Availability Check , Credit Management

currently when sale order is blocked due to credit management check and released after few days ( say 2 or 3 days) the availablity check is not activated .( it means that the delivery date will be the old schedule line date) but the document is released after couple of days due to business reason.
The solutions which we are currently working on
1) we have found a user exit in system modifications - not meeting our requirement.
- we need to run thre availablity check when it is released from vkm1 or vkm3 as though we are entering new lines in va02. ( release date will be the current date)

Hi,
I'm not sure whether I understand your problem proberly. But perhaps you have a look at the program SDV03V02 (Transaction Code V_V2). Perhaps you can run it as a job and got the new availability after release the sales order for credit check.
Regards Thomas

Similar Messages

Credit management not updated for the first credit blocked order only

Hi experts,
Pls help to solve. Thx.
Case: The first sales order is created against credit block because the credit limit is exceeded. In FD33, no credit data related to the first order indicates, i.e. credit limit used shows zero as well as sales value, credit exposure. In VKM1, the blocked order can be captured.
As long as the second order is created, the credit management can be updated. But, it still does not capture the data from the first order.
The sales orders I test have the same delivery date.
Questions:
1. Is the standard behavior for the dynamic credit check?
2. If not, how to make credit management consider the first order data?
PS. In OVA8, update 000012 is applied while horizon is 4 months.

Hello Jonathan,
After testing, I found credit management can consider the first order data if using 000018 only. Why 000012 cannot consider it?
I have checked the explanation for those two update groups by F4. I feel obscure about the explanation of sales order between them (see below).
000012:
Sales order
Increases open order value from delivery-relevant schedule lines
000018:
Sales order
Increases open delivery value
By the way, my testing data as below:
1. were the two sales orders of the same document type? Answer: yes. Same document type, same customer, same delivery date, etc.
2. were the item categories the same? if not, was one not relevant for credit check? Answer: Yes, the same.
3. did the documents have the same value? if the second order had a lower value and was not blocked for credit, the exposure will be updated. Answer: yes, credit management can consider the second order data ONLY. It seems the first order have not been created if checking credit management.

What are the user exits available related to Credit Management?

What are the user exits available related to Credit Management?
<b>I have blocked users from releasing SO through Tciode VKM3 , now I want to block
the same (releasing of SO through VKM4) ,I want VKM4 to be used only for releasing delivery orders. Can anyone help me in configuring the same?.</b>
Thanx in advance,
Regrds,
Binayak

Hi,
User Exits For Credit Checks And Risk Management
Credit Check
If you want to carry out your own individual credit checks, that differ from those in the standard system, you must define them in the following user exits:
LVKMPTZZ
LVKMPFZ1: USER_CREDIT_CHECK1
LVKMPFZ2: USER_CREDIT_CHECK2
LVKMPFZ3: USER_CREDIT_CHECK3
User exit for availability check
User exit USEREXIT_AVAIL_CHECK_CREDIT exists in Include MV45AFZF.
This user exit allows you to determine whether the system should or should not carry out an availability check after a blocked document has been released or after a new credit check.
Risk Management for Receivables
RVKMPUS2
Using this user exit, you can define new forms of payment guarantee.
Regards,
Amrish Purohit

Warnings in FSCM Credit Management for negative credit check.

Hello,
I am implementing FSCM Credit Management. I have below requirement.
At the time of creation of sales order, if credit limit is exceeded then only warnings are required, Sales order should not go in the block (as available in earlier SAP AR Credit Management)
Is this also possible in FSCM Credit Management ? As in the configuration for credit rules, in the log , only extensive log, no log & error message is supported. Follow up event also has option of blocking business partner or workflow once credit check is performed & if it is negative.
Thanks in advance.
Abhishek Govilkar

Yes it is possible thru define autometic Credit Control ( OVA8).
In the " View for maintainace of Autometic Credit control" screen under the "checks tab"
select check box - sap credit management
reaction - c
status/block - unchek
Regards
Rinku Bhowal

Availability check and Credit check

Hi
I have set up credit management. I have a query in my case for a MTS scenario the credit check is before I do the availability check
but in the case of a MTO scenario credit check is after availability check.
Am I missing any setups???? I am not able to understand this behaviour, should it not be considering the value as soon as the order is created and not wait for the availability check.
Thank you for your time
Regards
Madan Shetty

