Credit Limit check on Delivery:: Sales order blocked

Dear Friends,
We have implemented credit limit check with delivery Block option in Sales order. After revising Credit limit, while user is creating Delivery again, system prompts for Delivery Block in Sales order i.e, reson for Block is Credit limit in Sales Order. then user removes resason and proceeds further.
Is there any way by which system doesn't put reason for rejection in sales order and just not allow to create delivery in system. i.e. we want to remove the step of removing reason from sales order.
Regards Krishan Raheja

Dear Krishan,
As per my understanding you require just a credit check in the sales order level, which can be implemented using credit management in sales order level . In that case system will automatically block the sales order if the credit limit is exceeded.
So you do not need a DELIVERY BLOCK reason assigned to your SALES ORDER TYPE in VOV8.
Please clarify, whether you need to block the sales order and delivery due to credit limit...
or is it just sales order which need to be blocked ?
you can get the detailed configuration steps in SDN or the same is as follows.
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf
Thanks & Regards,
Hegal K Charles

Similar Messages

Credit Limit check message in sale order

At the time of sale order creation, just before saving the sale order want to check the Customer credit limit.
It should include the current order value also and populate an informational message
' % credit limit has veen used'.
Searched SDN and found the user exit 'LVKMPFZ1' subroutine 'USER_CREDIT_CHECK1'. Tables KNKK stores the credit limit value but how to calculate the limit used inclusive current value.
Kindly help.
annie
The main concern is the message comes as we enter sold to party and press enter. It should come when we enter the quantity in the order so that it can calculate the current order value also.

hi
pls check if you have maintained credit master for the customer at "FD32".
if yes, also check if you have enabled dynamic credit check "d" both in order type as well as 'OVA8"
also check if your pricing procedure "Total" row has "A" in the subtotal column.
revert if it works.
suresh

Unable to block or throw credit limit message while posting Sales Order.

Dear All,
I hv created new customer and extended credit limit through FD32, assigned Risk Categeory and set the limit to 10,000/-.
When i am posting Sale Order with 15,000 or more value, i am not getting any warning or error message while saving Sale Invoice. No block was set against delivery or billing in Sale Order.
Kindly guide me, which step i am missing. FYI, customer dont hv any open item or credit exposure as of now becoz he was new customer.
Regards,
Venkat

Option 1
If your requirement is to go ahead with warning message and allow saving the sales document, maintain A in VOV8 for credit limit check.
If you want to restrict creating sales order when credit limit exceeded maintain B in VOV8 for credit limit check.
Option 2
Now in OVA8 if you click on dynamic option. Make sure you satisfy these requirements
The customer's credit exposure is split into a static part - open items, open billing, and delivery values - and a dynamic part, the open order value. The open order value includes all not yet or only partially delivered orders. The value is calculated based on the shipping date and the credit horizon you specify in the adjacent field. For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.
I would recommend with option 1, still if you want to go for option 2
Then click on Static and make sure you also select open orders and open deliveries.
This will happen if you select static
The customer's credit exposure may not exceed the established credit limit. The credit exposure is the total combined value of the following:
Open sales documents
Open delivery documents
Open billing documents
Open items (accounts receivable)
You can specify in the adjacent fields whether the system takes into account all open orders and all open deliveries.
Regards
Ravi.
I am sorry i wont be able to add further input than this.
Dont forget to reward points if you think it was successful

Credit limit check and Payment terms

HI,
Is it possibile to enforce new credit limit check when the payment term is changed? Let's say that customer has "Immediate payment", and after few days wants to change payment term for "90 days payment term". In such case system should check new credit limit check on a sales order (va02). Could you tell me how to do that?
Best regards,
MK

Thanks, You were right. It runs well for the sales order with out delivery. After I create delivery in reference to this sales order and change payment terms in sales order there is no new credit control check.
Is there a possibility to run credit control check after a delivery is created?

