Automatic Credit Control Horizon change

Business manager is requesting to switch Horizon on Dynamic from 1 W to 1 Day to minimize orders showing for credit release. What are repercussions of making such a change? How does a change like this affect the S066 and S067 tables?
Is this type of change something to avoid after going live?
Thank you.

What are repercussions of making such a change?
-     The system will not consider any order(s), whose delivery due date falls after 1day in credit check.
How does a change like this affect the S066 and S067 tables?
-     I donu2019t think any other changes will be made in these structures than the previous settings for 1W. Since the number of days are reduced, the number of sales orders read will be reduced and only these orders statistics will be available in these structures.
Is this type of change something to avoid after going live?
-     No, you can make changes any time as per business requirements. Normally, the changes are made in FD32 (field risk category) and not in SPRO, if you want to change for a customer.
Regards,

Similar Messages

Urgent: Need help in automatic credit control

Hi SD Seniors
Please help me in the URGENT Credit check Control Configuration.
According to the user requirement, need to have simple static credit control in the place of sales order & delivery.
When credit check fails during the order creation,
1.     Wants to popup the warning message without blocking the delivery
2.     And wants to block the delivery from the PGI process.
I have already done the necessary credit check configuration in my test system. Based on the simple credit limit check,
System issues the warning message correctly at the time of order creation.
And I have configured the automatic credit check control configuration for the blocking the delivery PGI steps. But system doesnt block
The delivery and it still allow proceeding for PGI without any error message.
Please refer by below automatic credit control check for blocking the delivery. Please let me know, is there any other step I missed out here.
1. Credit control area is assigned to the company code.
2. Credit control area is assigned to the sales area.
3. Credit control area is assigned to the payer.
5. OBZK:   Assigned
7. Risk category for each credit control area.
8. OVA8: -Credit control area + Risk category + Credit group
9. FD32: -Credit limit, Risk category, Currency: assigned
10. OVA7/VOV7: - Activated correctly
11. V/08: - Pricing Procedure subtotal set to A
12. OB45: - Update Group 00012
Your help is very much appreciated.
Thanks in advance
Regards
Priyan

Karan, Thanks For you Quick Response.
OVO8: Cr.Ctrl.Area + Rick.Catg + Credit.Group (03)
The same credit group was assigned to the OVAD also.
OVAD: Dely.credit.grp = 03   (Credit group for goods issue)
AND
GI.Credit.group = 03 (Credit group for goods issue)
Is it correct?
My doubt is where exactly, we are telling the system to block the delivery.
In OV08, could you please tell me what are all the settings need to be done for
block delivery PGI
Regards
Priyan

Credit management automatic credit control use of credit group

Hello gurus
1)In the credit management we have credit groups( which enables us to combine different sales
document types for the purposes of credit management).
In the simple credit check also we will assign the doc types to check the credit. Then please tell me why we need credit groups in automatic credit control? Here also we can assign the doc types to check the credit ?then what exactly is the use of credit group ?
2)where will we specify the total credit amount allowed of the credit control area?
3)In the automatic credit control (ova8) against to static check box option we have open orders and open delivers checkboxes. is this two boxes only specific to static or it also belongs to dyanic?
Is it necessary to check this boxes?
4)is any one have used any of the routines in automatic credit control( document controlling tab we have no credit check field here we specify the routine? If any business need please share with me
Thank you in advance for all the replies

Hi
For your 1st query , In credit mgmt we assign credit grps to sales document type. So as you said we will assign credit grps at simple credit check and coming to the Automatic credit check we assign credit grp for the sales document type also .But the difference is credit grp can be at order level or Delivery Level or PGI level in OVA8 in Automatic credit check .
Coming to your 2nd Query , we will specify the total credit limit in FD32.
For your 3rd query , In OVA8 apart from the static check we check the boxes open orders and open deliveries also because once you activate Automatic credit check and once you maintain credit limit for any customer then system will check the open orders and open deliveries also of that customer
Coming to your last query the routine feild can be used when some requirements have to be fulfilled then only automatic credit check should work for customers. or else the sales order ->delivery->PGI will happen normally
Regards
Srinath

Automatic credit control

We use in our company automatic credit control. For one of our customers not credit control data have been maintened (fd32) therefore there is no credit group assigned to him.
When I try to make a sales order for this customer, the automatic credit control is turned on and I am unable to save the order since the next review data has passed (it is a check field in the automatic credit control for all customers that have credit control data).
Any opinions?

