Credit Management and Partner Relation

2014-08-07 AM Credit Management and Partner Relation

• Introduction
• 0:01:00 Credit is configured in the Business Partner window.
  • 0:02:15 Credit Status field (Credit Hold, Credit OK, Credit Stop, Credit Watch, No Credit Check)
    • NOTE: I made a mistake. Credit Stop and No Credit Check are the values you completely control. Credit Hold is used by the system when the open balance exceeds the credit limit.
  • 0:04:30 Credit Limit check (does it take open orders into consideration?)
  • 0:06:30 Open Balance field - Determine if you want to keep a BP that is both a Customer and a Vendor as a 'single' BP or create two different records.
  • 0:12:00 Example of creating both an AP and an AR balance on the same Business Partner.
  • 0:16:00 Example of creating two different BPs for the same business entity - one as a customer and one as a vendor.
  • 0:17:45 Question: can you start with BP's as both customer and vendor then separate into two BPs later?
  • 0:20:00 Question: can you modify the system to manage AP and AR limits separately? can you manage credit balance at the Location?
  • 0:21:15 Review credit check code at order, shipment, invoice
  • 0:23:00 How to modify credit check code
• 0:28:00 Partner Relation Introduction
  • 0:29:15 Create BPs and Partner Relation records
  • 0:31:30 Create and Complete a Sales Order with Partner Relation BP as my Invoice Partner. Check Balances
  • 0:35:30 Wine Distributor example using Partner Relation to support single Web Store order with 100's of ship to addresses.
  • 0:36:45 Question: where does the sales Revenue credit go?
  • 0:42:00 Relationship between Payment and Partner Relation Invoice
  • 0:42:45 Down side to Partner Relation - all Invoices using Partner Relation BPs have Credit Limits that are managed at the Partner Relation BP (not the Ship To BP).
• 0:45:00 How to find all references to Partner Relation (code, views, DB procedures, application dictionary) (link)