Credit Check at Line Item Level

We are trying to carry out credit checking at the line item level. So that user can release each line item from VKM1 or VKM3. Need to know how to achive this does any boday know any enhancements or notes we can apply to achieve this as Standard SD only has credit checking at the document level.

Hi,
This is a requirement user wants each line item should be released by VKM1 and VKM3.
I am looking for any user exit or enhancement which does this
Thanks
Krushnakumar

Similar Messages

  • Is Credit Check Per Line Item in Sales Order  Possible?

    Dear All,
    Hope you all are doing well !!!
    Infact i am currently implementing OPM and SCM modules for a CSD (carbonated soft drinks) industry. They have a specific requirement on Credit Management. Please look at the Requirement Below.
    Credit Management Per Line on SO
    Client Charges Distributors for both Liquids (Finished Product) + [Return Glass Bottles and Shells) for the First Time.
    Subsequently while returning RGB(Return Glass Bottles)'s and Shell's are being given Credit memos.
    CBL gives credit only on Bottles & shells but not on Liquids.
    For Liquids CBL takes the Prepayment & Its Compulsory.
    So the Credit limit needs to be check on the bottles and shells only.
    Oracle E-Business Suite Credit Management does not work per line item for a
    Particular Sales Order. It works on total Sales Order. as this is not a standard Process in Oracle how we can achieve this without customization.
    Please suggest me through any workaround we can achieve this and its a show stopper for us and business critical for my client.Please help me on this regard.
    Thanks & Regards,
    Aditya                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               

    I'd suggest writing your own might be easier. Oracle buckets the exposure as per the list below whereas you are probably only interested in seeing a total order exposure (by line item for bottles/shells) and total AR exposure summary.
    Also the standard report will look at the unit sell * the ordered quantity in calculating transaction amounts on open orders which is your problem. If I've understood your requirement correctly, you only want to consider the shells and bottles in the credit check because you enforce prepayment for liquids so presumably your AR o/s balances are only for money owing on shells and bottles.
    In that case, your only real issue is at the order entry stage (again because Oracle will be considering the total transaction value if you're using the standard automated credit check) which is why I suggested the manual workaround there.
    1     Header uninvoiced orders
    2     Header uninvoiced orders tax
    3     Line uninvoiced orders
    4     Line uninvoiced orders tax
    5     Line uninvoiced freight
    6     Header uninvoiced freight
    7     Header and line freight
    8     Invoices
    9     Payments at risk
    10     Order holds
    11     Line holds
    13     Order tax holds
    14     Line tax holds
    15     Order freight holds
    16     Line freight holds     
    17     Header and line freight holds
    18     External exposure
    21     G_BR_INVOICES
    22     G_BR_PAYMENTS_AT_RISK
    23     G_HEAD_RETURN_UNINV_ORDERS
    24     G_LINE_RETURN_UNINV_ORDERS
    25     G_ORDER_RETURN_HOLDS
    30     G_ORDER_RETURN_HOLDS
    31     G_LINE_RETURN_HOLDS

  • Credit Check Per Line Item in Sales Order is Possible?

    Dear All,
    Hope you all are doing well !!!
    Infact i am currently implementing OPM and SCM modules for a CSD (carbonated soft drinks) industry. They have a specific requirement on Credit Management. Please look at the Requirement Below.
    Credit Management Per Line on SO
    Client Charges Distributors for both Liquids (Finished Product) + [Return Glass Bottles and Shells) for the First Time.
    Subsequently while returning RGB(Return Glass Bottles)'s and Shell's are being given Credit memos.
    CBL gives credit only on Bottles & shells but not on Liquids.
    For Liquids CBL takes the Prepayment & Its Compulsory.
    So the Credit limit needs to be check on the bottles and shells only.
    Oracle E-Business Suite Credit Management does not work per line item for a
    Particular Sales Order. It works on total Sales Order.  as this is not a standard Process in Oracle how we can achieve this without customization.
    Please suggest me through any workaround we can achieve this and its a show stopper for us and business critical for my client.Please help me on this regard.
    Thanks & Regards,
    Aditya                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                   

    I'd suggest writing your own might be easier. Oracle buckets the exposure as per the list below whereas you are probably only interested in seeing a total order exposure (by line item for bottles/shells) and total AR exposure summary.
    Also the standard report will look at the unit sell * the ordered quantity in calculating transaction amounts on open orders which is your problem. If I've understood your requirement correctly, you only want to consider the shells and bottles in the credit check because you enforce prepayment for liquids so presumably your AR o/s balances are only for money owing on shells and bottles.
    In that case, your only real issue is at the order entry stage (again because Oracle will be considering the total transaction value if you're using the standard automated credit check) which is why I suggested the manual workaround there.
    1     Header uninvoiced orders
    2     Header uninvoiced orders tax
    3     Line uninvoiced orders
    4     Line uninvoiced orders tax
    5     Line uninvoiced freight
    6     Header uninvoiced freight
    7     Header and line freight
    8     Invoices
    9     Payments at risk
    10     Order holds
    11     Line holds
    13     Order tax holds
    14     Line tax holds
    15     Order freight holds
    16     Line freight holds     
    17     Header and line freight holds
    18     External exposure
    21     G_BR_INVOICES
    22     G_BR_PAYMENTS_AT_RISK
    23     G_HEAD_RETURN_UNINV_ORDERS
    24     G_LINE_RETURN_UNINV_ORDERS
    25     G_ORDER_RETURN_HOLDS
    30     G_ORDER_RETURN_HOLDS
    31     G_LINE_RETURN_HOLDS

