Automatically cr. block Sales Order once they reach within the Cr. Horizon

How to automatically credit block Sales order made outside the Cr. Horizon, once they reach into the Cr. horizon.
I have tried testing the same through Program RVKRED08, but it works for some orders if the Cr. horizon is maintained for 60days.
But does not block if the Cr. horizon is maintained for 30days.
Thanks in Advance

if you specify horizon date, the system consider al the values
which falls under this date. the system will not take into account if the values fall after the horizon date.
EX: if you specify horizon date 2 months. Then system consider the open values which falls with in two months. if
the value fall after the two months, the system ill not take into account.
If your horizion date is 30 days and shcedule line date is in 30 days, system will check credit managemnt and blocks or unblocks.

Similar Messages

Sales orders are not shown within the ICWeb Account Fact Sheet

Hi experts.
We're having problems with the account fact sheet on the ICWeb.
Even though our test customer has sale orders assigne when we select Order History, the fact sheet shows no data. Nevertheless, when we press button new order and then Order History, then the sales order`s list is available.
By the way, we are using view ICCMP_ERP_ORDER.
Please, can anyone help us?
Thanks in advance.
Almudena

Hello,
I'm facing the same issue at the moment. I have check all customizing, and I didn't find why the sales area, shipping and billing data are still blanck when I logged through CRM WEBUI.
It will be very pleased, if you can tell me how you solved your issue ? maybe it will be the same for me
Thanks in advance
Best Regards
Alexandra Rodriguez

Help needed in blocked sales order list vkm1

Scenerio is that currently the sales coordination department views all blocked sales orders thru t-code VKM1
The company said they want sales coordination department to view ONLY the sales orders under the value of 300,000rs. (That value being flexible can be changed to 200,000 in the near future.)
They also want the finance department to also view credit (this being a filter search criteria) sales orders BUT ABOVE the value of 300,000rs (That value being flexible can be changed to 200,000 in the near future.) And have the right to release the orders. So in other words 2 different views for the two different departments.
What comes to my mind of a way to do this is by creating 2 query reports with a variant of a < less then, >greater then, or = equal too. And thru this query report I can assign the users to only be able to use that report hence, fi report, sd report view. But I am confused in how to begin and setting this up. Please help with any ideas and configuration tips. Which table or field to use in the query report for this?

Hi,
For this requirement, i would suggest 1.you design two separate layouts and
2.ask your basis consultant to assign this two layouts to the two set of departments so that one is authorised to use the first layout and the other department is authorised to use the second layout, please try this out and let me know.
I have checked the layout, there you cannot restrict a particular document value, instead design a user exit and use it for the two departments.
regards,
US
Edited by: usasapsd usasapsd on Mar 2, 2009 7:33 AM

How to automatically block a sales order once it is created?

Hi,
We have a requirement to automatically block any sales order that is created and start a workflow for approval process and only after the approval is completed does this block go away.
We are planning to create the custom block for this. Also we have a product for the workflow process and approval.
We are looking to see if there is any configuration that we can set to automatically block the sales order. At the end of the workflow we can release the block programatically.
Any help in this regard will be highly appreciated.
Regards
Ravi

Hi Ravi,
You can create a custom block and assign it to the sales order type using the transaction VOV8 (Maintain Sales Order Types) so that whenever the order is created a block will be assigned automatically. Please note that there are many documentations already available in this topic and so it should be quite easy for you to google the procedure.
In case of any specific requirement or issue in the process please revert back.
Regards,
Som

Automatic credit release of blocked Sales orders with pre payment

Hi ,
We have a requirement as given below.Please suggest a better solution for this.
The customers have the 'prepayment ' payment terms with different percentages of the sales order
value to be paid before the delivery creation.
When the sales orders are created, they are blocked for delivery by some credit block.
The business use VKM1 transaction to view these blocked orders and release them manually for
delivery creation after checking if the customer has made the prepayment.This is a tedious work
(since there are too many sales orders )for the credit manager who dont have the complete
visibility of how much prepayment the customer has made and need to manually check if the
payment made covers the sales order prepayment amount to be paid.
1. How can we do a automatic release of these blocked sales orders?
2. Is there any program(which can be setup as batch job) to do a credit recheck and release the order
automatically?
3. Will Milestone billing plan functionality satisfy this requirement?If so how?
We are using SAP version 4.7 without Project System.
Thanks in advance.
Regards,
Ragesh

Hello,
This is not possible because when you created the sales order it has checked the credit limit for that credit limit and if you increase also now that block cant go automatically.
Go to VA02 i.e change mode of sales order and change something and enter may be if you created a order for 2 quantity then go to VA02 and remove the quantity 2 and again type 2 then system will again check for credit and now that is increased so the order will not block..
If this is for many order then you can run changes sales order BAPI for mass update. Take help from ABAP guys.
Cheers
Say

How to block sales orders automatically if an invoice is overdue

Hi,
I want to block all new sales orders automatically if the customer has got an overdue invoice. how can i do that?

