2900255 - How to avoid Credit Check for the subsequent Processes after it is removed from Sales Order manually - SAP S/4HANA Cloud Public Edition

The credit block is manually removed from a sales order. However, when continuing to create a delivery or post goods issue, the sales order is again credit blocked.

SAP S/4HANA Cloud Public Edition

1. A sales order is blocked due to failed credit check;
2. Then this order is released manually;
3. When the following subsequence (delivery or post goods issue) is triggered, the credit block occurs again.

It is standard behavior that normally credit check is required for the phases of sales order creation, delivery and post goods issue.
If the sum of open document value and credit exposure is greater than credit limit, the credit block will occur.

The system can be configured not to perform credit checks in the automatic credit control by the following.

• Specify a deviation factor. If the document value is within this deviation, no credit check is performed on the released documents.

Example 1: An order has a total value of 1,000 USD and is approved for credit. The deviation factor is set at 10%. If the total value of the follow-on document (for example, a delivery note) is no greater than 1,100 USD, the system doesn’t carry out a credit check.

Example 2: An order has a total value of 1,000 USD and is approved for credit. The deviation factor is set at 0% or didn’t specify a deviation factor. %. If the total value of the follow-on document (for example, a delivery note) is no greater than 1,000 USD, the system doesn’t carry out a credit check.

• Specify a number of days. When the follow-on procedure is processed within the specified days, no credit check is performed on the released documents.

Example 1: An order is approved for credit on 1st July. The number of days is set as 5. Then a follow-on delivery is created. If the follow-on procedure (for example, create a delivery) is performed within 5 days (before 6th, July), the system doesn’t carry out a credit check.

Example 2: An order is approved for credit on 1st July. The number of days is set as 0 or a number is not specified. If the follow-on procedure (for example, create a delivery) is performed on the same day (1st July), the system doesn’t carry out a credit check.

Find this configuration step under Manage Your Solution → Configure Your Solution → Finance → Credit Evaluation and Management → Define Automatic Credit Control or using configuration step ID 101518.

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