Does Simple Credit Limit Check Include Checking for Open Orders

Hi all,
I have this issue here where I have configured the system to use simple credit limit check with error message. I did not use the standard/common automatic credit limit check since user insist on a pop-up warning and that the order could not be saved. But, I realized that it does not take open orders into account too although I have set the risk categories. Is it true and what solution is there for this issue then.
Thank you for all your help in inputs.
Regards,
Yvonne

Hi,
Please follow the below configuration settings for Simple credit check process.
Simple credit check: In simple credit check the system compares the credit exposure with payers credit limit. The
credit exposure results from the total of the net document value and the value of the open items.
We can set the following system responses at when the credit limit has been reached.
A u2013Warning message
B u2013 Error message
C u2013 Delivery block
Specify in VOV8  Credit limit [C]
Configuration settings:
Sales documents types u2013 Credit limit check: Transaction code: OVAK
Path:
 IMG
 Sales and Distribution
 Basic functions
 Credit management/Risk management
 Simple credit limit check
 Choose sales document type OR
 Specify value
[ ] = No credit limit check
[A] = Run simple credit limit check and warning message
<b> = Run simple credit limit check and error message
[C] = Run simple credit limit check and delivery block
 Save and Exit
Define credit control area: Transaction code: OB45
Credit control area is an organizational unit that specifies and checks the credit limit for customers. A credit control
area can include one or more company codes. It means we can assign one credit control area to number of company
codes.
NOTE: Within credit control area the credit limit must be specified in the same currency.
Path:
 IMG
 Enterprise structure
 Definition
 Financial accounting
 Define credit control area
 Go to new entries
(OR)
 Choose existing credit control area
 Select it and click on copy icon
 Rename it and click on details icon
Specify currency [INR]
257
Data for updating SD fields
Update [000012]: Open order value on time axis, delivery and billing document value. This field value controls
when the values are open sales orders, deliveries, billing documents are updated in LIS. We can specify the
following update groups for updating credit related statistics.
 Update group 000012:
Sales order: Increase open order value from delivery relevant schedule lines.
Delivery: Reduces open order value from delivery relevant schedule lines.
Increases open delivery value
Billing document: Reduces the open delivery value, increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000015:
Delivery: Increases open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000018:
Sales order: Increases open delivery value
Billing document: Reduces open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value.
Increases open items.
Fiscal year variant [K4]: It indicates specific fiscal year variant for particular credit control area. The fiscal year
variant is essential when a credit control area covers multiple company codes whose fiscal years are different. Then
the values of the open orders are updated by posting period.
Specify risk category [001]: 001 = High risk
002 = Medium risk
003 = Low risk
This risk category entered in the related control area of the customeru2019s credit master record, which is automatically
created when a customer is created in a company code.
The credit master record is automatically maintained when at least one of the below fields is maintained for the
corresponding control area.
(A) Risk category
(B) Credit representative group
(C) Credit limit
Credit limit: The credit limit that we enter here in the specific credit control area of the customeru2019s credit master
record. This is automatically created when a customer is created in a company code (in XD01).
NOTE: This credit limit is not a total credit limit for the control area.
Representative group [001]: Define credit representative group in IMG.
 All company codes: If we want to tell to the system that, this credit control area is permitted for
postings in every company code we have defined.
 Save and Exit
NOTE: After this create Risk categories and Credit representative groups and come back to this step and assign
these values to our credit control area.
Risk category and Representative group defined and maintained by FI/CO consultants in IMG.
258
Assign company code to credit control area: Transaction code: OB38
Path:
 IMG
 Enterprise structure
 Assignment
 Financial accounting
 Assign company code to credit control area
 Choose our company code from position button
 Click on assign button on the application tool bar
 Select our credit control area from the list and assign it
 Save and Exit
 Go to FD32 and check whether system created customeru2019s credit master data automatically or not.
System creates customers credit master data automatically when we (FI/CO) people) configure credit control area in
IMG.
So as to perform simple credit check we have to specify customer master payers limit in the credit control area, and
create customer master in XD01 transaction code.
 Specify reconciliation account number (GL account number)
 Payment history record: Check payment history record control in payment transaction tab. It is the
control parameter to update the payment details that are made by customers and system will show the
payment details in the FD32.
 Specify the credit control area in credit control area field in billing document tab.
 Save and Exit
 Go to VA01 and raise the sales order
Check the system responses in each and every level of sales document processing and check whether the system
blocked the delivery document (due to the setting in VOV8 of OR in check credit limit field [C] = Blocked for
delivery).
 To release the delivery go to VKM4 and release the delivery document.

