Automatic delivery block to be reduced - Credit management?

Hi All,
I was asked by a user to change automatic delivery block from 60 days to 30 days for a given credit control area. On further talks with the user, she gave an example where a customer had overdues for more than 60 days and hence went on a block.
After my analysis, i found in OVA8 the following 3 credit check conditions:
1) Static check
2) Open item check (Max%=50, Days = 60)
3) Oldest open item check (90days)
Also for unchecked documents area on top right of OVA8, the deviation mentioned was 20% and No,of days=60 days.
My quesiton, is which of these settings will I have to change to get the automatic delivery block to 30 days from 60 days? Is it point no.2?
I also want to know which credit check condition was triggered for the customer to go into a credit block and what date the customer went into a block.
Thanks,
Tejas

Hi
you can check in VKM1, which type of credit check was trigerred, there are fields like STAT, DYNA, OILT, OpIT
First find out due to which your document was blocked, it seems it is open items, if you read open items you will find
Credit check against overdue open items                                                                               
Specifies whether the system carries out a credit check based on open  
    items.                                                                               
Use                                                                               
This type of credit check works in conjunction with two values that you
    specify in the adjacent fields:                                                                               
o   Maximum % of overdue items in open items                                                                               
o   Number of days which the open items are overdue                                                                               
The proportion of overdue open items (that exceed the specified number 
    of days) in the total of open items should not exceed the percentage   
    specified.                                                                               
so in your case items which exceeded 60 days (overdue) should not exceed 50% of all open items. This should have been triggered.
Now if you want to have credit block for all items which are above 30 days than you should use Oldest Open Items and change it to 30 days
Regards
Jitesh

Similar Messages

  • Reg: Automatic Delivery Block

    Hi Gurus,
    The client wants to set the delivery block automatically if the document is incomplete, eg.. price list etc... so that user cannot proceed for delivery with incomplete SO. The reason behind this is, Sales Order is created through I-Doc automatically, customer sends the order through some third party tool. sometimes the data will be incomplete, and the users will proceed directly with Delivery.
    I tried with incompletness procedure, but how to set a automatic Delivery block if the sales order is incomplete. Is there any standard configuration for this scenario
    Please advice.
    Thanks in Advance
    Praveen Kumar

    Hi Praveen,
    as suggested by earlie conutants, u need to make use of user exit
    MV45AFZZ, at save document prepare,
    Here you can ask the abap consultant to write the code where it checks the incomplete status of the document, if incomplete it updates delivey block to the document or line item as required.
    fields concerned
    VBUK - UVVLK ( Header incompletion status concerning delivery)
    OR
    VBUK - UVVLS ( Header incompletion status concerning delivery)
    And if the status is not equal to C or " "
    update field
    VBAK - LIFSK
    regards,
    Ashish

  • Open Delivery value update error in credit management

    Hi
    We have credit management active at delivery level. The value of open deliveries is not getting updated correctly for items with material substitution (material determination). For all other items, its getting updated correctly.
    E.g Let say the credit limit set in FD32 is 10000 and the credit limit used % is 98 and the credit exposure value is 9800.
    Now when I create an order with qty 10 for mat A, it creates a sub item B due to material determination and the value of the item is Rs.1200. In our system, the sub item with TAPS item category is relevant for pricing.
    Then I create a delivery in VL01N and save it.
    Now if i check in FD33, the credit limit used should be 101% and the credit exposure value should be 11000, but its not updating the open delivery value correctly. Its not considering the value of the new delivery.
    However, If I add a normal item (TAN) in the same sales order and create a delivery for that item and save it, its updating the credit exposure based on the value of the normal item in the delivery correctly.
    How to make the system update the open delivery values correctly by taking the items with material determination also into account.??
    Please advise if any specific settings need to be done.
    Regards
    Madhu

    Hi,
    the system updates open values for credit management. These are:
    Open sales order credit value (S066-OEIKW)
    Open delivery credit value (S067-OLIKW)
    Open billing document credit value (S067-OFAKW)
    The system updates the open values in standard SIS structures S066 and S067. Technically, the structures are transparent tables. You can display the contents using transaction SE16 or using table maintenance.
    The S067-OLIKW will give the open delivery credit values credit.Check in you system whether this table is updated with the delivery values for the credit account(customer number)
    RVKRED77 u2013 Reorganize SD credit data
    When updating errors occur, it enables you to reorganize the open credit, delivery and billing document values.
    If the table is not updated run this report in background.
    Regards,
    Saju.S

