Sales Order Credit Block Workflow Automation
Budget: ₹600 – ₹1,500 INR
SALES ORDER CREDIT BLOCK AUTOMATION
Requirement:
1. When sales order is created through VA01, credit limit should be checked and automate the blocking process.
2. Workflow is to be developed. while blocking the Sales Order with Credit block it will have to send workflow request to the responsible person to release the order manually.
3. When the workflow request is approved, the block on sales order should be reverted.
Scenarios to be checked for workflow trigger:
1. If order is above credit limit it should directly go to workflow for approval. (check credit limit in KNKK-KLIMK by passing the sold-to value i.e. KUNNR which we will get from VBAK by passing VBELN)
2. Then check the risk code of the customer. (can be checked in KNKK-CTLPC)
If High Risk customer; for 10% over-due it should auto-approve.
If Medium Risk customer, for up to 30% auto approve, then workflow should trigger.
If Low Risk customer, for up to 50% auto approve, then workflow should trigger.
For Over-due calculation do the following:
1. Check in BSID table by entering KUNNR (sold-to number). We need to check if any entries present.
a. If no entries, then no need to put any block and we can automatically release it.
b. If entries present, do the following.
i. Run the FBL5N report and check if there is any overdue.
ii. If no overdue, release the order directly.
iii. If there is overdue, do the following.
c. Take the summation of the overdue amount and store it in temporary variable.
d. Check the total AR value by passing KUNNR in KNKK to fetch SKFOR.
e. Calculate overdue percent (Summation of overdue/Total AR) *100.
f. As per the percent and risk category of the customer either release the order automatically or trigger the workflow for approval.
2. When workflow is triggered to an approver, a mail to be sent to them saying they need to release order “SO number” manually because of credit block.
Steps involved:
1. Changes in user exit – while saving sales order (Do all validations here to check if credit limit needs block or not)
2. If sales order credit limit needs a block (determined in step 1) then trigger Workflow to block the sales order and email notification to approver.
Requirement:
1. When sales order is created through VA01, credit limit should be checked and automate the blocking process.
2. Workflow is to be developed. while blocking the Sales Order with Credit block it will have to send workflow request to the responsible person to release the order manually.
3. When the workflow request is approved, the block on sales order should be reverted.
Scenarios to be checked for workflow trigger:
1. If order is above credit limit it should directly go to workflow for approval. (check credit limit in KNKK-KLIMK by passing the sold-to value i.e. KUNNR which we will get from VBAK by passing VBELN)
2. Then check the risk code of the customer. (can be checked in KNKK-CTLPC)
If High Risk customer; for 10% over-due it should auto-approve.
If Medium Risk customer, for up to 30% auto approve, then workflow should trigger.
If Low Risk customer, for up to 50% auto approve, then workflow should trigger.
For Over-due calculation do the following:
1. Check in BSID table by entering KUNNR (sold-to number). We need to check if any entries present.
a. If no entries, then no need to put any block and we can automatically release it.
b. If entries present, do the following.
i. Run the FBL5N report and check if there is any overdue.
ii. If no overdue, release the order directly.
iii. If there is overdue, do the following.
c. Take the summation of the overdue amount and store it in temporary variable.
d. Check the total AR value by passing KUNNR in KNKK to fetch SKFOR.
e. Calculate overdue percent (Summation of overdue/Total AR) *100.
f. As per the percent and risk category of the customer either release the order automatically or trigger the workflow for approval.
2. When workflow is triggered to an approver, a mail to be sent to them saying they need to release order “SO number” manually because of credit block.
Steps involved:
1. Changes in user exit – while saving sales order (Do all validations here to check if credit limit needs block or not)
2. If sales order credit limit needs a block (determined in step 1) then trigger Workflow to block the sales order and email notification to approver.