Block order by credit check

Dear expert,
I have a requirement like that:
The first one, I re-export to customer and must create a sales order for re-export, how can I do? and where will I config to it?
how can the system understand that this is sales order for re-export?
The second one, when I create the sales order for re-export, if I don't put the "Financial document number" in risk management (tab billing document), it is the number of a L/C document that record in FI, I want the system BLOCK this sales order. But I don't know how to do it.
Please help me.
Thanks a lot.
best regard,
Kelly minh

Hi
Do the below mentioned way:
Create Letter of Credit
Create Financial Document
Transaction: SAP Easy Access  Logistics  Sales & Distribution  Foreign Trade/Customs  Payment Guarantee  Documentary Payments  Financial Documents  VX11N Create
Define Financial Document Type
The finaninancial document type is maintained in SPRO  Sales & Distribution  Foreign Trade/Customs  Documentary Payments  Basic Settings  Define Financial Document Type (VX50)
1Define Indicators for Financial Documents
Then maintain the indicators in SPRO  Sales & Distribution  Foreign Trade/Customs  Documentary Payments  Basic Settings  Define indicators for Financial Documents (VX52)
Assign Customer, Ship-to party, bank country, bank key (Opening Bank), Financial Document Value, Currency and terms of Payments
Maintain the Address for customer as well as for ship-to party by clicking on
Then select the tab Dates/Delivery dates and maintain the dates
Define Documents to be Presented
The Statutory documents are defined in SPRO  Sales & Distribution  Foreign Trade/Customs  Documentary Payments  Basic Settings  Define Documents to be presented (VX57)
Create Sales Order
While creating the sales order assign the financial document at header as well as at item level.
In the sales order maintain the payment terms.
Thanks.
Vasu

Similar Messages

Make To Order With Credit Check.......

Dear Expert,
Could i know about Automatic Credit Check-Static and Make to Order with Credit Check...
Thanking you,

hi
in simple credit check it considers only the current sales order with the value assigned to the customer
but in automatic credit check we have two types
1. Static: it compares the value assigned to the customer with the value of open sales orders + value of open delivery documents + value of open billing documents + value of billing doc's posted into accounting but for which we have not recieved the payment..
2. Dynamic : the way of calculation is the same as static but the difference is we have horizon in dynamic credit check
Example: in static all the open doc's will be considered for credit check
but in dynamic if i give the horizon as 2 months
sales orders for which the delivery date falls after two months will not be considered
similarly delivery doc's whose billing date is after 2 months will not be considered..
etc
even though its a make to order it will be processed using doc type OR
you assing the credit group to the sales doc
that is suffecient
hope this helps
regards
ravi

Block sales order for credit check

I have created 1 sales order. I want to know how we can find out that sales order is in block.
Also I want to block the sales order created for credit check . What I can do that sales order will go in block.

Hi KiranCG,
--For Credit check go to T.Code FD32 & give customer number & Credit control area & enter the credit limit amount & save it.
-Do the Cutomization for Credit Management
IMG-S&D-Basic Functions-Credit Management & Risk Management-Credit Management
--Define Account groups
--Assign the credit group (01) to your Sales Document type.
--Define Automatic Credit Control (or) T.Code OVA8 Assign CCARisk categoryCredit group -01 (Sales Order) & also Fill the required fields
--In Check column Check mark the Static or Dynamic credit & put reaction as C & check mark the status/block & save it.
--Now raise the sale order in VA01 if the credit limit exceeds the system will through you an error message.But you can still save the document.
--Go to T.Code VKM1 to view the Blocked sales document & enter Credit Control Area,Credit account,Risk category& customer credit group.
--.In order to release the Sales order document go to T.Code VKM3
Let me know if your problem is solved
Regards
Pradeep

Credit sales order with credit check without top up limit

Hi Experts,
I have a silly question, just wanted to confirm is this possible in SAP system?
I have check thru seem no such function.
My user requested a requirement is credit sales order with credit limit check however without top up credit limit to specific customer. eventually allow this specific customer sales order, delivery order without blocking and created succesfully?
Thanks & Regards,
Yong Kok Wah

Hi,
Use a seprate risk category for such customer. In OVA8 Setting for the given risk category set the Credit Limit Seasonal factor.
By means of above setting system will support the concept of TOP Up credit limit (for a given time period) for given customer against said credit limit.
Regards
Digambar Pandey

Confirmed quantity in sales order and credit check

Due to the fact that we are using automatic credit check , for the sales orders that are not blocked due to credit control the confirmed quantity is made to 0 until some person responsible unblocks the sales order.
My issue is how to prevent the confirmed quantity from becaming 0 even if credit block exists

