Credi Check Management issue - FSCM

Hi guru's
We have a issue in FSCM. We have defined a business partner in TC:BP and credit limit has been defined 5000 $ but when i am doing sales order for 15000$ system is not asking any credit check message. It was auto released for this SO only. Usually when we create SO system should check credit limit before saving it. but in our case system does carry any credit limit check even though it was higher than the limti defined. what could be the reason?
Can anybody send your advices/thoughts on this issue
Regards,
Krishna

Hi Krishna,
Please check following points:
1. Check the credit process configured i.e. Item category, Assignment of Sales Order type or Delivery order type to CM, automatic credit control
2. Check confirmed qty in the schedule line item of Sales Order
3. Check Credit Master data of the customer - T code FD32
Thanks & Regards,
Santosh

Similar Messages

R12.1.3 receivables - Credit Check Failure Issue

Hello,
We have few customers who have Credit Limit setup at customer level. These customers do not have credit limit set up at site levels. Or, in other words, the site level profile does not exist.
For e.g. a customer has following credit limits.
Customer Credit Limit: $7500.00
Order Credit Limit: $7500.00
Note that both types of credit limit has the same amount.
Now the problem is this: when entering and booking a Sales Order in Order Management, It does not apply any Credit Check Failure hold. Even if the Order amount for just one sales order exceeds $7500, it does NOT apply any credit check failure hold.
Same is the problem with Customer Credit limit. If there are 5 sales orders for a given customer and their grand total is exceeding $7500.00 it does NOT apply any credit check failure hold.
Has any one encountered this issue? What is causing this? What am I missing? Please advise.
Darsh

Hi Darsh,
Hope you have done the following...
1) On the Profile: Transaction Tab, ensure the credit check box is checked
2) On the payment terms aswell, ensure the credit check box is checked
3) if you are using any multi currency..make sure the currency is specified at customer profile with amount limits..
Thanks
-Arif.

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

Static credit check: credit limit exceeded for consignment issue delivery

Hi,
We are encountering a credit limit exceeded error in delivery creation for a consignment issue.
In SPRO config "Credit limit check for order types", no credit limit check is assigned to the order type. However, there is one assigned for the delivery type. Also, for CCAr/Risk cat./CG combination in OVA8 (Auto Credit Block Delivery), static credit check has been activated with error message reaction. Open orders and open deliveries were also activated. Customer exceeded credit exposure but user cannot release the order in any VKMx transactions as no credit limit check is assigned to the order type.
Given that this is the current setup, and the following conditions:
1. Credit limit for the customer cannot be increased
2. Oldest open item cannot be cleared just yet
Is there any way that we can proceed with delivery creation for this customer? The other order types have credit limit check so credit management team was able to release them. However, we are unsure on how to proceed with this consignment order. Kindly advise and thank you in advance for your help.

We are encountering a credit limit exceeded error in delivery creation for a consignment issue.
but user cannot release the order in any VKMx transactions as no credit limit check is assigned to the order type.
Looks contradictory and it may need to run report RVKRED77 to reorganization of open credit values. Try to run the report in test system and then run in production system. After running the report, the use must be able to release in VKM* transaction.
Regards,

Credit check at goods issue and release authorziation based on value

Hi,
I am doing credit management config. My reqmt. is to have credit check at goods issue only. Done this through credit group in automatic credit management config. I have used static check with both open orders and open deliveries checked.
open sales order (delivery not created) value is not updating in the credit exposure field in FD32 can u tell me what can be the problem (I have maintained the subtotal value A in pricing procedure)
My 2nd requirement is based on the range of credit value, documents should be released. i.e., Credit limit is 1Lakh. Now when it exceeds by 50000, credit manager is authorized to release in VKM5. If it exceeds & between 50000 - 1Lakh, Finance Head should be authorized to release in VKM5 and finally it exceeds above 1Lakh , VP Finance should be authorized to release. How do we handle this, pls. give me solution for the above scenario
Thanks
Dhina