Static Credit Limit Check for Sales Orders - Net Value vs Credit Value

We are testing order credit check and we have run into a problem with the Static Credit Limit Check. The Static Credit Limit Check is set to use both Order and Delivery Values. SAP uses the values in S066 and S067 to determine what values it uses to check against the credit limit. Standard SAP uses the confirmed quantity times the credit price to get the order values - this is the credit value.
So the problem is, once an order is released it is set up so it does not go back on credit hold, so anything which is not confirmed (but could be) it a potential credit value which is unaccounted for in the credit exposure and the customer can go over the credit limit.
Additionally, we run AFS and have items which are rejected with a J0 rejection code (unconfirmed) which have the potential of being confirmed and shipped and we want to include these items in the value of the order which is being checked against the credit limit (along with the deliveries, invoices and receivables).
Here is a quick example.
Customer has a credit limit of $100 (no deliveries, invoices or receivables - to keep it simple)
Order 1 is placed with a credit value of $50.00 but a potential value of $100 (the other half is J0) - this passes the credit check since $50.00 is less than the limit.
Order 2 is placed for $50.00 and has a credit value of $50. This also gets approved.
At this point, the credit limit used is 100% (based on standard SAP)
Then Order1 backorder is confirmed and the new credit value is now $100. This order now puts the customer over their limit and if the order had been released would not go back on credit hold and therefore the customer is not over their credit limit by 50%.
What I want is for Order1 to be credit checked for the $100 not the $50 so the exposure is correct.
Does anyone have any suggestions as to how we could use the Net Value of the order to perform the static credit check? And any thoughts on how to determine the correct credit exposure (open order value plus items which are J0, plus deliveries, plus invoices, plus receivables)?
I am thinking about a Z table to track the adjusted values on the orders and then use one of the customer checks to do a static credit check with the adjusted value. And for the exposure, use the adjusted value to recalculate the values in F.35 to show a more accurate view of the credit exposure.
Does anyone have an easier way to do this? Any advice is appreciated.
Thanks,
Suzanne

Hi Suzzane,
In the scenario that you have provided, in the first order items worth 50$ are rejected. Hence standard SAP will not take this into account as this item is rejected.Two solutions can be provided here:
1) The line item can have a delivery block instead of a reason for rejection.This way the 50$ will get accounted.However, if this is against customer norms as this will appear in the order acknowledgment, this cannot be used.
2) User exit can be used where a credit check can be triggered once the document value changes, even though the document has a released status.
Hope this helps.
Thanks,
Vinu

Sales Order Free item and Credit Limit Checking

Hiii Guys,
need your help,
How to release Sales Order free item when credit limit exceeded ?
Here some info :
Customer : ABC
Credit limit : 50,000.00
Credit Exposure : 52,000.00
Risk Category : 003 High Risk
My user want to create sales order for free item for customer ABC, the customer abc credit limit already exceeded .and the item in sales order not contain any value, it should past the sales order creation. how to allow Free item past the credit limit checking ?

To reslove this issue,
I. you can create a new sales order type. for which you make the credit control de-active.
2. If you can't create a new order type and this cotrol should happen at item category level.
then try config at the IMG>Sales & Distribution>Basic function>creditmanagement>credit management/riskmanagement setting>Determine Active Receivables Per Item Category.
Regards/Rakesh Jindal

Sales Orders Blocked For Delivery

Hi,
Do we have T-Code for Sales Orders Blocked For Delivery other than VA14L,Because Customer name is not there in VA14L list.
Thanks,
NAG

Hi naga sudhir
Go to T-code--VA14L
In that go to menu-SettingsLayout--Current/Choose
In this layout u can choose fields what u want to appear in that row.
Any quries revert back to me
Regards
Srinivas.