Dear Friend
If the automatic credit management is active the confirmed quantities of sales order becomes 0 because in t code OVB8 the requirement no used will be 101 and system routine will be 1 that is system reservation
Here you need to change the 101 to something else or you have to write a new routine thro ABAPer so that even if the document goes for credit block the confirmed quantities doesnot change or become 0
I dont have the practical experience of changing this to something else and having worked on that
But you may try that
The area to explore or get your requirement is this only
Regards
Raja

Order Value - Credit Check

Dear Experts
Is there a way to avoid open order value to be calculated in the credit exposure during credit check.?
we want to activate credit checks at the delivery level. and we want only the delivery value + invoice value+ payments to be
incorporated in calculating the credit exposure for a particular customer.and not including the open sales order value.
awaiting reply
Best regards
MH

If you just have SD/FI credit management, that is, do not have Integration with SAP Credit Management (FSCM) activated, you have 2 options both in Automatic credit control
1.
Dynamic credit limit check
The dynamic check includes both a static part which checks all open items, deliveries and billing documents and a dynamic part which checks all outstanding order values, that is, all orders not yet delivered or partially delivered.
Now for your requirement put Horizon=0 days
Or
2.
Uncheck Static & Dynamic & Check the Document Value option in OVA8 & put the reaction, block & Max.doc.value as desired by the business.
revert if you require more help

Ignore Open orders in Credit Check

Dear All,
As you are aware of that in the Static Credit Limit Check
The credit exposure is the total combined value of the following documents:
- Open orders
- Open deliveries
- Open billing documents
- Receivables
The requirement is to exclude Open orders for specific risk category and consider only New Orders + the other open documents to calculate and check for credit limit. How can i achieve this. Please advice.
Note :-Open Orders Check in OVA8 does not help to fix this.
Thanks & Regards,
Vikas

Hi ChandraSekhar,
If the customer have Credit limit of 50000 USD & old Open Orders value is 40000, Now if CSR enters new Order of 20000 USD , Then System should not throw message that Customers Static credit check: credit limit exceeded by 10000 USD ;Instead it shoud Ignore Old Open Sales order Value (40000 USD) & system should Consider & calculate only New Order Value (20000USD).
Hope I am Clear?
How can we Achieve this?
Regards,
Vikas

Blocked Order and Credit Exposure

Hi,
Does the blocked order form a part of Credit Exposure?
Is there some config in which you can define this...
Thanks

hello, friend.
yes and no. it depends on the update group you choose when you do credit management settings in OVA8.
i tried using update 000012. when order is blocked and saved, exposure is not increased; exposure is increased only when you release the blocked order. when i tried 000018, blocked orders saved do update credit exposure.
however, please do test in your system as well.
regards.
Edited by: jonathan yap on Nov 7, 2008 7:54 PM

Process the sales order without credit check when net amount is 0$

Hi..
Currently for the standard sales order, when the net amount is 0$, it's being in the queue for approval.
When ever the net amount is 0$ we want it to be processed without any credit check.
Any suggestion on how to approach is appreciated, like what changes need to be done on the credit check routine etc.. or any other approach.. will reward the points for the help..
Thanks.

If you are a developer, your role will be to write the code for this routine. The actual configuration of this OVA8 screen has to be done by your functional consultant as I will not be in a position to tell you what values to use for all those fields. These are always driven by your entire credit management configuration. That will be part which will be done by the functional consultant. As a developer, I will be only concerned with writing a couple of lines in this routine. I will not recommend changing anything else unless you know exactly what you are doing. The only reason we should go here as a developer is to enter that number in that field. But before you come here, you have to do the following.
To create the routine and its associated code, go to VOFM and then in the menu "Requirements-->Credit Checks". Enter your routine number 9xx, give a description, click on the source code button and write the code. Once this is saved, you need to give the routine number to the functional consultant who will then use it to configure so that it is executed for the right order types.

Incoming orders in COPA not working if Sales Order blocked for Credit Check

Hi all,
We need to build a report showing all incoming sales order by entry date and/or change date (change of values or quantities later on). COPA allows to do this, but the problem is that COPA line item table is only updated if the sales order is released from credit check (VKM3). I am looking for a solution to be able to record sales orders in COPA even if they are still blocked for credit check. By doing that we will be able to report all sales orders entered from COPA and provide basis for commissions calculation to the business.
I have investigated possible COPA enhancements like COPA0005 but it doesn't seem to be used at the time of sales order save.
Thanks.

Hello ,
Thanks for the reply
As you said , the credit check in the service order is information message "Credit check (maximum percentage for ope
exceeded)" .
If you enter and come out this message then one more message will come , i.e., "The business transaction can not be carried out" detail message - System status CNOK is active (ORD XXXXXXX).
with the above message , system will not allow to do the Service order release.
In this particular case , we have done the VKM1 for the sales order to unblock the order from credit check . But again system is checking the credit check at service order (created w.r.t sales order) . we are not able to control this .
we also suggested the solution to the customer , saying removal of credit check for service orders . But customer requires credit check to happen at both the documents.

