Do the customer system have CIA customer set up? What is the config for CIA customer if it is setup?
You can set the system up to always put new sales order for CIA customer on hold and add a credit limit to CIA customer. The 10% discount could be done at invoice time depending on the form of payment.
| | | ---------------Original Message---------------
From: suryachakka
Sent: Saturday, May 07, 2011 1:52 PM
Subject: Credit check functionality
Hi Experts,
My client has a scenario in regards to the credit check. During the sales order creation the sales order need to be classified as "Cash sale - in case if the dealer pays the invoice amount in advance" or Credit sales - he would like to utilize his credit.
In case of cash sale, the dealer will avail 10% of cash discount. where as in case of credit sales he cannot avail the cash discount. During cash sale -finance department will validate whether the cash paid in advance had been realised or not. once it is realised then only it should allow to proceed further. However in case of credit sale the block of the sales order should not happen if the dealer has sufficient credit.
We are planning to provide a workflow approval process in case of cash sale. However i am stuck with differentiating the sales order by cash sale or credit sale. The business does not want to use the separate sales document type. The requirement needs to be fulfilled using only one sales document type.
Can it be fulfilled by payment guarantee procedure if yes, how? and also kindly provide your thought process as soon as possible.
Thank you very much.
Sanjeev. |
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