Credit Check at Sales Order Creation & Delivery Creation levels

Hi
I am using Dynamic Credit check, Assigned credit group (with block) in OVAK for Sales Orders and for delivery types also assigned credit group.
Issue is while creating Sales Order system is doing dynamic credit check and blocking the sales order but delivery block is not happening, then i am releasing block in VKM3. but while creating Delivery system is not doing dynamic credit check.
requirement is in both levels system should check the credit check.
Can any plz guide me.
Prasad

Hi
It is not possible in the standard. The block at different levels is configured based on the degree of risk involved with the customer. If the customer is more risky, he should be blocked at ordr livel itself. If the customer is less risky, the order should be processed , like picking, packing etc., and only Goods Issue should be stopped.
The release will be done by a responsible person and hence it should not block again. eg., if the order is released with special approval from a higher up like Marketing - GM, then it should not block the delivery again.
Thanks,
Ravi

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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

Implications of changing credit check from sales order level to delivery

Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
What are the implications of changing credit check from sales order level to delivery

>
Mangesh Desai wrote:
> Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
>
>
> What are the implications of changing credit check from sales order level to delivery
Hi,
No Implications simple credit check will not happen order level it will happen delivery level .
*system will not conceded at order level open order will not be calculated
Best Regards,
venkataswamy.

Credit check at sales order

Hello Experts,
I have few questions regarding the credit check in FI-AR credit mgmt and SD.
Currently we have a credit check in AR credit mgmt during the delivery order creation. But the management has decided to crap this and to put a credit check at sales order level.
Can someone tell me if there is any business process change in doing this?
Whats the concept of Horizon in dynamic check?
Can someone clarify the concept of Business Partner in SAP FSCM credit mgmt?
Any help in this regard is highly appreciated and duly rewarded.
Regards,
Sriram

hi,
pl check this :
[Credit management|http://www.sap-img.com/sap-sd/credit-management.htm]
Dynamic Credit Limit Check with Credit Horizon
The customer's credit exposure is split into a static part; open items, open billing, and delivery values (see above), and a dynamic part, the open order value. The open order value includes all undelivered or only partially delivered orders. The value is calculated on the shipping date and stored in an information structure according to a time period that you specify (days, weeks, or months). When you define the credit check, you can then specify a particular horizon date in the future (for example: 10 days or 2 months, depending on the periods you specify). For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.
regards
sadhu kishore

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

How to Find Credit Check Released Sales Orders /Deliveries?

Hi Gurus,
How to Find Credit Check Released Sales Orders /Deliveries for a particular Customer.
Regrds,
Binayak
Message was edited by: Binayak
Binayak Ghosh

Hi,
You can chech inthe Tcode VKM2 Released SD documents, and VKM4 SD documents.
reward if useful
Regards
syed

Credit check in Sales order and available stcok

Dear all,
Now we have credit check in sales order, i found that only when i release credit control in VKM4, available stock will be reduced. How can it reduce available stock in the time when i save a sales order not matter it have or not pass credit check ??
Thanks in advance!!

The Price procedure has a subtotal ("A" ?) this is what's reported as Credit. Move this to an area that includes the taxes and you should be all set

How to avoid a second credit check on sales order

Hi,
The sales order items had been entered. A credit check was carried out during sales order creation.
The sales order was blocked due to credit check.
The item in the sales order does not have sufficient stock available and so it was not confirmed at all in the order.
No scheduled lines was confirmed.
In order to save time, User submit the credit release forms to Finance to release the sales order.
Finance promptly released the sales order.
Now, the stock had arrived after 1 day.
Transaction, VL01N cannot convert the sales order to delivery order as the item was not yet confirmed.
To confirm the sales order item, User accessed TCODE, VA02 and does an availability check to confirm the sales order item.
The item was confirmed and the order was saved.
Now, the same sales order was blocked again due to credit check.
User had to re-submit forms to finance dept to release the order again.
Is there a better way to handle this so that it need only to be released once?
Please advise.
Thanks in advance.

The sales order items had been entered. A credit check was carried out during sales order creation.
The sales order was blocked due to credit check.
The item in the sales order does not have sufficient stock available and so it was not confirmed at all in the order.
In standard once the sales order is blocked system usually remove the schedule lines to make it zero. And once the sales order is released( approved) system automatically confirm the schedule lines.
This you can observe when you create a sales order, you can see the confirmed qty in Schedule lines, and once it is blocked automatically schedule lines become zero qty.
This is standard behaviour of the system.
Where as if the above of your above statement is true, there is no stock actually hence system is not confirming stock, and it is not because of credit block then check if there is any Exit implemented as suggested by "Eduardo".
Now, the same sales order was blocked again due to credit check.
User had to re-submit forms to finance dept to release the order again.
This is usually happens when you maintain the field "number of days" and i assume you might have maintained as 1 day in this field under the tab Release documents are still unchecked in OVA8.
thanks,
Srinu.

