Credit Block at PGI

I have requirement for my customer..
He want to get warning message in sales order if credit limit is exceeded but he can proceed to delivery and at the same time he want to block that order at PGI level??
How Can I Please....
Message was edited by: G Lakshmipathi
Please make use of the subject effectively

Welcome to the forum. As a new member, I would like to inform you that there are certain rules and regulations applicable to this forum which you can find to your right screen where it has also been indicated that posting basic / repeated query is not allowed. Please search in this forum or Google it with the same text what I changed, so that you will find many threads discussed on the same topic. Take the inputs from there and update still if you are not able to resolve. Meanwhile, this thread would be locked.
G. Lakshmipathi

Similar Messages

Credit management(Blocking the PGI if due payment is not paid)

Hi,
I have a problem in Problem in Credit control.
I have a customer having credit limit 100 INR
I am creating sales order & in that sales order payment term is Immediate due.Now I Invoiced that order of Rs 50.
Now next day I am creating the another sales order of Rs 10 .But the customer has never paid the amount which is due so I want to block the PGI.Credit limit is still not exhausted but the customer is not paid the due amount so thats why I want to block the PGI.
I have maintain credit group rik cat. & credit control area & do the proper settings .
But it is not blocking the PGI.
Please help me to do that settings
Sunil Garg

Hi sunil,
you have horizion period id there.. pls do that setting, in days/months..in OVA8..
next your update group 000012 in OVA8...
check the open iorder/delieviesr in OVA8..
pls get back if have nay doubts
Reward if it helps
Ramki

Block Confirm QTY and PGI for Credit block

How / where to block the following for credit blocked documents
1.Confirmed qty should be 0 for credit block sales order
2. PGI should not happen for credit block delivery

Hi
What the 'Conf.Block' in OVZ7 does is this:
Confirmation block
Indicates whether the system, in addition to blocking delivery, also blocks the confirmation of order quantities after an availability check during sales order processing.
Example
You may want to block confirmation of sales orders where the creditworthiness of the customer is in question. In this case, you set the confirmation block for the delivery block that relates to credit problems. During sales order entry, when you enter a delivery block because of credit problems, the system, after you save the order, does not confirm any quantities for delivery. In this way, the goods remain available for other customers.
Note
If, before you save a sales order, you look at the schedule line overview, you can see what the system would confirm, if the block were not set. However, as soon as you save the sales order, the confirmed quantities are automatically reset to zero.
So, eventhough the confirmed qty remains in the sales order, the qty will be used to confirm other sales orders. And you cannot do PGI.
You might have to try some ABAP routines to overwrite this standard sap functionality of not reserving the confirmed qty in the sales order during credit check.
Regards
Madhu

Credit Block at order level

Hi Friends,
I have created a sales order with quantity of 10 and it went to credit block. I have released this doc and created a delivery for the qty 5 and PGIed. (dynamic credit check is activated)
Now i have added one more item to the order and released that document using VKM3 and if i try now to create a delivery, system gives a error message " order blocked for deliveryas a result of credit check".
I have released this order many times using VKM3 , but still i am getting the same error message " order blocked for delivery as a result of credit check", henc not able to create a delivery.
Can some one help me out on this.
Thanks & Regards,
Ashok S

Hi Friends,
1. At the time of creating a delivery I am getting this error. so how can we release a delivery without creating ..
Hi Raja,
After releasing the sales doc using VKM3, If I try creating a delivery using VL01N, then system will not give any error.
And also, if i go to VA03 (display mode ) and try to create a delivery from the sales doc (sales doc --> deliver), system not giving any error.
But If I go to VA02 and try to deliver from the sales doc (sales doc --> deliver), system GIVES AN ERROR.
One more observation is that Even after releasing the sales doc using VKM3, if I go to change mode of sales doc and comes back. then system automatically putting credit block to my sales doc. Can any one please give an idea why it is happening like that.
Thanks,
Ashok Sakamuri.
Edited by: Ashok Sakamuri on Jul 29, 2009 2:41 PM

Credit Blocked 3rd Party Sales Order confirm quantity change discrepancy

Hi,
I am facing the below 3rd party SO qty change issue. Please check and advise me.
Step 1:
Created one 3rd Party SO for item A - 10 qty.
Step 2:
PO is created with reference of PR number (item A- 10 qty).
Setp 3:
            Again I am changing the SO item A qty from 10 to 20 (i.e. SO value is increased).
            Due Sales order value increase the credit check performed and due to customer credit
            limit the system shown Static Credit Block message (SO blocked for Credit approval).
Setp 4:
I have saved the SO with the Credit Block message (still SO Credit Blocked).
Issue :
I have not released the Credit block in SO, Even the system has updated the SO confirmation qty as 20
and subsequent PR and PO also changed from 10 to 20 qty.
Regards
Baskar