  • *Automatically Delivery block on sales Order*

    Hi
    can you please tell me how to get delivery block automatically when creating  sales order?
    thanks
    L.C

    Hi
    Use user exit MV45AFZZ and take a help of ABAPER to add the program in it
    IF sy-tcode EQ 'VA02' AND vbak-lifsk IS INITIAL AND ( sy-uname NE ' ADD ur own user ID ' AND sy-uname NE 'ADD ur own user ID ' ) AND
        vbak-vkorg EQ '1000' AND vbak-vtweg EQ '10' AND vbak-spart EQ '01'.
        DATA : BEGIN OF lt_item_old OCCURS 0,
               posnr TYPE vbap-posnr,     " SD Document Item Number
               zmeng TYPE vbap-zmeng,     " Quantity Of that Item
               END OF lt_item_old.
        CLEAR : lt_item_old[], lt_item_old.
        SELECT posnr
               zmeng
            FROM vbap INTO TABLE lt_item_old
            WHERE vbeln EQ vbak-vbeln.
        IF sy-subrc EQ 0.
          LOOP AT xvbap.
            READ TABLE lt_item_old WITH KEY posnr = xvbap-posnr.
            IF sy-subrc EQ 0 AND lt_item_old-zmeng NE xvbap-zmeng.
              vbak-lifsk = 'Z8'.      " Delivery Block - Authorization Await
              EXIT.
            ELSEIF sy-subrc NE 0.
              vbak-lifsk = 'Z8'.
              EXIT.
            ENDIF.
          ENDLOOP.
        ENDIF.
    Regards
    Santosh.AR

  • Delivery block  Z3 automatically coming in delivery

    Hi All
    Please suggest me on the below issue,
    Scenario:Sales order is created then the sales document is blocked for credit check.After releasing the document delivery document is created.After saving the delivery document automatically delivery block is coming in delivery header adminisatration data that is Z3-Confirm Price.
    But we are not entering any delivery block any where.This delivery block is coming automatically in delivery.This block is coming for a particular customer,But there is no blocking for that customer in VD 05.Is there any other setting for blocking particular customer.
    Please revert back with some solution.
    Thank you
    Goutam

    Hi,
    Its something like custom message not a standard message, please check is there any block at item level or header level or is anybody written any code based on one of key in customer master before PGI check the price of sales order.
    Hope check in any sales order, delivery exits about anybody done code.
    If it helps give rewards
    rgds
    gautam

  • Automatick delivery block

    Hi Experts,
    Can we make automatic delivery block in sales order if for that sales order advance payment not recieved ?.Is there is any enhancment is there for this issue .
    Regards,
    Suresh

    Hi,
    Rather you can have a default blocking reason called "Advance Payment" for order. You can release the order based on verification that advance payment has been recieved.
    You can configure a seperate sales order type for advance payment and set default block inside that.
    Second way to handle this scenario is through credit management. Configure one payment terms called "Advance Payment" now whenever you are creating a sales order which should have advance payment, change the payment terms at the time of SO creation to Advance Payment. Now the sales order will get block because of credit check since we changed the payment terms. You can have an authorized person to remove this block then based on the authorization. The advantage of this method is when you go to tcode VKM3 to remove the blocked SO you can see the reason for block and release the document.
    Regards,
    Shantanu

  • Delivery block in the schedule lines.

    Hi,
    Mine is a MTO scenario. I am using planning strategy 50. So a planned order ---> production order will be created against MRP run  against each sales order.
    When i am placing a delivery block at the header the system is working fine. Its deleting the planned order(converted production order).
    when I am placing a delivery block at the schedulle line its not working fine. its not deleting the underlined planned order or production order.
    what configuration should I do to make this work.......