Sorry about the late reponse I was away for a few days.
Thanks Srinu and Eduardo was taking timeout and responding.
Totally agree Srinu and that was exactly my point as well and hence the post on SDN
Srinu my issue with a MTO material is when I enter the order and save it there is no reponse from the system as currently stock is not avaiable, for some reason it doesnt do a credit check .
But for the same customer with a MTS material as soon as enter the customer num and the material
it gives a pop up stating
STATIC credit check: credit limit exceeded(data cannot be saved).
PLease do let me know if you require further details in the meanwhile I am gonna try and verify as well from my end.
My FD32 setup incase I have made any errors please do specify
Regards
Madan

Problem with availability check due to credit block

Dear Experts,
I am facing a problem with availability check for a sales order which is blocked against credit check
Like, i have a open sales order with mulitiple line items around 10 line items, out of which all the 10 line items have unrestricted stock and got confirmed when availability check has been performed , but we could able to proceed through delivery and billing only for 9 line items. Hence there is 1 line item in the sales order which didn't get delivered. But when we tried to do the availability check the system is confirming the quantity with credit block. But after the sales order has been released thru VKM3 from credit block again the schedule lines are showing confirmed quantiy as "0" .
Credit message observed : " Credit check (maximum percentage for open exceeded)".
An earlier response would be of greater help extension to me , and i shall be greatly obliged to you all.
Thanks & Regards
Krishna.k

Hi,
once confirm actual stock is there for that line item if yes then may b stock blocked by Credit block.Release the stock reserved by credit blocked sales order through back order processing.
Tcode: V_RA
Select sale order want to change the confirmed qty. SAVE.
and again come to VA02 and run availablity chek.
Regards,
anand

Credit Management - Check for Item Payer

Hi All,
Credit management is checked at header payer level. For cleint requiremnt , we want this check for Item payers.
Is there any possibility for the same.
Thanks in advance
Regs
Madhu

Hi,
The credit check will happen with the credit account which you maintain in FD32, it can be any partner function. But, in standard SAP it happens for a sold-to-party.. which means we normally maintain SP as a credit account in FD32.. and logically it's the right way..
Now, coming to your query.. if you maintain the credit account for the payer then system will perform the credit check for that payer only.. it doesn't matter if it is maintained at header level or item level.
Hope this will clear your doubt along with the problem.
Do let me know.
Hrishi

User exit for Credit Management check on SD document

Is it possible to enhance and put in some custom logic during CREDIT check on SD documents?
Can some one tell me which User exit can I used?

Hi,
Yes, I think you can do. Here is what SAP help says....
If you want to carry out your own individual credit checks, that differ from those in the standard system, you must define them in the following user exits:
LVKMPTZZ
LVKMPFZ1: USER_CREDIT_CHECK1
LVKMPFZ2: USER_CREDIT_CHECK2
LVKMPFZ3: USER_CREDIT_CHECK3
User exit for availability check
User exit USEREXIT_AVAIL_CHECK_CREDIT exists in Include MV45AFZF.
This user exit allows you to determine whether the system should or should not carry out an availability check after a blocked document has been released or after a new credit check.
Hope this helps
Thanks
Mukund S

Credit management static check

Hi all,
i want to configure STATIC CHECK in my organization. My organization is operating with one sales org but many sales area. i want to configure static check to only export customers served by only one sales area xxxx/yy/zz. yy is distribution channel specially for exports & zz is specially export division with products specifically to be sold to export customers.There are almost 28 export customers. will static check be configured customer based or sales area based or sales org based.
Please guide.
regards
vikas chhabra
098714 88 718
[email protected]

hi,
pl check this ;
Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.
An organizational unit that represents the area where customer credit is awarded and monitored.   This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.
For example, if your credit management is centralized, you can define one credit control area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.
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.
Hope it helps.
Thanks
Sadhu Kishore

