Automatic Credit with changes to specific Customers

Dear Experts,
I have a situation in credit management. Find below requirements and my mapping. Need advice to continue further.
Requirements:
1)Including Existing Customers, I have to set a credit value as zero automatically even for new customers.
2) After the above config, When ever I need to increase it for particular customer. How it can be achieved?
3) How the credit ex poser works?
I have set credit limit at credit control area level, but when it comes to increase value for a particular customer. FD32 is not giving correct solution
Pls guide.

Hi,
As you got enough answers for your first two Q,now for third one:
3) How the credit ex poser works?
Credit exposure is the sum of receivables, sales values and special values liable for credit check.Now
Receivables = invoices pending for the payment from customer + credit memos or any returns to be paid by company
Here ultimatly credit memos will be subtracted as the value is in negative because company has to pay.
Sales Value = Open order value + open delivery values
Special values = like down payments etc
Hope this will help.
Thanks,
Davinder
Edited by: davinderpalsingh on Sep 28, 2011 3:47 PM

Similar Messages

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

QUERY FOR CUSTOMERS FULL DEBIT AND CREDIT WITH CLOSING BALANCE

Hi Friends,
   I need query for CUSTOMERS FULL DEBIT AND CREDIT WITH CLOSING BALANCE for selection criteria from date and to date.
   I know the Trial Balance Report will sort out this issue... but i need routeday wise report
1. Business Partner Master Data - i created one UDF field called U_Routeday (MONDAY, TUESDAY, WEDNESDAY,THURSDAY,FRIDAY)
2. The query should be like selection criteria
                              - Routeday [%0]
                              - Posting Date [%1]
                              - Posting Date [%2]
CardCode
Debit
Credit
Balance
D10503
25031.50
24711.50
2962.00
D10641
5466.00
7460.00
285.00
D10642
2866.00
142.00
give any helpful query ASAP... Thanks in advance

Hi,
Try this query:
Declare
@fromdate as datetime
Declare
@Todate as datetime
Declare
@Code as nvarchar(25)
set
@fromdate = ( select min(Ta.[RefDate]) from OJDT ta where
Ta.[RefDate] >= [%0])
set
@Todate = ( select max(Tb.[RefDate]) from OJDT tb where Tb.[RefDate]
<= [%1])
set
@code = (select max(Tc.[ShortName]) from JDT1 tC where Tc.[ShortName]
= [%2])
SELECT
[Name] as AcctName, [Jan]= sum([1]), [Feb]= sum([2]), [Mar]=
sum([3]), [Apr]= sum([4]), [May]= sum([5]), [June]= sum([6]),
[July]= sum([7]), [Aug]= sum([8]), [Sept]= sum([9]), [Oct]=
sum([10]), [Nov]= sum([11]), [Dec]= sum([12]), total = sum
(isnull([1],0)+ isnull([2],0) + isnull([3],0) + isnull([4],0) +
isnull([5],0) + isnull([6],0) + isnull([7],0) + isnull([8],0) +
isnull([9],0)+ isnull([10],0) + isnull([11],0) + isnull([12],0))
from
(SELECT
T0.[ShortName] as Name, sum(T0.[Debit]-T0.[Credit]) as T,
month(T2.[RefDate]) as month FROM JDT1 T0 INNER JOIN OACT T1 ON
T0.Account = T1.AcctCode INNER JOIN OJDT T2 ON T0.TransId =
T2.TransId WHERE T2.[RefDate] between @fromdate and @todate and
T0.[ShortName] = @code GROUP BY T0.[ShortName],T2.[RefDate] ) S
Pivot
(sum(T)
For Month IN ([1],[2],[3],[4],[5],[6],[7],[8],[9],[10],[11],[12])) P
group
by [Name],[1],[2],[3],[4],[5],[6],[7],[8],[9],[10],[11],[12]
Let me know your result.
Thanks & Regards,
Nagarajan

Credit card number change, your company can not charge , so , what can I do ?because I buy one year plan , but the plan stop already ,I can not change the credit card details.So, I need to buy one more year or can continous the paln with changing the cre

credit card number change, your company can not charge , so , what can I do ?because I buy one year plan ,
but the plan stop already ,I can not change the credit card details.
So, I need to buy one more year or can continous the paln with changing the credit number?

