2900255 - How to Avoid Credit Check for Subsequent Processes after it is Removed from Sales Order Manually - SAP S/4HANA Cloud Public Edition

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

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 subsequent processes (delivery or post goods issue) are triggered, the credit block occurs again.

It is standard behavior that 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 the credit limit, the credit block will occur.

The system can be configured to not perform credit checks in the automatic credit control via the configuration activity "Define Automatic Credit Control (ID: 101518)":

• 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 no deviation factor is specified. 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. If the follow-on procedure (for example, 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 no number is 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.

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