Credit block on billing
Hi,
In standard we have credit group for Sales order, Delivery and PGI and based on the automatic credit control settings system will block Sales order and delivery, PGI for the customer if his credit limit is crossed 100%.
My question is, Is there a way to block the billing document based on credit limit?. Expected result like system should not allow to do VF01 because of credit limit check.
Please reply.
Regards,
Vijay
Dear Vijay,
In Standard process, there is no option for credit check in the billing level.
However if your requirement is the same, i can suggest you the following work around.
Activate / Configure the credit check in sales order level (keep this as warning with C in OVA8).
While the credit limit is exceeded, system will trigger a message for credit exposure.
Checkw with your ABAPer whether there is any exit/enhancement after this message and before the sales order is saved.
I hope there will be plenty available.
Now do a BDC recording of VA01 with the same order type/ sales area etc.. and assign a billing block in the overview screen.
Using the exit/enhancement , write a logic such that , whenever the Credit exposure message is triggered, the BDC is called in the background and the Billing block is set in the sales order.
This will fulfill your requirement.
Check and revert back if further scenarios need to be addressed.
Thanks & Regards,
Hegal K Charles
Similar Messages
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Credit block at delvery level & billing level
Dear Friends,
if in case of emergency i want to deliver the certain product, but there is customer due, because of credit block then is it possible to prepare the billing document and accounting document for emergency.....?
its very urgent...
points will be rewared.....Hi Yogesh,
as our friends said, u have two options to process the order.
1. U can change manually the sales order.
Go to change mode VA01, select the item relevant for billing, remove the billing block and process this doument for billing.
2. Release the sales order with T code VKM4 and create billing document.
Regards,
Praveen. -
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,
AshutoshHi! 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 -
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. -
Hi Gurus
I have an issue in production system wherein a user has created a sales order for a customer say 'X' which went into a credit block. When the credit master is checked for the customer the credit limit was well below 100%.
There are no open order and deliveries for the particular customer. We are having dynamic credit check.
Could you please help me out why the sales order is going into a credit block when the credit exposure is not 100% and also there are no open orders, deliveries.Hi Balaji
I have checked all the things I hope iam not missing out on anything but again iam including the things which I have checked.
Credit Master data of the customer
Credit exposure
No Open sales order
No Open delivery
No Open billing
Open items but the payment due is in future
No overdue items
No oldest open item is available
Kindly help -
Credit block a sales order or delivery individually
Hi
If I just wanted to block a sales order or delivery because of a credit issue, but did not want the customer to go on credit block/hold, is the only way to do this use the delivery and billing block. I can't remember being aware of any other blocks we can use
Please advise.
thanksHi Kyliesjordan
It depends on if you want the customer's credit exposure be impacted or not. If you are not bothered about the credit limit, then you can go for order blocks as mentioned by you.
If you want the system to be updated for credit exposure then you can configure simple/automatic credit checks as per your requirement.
Best Regards
Sathees Gopalan -
Credit block for Slaes Order on Days Basis
Hi SAP Gurus,
As my client requirement want Credit block for sales order with days basis.For example Customer has credit 5000 and 30 days.Even credit value not exceed on 31st day, But sales order has to block .
Please requesting to all kindly needful for me.Hi
Check payment terms in Customer master data, billing tab page. We can define payment terms. And if you want to block the customer use dynamic credit check.
Enter 5,000/- in maximum document value in FD32
For Credit management to be working
1. In def of SD type we need to speciy Automatic credit control in the field " Check Credit Limit"
2. In the defination of corresponding item category we have to check the field "Credit Active".
Award points if it is useful
Anil -
Credit block order which is release once
hi gurus
My requirement is ____ my Clint release order form credit block and give a credit note.But again they want to block that order for credit.
Means they create order,delivery,billing and release the order from credit block.But now they again want to block that order for credit.
Please help me how can i solve this.
thanksHi,
In vkm3 you can see the tabs release (flag ) and Reassign tab , after releasing the sales order from vkm3 ( giving the credit note) then again go to VKM3 and click on thereassign tab( the order) .....Then automatically order is going to on credit hold .....
please check and get back....
