Credit Control
1. Credit limit for individual customer or customer group
2. Credit limit calculation to be according to Customer Group if Customer Group is recorded in Customer Card for the group credit limit
3. Credit limit calculation exclude the Sales Order which is Cancelled or Closed marked in SO Line Order Status
4. Credit limit calculation exclude if the payment terms is marked Skip Credit Limit Control
5. All credit limit calculation are base in LCY (CNA is use USD for LCY)
Approval Workflow
1. Multiple Approvers, document can be release if approved by either one approver. Approval Request entries to be deleted for the approver who have not approve the order and the order have been approved.
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Available Credit (Page 7177) - Consolidate all credit control information and shows the Customer Credit Balance breakdown
Information including: AR Balance, Export Order Balance (i.e. Sales Order), Invoice Balance (i.e. Group Shipment), Overdue amount
Credit Limit Approval
1. Flag for Request Approve added in sales header (this new field is not included in copy document)
Summary of business requirement
The logic for derive the flag for "Request Approve" as below:
(A) If Skip Credit Control = NO and Available Credit Limit or Group Available Credit Limit < = 0, then Request Approval = Yes
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(B) If Skip Credit Control = YES and Available Credit Limit or Group Available Credit Limit < = 0, then Request Approval = No
2. Field for "Approved Sales Amount" added in sales header (this new field is not included in copy document)
*Approved amount should be in local currency.
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