Block outbound delivery when customer exeedes credit limit

hi gurus
my client have a scenario:
his customer pays for sales order before set the order (pays down payment by order amount). customer balance is now credited with sales order amount so if he set the order his balance logically will decrease by sales order amount. now my client needs when creating outbound delivery if the employee increase the quantity will be delivered system will popup an error due to credit limit and prevent to saving the outbound delivery.
i hope get help ASAP

Hi,
at which point the employee changes the quantity , in sales order or in delivery?
in order to check your deviveries
see your customizing settings for deliveries credit , its is the 02 Credit Group for Delivery in OVA8.
except other setting check field Deviation in %
Best Regards.

Similar Messages

Client wants to block the order if customer's credit Limits exceeds.

Dear All,
Client wants to block the order if customer's credit Limits exceeds. But Sales order no. is to be generated.Later on that blocked order is to be released by Authority.
I did all the configurations. Order is blocked if the customer credits exceeds, but order no is not get generated. Without order no, Authority can not release.
Kindly guide me where i have gone wrong.
Awaiting for your quick reply
Regards,
umapathy

HI,
Please do not put a credit block in the Credit Management settings. Instead check in the CMR and the VOV8 sales order setting. Also if possible maintain an incompletion procedure wherein SO number would created but the document would be blocked for delivery creation.
Usually the SO would be released using v.23 by the proper authority,that should work fine and would not hamper SO creation process.
Thanks
Reward points if helpful

How to view the date when the Customers credit limit updated in SAP-FSCM?

How to view the date when the Customers credit limit updated in SAP-FSCM?

OK you can look at field - LIMIT_CHG_DATE in the table - UKMBP_CMS_SGM via SE16
I would assume you would want to run it based on a date range.

Cst sales - blocking amount for c form in credit limit

sir
We are from India. When we sell goods for a customer in another state we give the customer Central Sales Tax invoice which is 2% of the basic value. The customer has to give the company 'C' forms, which will be given with in 3 months after invoice. If he does not give, the company will be loss by 3% of the basic value. So my company wants us to block the 3% of the basic value in credit limit (in cumulative basis till the customer gives C form). Once we receive the 'c' form the blocked amount will be released.
Kindly suggest us a solution.
regards
padma

Hi
I hope you know how credit management works. As per standard credit management How can we block some percentage of invoice? I don't think so this is a good idea.
You are saying that company would lose 3% if customer doesn't return C form. How would company lose 3%?
Why don't you charge this 3% to customer and on return of C form you give credit note to customer. If he returns he'll be getting 3% off and if he doesn't return then company will lose 3% which it already had charged to customer. So company won't be losing anything.
I dont know about legal or operational possibility of this in India. This is just an idea.
Thank$

Fetching AR open items and customer's credit limit to Collateral Management

Hi
Is there a badi that you can use to fetch receivables data (open invoices/items and credit limit) from FI-AR to Collateral Management System?
Answer: The badi Get Receivables has to be used
BAPI1010_6 u201ECreditAccountDetail
Other bapi of interest, :
BAPI_AR_ACC_GETOPENITEMS
BAPI_AR_ACC_GETCURRENTBALANCE
Edited by: EI18 on Sep 9, 2011 10:21 PM

Hi,
Open items check means it will consider all the open items when it is doing credit check. Here it adds all the open items amount and do the credit check..
Oldest open item means it will consider only the oldest open item and based on tht i will do credit check..Here i will check the oldest open item value and its date then do the credit check..
Coming to payment terms check, system is responding correctly.. because payment terms are immed due net. tht means still time is there in the same day. that is the reason it is not blocking the second document.
once move to 2nd day then it means first doc is not cleared tht is the reason it is blocking the 2 nd doc on 2nd doc..
Hope u have understand..
Regards
Sankar

How to block a delivery when an A/R Down Payment Invoice is not paid?

1. Create and add a Sales Order
2. Create and add an A/R Down Payment Invoice based on the created Sales Order (set DPM % to 50)
3. Create and add a Delivery based on the created Sales Order
The delivery is not blocked.
Is there an easy workaround/alternative to ensure goods are stopped from being delivered when a customer hasn't paid a certain amount upfront?