Availibility check not happening after credit block is removed for order

Hi All,
When we are removing the credit block on a sales order through report RVKRED09, the availibility check is not performed again because the qty in sales order is not confirmed.
As per my understanding when the report RVKRED09 is run, the sales order is called in background and the credit status is changed and then subsequently, the user exit MV45AFZF is called. In this exit, the values in wa-ybuk-cmgst is compared against wa-xbuk-cmgst. if i think wa-ybuk-cmgst is A and wa-xbuk-cmgst is B, then it means the credit blocked is removed and the return code is 8 which means availibility check is to be performed.
However in our case availibility check is not happening since the values of wa-ybuk-cmgst and wa-xbuk-cmgst are same which is B i..e the credit block is not removed...but however the report RVKRED09 shows that cedit status is changed.
Something is happening somwhere which is causing this. could any one guide. Also what is the program name which confirms the availibility check in sales order and also what is the program name which changes the credit status for a sales order in VBUK table.
regards
sachin

Hi
So as per your query , you have gone with the user exit in the program MV45AFZF , so check wheather any subprogram has been included where availability check wont happen.So just take the help of ABAP;er and then check wheather any program has been included related to availability check.
Regards
Srinath

Availability check and credit release

hello, friends.
here is the situation:
1. MRP type PD
2. availability check 01
now i create a sales order for 100 units for a material. due to the inventory situation, the schedule line proposes 40 units by Feb 14 and 60 units by Feb 28. i save the order and this is blocked for credit limit (of course, confirmed quantity will be '0').
now i release the order through VKM1. when we go back to the sales order, the schedule line is 100 units by Feb 28. of course, we can also redo availability check and the schedule lines will propose the earlier 2 dates.
now, i believe that the 1 schedule line proposal after release has something to do with time period (or horizon) and credit control. but where do we customize settings so that the original schedule line proposals (40 units by Feb 14 and 60 by Feb 28) is automatically copied and/or retained?
many thanks for your valued inputs.

Jonathan,
Also check Av.check and TOR under IMG -SD-BAsic Functions-Av.check and TOR- Define procedure by schedule line category.
Av. check and TOR should be checked there also check whether there is a manual schedule line block in the sales order. becasue if this is the case, then its very effective and works immediately
If the availability check is switched on at requirements class level, it can be switched off at schedule line level. However, you cannot switch on the availability check at schedule line level, if it is switched off at requirements class level. You can make this setting at schedule line level. But the system ignores it and the setting for the requirements class applies. Also, at schedule line level when the availability check is switched on, the transfer of requirements can be switched off. For example, this makes sense for inquiries or sales information.
An availability check can only be carried out if the following prerequisites have been fulfilled:
The control elements described above for the availability check must be maintained in customizing for Sales and the relevant assignments made to the sales transactions The availability check must be switched on at requirements class level and - for the availability check in the sales documents - at schedule line category level
A requirements type must exist by which the requirements class can be found. A plant must be defined. It can either be proposed from the customer or material master record or can be entered manually in the document.
A checking group must be defined in the material master record on the Sales/plant data screen in the Availability check field
Please check all these above settings to see if there are in order. Also check if there is any delivery block on that date, if one single delivery is enabled and also there is any product allocation active. I am very much interested to know your status. Wud appreciate your status.
regards
Jude

Credit Management- difference between Credit check at Delivery & PGI

Dear Gurus,
scenario : The client already have Credit check at Sales order & Delivery . he want to allocate inventory to the order in case of Credit check at sales order.also delivery should be blocked.
Whats is the possible solution ?
If i will remove credit check at sales order & only credit check at delivery. is that solve the problem & what is the customisation for the same ?
what is the difference between credit check at delivery & at PGI
Please Help me to solve this critical problem
Thanks in Advance
Vishal
Edited by: Vishal Shirke on May 22, 2009 9:47 AM

Hi Vishal,
SAP can do credit check at three levels Sales order, deliveries and PGI.
When checking at Deliveries:-The credit block will not allow you to create Delivery document if you set credit check for Deliveries.
the stock will not get reserved for the delivery.
We follow this when we dont want to create delivery doc when customers credit limit exceeds.
At PGI Level --> The credit block will not allow you to do the PGI if you set credit check for PGI.
you can create delivery document and also pick the stock.
the stock will get reserved for the delivery
So according to ur scenario u can go for Credit check at PGI.
check this thread
Re: credit management
PS: Do search the forum you willl get lots of informative answers which will also enhance ur knowledge.
Thanks,
Raja

