Credit check at PGI

Dear Friends,
1. The requirement is to do the credit check at Goods issue level. The sales order qty might be different from the GI qty. Say the sales order is created for 100 kg with the total value Rs 5000-00, but the GI is done for 50 kg which amount to Rs2500-00. Now the credit check should consider the value against the GI qty only. Do we need to have the pricing configured at Delivery level to get this done?
2. The second requirement is to do the credit check at Goods issue level, also against the Advance payment/Letter of Credit (LC) / Bank Guarantee (BG) from the customer.
Does the standard Credit management settings allow check against Advance payment/LC / BG?
Do we need to use a User exit for the above 1 and 2?
3. Whats the user exit for PGI?
Thanks
Isaac

HI
There is no need of any pricing to be done at delivery level.
For credit check at PGI level you can use the credit group 03 credit group for goods issue.
and assign it to delivery types here you can enter it in GI credit group
regards

Similar Messages

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

Removing Credit Check at Sales Order& Delivery

Dear SAP Gurus,
i am want remove credit check from Sales order , Delivery & activate the same at PGI level.
i have search the forum for this query but could't find good answer.
Hope u all will guide me to remove credit check
Thanks & Regards
Vishal

Vishal,
For removal of credit check at sales order, For the sales order type , in VOV8,in General control tab, keep the Check credit limit field as empty.
For configuring credit check at PGI, you can search the forum for config docs.
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

Down payment and credit check

Dear Guru,
I want to do setting in the system for the following which I need your contributions
1. customer down payment, in a way that a customer sales order number must be reference during down payment if not system should give error
2. I want credit check to also be carried out for customer at the point of doing PGI. In other words during PGI the system should check the value of stock to be issued to customer against the customer balance if credit limit set is exceeded it should not allow further processing to done.
Thanks in advance

Hi,
Doesnt it looks like standard. Let us know- where did you get struck , so that you will get the exact inputs.
- To map the Customer down payments , are you following with SD or FI route?
[http://help.sap.com/saphelp_45B/helpdata/en/dd/56163b545a11d1a7020000e829fd11/frameset.htm]
-During credit check if you want the system to consider the Customer down payments , then in Tx:OBXR.
Double click on " Down payment request" ( Spl G/L ind= F )
select G/L account & click on "Properties"
Now tick mark the check box " Rel for credit limit".
2. I want credit check to also be carried out for customer at the point of doing PGI. In other words during PGI the system should check the value of stock to be issued to customer against the customer balance if credit limit set is exceeded it should not allow further processing to done.
Credit check will not happen based Stock value, its always based on Sales price/ net value of the document. Hope you have done Credit management customization & maintained record in OVA8 for Credit Group:03- PGI
Regards,
Reazuddin MD

Credit check and Credit hold not working for 2 specific clients

Hello dear Oracle Support,
I would like to ask for your help in the following subject:
The Credit deppartment assign a Credit Hold and a Credit Check for 2 specific customers, but for some reason, these check boxes are not getting respected by the system, since the sales department are not getting any message or warning when creating an order. I tryed to look at these 2 check boxes at a table but I am affraid that I cant find the field, I am using the RA_CUSTOMERS table, but perhaps it is not the correct one, so I was wondering if you could give me any advice.
Thanks

Hi
1. IMG -- SD -- Basic funtions -- credit management/risk mgmt -- credit mgmt -- Define credit groups.
Here confirm that you have
01 - credit group sales order
02 - credit group delivery
03 - credit group for GI
2. IMG -- SD -- Basic funtions -- credit management/risk mgmt -- credit mgmt -- Assign sales document type and delivery document type
Here you have to assign
01 - to the sales order(Ex OR) types
02 - to delivery document type (Ex LF) Dlv credit group
03 - to delivery document type (Ex LF) GI credit group
For delivery document type we have to assign to credit group one for Delivry another for PGI
3. IMG -- SD -- Basic funtions -- credit management/risk mgmt -- credit mgmt -- Define automatic credit control (OVA8)
Maintain new combination for Your credit control area/risk categry of the customer/03 (GI credt group)
Example : 1000/001/03
maintain static/Dynamic credit check for this combination.
Note : give warning at order level (credit grp 01) and delivery level (credit grp 02)... and give error at PGI level (credit grp 03).....
So that you can see difference easyly
4. FD32 - Maintain credit limit and Risk category(001) for your customer
5. order - delivery - PGI
Try this
Hope your problem will be solved
Let me know if you have any problem
Reward points if helpfull
Muthupandiyan

Can we detrmine Credit Check at delivery or billing level

Hi
Can we determine Credit Check at delivery or billing level other than at Sales Order level?
If yes,what settings need to be done in IMG?

