Query for credit limit of customers of a particular type

Hi,
We are using SAP B1 2007B PL04 and want to activate credit limit so that whenever a delivery or A/R breaches the credit limit then the document must go for approval. However we want this to be activated only when the customers are having group code say 110 and not for others.
So basically could you all help me with a query which would do the following
1. check whether customer for whom delivery or A/R is being generated belongs to group having croup code 110
2. check if the credit limit set in BP master for that customer will be breached if the delivery or A/R is made (ie Current A/R or delivery amount when added to current outstanding will exceed the credit limit)
3. if yes then will activate approval procedure and send the document for approval as per approval template
Thanks
regards
Pradipta

hi Gordon
Thanks for the reply
could you please tell me what does this $[$29.0.number]
signify and
secondly can i add WHERE T1.CreditLine - T1.Balance < $[$29.0.number]
and T1.[GroupCode]=122
as i want this query to only run when the customer belong to a particular group
Also please tell me how do i test this query from query manager
Thanks
Regards
Pradipta

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Please follow the below configuration settings for Simple credit check process.
Simple credit check: In simple credit check the system compares the credit exposure with payers credit limit. The
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Specify in VOV8  Credit limit [C]
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Path:
 IMG
 Enterprise structure
 Definition
 Financial accounting
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 Go to new entries
(OR)
 Choose existing credit control area
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 Rename it and click on details icon
Specify currency [INR]
257
Data for updating SD fields
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Delivery: Reduces open order value from delivery relevant schedule lines.
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Billing document: Reduces the open delivery value, increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000015:
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Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000018:
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Billing document: Reduces open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value.
Increases open items.
Fiscal year variant [K4]: It indicates specific fiscal year variant for particular credit control area. The fiscal year
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the values of the open orders are updated by posting period.
Specify risk category [001]: 001 = High risk
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003 = Low risk
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created when a customer is created in a company code.
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(A) Risk category
(B) Credit representative group
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record. This is automatically created when a customer is created in a company code (in XD01).
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Representative group [001]: Define credit representative group in IMG.
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postings in every company code we have defined.
 Save and Exit
NOTE: After this create Risk categories and Credit representative groups and come back to this step and assign
these values to our credit control area.
Risk category and Representative group defined and maintained by FI/CO consultants in IMG.
258
Assign company code to credit control area: Transaction code: OB38
Path:
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 Click on assign button on the application tool bar
 Select our credit control area from the list and assign it
 Save and Exit
 Go to FD32 and check whether system created customeru2019s credit master data automatically or not.
System creates customers credit master data automatically when we (FI/CO) people) configure credit control area in
IMG.
So as to perform simple credit check we have to specify customer master payers limit in the credit control area, and
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 Specify the credit control area in credit control area field in billing document tab.
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blocked the delivery document (due to the setting in VOV8 of OR in check credit limit field [C] = Blocked for
delivery).
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Hi Mona,
You may try this. It may help you..
select true from ocrd where
((balance < 0) or (balance + $[$29.0.NUMBER]) < 0) and cardcode = $[ordr.cardcode]
use squere brackets near $ sign open and close both brackets insted of round brackets.
Regards,
Chintesh Soni
Edited by: Chintesh Soni on Sep 7, 2009 2:53 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:54 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:55 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:57 PM

Query for credit limit of customers of a particular type

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