Product: | Protheus |
Environment: | Billing |
Occurrence: | Identify the reason why the Sales Order was unduly blocked (or unduly released) by Credit |
Step by step: | Depending on which of the following two occurrences you have identified in your process, check the parameters and processes/fields required to solve your problem:
First, you need to check whether the Order is Blocked for lack of Credit. To do this, query through one of the methods below:
If the order is "Unduly" Released by Credit, check the following Parameters and Fields in the Tabs below:
ATTENTION If the customer has overdue bills with a deadline after the one set in MV_RISCO and the system is not Blocking his Credit, make sure the overdue bills have the field “Status” (E1_STATUS) filled in with “A” (Open). Otherwise, they do not figure in the calculation for Customer Credit validation. 1. The fields “Released Orders Balance” (A1_SALPEDL) and "Trade Notes Balance" (A1_SALDUP) indicate how much of the “Credit Limit” (A1_LC) has already been used. Check the field contents, which compromise the results of the Automatic Analysis when incorrect. Learn more. Note Module Financials (SIGAFIN) offers the routine “Redo Customer / Supplier Data” (FINA410). This routine updates the data of fields of Customer Register (MATA030). If you discover any inconsistent field information, run this routine and check whether it has been corrected. Learn more in: https://tdn.totvs.com/x/bqFc. If the order is "Unduly" Blocked by Credit, check the following Parameters and Fields in the Tabs below:
1. The Automatic Credit Analysis deducts from the Customer Credit Limit (A1_LC) the value of Orders Released (A1_SALPEDL) and the value of Bills Pending (A1_SALDUP). Check the contents of these three fields. Learn more. If, after checking the parameters and processes in the documentation pertaining your situation, you still have not found the error, submit the following for analysis (screenshot or in writing):1 - Content of parameters:
2 - Content of fields (TES):
3 - Content of items for sales order release:
4 - Field contents of the customer whose sales order is being blocked:
5 - Content of sales order fields:
6 - Enter the process verification:
7 - Screenshot of routine "Accounts Receivable [FINA740]", filtered by the customer with the sales order blocked as follows: ("E1_CLIENTE" and "E1_STATUS = A"), displaying the captions:
For Your Information By viewing the records from Table SC9 of the system, through routine "Generic Queries " (EDAPP), you can check the cause of Credit Blocking in the contents of field “Credit Blocking” (C9_BLCRED). Learn more in: https://tdn.totvs.com/x/Zk1tDQ |
This may interest you: | Stock Blocking: "Undue" Release or Blocking of Stock Configurations for Credit Blocking and Analysis: https://tdn.totvs.com/x/Trl3DQ Releases / Blocking of Sales Order: https://tdn.totvs.com/x/RjS4Ew |