Hello pen pang,
if your Photoshop is a part of Creative Cloud you can use "Manage your membership and payments|Creative Cloud" at
http://helpx.adobe.com/x-productkb/policy-pricing/membership-subscription-troubleshooting- creative-cloud.html >>>
Payment & credit card >>> Help changing the credit card on your account >>> from there see what hints are listed.
On the other hand I'm sure that you can use the recommended procedure with a "normal" PS too.
If necessary and for further questions click through http://helpx.adobe.com/contact.html and if "open" please use the chat, I had the best experiences. I quote from Adobe's employee Preran: The chat button is activated as soon as there is an agent available to help.
If you need these explanations in another language, please use "Change" at the end/bottom of the website from above
Good luck!
Hans-Günter

Automatic Credit Assessment

I am responsible for coming up with a solution that encompasses automatic credit assessment for customers across their organization. In short, the scenarios revolve around receiving credit scores and financial data from external credit agencies, combining it with the internal A/R data (credit limit/DSO/Open items / dunning / payment history etc) and producing a score. Added requirements are that multiple rule engines can exist based on LOB and therefore different scores can be produced by using different data.
Does anyone who has some knowledge of the automated credit assessment functionality.
I need to understand if standard SAP functionality is sufficient to support the requirements or if I should propose a bespoke development.

hi,
check by changing the credit group as we are familiar that credit control is determined by the combination of credit control area risk categorycredit group.
''Reward points if helpful''
regards,
gupta.

Sales order blocked for credit with status "Payment Terms"

Hi Experts,
Sales order is blocked for credit, as when i refer the t.code vkm3 or vkm1, the status of blocking showing as "Payment Term". Geenrally the status of credit block would be 'Old item', Dynamic check', value etc.
My question here is how the sales order is blocked with status "Payment Terms", and what is the role of payment terms in credit management.
regards
Vivek.

Hi Vivek,
The Standard Cr. management ( Automatic credit check) of SAP has Critical Fields Check - payment terms is one of them,
If it is being changed in sales order (other than maintained in Customer master) the sales order will go for credit block
Thanks
Dilip S

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

Credit status change through Sales order - change log

Hi Friends,
I'm currently facing a scenario were it was reported by the client that
credit release is happening automatically.
Brief details :
   Order was created on 4th Of Oct and it was blocked (reaches the VKM1 bucket )
   since the customer reaches the credit limit.The same order on 5th Oct was not in VKM1
   bucket were the status of order in Sales document header states that it's released.
Initial check : (Sales order change log)
1, I've checked the change log on 5th Oct were the field VBUK - CMGST "Overall status of credit checks changed" from B to A.
   (( Status and details below
      A - Credit check was executed and document is OK.
      B - Credit check was exectued and Document is not OK (credit block).
      C - Credit check was executed document not OK, Partial release.
      D- Document released by Sales representative. ))
2, I tried to replicate the order status for block and release, But when I release through VKM1 / VKM3
     the change logs are getting updated with Status - D .(ie from B to D) .
I'm wondering that what could be the reason that causes the system to update in the table - VBUK - CMGST from A to B
or because of what change from the client in the sales document header level could impact this changes.
Note - There is no payment which received from customer on that day.
Please let me know in case if you are getting the clue...
Thanks in Advance..
- Pugal stalin

Hi
A simple credit check, as the name suggests, is very simple in nature. The functionality is limited and considers only open A/R items and open items from special G/L and sales orders for performing the credit checks. When you create/change a sales order that is relevant for a simple credit check, SAP calculates the payer/customeru2019s credit exposure by adding the open A/R balance for the customer, open item balances from the special G/L, and the net sales order value. This credit exposure is then compared against the customer credit limit maintained in the customeru2019s credit master. If the credit exposure is greater than the credit limit, the system sets the credit check status as u201Cfailu201D and shows a warning, generates an error message, or performs a delivery block
Regards from Pakistan

Credit Limit Issue for new customers

Dear Experts,
Iam ABAPer and recently shited to SD.
I have a issue with credit limit check for new customers.
For example, Credit control team set Rs1000 limit for new customer.
Core team created Sales Order with Rs 3000 and they created subsequent documents successfully like Delivery and Invoice.
System not performing any credit checks before making Delivery note means not showing in VKM1 tcode.
After creating first invoice for the new customer and system is checking credit limit for all the Sales orders whcih were created after first invoice (Billing).
Can you please help me how to overcome this issue.
Note: Credit Control Team dont want to use VKM3 tcode to release the order.
Thanks
Shaik