Credit Management Check - Sales Value not updated in FD33

Hi,
We have configured Credit Management checks in our system.
When we create a Sales Order that has exceeded the Credit Amount for a Customer we get a pop up saying "Credit Limit Exceeded by XXX amount. We proceed to save the sales order.
By my understanding this amount XXX should get get updated in Transaction FD33 - Customer Credit management Display Status in the column "Sales Value". But this does not happen. The value remains as zero.
What could be wrong here. Should this field not be updated with the credit value that the customer has exceeded?
Thanks and Regards,
Ashwin

The Sales Value in FD33 transaction is the value of open sales orders as of that point. Now in your case if you are creating the first sales order and the value of that order is going beyond the allowed credit limit then and as per setting if system is blocking that order for credit faliure in this case system does not consider this order as open untill it blocked for credit.
Check if the order is blocked for credit. Also see the status of the order in VBUK (status table).
Hope this helps.

Credit block and Availability Check

Hi,
As per standard behavior when there is credit block in sales order, system does not confirm the quantities when the sales order is saved even though receipt elements are available during availability check.
Is there any way to confirm the quantities even though sales order is into credit block.
Regards,
RS

Hello,
In requirement like yours we can Confirm the Quantities & insert a Delivery Block. To do this follow as below:
IMG - Sales and Distribution - Basic Functions - Availability Check and Transfer of Requirements - Transfer of Requirements - Block Quantity Confirmation In Delivery Blocks - Deliveries: Blocking Reasons/Criteria -
Here for Delivery Block 01 - Credit LImit - There will be a tick mark in Confirmation block (Conf) Box. Remove this tick mark & then system will Confirm the Stock inspite of Credit Block.
These block are defined here:
IMG - Sales and Distribution - Basic Functions - Availability Check and Transfer of Requirements - Transfer of Requirements - Block Quantity Confirmation In Delivery Blocks - Reasons for and Scope of Deliv.Blocks: Transfer of Req.Block
Hope this helps,
Thanks,
Jignesh Mehta

Letter of Credit functionality and Credit Management

Hi,
we want to use Letter of Credit functionality for exports.
Currently, we have an ERP system that contains the sales data. In a separate system we have the credit management functionality (Financial Supply Chain Mgt - FSCM).
When order is created, the credit limit is checked in the FSCM system (via PI messages).
Now, we want to link some of the Sales orders with Letter of Credit. I believe, this is standard functionality in GTS.
So when Sales Order is created a LOC should be connected to this.
Can the GTS be connected also to FSCM credit management, so credit limit is not affected?
Example:
Sales Order value: 1 Mio USD
10% down-payment > this would be in the credit exposure visible (net exposure).
90 % covered through LOC > credit exposure should showing this, or it shows order value and in a negative figure this amount deducted so no effect on exposure.
Down-payment has no relation to LOC. When money is received for this the net exposure of the sales order is 0.
partial invoice: 0.4 Mio USD > it should be possible to link this invoice to the LOC. The posting FI document should have some LOC information, so when payment comes in the amount in LOC is reduced as well as in credit management this open.
Final invoice 0.5 USD: as above, all values go out from exposure if there are any.
A second case would be guarantees, where there is no reduction of values. This would stay same.
Anyone who can advise a solution here?
Thanks + Regards
Hein

Letter Of Credit can be used as a standard solution of SAP GTS with ERP solution. Yes you can connect both SAP & no SAP systems with GTS, but plugins, PI etc needs to be built in. But it would not be real time like RFC works. There are some standard available which needs to be hard coded to meet specific requirements.
Connecting LOC to Sales Order, invoice etc, is manual, based on business specific parameters and it comes standard with SAP GTS. Maintaining Values & Quantity of LOC based on actual LOC from bank is also possible. The depreciation of values & quantities is also standard with in LOC in GTS.
You can also setup various communication methods for LOC.
I think when Invoice is raised and payment is received the LOC should be closed in the system. There can also be other scenarios where in system determines LOC based on predefined logics for determination strategy put in to the GTS system.
Cheers,
Abir

Availability Check , Credit Management

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