CREDIT CHECK AGAINST MATERIAL

Dear All,
I want to enforce credit check on all EXPENSIVE MATERIALS.How to configure that.
Please advise.
Regards.
Saurav M

Hi Saurav M;
In the SAP standard you can't configure per material the credit management.
It can be done via customer or sales order type. But in order to attend you requirement, you can handle with
T-code OVA8 and set up a minimum value for sales order. Everytime that your user create a sales order which the value is higher than 1.000,00 U$ for instance, the credit will be checked.
I hope it can help you.
Regards
Ruy Castro

Similar Messages

Credit Limit against material

Dear All,
My client require that if customer order for specific material credit should not be calculated, and in case of few other material system check or run the credit management.
can any of my guru assist me in this regard that standard credit management offer us this possibility.
Regards

In OVA8, use the "No Credit Check" requirement under Document Controlling section. Ask your ABAP person to put a code for you that allows SAP to Bypass all credit checks if the MATNR is the one for which you want to skip credit checks. Check example requirement provided by SAP for more details - you can use 001 for Orders and 002 for deliveries. Since you want to skip credit checks in sales order, you can copy 001 to 901 and put your code in and then assign 901 to "No Credit Check" field. If you are already using "No Credit Check" field in your credit check settings, just add the code for skipping credit checks for a particular material and you are done.

OVA8 credit check against overdue open item

Hi,
In OVA8, there is a check on open items.
May I know what is max open item % and NoDays OpenI?
Let say i maintain max open item % = 10 and NoDays OpenI = 40, can advise how system work with these with example?
As each open item has its own due date. so I just wonder what does this 40 for. I read F1 but not quite understand.
Thanks

Hi,
Check the Below links
[Maximum open item % and no of days open item in credit management|Maximum open item % and no of days open item in credit management;
[Re: Open items check in OVA8 |Open items check in OVA8;
I hope you understand
Regards,
Prasanna

For Dynamic Credit Check replacing Material Availability date with Delivery date

Hi All,
Our client has this requirement, where they want to change the standard SAP functionality which Checks whether a schedule line item in a sales order is with in horizon or not based on "Material Availability Date" VBEP-MBDAT. They want in place of this Delivery date of schedule line should be used i.e. VBEP-EDATU. I did some research and found out that this could be done technically by updating the BADI "BADI_SD_CM".
Now we are stuck as to what needs to be changed? has anybody worked on this kind of requirement before?
Please share your past experience.
Thanks and Regards,
Prateek Maheshwari.

As you know, VBELN-Currency-POSNR-ETENR-MBDAT is standard exposure key of sales order but my ex-colleague changed it into VBELN-Currency-POSNR to compress exposure data for certain CCA.
In this case, of course, that CCA should meet some biz requirements(User-exit. etc) like no partial delivery. etc.... for integrity of exposures..
This case is different because you want to change value of key....and it's Date!!!!
Anyway I think it's techinically possible but it's very risky in live system because existing exposures would be not removed even if delivered, changed, deleted or blocked.
So you have to delete all exposures and rebuild after program changed.
I'm writing it's possible now but I refused when my customer want to change it because I don't have any way to rebuild huge data in live system.