Hi,
If the customer concerned is not relevant for credit check,please remove the risk catigory under status screen in FD32
Regards,
Phani Prasad

Update group in automatic credit control

Hi Everybody,
Can anyone explain me the meaning of update group in automatic credit control screen OVA8.
Do we have to set this update or it happens when we start usinng?
Regards,
raghu

Hi,
More info on this ,
Credit update for open order/delivery/billing document value
The credit update controls when the values of open sales orders, deliveries, and billing documents are updated.
Note
The open order value is only updated for schedule lines that are relevant for delivery.
Use
You can specify the following update groups for updating credit-related statistics:
Update group 000012
Sales order
Increases 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 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
Note
If a document cannot be processed with the update group you specify, the system determines the next possible update it can carry out. For example, you select Update group 000012 which, at delivery, reduces the open order value and increases the open delivery value. Assume that one item in the order is not relevant for delivery. In this case, the system automatically determines Update group 000018 for this item. Update group 000018 increases the open delivery value for the order item. The system uses the confirmed quantity of delivery-relevant schedule lines to update the order value.
Hope it adds. Pl reward if helpful.
Thanks & Regards
Sadhu Kishore

Avoid credit control while changing delivery

Hi,
I have a problem:
We'd like to avoid the credit control when there is changed a delivery note.
We have defined a condition in which we placed the "BYPASS" (OSS 895630) variant in connection with the transaction code (e.g. VL02N).
The problem is, that we change our deliveries via WHSCON idoc, here the transaction code is " ". If we add the transaction " " in our condition to avoid the credit control while changing the delivery with an idoc, we will have a problem when we create our deliveries, because the deliveries are created by a batch job, too (transaction is even " ", too). So the credit control won't even work while creating a delivery, too. This is a difficult situation.
So I'm searching for a way to differenciate between changing and creating a delivery, that I am able to overtake that in the condition.
Hope to be clear.
Chris

Hi again,
I think I will make a check if the delivery number is initial or not.
The system will check as follows:
- when the transaction is " " and the delivery number is not initial --> avoid credit control
- when the transaciotn is " " and the delivery number is initial --> process credit control
Sometimes the solution is easier as expected first...
Thanks for help!!
Chris

Release of customer after Automatic Credit Control

Hi friends,
I have configured Automatic Credit control during Sales Order entry. In OVA8 I have set the Dynamic Checks, Document Value and Oldest Opne Item with value of 30 days. Based on the outstanding the Sales Order creation is blocked with a message 'Credit check oldest open items overdue (Cannot be saved). Does this create a block against the customer at any place? In case unde special circumstances an order is to be created against the Customer how do i create an order for this customer.
Checked via FD32, there is no block for the customer
Please suggest.
Regards,
Uday

Hi Basavaraj,
Thanks for the reply. I think i have not expressed my requirement correctly. Let me explain it like this :
Today 09.06.2008 when I am trying to create a sales order for a customer, since there are document outstanding for more than 30 days the system correctly gives the message 'Credit check : Oldest open items overdue (cannot be saved). Since in OVA8 for Oldest item I have used the reaction as Error, rightly I am not able to save the order.
But if i come across an exceptional case wherein the management decides to allow transaction to be carried out for this customer, how do i go about it?
Since the order is not saved, cant use vkm4.
Regards,
Uday

Business model mapping query (High sea sales) - automatic credit control cn

Our Client imports goods(chemicals & liquids) in bulk... on ships .. (to india)
It sells (the sale is made) before the ship enters the indian waters (territory).. (on the sea itself)
Practically this is what happens: (HIGH SEA SALES)
Invoice is done ( with all the statutary docts), as soon as the sales order is created. Lastly, the delivery happens.
Now, the client wants automatic credit check at DELIVERY LEVEL. ( After the invoicing is done, legally the goods belong to the customer, but our client wants to have a control on delivery, if at all any payment issue arise....
How to do this?
any ideas?
Rgds
Sumanth.Gururaj