If it dosn't work then you need to write User-exit for that and assign in OVA8
It may be helpfull for you.........
Regards,
venkataswamy,y
Edited by: yanamadala venkataswamy on Sep 12, 2009 11:08 AM -
Credit Managament: avoid credit block for down payment invoices
1) Downpayment - when an order is blocked, can we create a billing
document of the downpayment request created in slaes order. Logically
the customer wants to pay for this downpayment immediately and process
the order
Notes: If credit management is activated at sales order level and In
Milestone Billing scenario or Project Sales order scenario, at Sales
order level we have a Downpayment (Z0000 - Downpayment) Milestone
usage and Other Milestone invoice Usages.
The business requirement is Customer need to pay the downpayment
invoice before executing the Sales order.
In SAP when the Sales order is blocked for Credit Management, system is
not able to create the Downpayment invoice also. to creat the invoice
we have to release the order first. However we dont want to release the
order but want to receivce the downpayment and then may be we can
manually release the order and process. The reason is suppose we have
an automatic release to production or PR or creation of service order,
we would like to process them only after the downapayment, now for
creating the wownpayment invoice for receiving the downpayment, we have
to release the order which shall further process the order
automatically. Please suggest a solution for the same to avoid the
credit block for the Downpayment invoices.I think this can be enabled easily.
For the combination of Credit Control Area, Credit Group and Risk Category, you should have enabled the Dynamic/Static credit check, you can configure it such a way that it only gives you a warning message and doesnot block your sales order. This should solve ur problem -
Problem with availability check due to credit block
Dear Experts,
I am facing a problem with availability check for a sales order which is blocked against credit check
Like, i have a open sales order with mulitiple line items around 10 line items, out of which all the 10 line items have unrestricted stock and got confirmed when availability check has been performed , but we could able to proceed through delivery and billing only for 9 line items. Hence there is 1 line item in the sales order which didn't get delivered. But when we tried to do the availability check the system is confirming the quantity with credit block. But after the sales order has been released thru VKM3 from credit block again the schedule lines are showing confirmed quantiy as "0" .
Credit message observed : " Credit check (maximum percentage for open exceeded)".
An earlier response would be of greater help extension to me , and i shall be greatly obliged to you all.
Thanks & Regards
Krishna.kHi,
once confirm actual stock is there for that line item if yes then may b stock blocked by Credit block.Release the stock reserved by credit blocked sales order through back order processing.
Tcode: V_RA
Select sale order want to change the confirmed qty. SAVE.
and again come to VA02 and run availablity chek.
Regards,
anand -
Sales Orders not flowing in COPA if Credit block is set
We are implementing COPA for reporting in BW. The Billing information is flowing well in COPA. However, we have one issue with Sales Orders. Here is the scenario:
When we create a new Sales Order without any credit blocks, the information is flowing to COPA Tables in R/3. However, if the Sales Order is blocked for Credit reasons, then the Sales Order information is not available in COPA. The moment the Credit block is released we are able to see the info in COPA Tables.
The requirement is to have the Sales Order information availabe in COPA no matter what. Is there a way via which we can make the Sales Order info flow in COPA the moment it is created, no matter it has any blocks.
Any info on this is highly appriciated.
Thanks
SriniHi,
I think it is a standard behaviour of Co-PA.Refer the note: 139725
With rgds,
Anil Kumar Sharma .P -
Credit block and release Date and time
Dear All,
I require a report which can display credit block status date and time and credit release status date and time for sales order. I have gone through the report RSSCD100 with object class VERKBELEG.It is not fullfilling the requirement as it only display change information.
If customer has already exceeded the credit limit and new sales order has been generated then this report will reflect its blocked status.
Kinldy help
Thank you,
NoMiHi,
IF it is not mentioned in single program .
