Ask the FI/CO Expert: Use a Simple Workaround to Automatically Release Credit-Hold Blocked Sales Orders After the Error Condition Improves
- by Dr. Stef G.M. Cornelissen, MBA, SAP Business Consultant, Sperry Partners BV
- January 15, 2003
Once a credit block on a sales order is active, what will cause the block to be automatically removed? The author, an SAP consultant from the Netherlands, explains how to set up a "semiautomatic" update to credit management.
The response to this month’s question is courtesy of guest expert Dr. Stef Cornelissen, an SAP consultant from the Netherlands with certifications in FI, CO, and SD. He explains how to set up a "semiautomatic" update to credit management.
Dear FI/CO Expert,
Once a credit block on a sales order is active, what will cause the block to be automatically removed?
The most common way to release credit-hold sales orders is manually via end-user transaction code VKM1. With this transaction, you do not have to correct the error condition that led to the automatic credit hold. For example, if a customer’s credit limit is $500 and the customer currently owes your company $475, then saving a new sales order for $30 will trigger a credit hold on that order. (This assumes that your company is using R/3’s automatic credit-management functionality.1) Your credit manager can then use the VKM1 transaction to manually release the block, whether or not any of the outstanding $475 of accounts receivable is recorded as paid prior to this.
I believe that your question, however, deals with the situation in which the sales order goes on hold Tuesday at 9 a.m. and a $100 payment is recorded at 4:30 p.m. later that same day. In this case, the "error condition" is now gone.
Will this prompt R/3 to automatically remove the credit hold from the $30 sales order?
Would you like to see this full item?