Hi,
Please go through this
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
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:
   Credit control area:
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
OB45, or the credit control area must be entered under the relevant company code in table T001CM of the credit control areas allowed.
Company code:
Credit control areas allowed:
6. Settings for the credit checks
7. Transaction OVAK
   Which settings do exist for the sales document type used?
   Sales document:
Check credit:
Credit group:
8. Transaction OVAD
   Which settings do exist for the delivery type used?
Delivery type:
Credit group for delivery:
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 assigned to a credit account by using Transaction FD32.
10. Transaction OVA8
    Here, the individual credit checks for key fields
    o credit control area
    o risk category
    o credit group are set. Take these key fields from the above settings and go to the detail screen. In particular, check whether fields "Reaction" and "Status/block" are set correctly. To carry out follow-up actions in case of a credit block, the credit check status must be set (field "Status/block").
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 check (static or dynamic credit limit check).
13. Transaction OVA7
    Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to
    field "Active receivable" in Transaction VOV7.
Item type:
Active receivable:
14. Transaction V/08, Pricing
    In the pricing procedure used for pricing, subtotal "A" must be entered in a line for determining the credit value (mark the pricing procedure and doubleclick on "Control").
Usually, the net value plus taxes is used. This way the system is determined to use this subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for update and credit check.
You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".
Pricing procedure:
Line with subtotal = 'A':
15. Transaction OB45
    Which update group (field "Update") do you use in the relevant credit control area? The default setting is "12". If you use another update group, check whether this is fine with you. If you open an OSS message, please tell us the alternative update group.
Credit control area:
Update:
16. Transaction OMO1
    Which kind of update did you choose for structure S066?
     In any case, "Synchronous update (1)" has to be chosen as the kind of update. All other settings will lead to errors.
I hope this will resolve your issue
Thanks
Anil Hooda

Additional Customer Fields in Trans. OVA8 Define Automatic Credit Control

Hi,
I must add a customer field in the transaction OVA8 for the credit control but I don't want to make a standard modification.
There are some alternative possibility ?
Best regards.

Many Thanks for your suggestion but with smod i don't find a screen exit for my transaction.. I am mistaking something?
Thanks

Automatic Credit Control to Block Deleveries

Hi Experts,
I have requirement for Automatic Cr Check during Deleveries.
System should not stop creation of Sales Orders at any cost, but shoud be stoped while creating or saving Delivery if Credit Limit is Exceeded. Here Credit Limit means it should consider only Delivered Items, Billed Items, Accounting Docs(which are not Cleared by customer), Should Not consider the Open Sales Orders.
Pl tell me mainly abt OVA8 Screen for the above requirement.(In Detail)
Thanks in advance,
Srinivas.

Hi,
In OVA8
Please put update group as 0000012
Tick mark Static and B in reaction field and tick mark status block.. and tick mark only open deliveries..
In VOV8 credit group should be B delviery level
then try..
Regards
sankar

OVA8 - Automatic credit control

Dear All,
Please let me know the usage of Max open item % and No of days in Open items . ( T-Code - OVA8)
Regards,
Prashant

Max % of overdue open items has got to do with the number of open items.
These 2 fields are used in tandem.
So if the values are:
Max % of open item = 50%
No. days open = 60.
This means that the number of open items that are overdue by 60 days should not exceed 50% of the total open items.
So suppose if total open items = 100.
SO you can have only 50(50%) open items that are overdue by more than 60 days.
Hope this helps.

Credit Management Horizon not in months

Hi All,
In Dynamic credit check, if i want to enable the horizon as weeks or days instead of months, how to do that. When viewing the credit check screen for dynamic credit check, the field for selecting the month/week/days is always greyed out with Month as the value.

Hi Nava
You can maintain any one value only, (month, week or day). It is not possible to change the options through the Automatic Credit check.
You can deceide which option to be selected using transaction OMO1 and select infostructure S066 and here you can change the value to Day,Week,month or posting period. It gives option to select one and hence the same is reflected in the automatic credit control screen as well.
Hope the same has clarified your doubts.
Please provide reward points if the reply found useful
Thanks
Sankar

How to create user credit control via customization

Hi !
I have to create user credit control via Transaction :
SPRO.
path:
Sales and Distribution->Basic Functions->Credit Management/Risk Management->Credit Management->Define Automatic Credit Control.
I want to check the user checkbox, and create my logic
of credit control.
In the help of credit control screen, it says that i have
to use user exits LVKMPTZZ and LVKMPFZ1.
However when i looked for that user exits at SMOD
that user exit don't exist !!!
How do i use those user exits ? Why can't i find those user exit ?
Can you give me please a code example of how to use
the user checkbox to change the logic of credit control ? or any material about the issue.
thanks
moshe

