Can we detrmine Credit Check at delivery or billing level

Hi
Can we determine Credit Check at delivery or billing level other than at Sales Order level?
If yes,what settings need to be done in IMG?

Hi Ronaldo,
the idea behind making a credit check is to block the customer from receiving goods in case the credit limit has already exceeded right?
Now consider that you have a customer for whom you are preapring a sales order, carrying out delivery and PGI ,
then when you went on to bill him you find that the customer has exceeded its credit limit. Now, since you have alreday prepared sales oredr and delivery document and even posted goods what action would you take? you have already carried out pgi.
it is not possible in standard SAP.Since once the PGI is done and later the credit limit is checked at the time of billing, then the delivery will have to be revrsed, sales order has to be cancelled and so on making it a little complex.
Thanks,
Raja

Similar Messages

  • 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 check at Delivery

    For one of our risk categories, we would like the credit check to occur at both the Sales Order and Delivery creation events.  In transaction OVA8, I have created records for the credit control area/risk category/credit group.  The credit groups are assigned to the document types properly (01 - at Order, and 02 - at Delivery).
    When I create an order which exceeds the credit limit, I release it from credit block in VKM1.  I then proceed to create a delivery.  At this point, I would like the delivery to block, but it is not doing so.  On the Header--> Processing tab, the Credit Status is "D" (Released).  This implies that just because the order was released, the delivery will not block. 
    A few questions....(a) does the "Number of days" in the risk category need to be set to zero? (b) does the delivery need to have value to block?   Any additional thoughts you have would be greatly appreciated.
    Thanks.

    Dear dbrennan,
    It is a standard functionality and for your questions
    (a) does the "Number of days" in the risk category need to be set to zero?
    SAP says
    The current date is not greater than the Release date + the Number of days specified in the Rick category.
    and System is not allowing negative ( -1) date too.
    (b) does the delivery need to have value to block?
    In practical, Is the sales order credit check and Delivery order credit parameters were different?
    Regards,
    Mani

  • Credit Check at Ship to Party Level

    Hi Mark
    My Client requirement is do Credit Check at Ship to Party level. How can we achieve Credit Check at Ship to Party. Please explain.
    Thanks
    Rajanikanth

    Hi Mark
    Thank you very much for your reply.
    How can i assign a BP to Credit Management
    What i know is my Client wants to implement Credit Check at ship to level. I really dont know why they want to implement credit check at ship to level.
    By the statement "You can have a bill to, payer to represent the Head Office.", i assume that credit check can be done at bill to or payer ?. Is that correct. ?
    I dont know if we really need 4 layers of customer master partner functions but we definitely need sold to and ship to.
    Thanks
    Rajanikanth

  • Dynamic Credit check - problem -Delivery creation from Sales order

    Hi
    we have a problem which i would appreciate some help with.
    Sales order is blocked for credit and subsequently released via VKM1
    BUT as soon as line item is selected and then Sales document > deliver -
    the Dynamic credit block kicks in again straight away, no other changes have been made
    why is this occurring ?
    I managed to get round the problem by creating delivery via VL10c and selecting line item and then create in background

    Hi Tony,
    Do you have a credit check active again at Delivery level?
    In OVA8 - for the combination of credit control area, risk cat & credit group - please check field 'Number of days'.
    If you do not wish to carry out the credit check again for the released doc, here you can maintain the number of days.
    Description of F1 for this field is as below.
    Credit check: Number of days without check
    Specifies the number of days after which a changed document must be re-checked for credit.
    Use
    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
    thanks
    Anirudh

  • Credit check for delivery

    Hi, I met some issues need your help!
    Currently, I have set the credit limit check at delivery level.and the reaction status is B(error message)
    and define a table Z_LOG for record the relevant infomation by user-exit.
    1. Create sales order with VA01, and write down the relevant information into Z_LOG.
    2. Create delivery with VL01N. if this document has exceed the limit value,The system will appears an error
    message and failed to create. but I want to record this error message into Z_LOG base on the
    sales document. Have any user-exit  to solve this problem?? Thanks a lot!
    The structure of Z_LOG as below.
    SO,  SOItem,  Material, Q'ty, Delivery, Delivery Item. Error.

    Hi
    Please check if you have assigned the credit group to delivery document and respective credit checks are maintained in Automatic credit check with the credit group used to delivery. Also check the static and dynamic check are ticked according to your requirement and ticked in block as well.
    If still you are facing the problem please check FD32 and check if proper delivery cost is excuted when you create delivies and the credit limit get used. In short check your info structures are properly updated.

