Credit management at order level ,delivery level and PGI Level.

Hi All,
I have a scnario where in at the order level i want to give a wariniog message ,at the delivery level again a warning message and at the pgi level the system should stop me form doing PGI!kindly specify the settings.
Second Scenario:Error at order level ,delivery level.
Regards
RKM

HI,
First u assign credit group as 03 at pgi level in that particular sales order type in VOV8 document functionaliyt..
If you are using simple credit check then Put error message there in credit check field of VOV8..
In case of automatic credit check then please go to OVA8 t.code there u put reaction as warning message and then status as blocked...
Regards
sankar

Similar Messages

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    Hi,
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    Any config i've missed out?
    Thanks
    Regards,
    HweeLing

    Hi,
    According to your reply, I can only set credit checks popup message at only 1 place - Either sales order OR delivery order?
    Does it mean that if i have the check in sales order, I cannot have the same popup message in delivery order?
    Currently, i have the popup message in sales order.
    I do not want to block delivery order. I only want a warning message thats all.
    Thanks

  • Credit Managment @ Sales Order

    Dear Experts,
    I have created sales order with which customer is holding credit management. Let say the customer credit limit 1000 RS. I have checked in FD32. After that i have created sales order with 300 rs and created delivery also. After that again i have checked the customer management status in FD32. Here order value supposed to come 300 rs right. but its not coming. After that created invoice then again checked customer management status in FD32 there receivables got 300 rs. Only things is when i created sales order and delivery (witout creation of invoice) in credit management status order value also has to come but its not coming. Its directly goes to receivables option in FD32. Could you please suggest me where i did mistake. Do we need to maintain that credit control area in Sales Order. If we need pls let me know. Bcoz i couldn't findout credit control area option in the sales order.
    Thanks in advance,
    VS

    HI VS,
    Please find below the explanation regarding updation of credit values to sales orders, deliveries & billing documents:
    Update for sales orders:
    The open sales order values are updated in the information structure
    S066. When the credit value is calculated, the open schedule line
    quantity (VBEPD-OLFMNG) is multiplied with the item credit price
    (VBAP-CMPRE).
    The open schedule line quantity is the confirmed quantity of the
    schedule line that is still open for delivery.
    The credit price is defined in accordance with the settings in the
    pricing for the item.
    The material availability date of the schedule line (VBEP-MBDAT) defines
    the period in which the open sales order value is updated. You use
    transaction OMO1 to define the period unit for the information
    structures.
    If an item has no confirmed quantity (VBEP-BMENG), the system does not
    update an open sales order value.
    This also occurs for documents that are blocked by the credit check. As
    a result of the credit block, the confirmed quantities are deleted so
    that an open sales order value can no longer be updated.
    When sales orders with a credit block are released (for example, using
    transaction VKM1), a new availability check is performed. If the
    availability check can confirm the quantities, an open sales order value
    is updated accordingly.
    Conclusion: Credit blocked documents do not increase the open credit
    values.
    There are exceptions to these rules:
    1.  Sales order items which are not relevant for delivery and do not
        have schedule lines relevant for delivery are not updated to S066
        ('Open sales order credit value') rather to S067 ('Open delivery
         credit value'). You can find further information about this in Note
         361637. Also refer to Notes 120645 and 128350 concerning this topic.
    2.  You can use requirements to delete confirmed quantities in credit
         blocked sales orders. These requirements are defined in transaction
         VOFM under the menu path 'Requirements -> Subsequent functions ->
         ...'. The system asks you for a credit status in the respective user
         requirement. If this is set to 'Blocked', the system cancels the
         confirmed quantity. You may want the system to behave differently.
         If this is the case, you can store a separate requirement which does
         not cancel the confirmed quantity. As a result, the sales order item
         has a confirmed quantity again and consequently, it updates the open
         sales order value although the document is credit blocked.
         For NON-MRP materials (materials without requirements planning), the
         system does not cancel the confirmed quantity despite a
         corresponding condition, as described in Note 393304. For further
         information about this, refer to Notes 674112 and 914627.
    3.  A delivery block in the sales order affects the update of open
         credit values. For more information, see Note 741980.
    Update for deliveries:
    The open delivery values are updated in S067. The update does not occur
    in time units. There is only one entry in S067 for each credit control
    area and credit customer.
    If you create a delivery with reference to a sales order, the system
    clears the open sales order value in accordance with the delivery
    quantity (from S066) and posts the open delivery value for the delivery
    (to S067).
    Deliveries with credit lock also write open values of goods to be
    delivered. Here, it is not possible that a credit-blocked document does
    not create an open credit value (as in the order). This is also correct
    from a business view, because the delivery already blocks the goods, and
    the value of the goods is therefore already consumed for the credit
    customer.
    Update for billing documents:
    The open billing document values are also updated in S067. Also in this
    case, only one entry exists for each credit control area and credit
    customer.
    If you create the billing document with reference to a preceding
    document, the system clears the open credit value in accordance with the
    invoiced quantity for the preceding document and posts the open billing
    document value for the billing document (to S067).
    If you transfer the billing document to accounting, the system clears
    the open billing document value (from S067). Now the value has been
    transferred to the open items and occurs as a receivable from the
    viewpoint of credit management.
    If the incoming payment occurs, the receivable is met and the
    consumption of the credit limit is reduced.
    Kind regards,
    ALV Ramana