Hi,
You dont find the programs LVKMPTZZ and LVKMPFZ1 in SMOD transaction, check in SE38 by typing the program names, there you have the provision to write your custom code,
As user exits are specific to the business, it would be difficult to send the sample code to cater the functionality expected by your business,
Hope this helps,
Rgds,

Credit control update group

Hi All,
Each automatic credit control must be assigned an update group.
The system allows for no update, as well as update groups 000012, 000015 and 000018.
What these update group does and please give me details of update group 000012.
Regards
Nidhi

Dear Nidhi,
Update group 000012
This is the stadard updategroup.
If you create an order you will get open values in S066. Afterwards you create the delivery, the open order values in S066 will be reduced and you get open delivery values in S067. Afterwards you create the billing document, the open delivery values will be reduced and the open billing values will be created in S067.
If you post the billing document to FI, the open
Update group 000015
No posting to open order values. The order is placed after the delivery is created.
Delivery u2013 increases open delivery value
Invoice u2013 reduces open delivery value and increases open invoice value
Acc. Doc. u2013 reduces open invoice value and increases open items
Used for orders without schedule lines u2013 service items or orders with schedule lines that are not relevant for delivery.
Update group 000018
No posting to open order values, only open delivery values (table S067) are updated
Sales order u2013 increases open delivery value
Invoice u2013 reduces open delivery value and increases open invoice value
Acc. Doc. u2013 reduces open invoice value and increases open items (accounts receivable)
This update group will be always used by order items which are billed order-related (VBAP-FKREL = B for example).
S066 Open orders: credit management table u2013 based on the confirmed quantities on the schedule lines times the credit price. Time period controllable via horizon. (Update report RMCSS066)
S067 Open deliveries/billing documnets u2013 uninvoiced deliveries and open billing documnets (not passed to accounting). Open orders can directly update the S067 (Update report RMCSS067)
Updating from S066 and S067 is hard coded and is not controlled by normal information structure !
I hope that the information are helpful
regards
Claudia

Sales order credit control area

Hi,
How can i identify the credit control area the sales order belongs to?
Is there any way to identify in the SO itself?
(not checking the sales org and checking the cc ar)