Hi Suda,
Unfortunately my usage of the sql queries is a bit rusty and am not sure if I am doing this correctly.
Next to that I don't exactly see how it should work (hence my comment being rusty - haven't used this very often). I see that it checks the AR Down Payment Invoice document and lines, but how it checks to which sales order it is connected to stop the delivery.. Plus I always want it to stop any delivery when an AR Down Payment for any percentage hasn't paid in full untill it has been paid/approved by someone to be delivered. If no AR Down Payment has been done, there is no issue.
Anyway I have copied your query to the Query Generator and saved it.
I created an approval procedure based on delivery documents and based it on the saved query.
Added a sales order and created a Down Payment Invoice based on the sales order with 40% that has to be paid upfront. Created a delivery based on the sales order and added the document. I only gotten an internal error (it went so quickly I can't see the actual whole message because I get the created message straight after), but it created the delivery anyway.. (same as you described maybe?)
I'm missing something obviously, let me know what to do.
Regards,
Petronella

Billing - Representing the customer's credit limit and premitted products

Dear All,
We intend to implement SAP CRM billing model in our system.
Currently we have 2 fundamental questions we need to solve:
1) How to represent the customer credit limit.
2 ) What is the best way to indicate his permitted products
As we operate in the energy and gas industry. An example for usage scenario might be :
The customer can use euro un-leaded fuel up to daily limit of 50 Liters,
and up to a monthly limit of 1000 Liters.
He can also buy 3 specific motor oils types with his loyalty card.
We need a standard way to represent those restrictions our system,
later the billing model will have to take them into account.
Please Advice.
Thank You,
David Tal

Dear Debashish
As per my understanding, this is because the credit limit check is always applicable at 2 levels only i.e. Sales Order and Delivery.
u r talking about Open Billing Doc and Open Items, but this is also covered within Open Sales Orders and Deliveries, isn't it?
Hope this will help u.

Prepaid Customer - ByPass Credit Limit Warning

Hi,
We have customers who have a credit limit, have prepaid payment terms and will prepay their order before delivery....
Is there a way to process the prepayment and bypass the credit limit warning? I tried using a A/R downpayment invoice, but the credit limit warning still appears....
Thanks,
Jane
John

Jane,
Credit limit validation merely takes the DocTotal into consideration. Are you talking about the Warning pop-up or do you have a approval process also?
I don't think the system behaviour can be changed for Customer with a specific payment term.
Suda

Customer's Credit Limit is zero

Hi all,
I eecuted report RFDKLI40 and i noted that a few customers have credit limit set to 0,00Euro
Could you please help me with what does this mean?
Does this customer by-pass credit limit control or not?
Thanks in advance for your help.
John

Customer's assigned with credit limit equal to zero are "ship-to" and not "sold-to", thus there is no need to pass credit limit.
For example, one customer ("Sold-To") has many branches ("Ship-to") around the country and it has been decided to perform credit limit control on the "sold-to" customer who is also responsible for its branches' orders and payments.
Regards,
John
Edited by: bonijohn on Jun 22, 2010 1:03 PM

Reg. Account modifier for mvt type 601 outbound delivery to customer

Dear Experts
I am doing delivery ( finished goods to customer) using 601 mvt what account modifier is used and where it is assigned in OBYC
settings, Pls help me very soon........
Thanks in advance
Rajakumar.k

Hi,
Account modifier In standard settings will be VAX for transaction event Key GBB under movement type 601,
Regards
Merwyn

Sales order - No Credit block - When credit limit = 0 & Exposure = 0

Hello,
I have a scenario where, i try to create a sales order for 1000 EUR. I have Credit management activated for the concerned BP. In the main segment, the limit defined is = 0 and credit exposure = 0.
Now when I try to create a SO, it is not going for credit blocked. The 'Overall status of credit limit checks' directly getting to 'D' (=Approved) Status. Please help me to understand what went wrong. Any issue with Credit group or Risk category?
BR,
D'nesh

I have Credit management activated for the concerned BP.
Usually we assign the credit limit to Payer customer master.Please check once again.
And please check all your required credit management settings once again.
For example:
1. Check whether credit group is assigned to the order type or not? (VOV8)
2. Check whether credit active field is active or not in respective item category(VOV7)
3. Check whether Subtotal field A is assigned or not in V/08 for the relevant pricing procedure
4. Check whether you have assigned the Risk category is assigned or not in FD32 for the payer customer.
thanks,
Srinu.