You can do through credit managemet. through OVA8 setting you can set "max xopen item%" and "nos. of days" field & "days oldest item". Third field i.e "days oldest item" will restrict Number of days the oldest open item can be overdue and hence it will block sales order.

Workflow in the releasing of Credit blocked sales orders.

Hi All,
My Client requirement is that they need workflow in the releasing of credit blocked sales orders.
If once sales order is blocked then it should be approved at 3 levels, then only it should be released.
Suggestions are highly appreciated
Regards,
Kumar

Hi Kumar,
I think you can achieve this by using Authorization Concept.
Please find the below link
http://help.sap.com/saphelp_nw04/helpdata/en/52/671285439b11d1896f0000e8322d00/content.htm
Authorization levels for Credit Rep Groups
Thanks
Dasaradha
Edited by: dasaradha ramireddy on Nov 28, 2011 12:53 PM

Need of blocking sales orders?

Hai all,
        why do we block sales orders, and where can we find these information(tables), indicating that a particular sales order has been blocked, can anybody give me complete scenario of blocking sales orders.
                                         Thank you in advance
                                            Srinivas

Hi Srinivas,
Blocking reasons
1.     The business can have an absolute control over the sales cycle by setting blocks at different levels like on specific customers, sales documents, delivery and billing. You can define different kinds of block, according to the needs of your organization. You can, for example, automatically block all free of charge deliveries and credit memo requests for a certain customer, pending manual approval before further processing can take place.
2.     Transaction code: VD05 u2013 logistics u2013 sales and distribution u2013 master data u2013 business partner u2013 customer u2013 block (vd05)
3.     Configuration u2013 IMG u2013 sales and distribution u2013 sales u2013 sales documents u2013 define and assign reasons for blocking (OVAL).
4.     In the creation of sales orders/sales documents, you can block the document type from being processed or used by a specific customer either in specific or in all sales areas for various reasons such as poor credit history.
5.     Define order blocking reasons, assign them to sales documents, and then assign the order blocking reasons to customers in easy access.
6.     In this processu2026..the first step is to define the blocking reasons such as poor credit history, credit limit exceeded or any other reason and give them an order block number.
7.     The next step is to assign this order block number to the required sales document types where the configuration part of the blocking sales documents ends.
8.     The rest of the process is left to the end user where he/she can use the transaction code VD05 and block a specific customer from using specific or all sales documents either limiting to a specific sales area or for all the sales areas.
9.     To set a universal block for a particular sales document for all customers in the sales areas - go to VOV8.
Regards
Sai

How to block Sales order for any overdue balance.

There is a need to change SAP setting for blocked Sales Order for due balance. Current SAP setting : block is valid only for "over due
more than 30 days".
The requirement is to block order based on any overdue amount say For example : if we have due balance for 1 day, than system should block the SO.
In current credit management settings applied, there is Static check ( C ) and Oldest open item (C ) with Days oldest item =30 days. Kindly suggest as what changes should be made to reflect the desired changes. Also , help in confirming the thought that Static check itself considers the OPEN ITEMS, so if i am activating static check and REMOVES THE OLDEST OPEN ITEm, will it take any overdue amount automatically and block subsequently. To add to it kindly explain, what is the use of this additional check of Oldest Open Item ( with days = X days ) for creit mngt. can't we maintain it by Static check.
Kindly guide as what to change in OVA8 to have this. All feeedbacks are highly appreciated.

The user want to block SO for 2 types below. System must block SO if the credit limit is exceeded and/or the payment is overdue
Currently Two credit checks in OVA8
1- Static check
2- Payment Overdue check by Oldest Open Item ( 30 Days limit is set)
But, now for SO block due to payment overdue need to be changed from 30 days overdue to any day overdue.
How to acheive the above , Also kindly confirm that Static check contains OPEN ITEMS so Won't static check only carry the functionality to block SO for ANY DAY OVERDUE.
Any feedback is highly appreciable.