Credit Control
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
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:
   Credit control area:
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
   OB45, or the credit control area must be entered under the relevant company code in table
   T001CM of the credit control areas allowed.
   Company code:
   Credit control areas allowed:
6. Settings for the credit checks
7. Transaction OVAK
   Which settings do exist for the sales document type used?
   Sales document:
   Check credit:
   Credit group:
8. Transaction OVAD
   Which settings do exist for the delivery type used?
   Delivery type:
   Credit group for delivery:
   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
   assigned to a credit account by using Transaction FD32.
10. Transaction OVA8
    Here, the individual credit checks for key fields
    o credit control area
    o risk category
    o credit group are set. Take these key fields from the above settings and go to the detail
      screen. In particular, check whether fields "Reaction" and "Status/block" are set
      correctly. To carry out follow-up actions in case of a credit block, the credit check
      status must be set (field "Status/block").
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
    check (static or dynamic credit limit check).
13. Transaction OVA7
    Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to
    field "Active receivable" in Transaction VOV7.
    Item type:
    Active receivable:
14. Transaction V/08, Pricing
    In the pricing procedure used for pricing, subtotal "A" must be entered in a line for
    determining the credit value (mark the pricing procedure and doubleclick on "Control").
    Usually, the net value plus taxes is used. This way the system is determined to use this
    subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for
    update and credit check.
    You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".
    Pricing procedure:
    Line with subtotal = 'A':
15. Transaction OB45
    Which update group (field "Update") do you use in the relevant credit control area? The
    default setting is "12". If you use another update group, check whether this is fine with
    you. If you open an OSS message, please tell us the alternative update group.
    Credit control area:
    Update:
16. Transaction OMO1
    Which kind of update did you choose for structure S066?
     In any case, "Synchronous update (1)" has to be chosen as the kind of update.
     All other settings will lead to errors.
Credit Management
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
u2022 SM30 - Table/View
u2022 V_TVTW - Define Distribution Channel
u2022 V_TVTA_KKB - Assign sales area to credit control area
u2022 V_T014 - FI - Define Credit Control Area
u2022 T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
Distribution Channel
Division
Distribution Channel
Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
u2022 Check Credit
o A - Credit limit check and warning message
o B - Credit limit check and error message (no sales order can be created)
o C - Credit limit check and delivery block (block delivery if hit credit limit)
 Options B and C -> used for checking open order values (when you create/change the sales order)
o D - Automatic credit control with open order values
 More control in transaction OVA8 - Automatic credit control
 You check for open orders and deliveries, or just open deliveries.
 or open order values with other options
u2022 Credit group
o Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
u2022 whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
u2022 Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
u2022 SAP default credit groups
o 01 - credit group for sales order
o 02 - credit group for delivery
o 03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items you can have the followings credit limit check:-
u2022 Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
u2022 Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.Max open items %
The customer balance must not exceed a certain percentage.
u2022 Oldest open items
If you donu2019t want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
u2022 Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
u2022 Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.You can use the u201CNextReview dateu201D and u201CNumber of daysu201D fields and combined it with the u201CLast int.reviewu201D field in customer credit master u201CStatusu201D view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Releasing the Credit Block
These are the three transaction code you can used for releasing the SAP credit management block.
VKM3 - Sales Order
VKM5 - Delivery Order
VKM4 - Both Sales Order and Delivery Order
There are basically two types of customers:
1)Credit worthy
2)Normal customers
Coming to credit worthy customers these customers we can believe and we will give some credit ness for them.For such a type of customers we are going to set them some credit limit.Based on that we will give service to them till that limit.It the limit crosses we will get the messages while creating orders for them.
Their credit limit can be set in FD32 T.Code.
Automatic credit check will be maintained in OVA8
Follow these steps:
1. Go to IMG - enterprise structure - definition - financial accounting - define credit control area.
2. Assignment of company code to credit control area & sales area to credit control area.
3. Go to OVAK select ur sales document type and in the check credit column choose from A B or C. D is for automatic credit control for which you have to maintain the credit group and risk categories.
4. In FD32 you select your customer and click on STATUS icon and press enter. here u maintain the credit amount allowed. but this is done by the Finance people.
5. Now when you create the sales order and if the amount exceeds the credit limit then u will get the message as you maintained in the TC OVAK. Normally the system starts doing credit checks from the second sales.
order.
What are the different types of credit checks?
By Sunilmadho
Credit Check can be :
1) Simple Credit Check
2) Automatic Credit Control
Automatic Credit Control can be at various levels :
1) Order
2) Delivery
3) Goods Issue
Automatic Credit Check is of many types :
1) Static
2) Dynamic
3) MaximumDocument Value
4) Maximum Open Items in percentage
5) Oldest Open Item in number of days
6) Crtitical fields change
7) Highest dunning level, etc.
You can create more.
Credit Check happens only in SD module, never in FI. Because the stage of the check is in the sales cycle, which exists in SD. FI guys will check the credit master sheets of the customer, the MIS, the analysis etc, review the credit limits of customers. But the check will happen only in SD, while creating order, delivery or doing the goods issue.
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
SM30 - Table/View
u2022     V_TVTW - Define Distribution Channel
u2022     V_TVTA_KKB - Assign sales area to credit control area
u2022     V_T014 - FI - Define Credit Control Area
u2022     T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
                  Distribution Channel
                              Division
                  Distribution Channel
                              Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
u2022     Check Credit
o     A - Credit limit check and warning message
o     B - Credit limit check and error message (no sales order can be created)
o     C - Credit limit check and delivery block (block delivery if hit credit limit)
     Options B and C -> used for checking open order values (when you create/change the sales order)
o     D - Automatic credit control with open order values
     More control in transaction OVA8 - Automatic credit control
     You check for open orders and deliveries, or just open deliveries.
     or open order values with other options
u2022     Credit group
o     Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
u2022     whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
u2022     Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
u2022     SAP default credit groups
o     01 - credit group for sales order
o     02 - credit group for delivery
o     03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
u2022     Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
u2022     Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
u2022     Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
u2022     Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
u2022     Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
In credit mgmt how the Amount & limit can be can be configured at sales order,delivery & PGI Level.
Please give me the solution .
1)First create Credit control area
Path:IMG\ES\Definition\FA\Define Credit Control Area
2) Assign your credit control area to your company code
Path:IMG\ES\Assignment\FA\Assign Company code Credit Control Area
3) And enter the credit limit using above mentioned transaction code FD32.
4) And assign this credit control area in your customer master Sales Org Data (XD02)
5)if you have maintained the credit control area for your customer then goto T.Code FD32.
6)Enter your customer number and the credit control area.
7)Select the status tab.Press enter.
8)Maintain the credit limit in the field.Save.
9)Go to OVA8 T.Code and then click on open orde

Automatic Credit Control Horizon change

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