In the IMG --> Sales and Distribution --> Basis Functions --> Credit Management/Risk Management --> Credit Management --> Define Automatic Credit Control --> If I remove the Status/Block indicator the schedule line does confirm the sales order quantity but the sales order is not blocked and a delivery can be created.
Answer:
Please go to IMG -> Sales and Distribution -> Basis Functions -> Transfer of requirements -> Maintain requirements for Transfer of Requirements and remove the 101 Routine number so that when credit block on order, still the quantity is confirmed to sales order. Because of this Routine it is removing the reservation while in credit block.
I have tested it and it is working. I have similar
scenario and it is working fine.
Other Suggestion 1:
There are two ways to block the sales order - one is to not confirm the Schedule line i.e. block delivery... block further action that can be taken. The second is to not let the person save the sales order.
Another option is to get Just a warning message, that the credit limit has been exceeded, but able to save the sales order with a confirmed schedule line.
The setting will be in OVA8.
For the Document Value you make the setting C or A. and make sure the block is not set.
Don't worry about the Open order or open delivery unless you want the system to perform a credit check considering the orders that are already existent. Same with open delivery. It will take into account all the cost of the orders that are open for delivery.
Now here some options:
Either consider a 'warning' by the system good enough and still be able to confirm the schedule line.
(ii) Put in a Delivery Block in the Sales Document Types, in the Shipping tab. That way, you will be able to save the sales doc. but not be able to deliver it.
(iii) Put a Billing Block in the Sales Doc type, in the Billing tab. You will be able to deliver but not bill.
(iv) Create a new routine (with the help of an ABAP guy)
and place it in the auto credit check, 'Reaction' field where it will place
a Delivery Block.
Other Suggestion 2:
Another option is that you go to SPRO -> Sales and Distribution -> Basic Functions -> Availability check and Transfer of Requirements -> Transfer of Requirements -> Block Quantity Confirmation in Delivery Blocks
Select Deliveries: Blocking reasons/Criteria
Now here you can either create a new entry or go with 01- Credit limits.
There will be Conf. with a check mark on it. Remove that. And to make sure that the sales order is not printed, check mark where it says 'Print' and 'DDueList' (so system won’t create delivery automatic).
This way, the sales order will be saved with a confirmed
schedule line, but picking or automatic delivery creating won’t happen.
It will need to be manually processes further on.
Notes:
Please also see OSS Note 886038 - No confirmed quantity after sales order credit release