Order blocked for delivery as a result of credit check

Hell SAP Experts,
A Order is blocked for delivery as a result of credit check.
I have RELEASED it through the TCode- VKM3. But still the Order's over all credit status is ‘B’ (Credit check was executed ,document NOT OK).
I have checked if the Customer is BLOCKED for Delivery in VD05,but it is not.
Is there any other Place where I need to RELEASE such Order from Credit check?
Can anyone help me to remove the Blocked order.
Appreciating your quick reply.
Thanks in advance ,
Umesh Karane

I have RELEASED it through the TCode- VKM3. But still the Order's over all credit status is ‘B’ (Credit check was executed ,document NOT OK).
Over all status B means still the block was not released in your attempt of VKM3. Goto VA02 sales document header-status you will find credit status as blocked.
if the document is released system shows as "D" so please try to release the document once again properly with VKM3, apart from this t code you can also try with VKM1 or VKM4.
After release check once again the status it should be D
thanks,
Srinu.

Service order - Blocked for credit check

Hello ,
I have a scenario where the service order will be created with reference to sales order and the credit check is active both for the sales order and the service order.
we are releasing the sales order from credit block in VKM1 , but still the credit check is not allowing us to release the service order which created with reference to the sales orders .
Now my doubt is , even after releasing the sales order from credit block , why system is stopping or blocking the service order from release.
Need your inputs in this

Hello ,
Thanks for the reply
As you said , the credit check in the service order is information message "Credit check (maximum percentage for ope
exceeded)" .
If you enter and come out this message then one more message will come , i.e., "The business transaction can not be carried out" detail message - System status CNOK is active (ORD XXXXXXX).
with the above message , system will not allow to do the Service order release.
In this particular case , we have done the VKM1 for the sales order to unblock the order from credit check . But again system is checking the credit check at service order (created w.r.t sales order) . we are not able to control this .
we also suggested the solution to the customer , saying removal of credit check for service orders . But customer requires credit check to happen at both the documents.

Without exceeding the credit limit sales order is blocked for credit check.

Dear Experts,
In my production server as well as quality server sales order is blocked for dynamic credit check.But the fact is that the credit limit is not exceeded.only 18% of the credit limit is used by the cutomer.The same problem is there in quality server also.
Kindly help.
Best Regards
Biju

Dear Biju,
Check whether the customer code has exceeded credit limit in any other credit control area.
Run the following programs.
RVKRED77 , RVKRED88 , F.28
After credit re-organisation, please check again and revert back.
Also would like to ask you whether you have made any recent changes in the credit master data [FD32].
Thanks & Regards,
Hegal K Charles

How to Block a Quote on Credit check and prevent suseqquent functions

Hi,
The client wants to prevent the Quotations which are blocked due to credit check to be turned in to sales order.
We are maintaining credit group 40 , assigned it to quote, and maintained records in Fd32 and ova8.
The item categories have been checked for credit check.
After all these, when a quote is blocked, we can see it in vkm1 for release.
But, it allows to create the sales order with reference to the blocked quote.
Can anyone please help me in resolving this?
P.S. The client wants to do this at Quote level because they are using Assembly processing. Since it is not possible to prevent creating a production order even though the credit check has been set for sales order (Client uses 90% of KMAT's (Item cat-TAC) and Assembly processing (Strategy group 82) with VC.)
Any suggestion to achieve either one of the above will be appreciated and Rewarded.
Thank You,
Manoj.

Hi
Please try this way...this is a guess and let's see if it works.,
Define a new Credit Group (say 04) for Quotes.
Assign the new Credit Group for the QT document type
In the Define Automatic Credit Control - make the necessary assignment for the combination of
CCA - Risk Category - Credit Group
Check the functionality by creating the Quote for an amount exceeding the credit limit and referring it for creating the sales order, which shouldn't be allowed.
Thanks,
Ravi

Order Credit Check of The Dealer

Dear
Hi, This is Little bit techno-Functional , Kindly help me out
This is the Scenario
While Creating delivery from The Sale Order , The Order is blocked due to credit Check .
But Ther dealer is having Least Amount balance, we want to create Delivery For The Avail amount Based on material Wise .In The Order Header status , Credit Check has been updated, we want 2 know which table/ field is updated, when i try to get The field thru F1 help , its found a structure (Description )
Structure name is VBSTT-CMGST_BEZ
I need a Table name / where the description like approved/ released get Saved.
Thanks in Advance

hi
check the following tables hope you may get the required data
VBUK-CMGST
VAKCR-CMGST
REGARDS
rithvika

Block order by credit check

Similar Messages

Maybe you are looking for