Hi Shaik Basha,
--Go to T.Code XD02 for customer & check in Sales Area under Billing Tab whether Credit control Area is assigned or not.
--Check in T.Code VOV8 & select your Sales Document check whether credit limit & credit group is assigned or not.
--Go to T.Code OVAK u2013 Assign check credit-D Automatic credit control & credit grouyp -01 for credit group for sales order.
--Go to T.Code OVAD u2013select your delivery document & Assign delivery credit group-02 & 03 goods issue.
--Go to T.Code OVA7 u2013 select your item category & check mark credit active.
--Go to T.Code OVA8 u2013 Automatic credit control u2013 Double click on the line items & check which credit type are use using Static or Dynamic credit
--Mention B for Error message as reaction & check mark on the status block.
--Now Raise Sale Order in VA01 & check the process.
Please let me know if your problem is solved
Regards
Pradeep

To create the follow up transaction automatically on status change in sap crm?

To create the follow up transaction automatically on status change in sap crm? If yes, how to make the setting for this?

Hi vishal,
As per the requirement transaction type is activity(ACTI) & sales order(TA). when the take order objective is complete system automaticaly craete a new activity of tele sales call or metting with wholesaler.
this is requirement of client.
now i am already create all type of transaction types of activity & sales order & create follow up transaction also. i have doam already create action profile also but when i am assign this action profile to transaction & try to create an sales order no follow up transaction could be create automatically. i think the condition is not right so please help me out in this. what should be the start & schedulec condition for this scenerio

Transaction behavior changed with change in Windows to Linux Environment

Hi All,
I am facing a very weird problem.
I have a 2 BPEL Synchronous Services lets say A & B. A calls B in its flow and B inserts a row into database and then retrieves the inserted row (as the primary key is sequence generated through a Trigger).
This flow was working perfectly when:
·     It was on windows Development Box with SOA SUITE and DB Server on the same machine.
·     All the DB adapters had jca:Address information in it.
Problem:
·     After moving them to a Unix box with a remote DB Server, I am seeing the problem that retrieval is happening before commit of insert and failing.
Point to remember:
·     Insertion, selection, assignment all are happening in the different ‘SCOPE’
·     I have tried even putting them in a single scope but error remained same.
·     I have even tried putting a wait between them, so it’s a plain “Transaction not commited “issue
I am expecting it could be an issue with the way Data source has been created or something else.
Please suggest your pointers on this.
Thank you.

Hi Win
1. There is absolutely NO changes or specific requirements to deploy a portal EAR created from Windows and deploying on Unix or Linux Env. We do this very often. I export my entire portal applicatoin (EAR, WAR and dataSync if its there) from Workshop or Eclipse (10.3.2) IDE as .EAR file. Then we can deploy this .EAR file pretty much in any Portal Domain on any Env like Linux. So first I want to clarify that there is NO need to change any files or do steps to deploy a portal EAR from Windows to Linux Env.
2. Now coming to your error, the root cause seems to be this: java.lang.ClassNotFoundException: org.apache.beehive.netui.pageflow.PageFlowContextListener
a) On Windows did you test your EAR on a Portal Domain. I assume you may have already did this.
b) Is the domain that you created on the Linux Env and its version matches exactly with what you had in Windows Env. Say in Windows if you have WLP 10.3.1, then on Linux also you should have WLP 10.3.1. If not, you need to upgrade your portal EAR first in Windows to 10.3.x and then deploy.
c) Compare the config.xml file modules specially the portal framework shared modules. They should be same in both Windows and Unix except for the location ofcourse.
d) On Windows, by any chance did you deploy any extra additional modules in the portaldomain. If so do the same on Linux Env also.
e) Other then config.xml file, all the other details are within the .EAR file itself like weblogic.xml, weblogic-application.xml file etc etc.
f) So better compare you config.xml file in both the working and not working Envs.
g) Also on Linux, are you deploying on Single Server domain or cluster domain. If cluster, make sure you deploy your portalEar only to Cluster because none of hte shared modules are deployed to Admin. So deploy only to cluster.
Thanks
Ravi Jegga