Automatic V simple credit check

what r the advantages of automatic over simple credit management

Simple credit limit check
A credit limit check can be carried out when sales documents are created or changed. The check is carried out within one credit control area. When changing a document, the check is repeated if changes regarding quantity or value are made. A credit control area consists of one or more company codes. A sales document belongs to one credit control area depending on the allocation of the sales organization to a company code. The SAP System checks the credit limit which was granted to the customer in this credit control area. The credit control areas and the credit limit of a customer are defined in financial accounting and entered in the customer master record. During the check, the SAP System totals the receivables, the open items from special G/L transactions and the net value of the sales order for every item of a sales document. The open items take into account obligations bound by contract which are not recorded for accounting purposes but which involve expenses through diverse business transactions. The total is compared with the credit limit. If the limit is exceeded, the system responds in the way defined by you in the configuration menu.
Automatic Credit Check
The automatic credit check can target certain aspects during a check and run at different times during order processing. In this menu option, you can define your own credit checks to correspond to your requirements in the area of Credit Management.
You can determine an automatic credit check for any combination of the following:
Credit control area
Risk class (classifying attribute for your customers from the viewpoint of credit risk which is maintained in FI Customizing)
Credit group
Example
You can define a credit check for a certain credit control area and for all sales orders in which the customer has risk class 2 (RK2).
It is possible to define a system response for each credit check (for example, warning message). In the case of a warning message, a block can be set in the credit status of a document.
When you define automatic credit checks, you can also freely define requirements which cause a document or the forwarding of the material requirements to MRP to be blocked. This is described in the IMG section "Make default settings for Credit Management".
If you define your own credit checks, proceed as follows:
specify type of check
specify scope of check
specify system response to check
allocate credit control areas
define and allocate risk classes if necessary
allocate credit group
assign description to the credit check
Types of credit check
The following types of credit checks can be carried out:
Static credit limit check
Credit allocation depends on the total value of open orders, deliveries, billing documents and open items.
Dynamic credit limit check
The dynamic check includes both a static part which checks all open items, deliveries and billing documents and a dynamic part which checks all outstanding order values, that is, all orders not yet delivered or partially delivered. The value resulting from the checks is accumulated up to the shipping date in the information structure "S066" in freely definable time units or periods (day, week, month). This information structure is entered in Logistics Controlling and described in the section "Carry out default settings for credit management" under Basic functions.
To define the credit check, you specify a certain number of relevant periods from which a date in the future can be calculated (for example, 10 days or 2 months depending on the selected period). This ensures that sales orders which lie further in the future are not used to determine the credit exposure.
The total of the static and dynamic part of the check must not exceed the granted credit limit.
Credit check on the basis of the maximum document value
The sales order value or the value of goods to be delivered must not exceed a certain value defined for the credit check. The value is stored in the currency of the credit control area. In particular, this check is useful if the credit limit of new customers has not yet been specified. This check can be accessed explicitly by a risk class reserved for new customers.
Credit check when changing critical fields
The credit check is started when changes are made to credit-relevant document fields so that they differ from the default values proposed from the customer master record (terms of payment, value days and fixed value date).
Credit check at the time of the next internal check
The credit check is started automatically on a certain date. All sales orders entered up to this time are regarded as not critical.
Credit check on the basis of overdue open items
The ratio between open items, which are overdue by more than a certain number of days, and the customer balance must not exceed a certain percentage.
Credit check on the basis of the oldest open items
The oldest open item may only be a certain number of days overdue.
Credit check against maximum allowed dunning levels
The dunning level of the customer may only assume a certain maximum value.
Customer-specific credit checks
If you require further checks to those defined in the standard system, you can define them in the corresponding user exits (LVKMPTZZ and LVKMPFZ1).
Regards
Nadarajah Pratheb

Credit check agianst 'open items'.. urgent

Hi gurus,
When you set the credit check against open items or oldest open items, suppose the check limit is exceeded: then... what exactly gets blocked?
Does the sales orders and deliveries in which that oldest item lies, gets blocked? or... the customer is not allowed to book further orders?
Thanks
-Prashant

Hi,
It depends up on your configuration, if you have set the error message or status block for your Credit group of the Sales order then the Order will not be saved or it will be blocked, if you have this configuration for your delivery credit group then delivery will be blocked or not saved.
Regards,
Murali

Availability check of material against sales order

Dear All,
Please let me know how to check the material availability against a sales order during despatch stage. We are following make-to-order scenario & do create order bom based on Customer requirement. in such case how to generate the list of material available against the sales order line item by entering the following parameters:
1. plant
2. sales order no.
3. line item no.
4. material group
Please help me!!!
Regards,
Anil
Edited by: anil pawar on Jul 30, 2010 11:40 AM