HI
> I am doing credit management config. My reqmt. is to have credit check at goods issue only. Done this through credit group in automatic credit management config. I have used static check with both open orders and open deliveries checked.
> open sales order (delivery not created) value is not updating in the credit exposure field in FD32 can u tell me what can be the problem (I have maintained the subtotal value A in pricing procedure)
Please Check the OSS Note 18613 that gives the check list for credit management setings
> My 2nd requirement is based on the range of credit value, documents should be released. i.e., Credit limit is 1Lakh. Now when it exceeds by 50000, credit manager is authorized to release in VKM5. If it exceeds & between 50000 - 1Lakh, Finance Head should be authorized to release in VKM5 and finally it exceeds above 1Lakh , VP Finance should be authorized to release. How do we handle this, pls. give me solution for the above scenario
Please discuss with your ABAP and Basis Consultant.
Regards,
Phani Prasad

Credit check issue

Dear Gurus,
Greetings.
We are successfully running Credit management in our Client's place. Today, for a couple of customers at one Location, there was no Credit check. Though the Customer had some Debit balance, system allowed the end user to create Sales Order, Delivery doc., and Billing without any Warning / Error message. Kindly remember Credit Management is already running for some time now at their place.
Now for one customer we tried to raise another sales cycle to just check and it was blocking as usual !!
Now they have raised an issue expecting an Audit objection. I have checked and everything is OK. What else can I do to find out why this happened and what can I do to stop this from happening in future.
Your early help is very much desired.
Thanks and regards.
Venkat - Hyd

It was very informative, but since the transaction has been completed I am not having any open document values for Info structure to be updated (except ofcourse Open Items, which is not dealt in this report).
Kindly remember this transaction has been completed, where my problem is the Credit check did not seems to have been carried out and I am trying to do a Postmortem job to find out why the mandatory Credit check did not take place, which should have blocked this transaction at Delivery level itself.
In the normal procedure, all Delivery documents will be saved and will get a Delivery Credit Block and they will be released by our Core user, who has raised the issue saying the end user was able to complete the entire cycle with out going through him to release the Credit block and ofcourse the end user does not have authorization to release a Credit block.
So what else can I do now??
Regards

Credit Check Issue in R12.1.2

Hi,
I just want to have a test for the standard credit check process in EBS and then consider the customization to it. But I failed to finish the standard process test. Could you please help me to identify my issue?
Below is the setup i did for the credit check:
1. credit rule
2. transaction type with the credit rule above associated
3. payment term credit check box checked
4. customer bill-to site , credit check check box checked and order limit, overall order limit are both set to 50 EUR
after the setup I create a sales order using the customer and transaction type and payment term setup above, and the total amount for the order is over 10000EUR, but it successfully booked without any credit hold.
I wonder is there anything I miss to setup?
Best Regards
Terrence

Hello,
1. Do you calculate exposure "online" or by request( pre-calculated in rule definition)?
2. Look at ORDER MANAGEMENT CREDIT CHECK / EXPOSURE SETUP [ID 444837.1] note from 11.5.10 but process is the same.
3. It is hard to find what is wrong and I had solution:) How to generate the Tax debug file for transactions in Sales Order form [ID 791080.1] After this you will know what standard pck you should customize( I had to exclude some translation types from AR during booking and this worked).
Regards,
Luko

FSCM Credit Managnment Product wise credit check

Hi,
We are Product base industry, we have activated FSCM Credit Management.
Now we having requirement credit limit check for both product level and customer level.
Example
CC01 (Segment) - Product credit Limit – $1000
BP – A CC01 Segment - $ 600 Credit Limit
BP – B CC01 Segment - $ 400 Credit limit
Scenario invoice
Invoice BP A – $700 (Should through error message) if invoice for – $600 (Should Post)
Invoice BP B - $700 (Should through error message) if invoice for - $500 (Should through error message) If invoice for - $ 400(Should post)
Overall objective is to have control on product level as well as business partner level. Product level credit limit should not exceed individual BP credit limit.
I am new to FSCM, Can you please let me know, we can have credit limit for both product level as well as BP level for same segment?
Regards,
Lokesh