See, the Credit Management System is designed to work in the SD side & not on the MM side.
Once PR is created, it is updated every time Tird party Sales Order changed which is basic requirement.
Once PR is created / updated, system (Credit Management) cannot the creation of PO & subsequent documents. This is becaus Credit Management is desinged to block creation of Sales Order, Delivery Document & PGI & nothing more.
That is why I suggested you to go to Z-Development & apply a User Exit.
Hope this clarifies.
Thanks,
Jignesh Mehta

Order document with immediate delivery create not working with credit block

A sales order document is configured to create the delivery immediately on save. This works fine if credit is not an issue.
If the order goes on credit block and released, the delivery is not created. I realize that the reason is that the credit personnel do not have authority to create the delivery (although it is the system really doing it).
Does anyone have solution to this via standard method?

Hi Anabella,
This is a classical problem.
If you want the delivery to be created automatically, you can disable the credit check at the sales order level, and enable the Credit check at PGI level. This way the delivery will be automatically created in all the cases, but the PGI will not happen if there is a credit check failure. Now the authorised individual can act on this and release the delivery for further processing.
Otherwise, it is expected for the sales order not to create delivery if there is a credit check failure. Whether the delivery creation is automatic(immediate) or manual(VL01 or delivery due list), the delivery creation will be disabled, if the sales order fails the credit check.
Hope this helps

Subsequent function '' not possible due to a credit block

Hello Experts,
We have the dynamic credit check at delivery, so while creating the deliery a pop-up message comes with the exceeding credit limit and allows us to save the delivery. After releasing the delivery with VKM5 when we try to enter the picking quantity in Picked Qty column we are getting the error Subsequent function " not possible due to a credit bock. Even though the delivery is released why it is again doing the credit check. How to over come this issue.
Thanks,
Sreehari.

Hi Ravi,
While creating the delivery if we enter both the delivery and picking quantity then it is throwing the error message, now it is being released with VKM5 transaction. In this case there is no second time credit check is happeing while doing PGI.
In case while creating the delivey if we enter only the delivery quantity (not entering pick qty) and save the delivery then also it is shows the delivery is blocking due to credit check. But after releasing it with VKM5, when we enter the pick quantity in the delivery (to do PGI) it again throwing the error message of credit block. The credit check is happening again in picking.
Please let me know how to resolve the issue.
Thanks,
Sreehari.

Good issue from delivery not possible due to credit block

Hi gurus,
Please help me on this issue.while doing PGI for the delivery i am getting the following error message."Good issue from delivery not possible due to credit block "The simple credit check is assigned for the sales document type.iam doing free of charge delivery.
What are all the possible ways to get such error
Regards
Vis

but system behavior is not set in transaction OVA8, means combination of risk categories and 03 is not set.
I think you are checking the wrong risk category, please check once again the Risk category of the payer in FD32, what is it assigned and also check OVA8 with this risk category.
If you find the above settings are correct as per your observation, try to create a fresh cycle so that you will get the correct results as per your settings in delivery.
In your case what you are saying is correct, may be the risk category is changed recently this you can check the change log of the payer customer in FD32( if any change takes place).
If possible try to past the screen shot of both.
thanks,
srinu.

VKM1-- Released from Credit Block...But unable to delivery

Hi,
We have credit check activated at sale order level. Due to credit limit, few of sales order blocked for delivery. As of now confirm qty is zero ony.
We have increased credit limit and released sales order from credit block through VKM1 and got successfull messages saying "Sales Order has been released".
But in Sales order, at Header level, its still showing credit block against delivery and unable to make delivery. ( Confirm qty is zero only). Here i am just checking whether block removed or not from VKM1.
Kindly explain and confirm the above process is correct or not.
Guide us the cycle how to release zero confrimed qty SOs.
Regards,
Venkat

Hi Venkat,
It is Right to use VKM1 because where ever i faced this issue a lot while doing PGI in the Outbound Delivery.
just go to VKM1 and give the customer number and Sales Organisation and Distribution channel and Press Execute Button.
The Specific Row of Data which displays your Sales Order Number and Outbound Delivery Number.
Check the Green Color Flag to release the Block on the Sales Order and then try your rest of processing.
Thanks & Regards,
S.Saravanan.
Sap SD - Team.
Edited by: Saravanan Sambandam on May 28, 2008 9:21 AM

