Query for Credit Limit Approval Procedure

Hi experts,
Need your help with an approval procedure query. There is already the option to launch when the BP's balance exceeds the credit limit by a set dollar amount. What we would like is for the procedure to launch when the balance exceeds an additional 10% of their credit limit.
Ex: Customer's credit limit = $1,000. We want the approval procedure to kick in when the sales document causes their balance to be >= $1,100. Thanks.

Adding this to the WHERE clause will include the DocTotal
T0.Balance + $[$29.0.Number]
SELECT distinct 'true' FROM OCRD T0 WHERE T0.CardCode = $[OINV.CardCode] AND
(T0.Balance + $[$29.0.Number]) >= T0.[CreditLine] * 1.1

Similar Messages

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    Hi,
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    3. if yes then will activate approval procedure and send the document for approval as per approval template
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    hi Gordon
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    signify and
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  • Credit Limi Approval

    Hi
    Is it possibe control the Credit Limit Approval While Creating Credit Memo /Debit Mmemo or Creating Sales Order if Credit Limit Exceed  How will be Control on Different Authrisation Level
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    Hi,
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  • Credit Limit Approval.

    HI Experts,
                     I could not find a solution for this question for long time..
    The credit limit in approval templates is for all customers. I.e. In approval templates we have a option called when the following applies. In that we have credit limit deviation. This option is generally for all customers.
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    Vignesh

    Sorry I have misunderstood your question.
    No. The Credit Limit in approval is a range of value.
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  • Sales Order Not Checked for Credit Limit

    Most of the time, in our course of business, the customer account and BP/Credit limit are setup prior to the input of any order.
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    We are considering putting a check in the order that it must be checked or it is considered incomplete.
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    How are others handling this situation?
    Thanks

    We have already put in place the use of a background job to create the BP/segment with a default credit limit.
    We are hoping to come up with a method that is full proof and not manual.
    Depending on how frequently the job runs and the timing between that and setting up a customer master record and entry of a sales order, there could be a sales order entered before the background job was completed.

  • Creating a Query for Purchase Order Approval

    I need to develop a query to check if any of the line totals in a new purchase order exceeds $500. I have to attach this query to the approval procedure (under 'Terms' in 'Define Approval templates'). When the 'Add' button on the purchase order is clicked, the values on the form are still not available in the database. This means, my query has to pick the data from the new purchase order form. Is there any way to build such a query? Thanks.

    Satish, Alerts just notify the appropriate parties. They do not stop a document from being posted. This means, it is not capable to recognize the situation unless it's already stored in the DB.
    Alexey. what about creating a Development Request about this topic?
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  • Table for credit limit for  risk category for all CCA

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    Hi Nidhi Srivastava,
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  • How to consolidate group data for credit limit check

    Dear All,
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    Create credit limit for one BASF customer in FD32.
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    repeat the same for all basf customers
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  • RFC used to query customer credit limit and current usage

    Hi,
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    Have you checked fm
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  • Authorization for credit limit - risk categoryu200F

    Hi All,
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  • Enterprise Service Required for - Credit Limit Data

    Hi,
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    https://www.sdn.sap.com/irj/sdn/wiki?path=/display/espackages/credit%2bmanagement
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  • Who does chase pull for credit limit increase for the freedom card

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    CAPTOOL wrote:
    Yes-Its-Me wrote:
    bigalkescott514 wrote:
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  • Delivry/PGI Block for Credit limit

    Hi All,
    As per my client Credit management Requirement we have configured like ........
    For High, Medium and New Risk customer we have configured Automatin credit control at both Credit Group levels 01-Sales Order and 02 - Delivery).
    Now based on this at Sales order creation level it is giving the warrning message with value. once i saved the document and release the Credit block I am able to create the Delivery but it is not showing warrning message and it is not blocking the PGI.
    My question was as per the configuration (Delivery type has assigned for both Credit groups 02 and 03) it will not work at the Delivery creation lavel once i releases the Credit block at Sales Order level ?
    Please let me know your views.....
    Thanks & Regards,
    Jayalakshmi

    Hi jayalakshmi
    please check with all the configaration it suppose to work.
    check correctly once again in 1) ob01 t.code
                                                2) ova6 t.code
                                                 3) ovak t.code
                                                 4) ovad t.code
                                                 5 ) ova8 t.code
    i think last T.code you might have slipped out OVA8
    1) credit control area + risk category + credit group 01 =low risk  sales orders.
    2) credit control area + risk category + credit group  02 =deliveries.
    3) credit control area + risk category + credit group03 =post goods issue.
    in the customer master also please check credit control are and credit groups aare appring or not.
    i hope you have understood.
    if it is solved don't forget to reward.
    thanks
    surya

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