CG02 Date of Last Change to Specification As a Whole

Date of Last Change to Specification As a Whole
Specification (CG02) Administration Data (at the specification header)
reports Whole Specification changed by and changed on.
Performance Assistant (Help) on Whole Specification Changed On reports:
Date of Last Change to Specification As a Whole
Key date on which the specification was last changed.
Except for changes to the header data, the system takes all data that
relates to the specification into account, such as changes to:
Identifiers
Assignments of regulatory lists
Value assignments
Components
User-defined texts
Notes
The key date is specified when the specification workbench is started.
It
is not necessarily the same as the current date.
To determine the date of the last change to the specification in a
customer-defined program you can read out the specification time stamp
using function module EHSB_TMSTMB_READ_TIMESTAMPS, or you can follow
the
instructions in SAP note 874191.
The date of the last change to the specification is always set to the
key
date on which the specification was last processed. This is not always
the date of the last change to the specification (see SAP Note 874191).
We are not able to 1) find SAP Note 874191 or function module
EHSB_TMSTMB_READ_TIMESTAMPS

Dear Richard
you topic is quite old. Many SAP EHS users do have problems with this. This content in EHS gives rise to a lot of trouble with the end users (according to my experience) especially in the context of "change docs" etc.
Check may be as well:
EHSB_TMSTMP_READ_TIMESTAMPS - Function - ABAP - SAP
Check as well:
Evaluation of specification changes
http://www.consolut.com/en/s/sap-ides-access/d/s/doc/H-$PLMB$SPC_UPDDATS
C.B:

Error while changing BOM with change number

Hi ALL, Please help me with followed error message, I am using ECM. I created ECR and converted to ECO and then released.
Object management record cannot be generated
Message no. 29046
Diagnosis
You want to change the BOM with the entered change number.
One of the following situations triggered this error message:
1. The indicator that allows automatic generation is not set for object type BOM in the change master.
2. The indicator generation only on initial creation is set for object type BOM
3. You are processing a change request.
System response
The system checks whether the indicator object management record will be generated is set in the change master.
If the indicator generation only on initial creation is set, the system checks whether the BOM exists in the system.
Procedure
If you are authorized to change the change master, execute the following steps:
For 1.)
Set this indicator for object type BOM or create the control record in the change master.
For 2.)
If the BOM already exists in the system and the generation only on initial creation indicator is set, the system can no longer generate the control record automatically.
In this case you have to add the object control record to the change master first, then you can change the BOM in relation to the change number.
For 3.)
You cannot generate any object control records for a change request.

Hi
With your question regarding changing BOM with change number it looks lke there may be problem in defining the Object types,objects.Moreover whenever converted to ECO you need to enter into cs02 tcode for changing the bom with relevant change number and valid from date.
Hope this gives you a clear idea.let me know if you need anyfurther inputs.
Regards
Praveen

Adobe Reader does not automatically associate with PDF files in Xp Sp3

I have reinstalled Reader (twice) and it does not automatically associate with PDF files.
How do I fix this problem?
Cheers, JH

The thing is, when I right click a pdf file, and then go to properties, change default program to open with, select browse, I select it in the correct folder, when I click open, it doesnt open and the programs stay blank, so I cant select anything. There is nothing to select. And I have re-installed. But at the end of the install there are no options what file types to associate with. Any way to do it inside Reader?
I have reader 9.2.0. and Win7 up to date. When I'm opening and closing allot of files the whole time, I don't want to do inside reader. Help please?

Fully Automatic credit note for customer .

Hello Genius
"The payment received from the customer within two days from the date of biling.Automatic Credit note to be raised when the cheque gets deposited into bank.Cash discount is payable as % of assessable value.In case the deposited cheque gets dishonored the credit note to be revered by way of debit note and thereafter the dealer does not remain eligible for further cash discounts in future".*
Example:
Incoming Payment 1000.00 INR , This payment comes with either through Cheque, DD,Cash.
But it should be cleared with in 48 hrs. then only Discount is available other wise not.
Above Operation need to Fully automatic.
how to map this scenario in FI-SD ?
Reliable answer gets very good point.
Thanks
Lee

Hi Sanil,
Try using BAPI BAPI_SALESORDER_CREATEFROMDAT2
you may to give the necessary validations & the trigger points for this
Hope this helps
thanks
Prashant

Automatic Credit with changes to specific Customers

Similar Messages

Maybe you are looking for