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1. Flag for Request Approve added in sales header (this new field is not included in copy document)
Summary of business requirement *JIRA-293 checking for request approve or not is according to Released Credit Balance. Please refer to Credit Limit Page for details.
*JIRA-293
| Payment Terms | Credit Limit / Group Credit Credit Limit | Need Approve | |
|---|---|---|---|
| Skip Credit Control = No | No Credit Limit | Yes | No Credit Limit |
| Ship Credit Control = No | No Credit Limit and New Amount - Approved Sales Amount < Re-approve buffer | No | No Credit Limit Within re-approve buffer |
| Ship Credit Control = No | No Credit Limit and New Amount - Approved Sales Amount > Re-approve buffer | Yes | No Credit Limit Exceed re-approve buffer |
| Skip Credit Control = No | Released Credit Balance < Credit Limit * | No | Within Credit Limit |
| Ship Credit Control = No | Released Credit Balance < Credit Limit and New Amount - Approved Sales Amount < Re-Approve buffer | No | Within Credit Limit Within re-approve buffer |
| Ship Credit Control = No | Released Credit Balance < Credit Limit and New Amount - Approved Sales Amount > Re-Approve buffer | No | Within Credit Limit Exceed re-approve buffer |
| Skip Credit Control = No | Released Credit Balance > Credit Limit * | Yes | Exceed Credit Limit |
| Ship Credit Control = No | Released Credit Balance > Credit Limit and New Amount - Approved Sales Amount < Re-Approve buffer | No | Exceed Credit Limit Within re-approve buffer |
| Ship Credit Control = No | Released Credit Balance > Credit Limit and New Amount - Approved Sales Amount > Re-Approve buffer | Yes | Exceed Credit Limit Exceed re-approve buffer |
| Skip Credit Control = Yes | all credit limit scenario | No | Skip Credit Control |
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.
- Once the sales amount is approved, system will record the approved amount
- Approved Sales Amount use for calculate the re-approve buffer when order amount is changed after approve.
Case Scenario when Order Release
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2. If payment terms is not skip credit control, check the credit limit
*if released credit balance within credit limit => order change to Released
*if released credit balance excess credit limit => send approval for release. Once approved and released, system update the Approved Sales Amount.
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3.2 Check payment terms => if not skip credit control, chare the credit limit and compare the new sales amount and Approved Sales Amount
*if within buffer credit limit => order change to Released
* if excess credit limit and exceed buffer => send approval for release. Once approved and released, system update the Approved Sales Amount.
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