    Hi,
    Look at the help (press F1) on  the field confirmation block at SPRO-> Sales and Distribution ->Basic functions ->Availability check and Transfer of Requirements ->Tranfer of Requirements -> Block quantity confirmation in delivery blocks ->Reasons for and Scope of Delivery Blocks: Transfer of Req. blocks.
    It looks applying delivery block at schdule line level will not delete the passed requirements. This is standard SAP behavior. If you want to change this nature, then you may need to use an User-exit.
    Following is description given for the field confirmation block;
    Confirmation block
    Indicates whether the system, in addition to blocking delivery, also blocks the confirmation of order quantities after an availability check during sales order processing.
    Example
    You may want to block confirmation of sales orders where the creditworthiness of the customer is in question. In this case, you set the confirmation block for the delivery block that relates to credit problems. During sales order entry, when you enter a delivery block because of credit problems, the system, after you save the order, does not confirm any quantities for delivery. In this way, the goods remain available for other customers.
    Note
    If, before you save a sales order, you look at the schedule line overview, you can see what the system would confirm, if the block were not set. However, as soon as you save the sales order, the confirmed quantities are automatically reset to zero.
    Dependencies
    If you enter the delivery block at header level, the system transfers the desired delivery quantity for all schedule lines in the requirement. The confirmed quantity is deleted. This function is not available when you enter the delivery block at schedule line level.
    Regards

  • Automatic delivery for stock transport order

    Hi,
    with ECC6 you have the possiblity to automatically create the delivery out of the stock transport order (STO) using the following customizing steps in SPRO:
    Materials Management ->Purchasing->Purchase Order->Set up Stock Transport Order->Activate Automatic Delivery Creation and CRM Billing
    Materials Management ->Purchasing->Purchase Order->Set up Stock Transport Order->Activate Automatic Delivery Creation for PO Type and Shipping Point
    We want to use a batch job that runs ME59N to autmatically convert the purchase requisitions to STO and deliveries. While testing we found out that ME59N gives a warning when the availability check in the STO is running in case there is not enough stock. But you still can create STO and delivery.
    In case you only create a STO and put it in VL10B to create the delivery it will only create delivery items with the quantities that are available in warehouse. So no stock means no delivery at that time.
    Is it also possible using ME59N to
    a) not create STO and delivery in case there is no stock
    b) only create STO and no delivery in case there is no stock
    Cheers
    mickey

    Hi,
    Setting to error message not possible as this would cause all STOs not be convertered where no stock is available. But we need this functionality only for one specific process.
    Omit faulty items we also tested and did not provide the result we need. It is related to faulty purchase requisition items.
    Cheers
    Mickey

  • Authorisation for delivery block

    HI Guys,
    Is there any way where in we can do automatic delivery block for some order types for some users.
    Ex. Order type "RE- returns"
    Users "ABC, XYZ and 123".
    Thanks in advance.
    Regards,
    Govind.
    Message was edited by:
            Govind A
    Message was edited by:
            Govind A
    Message was edited by:
            Govind A

    hi
    good
    You have to place the authorization checks.
    to get first block maintain in documet controls. it will copied in to SO. this the first check. Check the autorization before releasing the block. Maintain authorization to cange or release the block.
    reward point if helpful.
    thanks
    mrutyun^

  • Setting delivery block

    Dear specialists,
       If only one item of many items in sales order not confirmed with full quantity by ATP, I want to put delivery block in that sales order. How can i do this in confiugration only?
    Thanks
    jcmtse

    Hi,
    To my knowledge, there are few options:
    Option 1:
    Go to XD02 tcode and then click the Sales area data and under the Shipping tab make a tick mark for the Complete delivery reqd by law check box.
    Option 2:
    You can go for manual delivery blocks in the sales order, once you come to know from the schedule line level that full quantities are not confirmed.
    Option 3:
    For automatic delivery block,
    i) At the schedule line level, go to VOV6 tcode and put a block in the Delivery Block field OR
    ii) At the Header level, go to VOV8 tcode and put a block in the Delivery Block field under the Shipping section.
    Regards

  • Zero Dollar orders- Credit Management

    We have requirement in regards to "Zero" dollar orders.
    End user is requesting that all orders with net value of "Zero" do not hit VKM1- Block Order screen
    via Credit Management.
    How to do this ? Is this stnadard config ? Or do we need development ?

    Hello
    If it different sales document type, go to customisation sales document type - in the field 'check credit limit - remove D.
    Also in the item category customisation , remove credit active tick.
    thank you
    Anirudh

  • Retrigerring the delivery block for sales order after change.