  • Delivery credit check

    Dear friends
    I have analyzed one customer, at present time During Sales order creation credit limit checking, we have created one sales order in development server with credit limit... We cannot make the delivery for that sales order. Now we have removed credit limit risk category 100 from that customer .We need this sales order delivery but during creation of delivery show Error: Oldest of Open Item Overdue. We want to check the credit limit at the time of delivery creation only.pls help me in this matter
    regards
    siddu

    Hi,
    Oldest open items error is coming from config. settings,In the config. :Define automatic credit control" settings against credit control area,risk category and credit group if you see detailed screen if oldest open item check box is activated and your items are over due then you get this error.
    Regarding credit check at delivery level,you need to do appropiate settings of credit mgt. to activate credit check at delivery level only then you you can see results.
    Revert back if any further clarifications.
    Reward if it helpful.
    Regards,
    Chandra

  • Credit Check at Sales Order Creation  & Delivery Creation levels

    Hi
    I am using Dynamic Credit check, Assigned  credit group (with block) in OVAK for Sales Orders and for delivery types also assigned credit group.
    Issue is while creating Sales Order system is doing dynamic credit check and blocking the sales order but delivery block is not happening, then i am releasing block in VKM3. but while creating Delivery system is not doing dynamic credit check.
    requirement is in both levels system should check the credit check.
    Can any plz guide me.
    Prasad

    Hi
    It is not possible in the standard. The block at different levels is configured based on the degree of risk involved with the customer. If the customer is more risky, he should be blocked at ordr livel itself. If the customer is less risky, the order should be processed , like picking, packing etc., and only Goods Issue should be stopped.
    The release will be done by a responsible person and hence it should not block again. eg., if the order is released with special approval from a higher up like Marketing - GM, then it should not block the delivery again.
    Thanks,
    Ravi

  • 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

  • Implications of changing credit check from sales order level to delivery

    Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
    What are the implications of changing credit check from sales order level to delivery

    >
    Mangesh Desai wrote:
    > Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
    >
    >
    > What are the implications of changing credit check from sales order level to delivery
    Hi,
    No Implications simple credit check will not happen order level it will happen delivery level .
    *system will not conceded at order level open order will not be calculated
    Best Regards,
    venkataswamy.

  • Credit block at delivery creation

    Hello  all,
    we  have  following  scenario:
    We  perfrom  Credit check at delivery creation  and  if the  customer  is  over  100 %  of  the  limit the  user  is  not  able  to save  the  delivery  note....Fine so  far...
    Then  they  release  via  VKM3/VKM4  and  they  are  able  to  save  the  delivery  note.
    Once  after some  days  they  try  to post  the  goods  issue ,the  delivery  note  is  blocked  for  goods  issue.
    Is  this  normal  SAP  behavior?How  can  I  avoid  it?
    Thanks  in  advance  and  BR
    L

    Hello,
    the  number  of  days  is  30.THe  reason  cannot  be  that  delivery  is  already  another  document  in the  document  flow?
    Because  the  document  released  is the  original  sales  order and  later  on  the  delivery  gets  blocked  for  GI....
    Thanks and  best  regards
    L

  • Credit limit at delivery order

    hi guys
    how can we define credit limit update at delivery order not sales order .
    Thanks in advance

    Hi,
    For credit limit update of only open delivery related items (and open billing items) ensure that the update grp in ur Credit control area is 00015. If it is 00012 or 00018 then it will take sales order also.
    For a credit check at Delivery level, in OVA8 for the combination of risk category, credit cntrl area & Credit grp set the Open Deliveries check box is activated.
    IF the credit update grp is 00012 then selecting the Open orders will also consider the open sales order for credit check. If the Update grp is 00015 then it does not matter whether Open Sales order is checked or not.
    Regards
    Dany

  • Releasing the document from credit check

    Hi,
    I had a credit check at delivery level and its working fine. Now an order was blocked for delivery. Now I want to release this particular order manually for delivery. Can anyone help me out.
    Ramesh

    The Delivery Block needs to be manually released in the Sales Order.
    On the Initial Screen of Sales Order, remove the Delvery Block 
    or
    Remove the Delivery Block in the Sales Order Header --> Shipping Tab.
    Regards,
    Praveen
    Pl reward if helpful

  • Released from credit check - CMFRE

    Hi All,
    Is there a difference between VBAK-CMFRE and LIKP CMFRE,
    Date credit Release Sales order and Delivery ? Is a delivery also checked for credit? How can I view this date?
    Thanks,
    Dwain

    Hi,
    You can do the credit check at three levels: -
    1. Sales Order
    2. Delivery Creation
    3. PGI
    So based on your configuration system will block the document for further processing. Once it's blocked for credit then you have to release the document to move ahead further. In that case there might be chances that you will get different credit release date on Sales Order and Delivery.
    Thanks
    Suneet

  • Credit check at sales order line item level

    We are trying to carry out credit checking at the line item level. Standard SD only has credit checking at the document level.
    Does anyone know of any enhancements or notes we can apply to achieve this.
    Thanks Steve

    Hi Steve,
    The field VBAP-CMGST is only at the header level that is the credit      
    status is only available at the header. So when you release a            
    sales order the entire order is released. It cannot be maintained        
    at the  item level.                                                                               
    Note 60672 explains that placing a delivery block on the schedule line   
    level will have this affect on credit management.  Credit bases things   
    on what can be delivered. Please check in the tranx OVZ7                                                                               
    In block quantity confirmation in delivery blocks there is a blocking    
    reason setup (ZI) which blocks confirmation if an item is incomplete.    
    Please see configuration in transaction OVZ7.                                                                               
    Unfortunately, in standard SAP, credit block is applicable to the        
    whole S/O document.                                                                               
    In general, credit is applicable to the customer [soldto/billto/payer].  
    In SAP, this 'customer' is part of header/document level, and not        
    item level.                                                                               
    You can not change this behaviour in IMG or userexit.  
    I hope those information can be useful
    regards
    Ruy Castro

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