Hi Ronaldo,
the idea behind making a credit check is to block the customer from receiving goods in case the credit limit has already exceeded right?
Now consider that you have a customer for whom you are preapring a sales order, carrying out delivery and PGI ,
then when you went on to bill him you find that the customer has exceeded its credit limit. Now, since you have alreday prepared sales oredr and delivery document and even posted goods what action would you take? you have already carried out pgi.
it is not possible in standard SAP.Since once the PGI is done and later the credit limit is checked at the time of billing, then the delivery will have to be revrsed, sales order has to be cancelled and so on making it a little complex.
Thanks,
Raja

Sales Order Confirmed qty set to zero even without credit check at SO level

Hi
Credit management is implemented and dynamic credit limit check has been assigned only for delivery doc types for blockig PGI.
There is no credit limit check assigned to sales order types as per the customers requirement.
However, we came across a scenario where, the confirmed quanties in a sales order were set to zero even though stock was available for the materials and no credit block at SO level.
The issue was however resolved by going into change mode of sales order>edit> check availability. The schedule lines for all the materials were confirmed.
Unable to figure out why the schedule lines were not confirmed even though stock available.
Checked the routiine 101 in OVB8 but it only applies if credit limit check active at sales order level.
Also checked 'conf.block' for 01-credit limit check in OVZ7 but even this applies if credit limit active at sales order level.
Note: This happened only once. The same scenario was tested in Quality system and there the schedule lines were confirmed even when the customer exceeded the credit limit.
Please let me know if I hav overlooked anything that needs to be checked.
What could be the reson for the items not being confirmed when the order was created?
Regards
Madhu
Edited by: Madhu Naidu on Jul 12, 2011 2:05 PM
Edited by: Madhu Naidu on Jul 12, 2011 2:06 PM

Hi Vinayak
Thanks for your response.
As you said it migt be bcos of the conf block at OVZ7, but the F1 help for that says that it applies when there is a credit limit check related delivery block in the sales order.
However, in my case, there is no credit check assigned at sales order level.
And also when I tried to recreate the scenario by creating an order for a customer who had exceeded the credit limit, it didnt delete the confirmed qty from the schd lines even after saving.
ANy possible reasons other than credit check conf block that could have led to schd lines not being confirmed inspite of sufficient stock??
Regards
Madhu

Released from credit check - CMFRE

Hi All,
Is there a difference between VBAK-CMFRE and LIKP CMFRE,
Date credit Release Sales order and Delivery ? Is a delivery also checked for credit? How can I view this date?
Thanks,
Dwain

Hi,
You can do the credit check at three levels: -
1. Sales Order
2. Delivery Creation
3. PGI
So based on your configuration system will block the document for further processing. Once it's blocked for credit then you have to release the document to move ahead further. In that case there might be chances that you will get different credit release date on Sales Order and Delivery.
Thanks
Suneet

Configuring When Credit Checks are Run

I am currently trying to find a way to change the points at which credit checks are run. I have stumbled across several documents here on the network about Critical fields etc, but have yet to find anything that explicitly shows how I may change when a credit check is run.
Currently the system is running credit checks automatically at more points than we need, and we are in need of a way to configure when a check is run in the order process or for what specific order types.
If anyone out there can help, it would be greatly appreciated.
Thanks

Hi Collins,
Pro forma invoice are either order based or delivery based. Do you mean to say you are doing credit check in transaction VF01 or VF04?
For delivered goods Invoice are normally based on delivery. Now whats situation in your case.
Standard credit check works when you create order VA01, Delivery VL01N and at the time of PGI.
What do you mean by both invoice steps? If Customer exceed credit limit Goods should not deliver to him. If once you delivered goods, then there is no use of Credit check.
Do you mean to say you are delivering goods then checking Invoice?
Regards