You can develop a query by using multiple program. Please find the list of programs for CM
+Reports for Credit Management+
The following table provides an overview of all the reports available to you in the area of credit
management
Program Function
RFDKLI10 Customers with missing credit data
This report checks the data for the credit limit for completeness, and produces
the corresponding error lists. These can be used to re-maintain the
corresponding definitions manually, or per Batch Input.
RFDKLI20 Reorganization of credit limit for customers
This report enables you to reorganize the credit limit information in the control
areas.
RFDKLI30 Short overview credit limit
The report lists the central and control area-related data per customer.
RFDKLI40 Overview credit limit
The report provides you with an extensive overview of the customeru2019s credit
situation.
RFDKLI41 Credit master sheet
The credit master sheet enables you to display and print out the customer
master data for a single account, which is needed for the area of credit
management.
RFDKLI42 Early warning list
The early warning list enables you to display and print out customers in credit
management, who are viewed as critical customers in the area of credit checks
in SD.
RFDKLI43 Master data list
The master data list enables you to display and print out customersu2019 credit cards.
In particular, you can display information not contained in the standard system,
for example, user-defined fields or external data, which you have created with
specific additonal software.
RFDKLI50 Mass change credit limit data
This report allows quick mass change for master data in credit management.
RFDKLIAB Change display, credit management
With this report, you can display changes for credit management master data for
all accounts.
RVKRED06 Checking blocked credit documents
The report checks all blocked documents from credit view. The report is started
in the background, and should run after the incoming payments programs.
FI/SD - Credit Management/Risk Management SAP AG
Reports for Credit Management
RVKRED77 Reorganization credit data SD
The report enables you to reorganize open credit, delivery and billing document
values. It is used, for example, when updating errors occur.
RVKRED08 Checking sales documents which reach the credit horizon
The report checks all sales documents, which reach the dynamic credit check
horizon, as new. The report runs periodically, and should run at the start of a
period. The period for the u2018date of the next credit checku2019 is proposed from the
current date, with the help of the period split for open sales order values.
RVKRED09 Checking the credit documents from credit view
Released documents are only checked if the validity period for the release has
run out (number days).
RVKRED88 Simulation reorganization credit data SD
REgards,
Krishna O
Edited by: Krishna O on May 20, 2010 11:30 AM -
Credit block the customer with no transactions
I have a requirement i.e Credit Block the customer with no transaction for past 6 months
how can this be achievedHi
You need to decide first which transaction to consider i.e past six month sale order, delivery, billing etc.
If you want to consider the billing document for the sales history check - then take the help of ABAPer & write a logic in below user exit , while creating a sale order system should check if any bililng doc exist within last six month, if yes, there should not be a block if no, then set a block.
LVKMPFZ1: USER_CREDIT_CHECK1
To activate this block, go to OVA8, tick user1.
thanks -
Orders on credit block for multiple times
Released documents are unchecked is set up deviation of 5 % and no of days 30 in OVA8 and use static credit check.
customer is over the credit limit, when i create an order will go on credit block. After first release, if i change any other fields such as remove billing block, change customer po no is causing credit block an order.
Is this the standard way of working or did we miss any config?Moderator message - Cross post locked
Rob -
Why planned revenues is being changed because of credit block on sales orde
HI,
when project is blocked because of credit limit the planned revenue disappears from the project. Planned revenues should not be blocked at all, when the project is created. Planned revenues should not be changed because of credit limit. Now the planned revenues disappear from the project when customer is blocked due to credit limit. This is not correct. Planned revenues should only be changed if billing plan is changed.
Planned revenues for project is updated only when the sales order is released from the credit block. However if the sales order is blocked due to the credit limit again and planned revenues disappears. When we release the sales order, planned revenues is updated again. This should not happen. Once it is updated it has to remain on the project.
Kindly help if anyone knows.Hi Vishal,
If you make price change in sale order and customer falls under credit category that will impose credit block.
Moreover if you are changing price in sale order that will also affect your billing plan accordingly.
Since plan revenue is coming from pricing in sale order that means it should also get update.
lets wait for other post also, we may come to know other possiblities as wel.
Regards
Abhinay Gautam
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