Hi Lokesh,
I guess you can't have this view because the credit check the BP, your "financial health". And the product it's not a BP. The checks is on credit control area and for this you have to assign BP.
Go to IMG path: Financial Supply Chain Management --> Credit Management --> Credit Risk Monitoring and you will see.
JPA

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: Difference Between Static and Dynamic Credit Check

Hi,
Could anyone tell the difference Between Static and Dynamic Credit Check?
According to website: http://www.sap-basis-abap.com/sd/difference-between-static-and-dynamic-credit-check.htm ... this is the answer:
====================
Simple Credit Check : Tr.Code - FD32
It Considers the Doc.Value + Open Items.
Doc.Value : Sales Order Has been saved but not delivered
Open Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but not received the payment from the customer.
Static Credit Check it checks all these doc value & check with the credit limit
1) Open Doc.Value / Sales Order Value : Which is save but not delievered
2) Open Delivery Doc.Value : Which is delivered but not billed
3) Open Billing Doc.Value : Which is billed but not posted to FI
4) Open Item : Which is transfered to FI but not received from the customer.
Dynamic Credit Check         1) Open Doc
                                            2) Open Delivery
                                            3) Open Billing
                                            4) Open Items
                                            5) Horizon Period = Eg.3Months
Here the System will not consider the above 1, 2, 3 & 4 values for the lost 3 months.
====================
Question 1: Could you further explain the above information, if there is any?
Question 2:: What is the Tcode to customize settings of:
a) Simple Credit Check (isn't this same with b) below?)
b) Static Credit Check
c) Dynamic Credit Check

Hi Tanish,
Diff between Static and Dynamic Filters.
Example One at report Level.
Create a variable for a Infoobject say ,Material .
1)In the Query Designer and if u restrict it to some 10 materials at query level, the report will display for only those 10 materials only.This is Static Filter.UR AHrdcoding it to those materials.You cant change them at Query Run time.i.e not changeable by user.
2)If u give the variable as input ,and when u run the query ,u can can choose the material,may 10 may be 1 or may 20 .It is dynamic.Changeable by user at run time
Example Two at DTP and Start Routine Level,say Document Type.
1)If u give filters in Start routine it is Static as u cannot change it in Production,not changeable by user.
2)f u give filters in DTP it is Dyanamic as u can change it in Production.U can give any doc type,Changeable by user at run time.
Hope it is Understood.
Rgds
SVU

Dynamic Credit Management - issue with released documents

Hi,
I have a problem concerning automatic credit check.
In my project we activated the option "Dynamic Credit Check" to check the customer credit exposure and also the open order value.
Everything is working perfect, and the system blocks when the conditions are not meet.
The problem is:
When the SO is blocked, and after beeing released, everytime we save that SO it triggers the credit check and put it blocked again.
Even with a simple output msg creation, or a change in a text field, triggers the credit check, and everytime we must to release the SO again.
In customizing I see that there are the parameter "Number of Days" in tab "Released Docs are Still Unchecked", however it seems that parameter has no any effect with "Dynamic Check" option.
Do you know if there is some way to avoid to do SO release again and again (after release first time)?
Many thanks,
André

Dear Andre,
this is the standard SAP behavior, I mean when ever you are changing any thing in the sales order after releasing the Credit block which may again affect the credit, it will go into the credit Block again.....
And in your case also it might be the problem. So after releasing when you are saving the sales order, again Dynamic credit check is occurring and putting Sales order into block.
If you dont want this, then follow these
1. Go to VOFM :
2, Click on requirement --> credit check...
3. Write a suitable routine with the help of ABAPer for bypassing check on the things like, adding text, some small modification etc, but not for Quantity and Value
4. Assign this routine in OVA8 for credit group + risk category + credit group combination.
I hope it will help.
Thanks,
Raja