Block Sales order if pricing condition changed manually (no delivery)

Hi,
Requirement is to block sales orders for review by a manager if pricing condition amount is changed manually. Only a manager should be able to review and release the sales order for billing. There is no delivery, item is service.
Thanks

Hi,
This can be achieved as follows:
1) SAP Standard updates the field KOMV->KSTEU for respective price condition type as soon as its changed Manually.
2) Through enhancement automatically delivery block should be set at Sales Order Header, for which User (Sales End User) should not have rights to change.
3) Respective Sales Manager should receive a mail regarding the same.
Point '3' can be done manually i.e user will request respective Manager to do the needful.
RB.

Work- flow blocked sales order

Good evening to u all.
I wanna know whether there is any standard work flow in SD for the blocked sales orders (For any sort of reason) ? So that the authorised users will receive an email once the sales order is blocked due to certain reasons.
<removed by moderator>
regards,
satish
Edited by: Mike Pokraka on Aug 4, 2008 10:45 AM

Hi,
I dont think that there would be any Standard workflow
available that matches your requirement but surely you can
create one workflow according to your requirement
check the object 'SalesOrder' otherwise you could take a copy
of that and create a method which fetches all the blocked
sales order from the table and triggers a mail according to your
requirement.
Kind Regards
Hari Sankar M

Block Sales order from production and shipping.

Hi Experts,
I have a requirement to block sales order from production and shipping if the credit limit of the customer is beyound the allowed value.
Also sales order should not show demand for production until it has been released.
Can someone throw light on how to acheive this?
Regards
Balu
Edited by: balu umapathy on Sep 13, 2010 6:39 AM
Moderator message: please work yourself first on your requirement, ask specific question later if required, always search before posting.
locked by: Thomas Zloch on Sep 13, 2010 1:10 PM

I will pass only the Prod Order as input. And I should get the Sales Order information... Very important is I need the schedule Line Number along with the Sales order and item.
To recap once again,
In MD04..or in BAPI MD_STOCK_REQUIREMENTS_LIST_API, I pass the input
WERKS - Plant Code
MATNR - Material Id
Output should be like this,
MRP element                                     MRP Element Data
PrdOrder                                           OrderNumber/OrderType
CusOrder                                          Salesorder/Item/ScheduleLine1
CusOrder                                          Salesorder/Item/ScheduleLine2
PrdOrder                                           OrderNumber/OrderType
so with the output, how can I find the Salesorder/Item/ScheduleLine for a particular prod order? I think I am clear with my question.

Automatic Cr. Management :Sales order blokced for Delivery

Hi.
I have done the Automatic Credit Management.
I would like to block the sales order from being delivered. The delivery block needs to be set to "01 Credit limit"
I have done the following settings.
In the Definition of Sales Order,
Check Credit Limit : D
In the Definition of Item Category,
Credit Active field is checked.
Order type is assigned to the credit check type D and Group 01 in OVAK.
In ova8, for this combination of the Cr. Ctrl area /Risk category / Cr. Grp.
Dynamic -ticked
Reaction A
Status/ Block - Ticked
FD32 is done.
Did i miss any customizing here? i would like to have the Auto Cr. Management (D)and not the simple cr. check(A, B or C)
Do reply.
thanks
Venkat

Hello Venkat,
Below is whole procedure for Aut Crdt Mgmt.
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:
REWARD POINTS IF U FIND THIS AS USEFUL...
Regds
MM

List of blocked sales orders

Dear Gurus,
Do we have any standard transactions to find list of blocked sales orders for different reason.I checked we have only for credit management the transaction code is :VKM3 & For back order processing we have transaction code : V_RA & can we use the same transaction codes for different kind of blocked sales orders for various reasons ( ex: Blocked for free of charge delivery , poor qualiy of goods ,political reasons , bottle necks etc reasons )
Looking for your inputs
Thanks inadvance
Regards
Venkat

Dear Venkat,
If I'm right the issue is that you want to display all those documents whose credit limit is zero.
You can get all the list through vkm3 and sort it in ascending order.
For sorting click the cursor on the credit value column and use sort buttons available in application tool bar.
Kindly let me know if it can solve your issue.
Best Regards,
Rajesh.

Standard report for BLOCKED SALES ORDERS

Hey friends,
          Do any one of you know whether there is any standard report that shows the Blocked sales orders..??
thanks in advance,
Regards,
Anvita.

anvitha,
You have the following transaction available in SAP for showing the sales documents blocked due to different reasons.
V.14 Sales Orders Blocked for Delivery
V23   Sales Documents Blocked for Billing
VA14L Sales Documents Blocked for Delivery
VE31 Blocked SD Documents (Export related)
VKM1 Blocked SD Documents (Credit Blocked)
Check which one will satisfy your requirement.
Thanks
Giridhar

Automatically cr. block Sales Order once they reach within the Cr. Horizon

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