FSCM-CR - Credit limit checking

Hi,
When activating FSCM-CR, will the FI-AR credit limit checking be automatically inactive when posting open items (or creating sales orders in SD), or is it required to remove any costumizing settings in FI-AR in order to have only FSCM-CR triggering any verification events and messages?
I am aware that in Business Partner master we need to set the Check Rule, but I would like to confirm if, apart from that, the transition of credit checking control among the modules is seamless.
Thanks and regards,
Gonçalo

Please review within SPRO the FSCM Credit Checking configuration options.
Define Checking Rules
Define Blocking Reasons
Define Field Groups for Parameters
Define Info Categories
Plus also look at Credit exposure update
Define Liability Categories

Update Customer's Credit Exposure amount when saving sales order

Hi All,
My requirement is to update the Credit Exposure amount(KNKK-SKFOR) of the Payer based on the open items for the payer when saving a sales order.
I checked the UserExit USER_CREDIT_CHECK2 however this is not working when I am trying to update the KNKK-SKFOR value in this userexit.
Please help.
Thanks.

Dear Debashish
As per my understanding, this is because the credit limit check is always applicable at 2 levels only i.e. Sales Order and Delivery.
u r talking about Open Billing Doc and Open Items, but this is also covered within Open Sales Orders and Deliveries, isn't it?
Hope this will help u.

Sales order block in customer master

Hi Gurus,
There is one requiremnet from client.
_Create one additional Sales Order Block which is maintained in the customer master and prevents order creation for these customers._
Can any one tell me where is sales order block in customer master.
Regards,
Ajoy

Hi,
You can block the customer centrally or for the required sales areas using XD05. this is one option.
As i understand additional block at sales order for this customer means you can set the customer credit limit as say 1 $ assuming any of the material that is sold is above that, the system does the credit check and blocks the order. How do you want to deal with this block you can think in terms of credit management settings. This is config.
But if you want to set a block at the sales order dynamically for the required some customers, then you need to implement an user exit like, Userexit_save_document. the authorised users can go in VA02 and remove the block. But to identify in the user exit logic which customer you want to block you need to maintain some master at customer master level.
Anyways let me know if this idea helps you so that i can guide furhter.
regards
sadhu kishore

Credit limit check cause the item schedule line confirmed qty empty

Hi,
I have an SO that is under credit limit check, the problem is, after releasing it via VKM3, the confirmed qty at item schedule line is not taking the qty as of stock at the time. The SO qty is 100 Pcs, but there's still stock of 80 Pcs. I will then need to split the schedule line to 2 lines --> 1st line with order qty 80 Pcs, and 2nd line 20 Pcs. Then only the confirmed qty appear for the 80Pcs.
For usual SO that is without credit checking, the confirmed qty will immediately shown as in 1 schedule line. Does anyone know why is this happening and can we amend this problem?
Thanks.

Hi
If an order is subject to credit check once you save the order the confirmed quantities becomes 0 because if the settings done in t code OVB8 Number of the routine used for copying is set as 101and System FORM routine number is set as 1 (and this is the standard settings)
This is kept like this in standard so that if a material stock is say 10 units and order from customer X has come for 10 units and that order is blocked on crediit limit so that when the next order from customer Y has come for another 5 units and this customer Y has a better credit limit and this order is not blocked on Credit limit check then she should not suffer for stocks
A genuine customer should not be deprived of stocks
For you between the order registered and released thro VKM3 another order has come from another customer for 20 units and hence the 100 units has become 80 now and balance 20 is confirmed for a future date thro forward scheduling
In T code OVB8 you can do the customizations for this scenario according to the business requirement
Regards
Raja

