Credit Limit Set in OVA8

Dear All,
In our company aspects, we get the advance from customer, based on limit we can make sales invoice.
I do not want to check the order level and delivery level because we have create the open order type.
I tried to set the customer limit in FD32 and to set the static option in OVA8 against goods issue group. But in this on delivery time the limit will check over all order value.
Kindly to give the solution for this scenario . What option i can tagged in OVA8.
thanks
saro

Dear Saravanan,
Use Credit Group 03 for the automatic credit condtrol.
Also you can control the check for the doc value , oldest open line item .open items.Also you can control with AR data like no. of permitted days
If these wont serve your purpose than u can create one routine and assign it in document controlling field" No credit check"
Here you can take help of abaper and create routine and assign it , so that credit check will happen as per ur req.
Also remove the tick for open orders and open deliveries so system wont consider over all value
Regards,
Krishna
Edited by: Krishna O on May 17, 2010 8:17 AM

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Hi ,
As I discribed in example , Sales is to Single Customer , but sales contain multiple products . As a Business Credit Policy , we required to set up credit limit for each product wise to the same customer .
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Additional Credit Limit for certain period

Dear Friends,
My Client want a functionality where we can give additional credit limit for particular customer for particular duration.
Since the value for each customer will vary we cannot use credit limit seasonal factor in OVA8.
I want to maintain a Z Table with Customer No., From Date, To date and additional limit.
But how can I force the system to add this value in credit limit given in FD32 while performing credit check in sales order.
We are using the static credit check and in same functionality this additional limit value should be added if customer is maintained in Z table and if it falls within specified date.
Please advice.
Regards
Mayank

Dear Mayank
If possible make different credit control areas.
decentralised credit management.
for each credit limit , set the credit amount.
change the credit control area for the customers as per additional credit limit .
A proper setting in FD32 , OVA8 and horizon period may give the results,
just an example-
                                 ex1      / ex2
credit controlarea - ABC      / xyz
Credit amount      - 100$     / 150$
horizon period     - 2months / 1month
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Hi,
We are using SAP B1 2007B PL04 and want to activate credit limit so that whenever a delivery or A/R breaches the credit limit then the document must go for approval. However we want this to be activated only when the customers are having group code say 110 and not for others.
So basically could you all help me with a query which would do the following
1. check whether customer for whom delivery or A/R is being generated belongs to group having croup code 110
2. check if the credit limit set in BP master for that customer will be breached if the delivery or A/R is made (ie Current A/R or delivery amount when added to current outstanding will exceed the credit limit)
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hi Gordon
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signify and
secondly can i add WHERE T1.CreditLine - T1.Balance < $[$29.0.number]
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Hi all,
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Customer's assigned with credit limit equal to zero are "ship-to" and not "sold-to", thus there is no need to pass credit limit.
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Edited by: bonijohn on Jun 22, 2010 1:03 PM

Credit limit utilization report

hi all,
Can anyone help me to know how collectively customer wise credit limit amount utilized against respective credit limit set can be seen in SAP, i have checked in f.31 and f.33 its not showiing as above mentioned .
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Pawar

Hi Pawar,
There are standard reports for this. Goto Tcode SARP - select FIAR in the field Report Tree and in the next screen you can see the area CREDIT Management in the tree. Select the appropriate report and execute.
Thanks,
Ravi

I want to set dynamic customer credit limit for a customer

Hi,
I want to set a dynamic credit limit for a customer which should trigger during the time of Sales Order Creation.
Can anyone please let me know the settings one has to do to implement this process in the system ?

Hi Below is the whole process for confign.
1. Transaction OB38
   Check which credit control area is assigned to the company code.
   Company code:
   Credit control area:
2. Transaction OVFL
   Check which credit control area is assigned to the sales area.
   Sales area:
   Credit control area:
3. Transaction XD02 or VD02
   Check which credit control area is assigned to the payer.
   Payer:
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4. Transaction SE37
   Is user exit EXIT_SAPV45K_001 being used?
5. Transaction OBZK
   For the settings under items 2 - 4, field "All company codes" must be marked in Transaction
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6. Settings for the credit checks
7. Transaction OVAK
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   Sales document:
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   Credit group:
8. Transaction OVAD
   Which settings do exist for the delivery type used?
   Delivery type:
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   Credit group for goods issue:
9. Transaction OB01
   Credit management/Change risk category
   Definition of the risk category for each credit control area. This risk category can be
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10. Transaction OVA8
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    o risk category
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11. Transaction FD32
    Credit master data for the payer of the relevant document.
    Credit account:
    Credit limit:
    Risk category:
    Currency:
12. Settings for updating the credit values Update of the credit values is required for the limit
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13. Transaction OVA7
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14. Transaction V/08, Pricing
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    Line with subtotal = 'A':
15. Transaction OB45
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16. Transaction OMO1
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Regds
MM

Can v set credit limit for a vendor? if so, how?

can v set credit limit for a vendor? if so, how?

Hello
the two replies are correct that the redit limit is always used for customers. but i can give you the scenario as per the request and Amrita please correct me if i am making something wrong.
as per vendors there are three to four vendors are available for buying a material. we are not using quota arrangement but we just distribute the order based on the situations. the order is given to a vendor who is quoting low price, giving the required quality and quantity and supplying as per our need. there is one more criteria for choosing this vendor. the outstanding balance for this vendor should not cross some limit.
the limit may be based on negotiations and the some contracts' terms and conditions.
the solution for this may be that there should be one report where you can see how much we owe to each vendor. this could be possible only when we know the Vendor g/l account and the corresponding balances.
i think i have cleared the credit idea as well as given the solution. please reward if found it helpful.