Credit Check with Third Party Process

Hi Gurz,
I know about third party process but my problem is with credit check of the customers.
If customer has not got enough credit limit to process the order in normal senario credit controller has to manually release the order as system blocks it. In third party process system will give you warning message when saving sales order about customer credit limit but allows you to save sales order. Once saving sales order it authomatically creates Purchase Requisition. From PR purchasing creates P.O. with out knowing about customer credit limit issue. and so on. In other words goods supplied to customer even though credit limit has exceeded. This user don't know untill raising the invoice to the customer which is too late.
Can we stop creating Purchase requisition or block purchase requistion for credit check ? or there are better way of handling the process for credit check?
Thanks in advance

Hi,
Try to implement OSS note -738171 - Delivery block does not influence purchase requisition.
Following is the details of the note;
Summary
Symptom
The delivery block in a sales order does not prevent the generattion of the purchase requisition in a third-party or individual purchase order item. Regardless of the Customizing settings in the delivery block, the system confirms the TAB or TAS item and generates the purchase requisition.
More Terms
Order, purchase requisition, PReq, TAB, individual purchase order, individual purchase order item, TAS, third-party, third-party item, SD order, delivery block, VBAK-LIFSK, VBEP-LIFSP
Cause and Prerequisites
Solution
Create a user-specific user requirement (for example, 902: BEDINGUNG_PRUEFEN_902 in Include LV07A902) as a copy of standard user requirement 102 and assign it to requirement 'Preq' by using Transaction OVB5.
In the source code of the user-requirement, program a check for the delivery block which, if necessary, triggers an ERROR_EXCEPTION which prevents the generation of the purchase requisition.
You can use the existing check for the credit block as a template.
Regards,

Credit check for existing Verizon customer

Hello! I am looking for some assistance. I recently received an email from BB about a 2500 point Reward Zone bonus for buying a new phone w/ a two year plan. I am currently on my mother-in-law's family plan but due for an upgrade. After going through all the checkout steps, I was met with a request for a credit check for my mother-in-law. This makes little sense to me, as we have been Verizon customers for years and have a total of four accounts with them under this plan. If we are longstanding customers with Verizon, why does Best Buy claim Verizon needs to do a credit check? I know one wouldn't be necessary if we were to go to an authorized Verizon dealer for this purchase. So how can BB claim the check isn't for themselves when Verizon already has no issue with the account's credit?
I would love the bonus points but I'm not about to dent my mom-in-law's credit with a credit check. It sours me on ever going through Best Buy for any mobile service in the future. If Verizon is fine with the account and the current credit status, why does BB force one on us while claiming it's for a company that alreayd has no issue with the account holder's credit score?

All credit checks are done through the carrier. Verizon does periodically request updated an credit report, even when performing an upgrade. This same process would take place no matter where you get your phone -- Best Buy, Verizon corporate stores, or other third-party dealers.
Dan K. | Mobile Specialty Stores
Any opinions expressed in this post are those of
the author and do not represent Best Buy Co., Inc.

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

Open sales order value for credit check need to be changed (S066)

Hi all,
I need to change open sales order value which is already there in S066 table.
Previously we had used open order value for credit check. Open order values are already updated in the S066 table.
Now we dont want to consider open order value for credit check (which is already included in the credit exposure field in FD32).
When we create sales order system is taking old open order value for credit. Now i have changed not to update open order value for credit check. Now its not updating open order value. But my issue is how to change existing or (previous) open order value for credit?
Can i change S066 table data directly to '0'. Is it advisable to chage open order value directly from this table?
Please advise me.
Regards,
Babu
Edited by: babs on May 19, 2010 4:26 PM

Hi Babs,
If you doesn't want to reflect the open order value in the structure for this order value ,If the order is not processed kindly delete the line items and the order. Then save the document. Then try to see the structure S066.. This will be modified.
If you want to modify the value then follow the below process.
Otherwise delete the line item in the order and change the pricing date and the document date. Re enter the line item again so that it will take it up the new changes.
I hope it will help.
Regards,
SK

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

Credit check at PGI

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