Credit Limit Check - Exclude Specific Documents / Credits from Exposure

Hi,
I would like to know if it's possible to exclude specific document types (credits) from the credit exposure calculation used during credit limit checks.
The ideia is to exclude "DG" credits in customer GL that are related to Trade Deal/Agreements to avoid over-exposure.
Let me explain:
Currently, our credit management is configured to "Static" + "Open Items" for all credit groups in the CCA. Therefore, SAP calculates the credit exposure as:
          CE = OPEN ORDERS (S066) + OPEN DELIVERIES (S067) + OPEN BILLING (S067) + OPEN ITEMS (BSID)
Regarding "Open Items", I understand that SAP calculates the net value between all debits (receivables) and credits (returns, overpayments, etc...) already posted and not cleared in the Customer GL account. This rationale is correct since the credits are due to the customers and should be deducted from their exposure (i.e. "you may not pay them if you don't receive").
However, in our case, we also pay trade deals contracts (i.e. trade incentives and trade marketing investments) directly to costumers and apart from sales orders or credit memos. The flow is the following: (1) contracts are managed on a satelite system and interfaced to SAP; (2) contracts are created in the costumer GL as a credit (doc. type "DG"); (3) credits are sent to accounts payable for payment via F110.
Problem is that, contract credits volume is significant and are impacting customers credit exposure and limit check, resulting in greater exposure than allowed. That is, orders are being released while contract credits are open in the customer GL up to the max exposure, but when contracts are paid the exposure goes above the limit. For example:
Day 1:
          Costumer Credit Limit: 100
          Sales Balance: 30
          Open Itens: 50 (receivables: 70 / contracts: -20)
          Credit Exposure: 80/100
Day 2:
          Costumer Credit Limit: 100
          Sales Balance: 50
          Open Itens: 50 (receivables: 70 / contracts: -20)
          Credit Exposure: 100/100 (no additional orders are released)
Day 3:
          Costumer Credit Limit: 100
          Sales Balance: 50
          Open Itens: 70 (receivables: 70 / contracts: 0 - contracts are paid on day 3)
          Credit Exposure: 120/100 (exposure is above customer limit since contracts that were being deducted were paid)
Any ideas or thoughts? Is something wrong in the explanation above? Should contracts credits be treated through special GL?
Many thanks!

Hello Julie,
the 2nd, System behavior (how do you interact the credit limit check (yes/no question) via DI?)
Workaround:
Before you issue the Document, you may do a manual check: BP balance againt Credit Limit, and make deceision.
Regards
János

Sales Order Blocked for MRP

Dear All
i hav a scenario for make to order where sales order created should default block for MRP,only authorized person should release the block
Please suggest how to do this
Regards

Hi Sugunan,
You can use default delivery blocks for your requirement.
IMG - Sales and Distribution - Basic Functions - Availability Check and Transfer of Requirements - Transfer of Requirements - Block Quantity Confirmation In Delivery Blocks - "Deliveries: Blocking Reasons/Criteria".
Here you have the option of creating new entries. For a particular delivery block you have multiple controls as under:
Sales order block - Indicates whether the system automatically blocks sales documents for customers who are blocked for delivery in the customer master.
Confirmation block - With this you can control in addition to blocking delivery, also block the confirmation of order quantities after an availability check during sales order processing. So MRP won't be affected because no requirements will be transferred to MRP even when the sales order is saved.
Printing block - Indicates whether the system automatically blocks output for sales documents that are blocked for delivery.
Delivery due list block - The system does not take a sales document with this block applied into account when creating a delivery due list. You can only create deliveries manually for sales documents with this type of block.
Picking block - block for picking goods in delivery.
Goods issue block - Will not allow goods issue if the block is active.
1. I would suggest create a new delivery block with a suitable description & only tick on "conf."
2. Go to VOV8 - select the document type - assign the delivery block.
Now whenever you will create a sales order with the specific document type, the system will propose the delivery block by default for all customers. If you check at the item level - schedule lines, the system will do the availability check. When you save the sales order, the block will function & the system will not transfer the requirements to MRP. Even if you run the MRP using MD50, the system will not generate the planned order.
If you assign the reason for rejection to the sales order item, then the system will show the status of that item as complete. If there is only 1 item in the sales order, then the system will change the status of the whole sales order as complete which is not recommended.
With best regards,
Allabaqsh G. Patil.

Document cant be billed due to credit limit check

Hi SAP gurus,
I have a sales order i am going to do billing(order related) its showing error"document cant be billed due to credit limit check".
I have checked in FD32 customer credit limit 200,000RM and recievables140,991.4 and sales value 21,980.
customer used only 81% of credit only.i have checked in open orders(9032.80), open deliveries and open billing doc.but customer can use still 28,086. But system not allowing to do billing for 950RM.
Is there any other areas i need to check? Experts give me some inputs.
Thanks and Regards,
Nooka

Hi
KIndly check in the sales order that you have maintain the payment guarentee procedure because of this the system is not allowing to do the invoicing
PATH: VA02sales order no-Go toItembilling document---payment guarentee procedure
so kindly check that and remove or assign the financial document to that for processing the billing
By doing above the issue will be resolved,kindly check and confirm.
if you have any further clarifications let me know
REgards
Damu

Credit Limit check on Delivery:: Sales order blocked

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