How to set credit limit on Agent

Hi All
In My scenario Liability is generated on Customer but i want to consider agent as well for credit limit.
As i know credit limit is set on the payer partner function but here i have created Agent as a partner function who is not the payer.
How to set credit management settings on agent.
Do i need to take help of an Abaper for this.
regards
Prabhakar

hi,
this is to inform you that,
what is the business logic on the same. please let me know.
1. if your customer as well as Agent is one and the same that means customer then you can have credit limit on the same as per your requriment.
2. if your AGENT is not playing a role of a customer but a partner then speak to your ABAPER by giving PARTNER INDEX NUMBER which will generate on including the AGENT in the sales order.
3. please ask your whether it is not possible or not:
3.1. create a Z table with maintaince views with the list of partner's to consider for credit limit.
3.2. assign or link this Z table to the credit limit creation program or include.
please check and confirm
balajia

Set Credit Limit on Business Partner

HI all,
I am trying to set the credit limit on the Business Partner object using VB. From what I have learned its a Double value. I read in the value from a file which means its a String so i try to convert it to a Double like this:
oBP.CreditLimit = Convert.ToDouble(creditString)
but i am still getting the error "Conversion from string "" to type 'Integer' is not valid" when I try add the Business Partner.
Can someone please help me to set the value of the credit limit byt converting a string to double??
Thanks a mill!
Greeshma

Hello Vitor& Gordon,
Thanks for you responses.
Gordon, if i try your way i still get the same error.
Vitor, if I try your way i get :-
"Input string was not in a correct format"
I'm printing out the string and I can see it looks like 20000 for example but for some reason when i use Convert it says conversion from String to Integer is not valid. I further do not understand this funciton as I am expecting a Double as a return value and not an Integer.
What am i missing??

How to set credit limit to customer?

the credit limit for customer- X is 200000/-
if more than 2lacs dont allow sales to that customer ..how to set these rules?
thanks in advance

The forum [FPM - General|Enterprise Performance Management (SAP EPM); in which you originally posted your question deals mainly with the financial performance applications otherwise known as Enterprise Performance Management (EPM) carrying the BusinessObjects brand. Your question pertains to SAP [ERP Financials|SAP ERP Financials; which is covered by another forum. Therefore your message has been moved. Please adjust any bookmarks you might have and post to the appropriate area in the future, that way you are assured you will have the right audience reading your posts.
Thanks and best regards,
[Jeffrey Holdeman|http://wiki.sdn.sap.com/wiki/display/profile/Jeffrey+Holdeman]
SAP Labs, LLC
BusinessObjects Division
Americas Customer Solutions Adoption (CSA) team

How to set the credit limit

Hi,
We have a reqirement to set the credit limit evaluated by the credit department which needs to be approved.
Credit Supervisor 100,000
Credit Manager 150,000
Treasurer 1,000,000
CFO 569000 etc....
How to make this settings.

Hi Vijay,
Your issue is related to the Credit management:
Credit Controlling Area:The credit control area is an organizational entity which grants and monitors a credit limit for customers.
Overall Credit Limit we are maintaining here.
SPRO:Enterprise Structure >Definition>Financial Accounting-->Define Credit Control Area
Customer credit limit:Individual customer wise we can maintain Customer limit, FD32 (Master data)
As per your requirement each customer you can set limit.
Credit Supervisor 100,000
Credit Manager 150,000
Treasurer 1,000,000
CFO 569000 etc....
Apart from this we need to configure from SD like... Risk category,Credit groups,Define Automatic Credit Control etc...
Major integration with FI-SD, as per the sales process we can make settings..!
Rds,
Anil

What credit limit is valid - the one set at Vendor master , PO or invoice ?

Dear Friends,
I want your suggestions, if weather there is any standard guidelines on which credit limit is followed if I maintain different values at Vendor master, purchase order and at Invoice level
Looking forward for your thoughts ?

There is no credit limit for vendors, as we buy goods from vendor and not sell it to them
There are release strategies in MM. Please clarify your setup.
Regards,
Gaurav

Do not set check on credit limit and risk exposure when creating returns

Currently, the system checks on credit limit regardless whether it is a sales order or a return. Now, my User want the system NOT to check if it is a sales return.
Where can I turned off this checks?
Please advice
Thanks

In t.code VOV8, for the return sales document type, keep the value blank for the field Check credit limit.
Also in t.code OVA7, for return item category, remove the check mark on the field credit active.
Regards

Credit Limit based on Open Items only.

Dear Friends,
Is it possible to set credit limit based on Open Items only ( Document Type RV)
If the credit limit is crossed for accounting documents not yet cleared, then system should allow creating sales order, but block any deliveries further.
Just to add this, we are using Oldest Open Item, to make sure system blocks deliveries if even one Billing document is overdue for payment.
<< Moderator message - Please do not promise points >>
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Regards
Trupti Deulkar
Edited by: Rob Burbank on Dec 16, 2010 4:02 PM

Hi,
AT FD32,
For respective customers Credit Limit should be made 99999999....(i.e maximum)
Goto OVA8. Select the respective Credit Control area, Risk category & Customer Group.
tick-> OpenItems
Max.Open items 100% and Nodays Open here you can maintain the grace days (after the payment term limit expires) is allowed to do the transaction for respective customer.
if grace days are '0', then as soon as payment term limit is expires system will block the transactions selected.
Thank You,
RB.
Edited by: RB@007 on Dec 16, 2010 3:12 PM

Credit Limit Set in OVA8

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