Supplier cap limit

[Shashi_k]

Hi,

we have requirement where we need to have Vendors credit limit to be fixed. For example if the Vendors X credit limit is fixed to 10000$ once the total outstand is reached to 10000$ for vendor X then system should not allow buyer to create a PO on the vendor X.

Can anyone please let me know if it is possible with the standard functionality. If it requires any customization then what need to be done?

I have checked the supplier Invoice MGT and Purchasing options neither options support vendor credit limit.

Regards,
Shashi.

[karthikeyanp1981]

Dear Shashi,

Fixation of ceiling limit to suppliers is not a common practice in most of the current organisations ... (Remember oracle supports BEST BUSINESS PRACTICES)
I am not sure about the possibility of customization, however you can check with the Technical Consultant on the possibility of having a Form Customization done at the invoice workbench ...
We would be requiring to do the following ... (but the possibility of the below needs to be crossed check with a technical consultant)
First, you need to find a place where can save the Ceiling limit for Suppliers, from the suppliers base tables you can pick any unused fields for this or enable a DFF or make a custom table and save date in it, and create a view that will give you supplier data and custom table data.
Secondly, you need to decide at what point the check needs to be done, in our case we do not want any more invoices to be created for the supplier, so while creating invoices in invoice workbench we can stop the user from proceeding further through form customization ..
Third and Final step would be what validation the form customization should do ...
That is, Suppliers Outstanding balances as on date are stored in a some table.. (AP_TRIAL_BAL or xla_trial_balances).. Whenever a user tries creating invoice from the Invoice workbench, a form level trigger can be made up to check the outstanding limit of that supplier, if it is above or equal raise a message box or warning alert or place an hold or disable the supplier pay site etc .. and stop user from proceeding ...

Form customization holds good only if the invoices are always entered using invoice workbench ... there could be cases where invoices is auto generated or imported, during which the creation does not happen through forms ... So you got to find out the usage level, and decide on the possibility of where and how it can be achieved along with a techie ....

All the Best .. !!

Regards,
Karthikeyan

[Shashi_k]

Hi Karthik,

Thanks a lot for your inputs, I will check with out tech team on the solution.

Regards,
Shashi.