Sup. author. credit ctrl level
Use this parameter to specify whether the credit control for suppliers must be performed by company or for all companies (folder level). On order entry, a warning message informs you that the credit level is exceeded or a blocking message prohibits the creation of the order if the supplier has blocked orders.
Folder - The credit control is performed by comparing the folder credit for this supplier and the credit authorized by the supplier.
Company - The credit control is performed by comparing the company credit for this supplier and the credit authorized by the supplier.
The credit amount is calculated as follows:
Credit = Tax-included orders amount + Tax-included received not invoiced + Invoiced not posted + Accounting balance + Notes P/R posting (*).
(*) The integration of notes payable/receivable amounts into the credit level depends on the OSTSDRAFT - Supplier credit notes P/R amt. parameter.
The control is performed based on Risk BP associated with the supplier.
It is based on the exchange rate history or the updated rate, depending on the value of the OSTCHGTYP - Rate origin WIP ctrl parameter.
- When the credit control is set at the folder level, it is based on:
- The updated rate, and this regardless of the value of the OSTCHGTYP - Rate origin WIP ctrl. parameter.
- The currency defined in the CURSHRFLD - Common field currency (TC chapter, CUR group) parameter. The OSTTYPCUR - Rate type updated rate ctrl parameter is used to define the folder level rate type to be used. The credit amounts stored in transaction currency are then converted into the folder currency based on the rate type selected for the current date.
- When the credit control is performed by Company:
- If it is based on the updated rate, the control is performed using the company currency. The OSTTYPCUR - Rate type updated rate ctrl parameter is used to define the rate type to be used for each company. The credit amounts stored in transaction currency are then converted to the company currency based on the rate type selected for the current date.
- If the credit control is based on the exchange rate history, it is performed in the company currency, based on the credit amount in company currency and gradually loaded by converting each movement based on its rate type and date.
Level of localization / Global variable
This parameter is defined at the level Company. It belongs to Chapter TC (Common Data) and the Group OST (Authorized credit management), The following parameters are also associated with this chapter and group :
- OSTCHGTYP (Rate origin WIP ctrl.)
- OSTCTL (Cus. author. credit ctrl level)
- OSTDRAFT (Customer credit notes P/R amt.)
- OSTSDRAFT (Supplier credit notes P/R amt.)
- OSTTYPCUR (Rate type updated rate ctrl)
The global variable GOSTSCTL is associated with it.
Functions impacted
The following functions are associated with this parameter :
Common data > BPs > Suppliers
Purchasing > Invoices > Invoices
Purchasing > Returns > Purchase returns
Purchasing > Orders > Open orders
Purchasing > Orders > Orders
Purchasing > Receipts > Receipts
In the functions mentioned above, only the orders are subject to the control. The other functions do not control the credit but are used for the credit calculation.