  • 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

  • Check/Validate Line item Amount against Credit Balance of Customer in FBL5N

    Hi ,
    I need to Check/Validate Line item Amount BSEG -WRBTR (Screen 301, Prg. SAPMF05A ) in F-02 against Credit Balance of Customer in FBL5N.If amount entered in F-02 with posting key 01 and same company code is greater than total credit balance with customer ,then i need to pop up error message.
    I have tried this with GGB0 using my own exit incl & including ZRGGBR000 in neccesay customization.Still not working.
    Pls suggest a solutiion for this
    Regds,
    abhee
    Edited by: abheesawant on Jul 29, 2010 6:59 AM

    HI,
    To trigger user exit form pool (ZRGGBR000) you need to do setting in OB28 and activate it.
    Regards,
    Sri

  • How to check plan line items for plan cost at network activity level?

    Dear all,
    How to check plan line items for plan cost at network activity level? The plan cost is done in network activity in CJ20N.
    I am not able to check using CJI4 or CJI9 report.
    Kindly advise.
    Thanks and regards,
    Jessie

    Hi Jess,
    Have you checked the navigation part which is being displayed on left hand side of report S_ALR_87013565 and S_ALR_87013533.? There you have option to check transaction currency and object currency when you double click on it.
    In case if it is not being displayed under navigation. Then you can bring them on from transaction code CJE2. For eg: Report group for S_ALR_87013533 is 12KST1C. Double click on it and it will open up to do changes in report layout and many more. There you also have options to bring on transaction currency too. Similarly, you can check for other report groups as well just by checking the report description.
    But I am not sure if suits your requirements. Wait for other experts to comment on this.
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  • 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

  • Switch to Open Item Management at a Line Item Level

    Hi Guru's,
    I want to change a non Open Item G/L account to an Open Item  at Line Item level, we are on version 6.4
    We have activated New G/L and I checked OSS note 175960, it says its not applicable if New G/L activated.
    I tried program FAGL_SWITCH_TO_OPEN_ITEM , it switched the account to Open Item but the problem here is it did't switch at line item level it is just showing total balance. My requirement is to switch at Line Item level.
    Is there any solution other than creating a new A/c with Open Item checked and transfering balances from old A/c to new A/c.
    Please suggest
    Thank You

    Hi,
    There are 3 ways to realize it.
    1. create a new account with XOPVW, then transfer the balance from old account to the new one. this is recommended by SAP.
    2. if you want to change  flag of XOPVW in this account, then make the balance to zero, then change this flag in FS00, at last trasnfer the balance back to this account-> Not recommended by SAP, because it is easy to cause data inconsistency.
    3. method in note:175960-> but report :RFSEPA02 and RFSEPA03 are not support since release 4.5A.
    So if possible, suggest you to use 1.
    Best Regards,
    Gladys

  • Fixed Value Date at line item level is not in changable mode when copied

    Dear SDN Team,
    Hi i have a problem in the Fixed Value date at the line item level in the Return sales order.
    The Problem is When creating the return order with reference to the scheduling agreement (10.03.2010).  In the Return sales Order at the line item level the fixed value date is coping from scheduling agreement item (fixed value date eg: 31.12.2009)
    But i would like to have the fixed value date in the return order as 10.03.2010  but the field is greyed out.
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    I have checked also SAP Note where i did not find any messages.
    In normal scenario - when the order is created without any reference the fixed value date is in changable mode until the document is in open.
    Pleas help me to resolve this.
    With Regards,
    Jai

    Hi Lakshmipathi,
    I am sharing the resolution which was done to this requirement.
    We have a specific condition type with statisticaly used and with routine to have KWERT with zero value,
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    We need to do update pricing in the sales order for the particular line item. by doing this the Fixed value date will be changed in the particular line item.
    Thanks and Regards,
    Jana

  • WHT (Witholding Tax / TDS) at PO line item level

    Hi
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    Dear Deepak,
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    PK.

  • Line item level incompletion

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    IS it possible fro it to check only the SO, LItem so that when deliverying line item 100 there is no incompletion displayed, because that line item is complete?
    Appreciate your feedback on this.
    Thanks
    keshi

    Item level incompletion is configured and then assigned to Item category level. Even in this case, the incompletion will be checked for <b></b> all line items belonging to the item category<b></b> . So I dont think there is a way to check only that line item which is due for delivery.

  • Add new column at line item level in MIR7 transaction

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    With the BAdI 'FMBW_CUSTOMER', you can use the PBO and PAI for handling the customer fields. There is no other place to populate these customer fields. Do you want to use customer fields in FMPEP? Please check note 1356725 for reference.
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  • Is there a user exit to modify PO line item level..

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    Ravi

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    Thanks,
    Jude

  • How to control Payment Block field at line item level

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