    Dear All,
    I have a scenario, When we are creating FOC order, automatically Delivery Block is
    appeared. After an authorised person releases the order, the Delivery is
    made against it.
    Now if the order is released and any amendment is made in the order, FOC
    order should get back the Delivery Block status automatically.
    Thanks,
    Ani.

    Hello,
    I have a scenario, When we are creating FOC order, automatically Delivery Block is
    appeared. After an authorised person releases the order, the Delivery is
    made against it. Now if the order is released and any amendment is made in the order, FOC
    order should get back the Delivery Block status automatically.
    The best option of meeting your requirement is using a User exit which would put a Delivery block when the Sales Order details are changes.
    USER EXIT --> USEREXIT_SAVE_DOCUMENT_PREPARE
    Kindly try out this exercise with the help of a ABAPer and close this thread if your query is answered.
    Regards,
    SARTHAK

  • Credit Management Partner Functions

    Hi Experts
    I know that KM /KB are included in Sales Order / Delivery Header Partner Functions  for Credit Management.
    Want to know the PRACTICAL USAGE for eg Suppose Order is Created for Amt Rs 10000, what role KB /KM which r included in order partner function will play ( mail/ etc ) and how will it be used in SAP
    The standard system contains the partner functions credit representative (KB) and credit manager (KM) for credit processing. Both partner functions are allocated to partner type "PE". The credit manager is one level higher than the credit representative. Enter these partner functions in the partner determination procedures of the sales document header and the delivery header so that the partners involved in credit processing can be allocated and identified. Assign value "A" to the partner functions in the Access field.
    Rohit

    Hi Mark thanks for your answer, two additional question,
    Can I install SAP Credit Management 6.0 (one system scenario) with in a system with release 6.0 and no ehp packs applied and then activate the Ehp later on after de installation of SAP Credit management?
    If my account receivables is in release 6.0, is there any feasible reason to install SAP Credit management 3.0 instead of 6.0?
    With SAP Credit management 3.0 in a one system scenario do you still need PI?
    Thanks again.
    Edited by: BPX PARTNERS on Oct 19, 2010 5:59 PM

  • Credit Management - In delivery process released document blocked

    Hello SD Experts,
    This is regarding credit management.  we have configured Delivery level credit check.
    As per the settings System block the delivery  and FI credit representative release the blocked delivery documents.
    Logistics processing the delivery , Picking and Packing with out problem.
    While processing the shipping activity with combined delivery VT01n - when checking Shipment started  tab its automatically going back to credit block.
    I have configured in the Risk Category under Released documents are still unchecked as
    Deviation   -- Blank
    Number of Days as 15
    My requirement is once released from delivery no need to do credit check again - with any deivation and Number of days limit also
    Please help me to resolve this issue.
    Thanks in Advance
    Jaffar

    Hi Jaffar,
    As per your explanation this is happening because of  Number of Days as 15
    This specifies the number of days after which a changed document must be re-checked for credit.
    This function is used for checking documents that have already been released by a credit representative, but that have
    subsequently been changed. The system does NOT carry out another credit check if the following conditions are met:
    The value of the changed order is not greater than the value already approved for credit (inclusive of the deviation factor),
    AND
    The current date is not greater than the original release date plus the number of days specified here.
    As per this there might be any changes in released document or changes in delivery dates,due to this reason system
    blocking it again,try to reduce the number of days from 15 to 5 or as per your convenience and check.
    Regards
    Ram
    Edited by: Lakshmipathi on Dec 13, 2011 6:55 PM
    Instead of copy pasting from standard, it would have been better had you advised the member to press F1 against that field (Number of days).  Please dont ever try to copy paste from other source which is strictly prohibited

  • Credit Management- i want to allocate inventory but block the delivery

    Dear SAP Gurus,
    i am having a problem with Credit Mgt.
    when order get blocked for credit check that time i want inventory i mean material should allocate to that customer but the delivery should be blocked.
    whats are the customisation needed for such scenario
    Please help me to solve this problem .
    Thanks in advance
    Regards
    Vishal

    Vishal,
    Why dont you try checking credit limit at delivery or PGI level ?
    Standard Process in SAP is providing check at three levels
    1. Order level
    2. Delivery Level
    3. PGI level.
    Check OVA8 settings for credit management at Delivery and PGI level
    So after creation of delivery the stock or inventory be allocated to the user and then u can have delivery block.
    Thanks,
    Raja

Maybe you are looking for