E1: 42: SO Entry (P4210 & P42101) and Batch Credit Checking (R42542) Do Not Place Child Sales Order on Credit Hold that Exceeds Parent Credit Limit (Doc ID 2861501.1)

Last updated on APRIL 11, 2022

Applies to:

Symptoms

Sales Order Entry (P4210) and Batch Credit Checking (R42542) are not placing sales orders from a Child Customer on Credit Hold if the order amount causes the credit limit to be exceeded. 

The client reproduced the issue with the following steps:

1. Parent Customer Address uses RMB (Chinese) Currency on Customer Master (P03013) Invoices Tab
2. Parent Number is Blank on Customer Master (P03013) Invoices Tab
3. Parent Customer Credit Limit is 14,000,000 RMB on Customer Master Credit Tab
4. Parent Customer Credit Check Level on Billing Page 1 (P03013) is C (Customer Level)
5. Parent Customer Related Address Number on Customer Billing Page 1 (P03013) is 1 (Parent of Sold-To)
6. Parent Number is Blank for Address on Parent Address Book (P01012) Related Address Tab.
7. Child Customer Address uses RMB (Chinese) Currency on Customer Master (P03013) Invoices Tab
8. Child Customer Address has Parent Number set to Parent Address on Customer Master (P03013) Invoices Tab
9. Child Customer Credit Limit set to 1 RMB on Customer Master Credit Tab
10. Child Customer Credit Check Level on Customer Billing Page 1 (P03013) is P (Parent-Child)
11. Child Customer Related Address Number on Customer Billing Page 1 (P03013) is 1 (Parent Address)
12. Parent Number is populated for Child Address on Address Book (P01012) Related Address Tab.
13. On the Version of SO Entry (P4210) Order Holds Tab Option #1 (Customer Credit Check) is set to CP
14. Client places two sales orders
    1. Order for 1,000,000 RMB on Parent Address 18511, less than 14,000,000 credit limit does not go on hold
    2. Order for 20,000,000 RMB on Child Address 18512, more than 14,000,000 parent credit limit expected to go on hold but doesn’t
15. Credit Check Inquiry (P42050) shows customer is 7,000,000 over credit limit. Child order should have gone on hold.
16. Setup Batch Credit Checking (R42542) Version
    1. Status Code – From = 520
    2. Status Code – To = 600
    3. Based on Status = 1 (Last)
    4. Override Next Status = Blank
    5. Prevent Next Status Update = 1 (Prevent)
    6. Highest Next Status = 580
    7. Hold Orders Code = CP
17. Run Batch Credit Checking (R42542) Version with data selection on child order.
    1. PDF shows order did not go on Credit Hold.
    2. Customer Service (P4210) shows order is still not on Credit Hold

Cause

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