Create Downpayment Request, even when Credit Block is there

Hi! All,
I have a scenario, where I need to create a Down Payment Request (Billing document tye FAZ), even when the Sales Order has a credit Block. I have remove the Block from Billing plan in Sales Order.
When I am trying to create a FAZ Document, Its giving me error that, " Document cannot be billed due to credit limit check".
Please guide how to resolve it.
Regards,
Ashutosh

Hi! Ivano,
Sorry for updating late. Your suggestion helped me to resolve the issue. I copied the routine to 901 and got the credit check removed.
Thanks and Regards,
Ashutosh

Downpayment request with Credit Block in sales order

Hello,
We have requirement of creating a down payment request against sales order which has credit block. Once downpayment is realized in system, the credit block will be released for order processing.
Thanks in advance.
Regards,
Chandresh

If i maintain Deviation in % as '0' and Number of days as '45', will this work for me
I would be happy if you can test this in your system and share the outcome. Please put some efforts on your own and post here if you are not able to overcome from the issue and dont expect spoon feeding which is not encouraged in SCN.
G. Lakshmipathi

Report for released orders from credit block

Dear Friends,
Can you tell me any report which can give us the list of released sales orders from credit block with user ID (who released) and date (when released). If no standard report is availble then please give me the table where this data gets stored, so that I can create a query.
Thanks in Advance,
Sreehari.

Dear Krishnan,
Thank you very much for your immediate response...................
With VBUK-CMGST (D) we can get the list of orders which were released from credit block, but I require the ID and Date (who released and when relaesed).
I hope my requirement is clear.
Thanks & Regards,
Sreehari.

Credit block should not prevent service order creation

An upgrade from 4.7 to ECC6, without any changes made to the configuration or program change, has lead to the following issue. ECC6 is not creating a service order connected to a sales order, when the customer has exceeded the credit limit. The sales order of custom order type is getting saved with a warning message that credit limit has exceeded. However, earlier in 4.7, the message would not stop creating subsequent service order. What could be different, that prevent ECC6 environment to hold on to service order creation? A subsequent release of the credit block through VKM1 however triggers the service order being created.

Are you using credit card processing in SAP to get the authorization?
If you are then the authorization should not block the order.
Or are you using credit card as a form of payment (without authorization) in which case this needs to be put on the customers account as a payment and then the order entered.
Where are you holding the credit card details?

Credit block in a sales order

Hi All,
Is it possible to find out who has released a credit block in a sales order. Is there any table or T-CODE .
Normally , it is displayed in the Change log of the sales order . But in our case the change log is not showing any details of the credit block . Can there be any reason why it is not showed in the Change log .
Please help .
Regards,
Pallavi

Hi
Please try this:
Pass VBELN to CDHDR table as OBJECTID along with OBJECTCLAS = VERKBELEG To Fetch CHANGENR (Document number)
Pass CHANGENR, and VBAK-VBELN, OBJECTCLAS =VERKBELEG, TABNAME=VBAK and FNAME=FAKSK into CDPOS table to
Fetch CHANGENR
Pass the CDPOS-CHANGENR as CHANGENR and OBJECTCLAS = VERKBELEG into CDHDR table again to get change details.
P.S. If sales order was blocked and unblocked by some one, it should display in Change log of sales order.

Credit Block for released sales order

Dear All,
I have got one issue. There is a sales order which was created earlier say 15 days back. It went into the credit block at the time of saving it. It was released through VKM3 too.
Now when i change any field in the sales order today, it is going into the credit block. We are not changing any value of any of the item. Just maintaining the Billing block in it or remobving the Billing block.
The number of days maintained in the OVA8 are 182. So as per the standard functionality it should not go into the credit block for any change in the sales order like changing the billling date or changing the billing block.
Can you please let me know what might be the reason for this sales order to go into the credit block..??? Any help is very much appreciated.
Thanks and regards,
Vishi.

Dear Vishi
Please check if you have checked the critical fields option.
Credit check against critical fields (fixed value dates)
The indicator controls the critical field check. If the field is selected, the system checks whether critical fields have been changed.
Use
If a check is carried out, the following fields are relevant:
Payment terms
Additional value days
Fixed value date
Note
Use this type of check for sales documents only.

Credit Block at PGI

Similar Messages

Maybe you are looking for