Credit Limit check on Delivery:: Sales order blocked

Dear Friends,
We have implemented credit limit check with delivery Block option in Sales order. After revising Credit limit, while user is creating Delivery again, system prompts for Delivery Block in Sales order i.e, reson for Block is Credit limit in Sales Order. then user removes resason and proceeds further.
Is there any way by which system doesn't put reason for rejection in sales order and just not allow to create delivery in system. i.e. we want to remove the step of removing reason from sales order.
Regards Krishan Raheja

Dear Krishan,
As per my understanding you require just a credit check in the sales order level, which can be implemented using credit management in sales order level . In that case system will automatically block the sales order if the credit limit is exceeded.
So you do not need a DELIVERY BLOCK reason assigned to your SALES ORDER TYPE in VOV8.
Please clarify, whether you need to block the sales order and delivery due to credit limit...
or is it just sales order which need to be blocked ?
you can get the detailed configuration steps in SDN or the same is as follows.
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf
Thanks & Regards,
Hegal K Charles

Approval Procedure not triggered when Credit Limit Exceeded

Hi,
I've defined an approval procedure which I would like to launch when a clients Credit Limit has been exceeded. I've checked the required fields on Administration > General Settings > BP tab (credit Limit, Commitment Limit, AR Invoice, Delivery, SO). I've also checked the Activate Approval Procedures on the same tab.
I know the approval procedure has been set up the correct way, since it is launched when I change the Terms to for instance 'Total document'.
There is a system-message when I am creating a Delivery Note for a customer indicating that the credit limit for this customer has been exceeded. But still, the system allows the user to add the document without triggering the approval procedure....
What am I doing wrong?
Btw: The credit limit exceeded is in negative numbers, but I've tried both the condition 'Deviation from Credit Limit greater than 1' and Deviation from Credit Limit Less than 1...

Could you clarify what you mean by "The credit limit exceeded is in negative numbers"
Negative number: the system message I get when I create a delivery note for a customer, exceeding the credit limit is the following:
Customer has exceeded credit limit - 95.479 EUR
Customer has exceeded commitment limit - 95.479 EUR
Continue (Y/N)
Make sure the Credit Limits are set in the BP Master. --> OK, credit limit is set to 100 EUR, Commitment limit to 100 EUR
Also use Great than in Ratio and try to use a small number like 10 in the value --> I am using 1 EUR
Also, check in System Initialization > General Settings..BP Tab Activate approval procedure is checked. --> it is checked.
Using the range option does not solve the problem, in fact even if I use 'Deviation from Credit Limit does not equal 1 EUR' the approval is not triggered. When I use the same Approval template, but I alter the terms to Total document greater than 1 or Discount% greater than 1 the approval is triggered.
Edited by: Rui Pereira on Apr 29, 2009 1:19 PM

Sales value filed in Customer credit limit

Hi Friends,
User is asking about the details of the amount which is there in the sales value field in (customer credit management T-code FD33) , with this field i come to know it is coming from Total of all order values which have not been transferred to FI, but which are taken into consideration when checking the credit limit.
But i am not able to identify the amount.from where it is coming and wht to check, how to find the open sales orders wht is the table name.
Please let me know how can i find the value, where to check and wht is the table, t-code.Please its bit important.
Regards
Sree

Hi,
if you don't get a list of sales documents for this particular customer when executing RVKRED88
1: check your selection parameters
2: maybe there are no open sales orders / deliveries / billing docs (if you want to be sure, create a new sales order in test environment and run RVKRED88 again)
3: maybe your credit-management customizing does not consider the sales documents you expect as relevant for credit management.
Follow SAPNET note 18613 (especially point 7 and 8), this note is a checklist for credit management settings.
best regards, Christian

Customer Credit Limit on CRM Sales Order

Dear All,
Can the customer credit limit be displayed on CRM Sales order(Customer from ECC, we use simple credit check on SAP ECC)
Regards,
Ahmed

Hi,
The standard credit check in SAP CRM calls up the automatic credit check in SAP R/3. You must define an RFC destination, and specify this destination for the credit check.
· To define RFC destinations in CRM Customizing, choose Customer Relationship Management ® CRM Middleware and Related Components ® Communication Setup ® Define RFC Destinations.
· To specify destinations for the credit check, choose Customer Relationship Management ® CRM Middleware and Related Components ® Communication Setup ® Middleware Parameters ® Define Middleware Parameters. Then choose the activity Credit Check and enter an RFC destination for the parameter CRMCREDCHE.
You can also carry out an initial data transfer for credit data.For transactions that are still open for which you are reactivating update of credit data, you can initially transfer the credit data for a reorganization of data in SAP R/3. To do this, start the initial data transfer for object CMDOC_NOTIFY using transaction R3AS.
When setting up credit limit check, refer to SAP Note 568157, 570155 and 619500.
With Regards
Selvam T

Block outbound delivery when customer exeedes credit limit

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