  • Sales value showing 3000Rs in credit management FD33 as open delivery value

    Sales value showing 3000Rs in credit management FD33 as open delivery value, I want to get the delivery document numbers.

    Hi Friend,
    open delivery value in credit management will updated in SO67 AND this is  information structure.
    Please find the below link to which is similar to your issue
    Open Delivery Value - Credit Mgt
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  • Credit management at order level

    Hi,
    Normally we set the credit limit under customer level, if the sales orders created , it will automatically check with  customer u2018s credit whether  the orders exceed the credit exposure ? if yes, the order will be blocked otherwise it can be continued to proceed.
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    Ram

    Dear Ram,
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    Then in OVA8, click on dynamic.
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    In the sales order, first credit message will be based on amount.
    Find an exit there and system have to call the ZTABLE and make a comparison with the Document qty and also the Qty scale in the ZTABLE.
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    Sit with the ABAPer and start working.
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  • Delivery Block at PGI level based on GI date and Month end date

    Business need a check on delivery processing based on the Planned GI date, Month end date and transit period. This transit period is a custom field and dependent on customer. Also it is not maintained anywhere in system. Business store it in some excel format.
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    3-     How to control the authority check for removing the block.
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    Pls revert accordingly.
    Many thanks in advance.

    Hello,
    Please refere the answers to your questions:
    1- Can we add this transit period in at customer master data as it is dependent on customer and there are huge no of customers for the sales unit? If not, then how to maintain it; may be a z table?
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    You have explained the requirement well in your thread, you need to explain the same to your ABAPer & Basis person & they would do the needful.
    3- How to control the authority check for removing the block.
    Basis person would create & assign a Z-Authorization object which the ABAPer would use in his program.
    4- The source fields for exception report.
    Once you do the above development, your ABAPer will easily pick the required feild in Report as he has already used all the feilds somewhere in his development.
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    Thanks,
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  • Credit management- display orders with unconfirmed quantity in exposure

    Hi,
    We want to see sales orders where the unconfirmed quantity is set to 0 due to credit block still in exposure of that customer.
    What is required to have these values displayed?
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    WE would need to see the order value always i the exposre.
    Any help will be rewarded.
    Thanks
    Hein

    Hi,
    When you enter the sales order if the credit check is failed, we wont confirm the quantity. This is because in OVB8 T-code we have kept the requirement routine which doesnt allow to confirm the order.
    Since the order is not confirmed it will be more or less like a dummy order, so inturn it wont take the customer credit limit.
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    Regards
    Mani

  • Filtering delivery types and PGI

    Hi,
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    Any suggestions please?????
    Thanks.
    Edited by: Visu Venkat on Nov 17, 2008 5:06 PM

    Hi Prasad,
    Right from start I have doubts over filtering logic impact on forecast consumption !!...
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  • Credit Management - Sales Order Blocked and then credit limit increased.

    Hello,
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    Regards
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    Hi Yadav,
    I have matched my Customizing of Development and Sandbox. I couldn't trace any difference and hence I am posting in Forum for Expert Opinions.
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