Credit Check on Sale Order

Dear Friends,
Right now the credit check is on Delivery Order. It displays error message when doing PGI for Gross Value (Price + Tax). Now I want to do it for Sale Order Level.
I did all changes according to the following; but on sale order the error message is only for (Price). It is not including tax value. Your assistance is required....
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_SAPFV45K_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:
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. You can
use Transaction FD32 to assign this risk category to a credit account.
10. Transaction OVA8
Here, the individual credit checks for key fields
- credit control area
- risk category
- 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. You want the item to be relevant for billing. If an item is not
relevant for billing or for pro forma billing, no update occurs.
14. 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:
15. 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':
16. 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:
17. 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.
Regards,
Shahbaz

Dear Lakshmipathi,
Yes, "A" is there.
Regards,
Shahbaz

Open items not considering in credit check.

Dear Experts,
We have implemented credit management in our new role out company code with the same credit controlling area for both company codes.
As per our configuration at the time of sales order creation, credit limit has to be checked and check the open items and oldest open items. It is working fine in old company code, but in new company code its not considering the open/old open items its only checking the credit exposure value. But the old company code its checking the credit exposure and open items and old open items.
In OVA8 we have configured the below way
selected the Dynamic check box - reaction C
selected the Cretical fields check box - reaction A
selected the Open items check box - reaction A
selected the OldestOpen items check box - reaction A
The above credit management is working fine in quality for both company codes, but in production its working fine only old company code.
I have already checked the all relevant configuration and requests, there is no issue in configuration.
Please let me know the possibilities for not considering the open items for credit check

Hello
You are absolutely right , the automatic credit control is at credit control Area level and not at company code level. Need to know few things from your end.
why business has not set up the new credit control area, when new company code has been configured. I think this would have made more sense .........
however its bit strange that sales recevables are not getting considered in the credit check, only in production ....... I think you need to keep your search on in SDN as well as try to search for any sap not in Service market .......
Once you get the answer; hope you update the thread ........
wish you luck in your search ......
Cheers
Big Screams ...........

How to Avoid Open Sales Order Value from Credit Check

Hello Everyone,
We have a problem with Credit Management, When my user run the execute credit master sheet, system is considering open sales order value under Credit limit used. My user do not want consider open sales order value, they want only Open delivery and Open Billing value need to appear in Credit limit used.
Is it possible to avoid open sales order values, if yes what setting i need to do....please help me.
Thanks
Sudheer

Sudheer,
You need to check the update rule given in the definition of the Credit control Area which you are using for credit management. If you want only the open deliveries then you need to have update rule 15 in the credit control area.
In the credit controal settings, you need to have settings for the credit check at the delivery level.
Hope this will solve your issue.
Regards,
Chetan
Edited by: Chetan Gupte on Jul 15, 2010 8:56 PM

Repeat credit checking for released sales orders

Hi,
We are implementing FSCM Credit management in our project. In our system, when the sales order is created, the credit check will happen and the failed orders will go to VKM1. Till the order is released, any change to that order will trigger the credit checking process.
But once the credit block is released in VKM1, Credit checking is triggering only for
Quantity change
Adding new line items
Credit checking is not triggering for any other changes to the SO like deleting the line item changing the payment terms etc..
I would like to know if there is any control in FSCM Credit management to repeat the credit checking process for the released sales orders.
Appreciate any help in this regard.
Thanks
Prabhakar

Hi Prabhakar,
Navigate to Financial Supply Chain Management--> Credit Management--> Integration with sales and distribution-->define automatic credit control.
Over there you need to check critical fields check box for this to happen. Hope this helps

Credi Check Management issue - FSCM

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