,
    In the standard process when you enter payment card details the order should not go on credit hold. VBAP-ABGES will be filled with 1 and the credit check should not be done. When we have an order that will be paid for by credit card all we need to know is if the clearing house (bank/credit card company) will give us the money. The customer's credit limit and history is not important to us if the bank guarantees us they will give us the money.
    Is the authorisation being sought for $1000 or $600 in the sales order? Is it just the first schedule line that is being authorised in the sales order? In the standard system you cannot split an authorisation. So if you receive an authorisation for $1000 and only deliver $600 when you go to bill this the entire authorisation is used up. You will need to re-authorise the sales order (transaction VCC1) for the other $400.
    I hope this helps.
    Best regards,
    Ian Kehoe

  • Credit hold order report

    Dear,
    As our company is focussed on having an overview on what customer and for which reason an order goes on Credit Hold, I would be interested to know if within SAP a report is available to show for a dedicated period the ordernumbers? Example would be: which orders went on Credit hold for the month of July 2014?
    Regards, David

    Thanks for your response. Actually, I dont need the report. I just wanted to see who in our system can release an order if it is placed on hold. I do see a 'Credit Check Failure'
    hold defined in the system with Authorization Action as "Apply Hold' and no responsibility assigned. I dont see anything regarding releasing a hold. The problem is that in our system anyone can release credit check hold on any order. I wanted to see if I could restrict it to a user or a responsibility.

  • Email for sales order on credit hold

    Hi,
    I have a requirement ...
    Once the sales order goes into credit hold an email has to  go to the customer after next two business days saying that Sales order has been on credit hold
    and once the sales order is released from the credit hold an email has to go the customer immediately saying that Sales order has been released from credit hold.
    How would we exactly know when the sales order goes into credit hold, I mean can we get the date  on which it is changed to credit hold?
    how do we calculate two business days from the current date?
    Finally is there any exit to write the logic or just write a report and run that in background everyday ?
    Please can anyone help me on this...

    hi raghu ,
    to check whether the date is a working day or not
    use the fm
    DATE_CONVERT_TO_FACTORYDATE
    pass the date  as sy-datum
    and  factory calender id as '01'
    if sy-subrc = 0
    its a working day
    else
    its not a working day .
    endif.
    suppose today is friday and next working day is monday
    now if i want to add two business days the final date is on wednesday may be this is referring to procession period time in the sales order .
    add 2 to sydatum will fetch u sundasys date which we dont want .
    so capture next working date ie mon and add 2
    like this
    using this fm
    GET_WEEK_INFO_BASED_ON_DATE
    which will return the week based on sunday and monday .
    i/p is sy-datum .
    make proper use of the two fms this will help u to build the logic .
    regards,
    vijay

  • How to release credit hold automatically?

    Dear OM Gurus,
    I have my customer under credit hold because the invoice amount crossed the credit limit...Now my customer pays for the invoices...So when I enter the receipt in the Receivables the hold applied on the customer should be automatically released.
    How to do it?
    Thanks & Regards
    Merlin Rajesh

    AFAIK OM gives data to Credit Check API if it failed it puts order on hold.
    things at high level it checks is sales and outstanding if not satisfied puts it on hold.
    have a look at following metalink note which show the calculation for those perticular amount!!
    Note:314340.1
    Note:341885.1
    Regards
    Prashant Pathak

  • Same Credit Hold across Operating Units

    Hi,
    Is it possible to use same credit hold across the OUs? In case yes how can that be achieved.
    Regards
    Vinay

    While configurating Credit Check using Customer Profile Classes you can have separate order limits for separate currencies - I guess that should serve your purpose. Credit Check Failure hold will be applied to all orders that are worth more than the limit specified as per the order transactional currency codes - and that should be across all OUs. Let me know if that served your purpose.

  • Schedule Line Cat and Passing of Reqs:  Credit Hold Situation

    Business need is for orders that are on credit hold to not pass requirements to create a purchase req. after MRP is executed. I realize that this can be controlled by the Schedule Line Category. So, I would have schedule line category of “XX” on the sales order line. Is there a way for the schedule line category to be changed to a different value (which will allow the passing of requirements to MRP) after the order is released from Credit Hold? How do we get the schedule line category to change on the sales order once the order is removed from credit hold? Can this be accomplished through standard configuration?

    Hi Tom,
      You can use the reason for rejection at the item level.
      But for this you have to maintain somne configuration.Goto sprosd-sales-sales document item--define reson for rejection.
      Here for a particular reason for rejection just put tick under blc column.
      This means the order doesn't require billing.
      Now put the same reason for rejection in your item level.The status of the order would change from open to completed.
      Completed status means that there are no requirements left for this order.
      There will be no requirements in MD04 as well.
      When you want to process the order again just remove the reson for rejection and proceed.
      But there is one problem with this solution.In future if you want to find this order in VA05 ,it will not appear because the status is completed.It would be difficult to find the orders where you put the reason for rejection.
    The only way to find those orders is thru tables.
    Goto SE16 and table VBAP .field is ABGRU.
    In the selectio screen of VBAP put ABGRU and you will get all the orders.
    Reward points if it helps
    Regards
    Karan
    Message was edited by:
            Karan Bhatia

  • Function module to find the Credit limit of a Customer based on Credit Area

    hi Experts,
                       Is there any function module to find the Credit limit of a Customer based on Credit Area.
    Regards,
    Dheepak

    hi
    try this:
      select single * from KNKK INTO zzKNKK
          where KUNNR = xkunnr and KKBER = xkkber.
    credit limit: zzKNKK-KLIMK...
    regards,darek

  • Use of customer hirearchy in credit control

    Dear Friends,
    Good evening.
    I would like to know whether we can use customer hirearchy for credit control purpose.
    If answer is yes how it can be done ?
    Scenrio:
    One company code,4 sales areas.
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    Regards
    Sanjay

    Hi chandershaker,
    Thanks for your suggestions.
    I had thinking on same line though have configured system accordingly.
    I need an alternate solution to evaluate and expert advice of the forum.
    The objective is in one line that we need single customer code with AR & credit control division wise.
    May pls advise.
    Regards
    Sanjay

  • Interest in F.2B not required if customer has a credit balance.

    Hi all,
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    Regards,
    SKD

    innerCityLets wrote:
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    That's better!
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