Dear ,
When system perform ATP for any Sales Order , it checks the Total Replishment Lead Time-MRP3 .The total replenishment lead time is the time needed before the product is completely available again, that is, after all BOM levels have been procured or produced. It is not calculated by the system, but defined in this field as the total of the in-house production time(s) and/or the planned delivery time(s) of the longest production path.
This time is necessary if, for materials produced in-house, the replenishment lead time is to be taken into consideration in the availability check.
In an availability check where the system takes the replenishment lead time into consideration, it only checks whether there are sufficient incoming quantities and stocks available to cover the requirements within the replenishment lead time. Outside the replenishment lead time,the system assumes that the material is available in sufficient quantity.
Therefore, in this situation, it is usually necessary to depict the product's total replenishment lead time with all BOM levels as the replenishment lead time.
Now , unless the Requirement Pass through MRP , you can not have BOM explosion at the lowest level and system will give you the result based on the MRP Net Requirement Calculation till the lowest level of BOM as dependent as well as FERT.
At the Sales Order Stage it only checks the Availablility of FG with in RLT which can be proposed or committed but not confimred because BOM Lead Time for compoenets are differnet and it does not perform any requirement planning .
But , you can check after MRP run , you can check the Material Availabity in MD4C , CO46 , MD04 etc where it will also give you a clear report on the Requirement Date , Committed Date , Qty to be procurede , Qty to in Stock all of them .
Before MRP if you want to check the Order BOM , then you may have to go for Z-report based MARD , VBAK , MARC , STPO etc .
Please refer some of the beautiful threads on this topic :
changing Availability Checks in Sales orders
Sales Order - Availability check for components
Hope it is clear
Regards
JH

Reg:Material Relevant Credit Check

hi gurus,
can anyone give me a solution to my question.
I have say some 10 materials in my company let it be M1 to M10.
i want to give credit only for a particular material M1.
if at all the credit limit of the material exceeds sys should automatically block the sales order.

hi
u can do this create separate item catagory(which allows credit check) and inem catagory group for particular material and do the separate item catagory determination.
if helps reward pls
thanks
kranthi

Credit Check againt letter of credit.

hi,
This is regarding credit check of sales order against FD. If the letter of credit belongs to company 001 and sales order contains any line items materials other than company 001. It gives an error EI574 "Financial Doc data check result not ok". Is there any way to do credit check ignoring company? I mean financial document will be in one company but sales order items can be from multiple company. Please share your expertise.
Regards
Achuthanandan

Hi Achuthanandan,
if the credit control area is assigned at company code level then this error will appear
if the credit control area is assigned at the sales area level then this error will not come
Regards,
Santosh

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

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 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.

Credit check at sales order level?

Dear experts
I want to set credit check at sale order level with following conditions
consider open deliveries for credit exposure
consider billing documents for creadit exposure
do not consider any open orders
Also if oldest items are open for more than 7days then block the sale order creation
e.g suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-. In this case system should block the new sale order created of value more than Rs.50000/-
plz suggest the configuration steps
regards
kailash

dear friend
For i am already having the same setting but still my scenario is not working. i will explain my scenario again
suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-.
In this case system should block the new sale order created of value more than Rs.50000/-
But with the said settings purpose is not getting solved.
my settings are;
In OVA8 ;
Update: 000015
Static check: TICK
Status: TICK
open deliveries: TICK
Plz suggest
kailash

Order Credit Check of The Dealer

Dear
Hi, This is Little bit techno-Functional , Kindly help me out
This is the Scenario
While Creating delivery from The Sale Order , The Order is blocked due to credit Check .
But Ther dealer is having Least Amount balance, we want to create Delivery For The Avail amount Based on material Wise .In The Order Header status , Credit Check has been updated, we want 2 know which table/ field is updated, when i try to get The field thru F1 help , its found a structure (Description )
Structure name is VBSTT-CMGST_BEZ
I need a Table name / where the description like approved/ released get Saved.
Thanks in Advance

hi
check the following tables hope you may get the required data
VBUK-CMGST
VAKCR-CMGST
REGARDS
rithvika

Order Credit Check for the Dealer

Dear
While Creating delivery from The Sale Order , The Order is blocked due to credit Check
But Ther dealer is having Least Amount balance, we want to create Delivery For The Avail amount Based on material Wise .In The Order Header status , Credit Check has been updated, we want 2 know which table/ field is updated, when i try to get The field thru F1 help , its found a structure (Description )
Structure name is VBSTT-CMGST_BEZ
I need a Table name / where the description like approved/ released get Saved.
Thanks in Advance .

Check the table: VBUP
fields : CMPPI,
LFSTA

CREDIT CHECK AGAINST MATERIAL

Similar Messages

Maybe you are looking for