Credit Hold - Aging

[Ken]

We are looking at going from a credit limit process to an AR aging process when wanting to put orders on a credit hold.
In my test environment I set up the C2 Hold for aging by entering a '4' in the Age from (so it looks at anything past 90 days) and an allowable % of .01).
I removed the credit limit amount from the customer master since I didn't want to have it do both credit limit and aging.
However, it isn't putting an order on hold after adding another line even though this customer does have an AR exposure amount past 90 days.
If I change the credit limit back at the customer master it puts the order on hold when entering another line.

Is there another piece of setup I'm missing?

 

[andyklee]

I recall that a blank credit limit means unlimited credit...so that would
explain your problem. It's possible it changed on a later release.

Andy
www.JDEtips.com


_____

From: [email protected] [mailto:[email protected]] On
Behalf Of Ken
Sent: Wednesday, April 30, 2008 7:25 AM
To: [email protected]
Subject: Credit Hold - Aging


We are looking at going from a credit limit process to an AR aging process
when wanting to put orders on a credit hold.
In my test environment I set up the C2 Hold for aging by entering a '4' in
the Age from (so it looks at anything past 90 days) and an allowable % of
.01).
I removed the credit limit amount from the customer master since I didn't
want to have it do both credit limit and aging.
However, it isn't putting an order on hold after adding another line even
though this customer does have an AR exposure amount past 90 days.
If I change the credit limit back at the customer master it puts the order
on hold when entering another line.

Is there another piece of setup I'm missing?

Ken OneWorldXe Update 7 SP 23 Windows NT, AS400



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[Djohnson]

We use $1 as the credit limit on all customers without credit.

 

[Ken]

Re: RE: Credit Hold - Aging

Andy,

I believe that's true. I guess I was thinking that there would be logic to see if the credit limit was blank, but the aging information was filled in, it would bypass the unlimited credit limit logic.
The prb is setting up the system so it doesn't check the credit limit amount when all you want to do is the aging process.
Does anyone know how to set it up to do only the aging logic?

Part of the problem we are having with the default credit limit logic is that we have orders that aren't due for 3+ years and that exposure is setting customers over the credit limit on a regular basis.

Is there a way to ignore orders on the books past a certain timeframe?

 

[Ken]

Yes... we do the same for those customers or those that we want to force down the COD or Cash in Advance path.

 

[TopNotchGuy]

Re: RE: Credit Hold - Aging

Just a thought that you may try a very large credit limit, which in practice is probably unlimited. This would invoke the aging process, but not put an order on Credit Hold due to over the credit limit.

 

[andyklee]

RE: RE: Credit Hold - Aging

It seems to me there's a design "opportunity" if your definition of a
specific invoice being late is 3 years + 1 day, and it is being counted in
the 1-30 bucket by Credit Check. I've never tested it with anything other
than 30 day terms, but if it is doing that, I would raise the issue with
Oracle. You can't be the only client that wants that functionality.

Andy

_____

From: [email protected] [mailto:[email protected]] On
Behalf Of Ken
Sent: Wednesday, April 30, 2008 8:11 AM
To: [email protected]
Subject: Re: RE: Credit Hold - Aging


Andy,

I believe that's

 

[Sef]

Re: RE: RE: Credit Hold - Aging

Maybe I am missing the point here and I must admit I did not read all replies in great detail.
If you move from a C1 to a C2 regime you also need to change your processing options in P4210.