Credit check in sales order

Hi all,
Credit limi check at sales order is working fine, while i am creating a sales order it is giving popup if limit is high then system is giving error message and it is not allowing to save the document. If i save with less quantity and again VA02 with same sales document it is allowing the values if it is above credit limit.
Can anybody suggest where do i check and give the controls
Kindly revert back,
Thanks,
MSRP

Dear Magge,
This is the standard SAP behaviour. Please refer to SAP Note 706034.
As per this note
"This is required due to the following:
During creation, the credit managment checks a document with "OK". For a
later change of the document, the credit check is "not OK". Since the
reaction "Error message (Error)" is set in the Customizing, the system
could not save the document.
Due to this, the system cannot set the credit status "not OK" for the
document, in order to prevent follow-up activities. Therefore the system
displays a warning message instead of the error message, so that you can
save the document and thus set the credit status (blocked). The document is
blocked now for follow-up activities."
We faced the same issue in our project and found we cannot change the Warning message to Error as it is hardcoded as warning. Hence we used USER EXIT and gave the logic that if this warning message is called when in T code VA02 then throw Error Message.
Hope this will be helpful.
Regards
Mayank

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.
thanks

Hi 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 check for sales order creation using BAPI

HI,
I am using BAPI_SALESORDER_CREATEFROMDAT2 for creating sales order.
I want the credit check for a customers credit limit done while creating the sales order. Is it possible to make
credit check with above bapi? If it is possible please give me the solution.
<b>Helpful answers will be rewarded</b>

hi,
it's the same code that is executed for the credit check in the bapi as in va01
If you put in the correct data, see sap note 366265, the credit check will be executed
kind regards
Paul Q

Open Delivery is not considering in credit check in sale order

Dear Experts,
Please advice what setting is required for Dinamic credit check at the time Sale Order creation
for Open Delivery & Open Billing Items should be considered at the time of new sale order creation,
I have ticked on Dinamic check - "C" Open Items "C" and ticked on open orders and open deliveries Horizon - 2 "T" but still it is not taking the open delivery amount.
Ragards,
SP Shukla.

Hi
Pls. check your schedule line (delivery date)as you have mentioned the 2 days as the horizon period. If your delivery is falling after the specified horizon period then the credit limit will not be validated.
Hope this will help you.
Regards
Aravind

Restrict Sales Order for Delivery Creation

Dear Experts,
We are supplying material to our customer (He is our subsidiary company). All the material codes within the two companies (i.e., our customer and us) are same. My customer is creating Purchase Order on us and through BDC program auto sales order is getting generated at our company. Pricing conditions are also copied from the PO to SO. We are not maintaining any pricing conditions for this customer.
My customer wants to supply the materials only against the sales orders created during the month only. Example: If auto sales orders are created during August'09 till 31st Aug, delivery should be created before 31st August only. From 1st Sept'09 onwards delivery should not create against the open sales orders created till 31st aug'09. When we try to do the delivery, system should not allow for creation of delivery from 1st Sept'09 onwards.
Can u please guide me whether we have any standard process for this to control the delivery creation? or we need to go for any development?
Your early reply in this regard is highly appreciated.
Thanks
Murthy SD

hi you can use scheduling aggrement concept for the same.
Alternatively , you can write logic in the exits .
program:
MV50AFZ1
code:
loop at xlips.
          select single vbegdat venddat from VEDA into (VEDA-VBEGDAT,VEDA-VENDDAT)
                                               where vbeln = xlips-vgbel
                                                 and vposn = xlips-vgpos.
             if sy-subrc = 0.
             if VEDA-VBEGDAT is initial and VEDA-VENDDAT is initial.
             else.
              if sy-datum ge VEDA-VBEGDAT and sy-datum le VEDA-VENDDAT.
              else.
              MESSAGE 'sales order referred is outside validity range' type 'E'.
              endif.
             endif.
             endif.
          endloop.
the code is to be writeen in exit of delivery i.e whenever delivery is being created wr to order it checks the dates in order
Rwd points if helpful
regards
chandresh

Ship to party address no change in sales order after delivery creation

hi
We have a below requirement
After creation of delivery document,we should not be able to go and change ship to party in va02 of sales order..
Tried using partner functions config,but it disables ship to party change completely...
But we want to disable ship to party change only if delivery is already created.
regards
sudha

hi swetha,
as per my understanding goes:
you need to make SH field GREY when a delivery document is generated for it.
but now even if delivery is created or not SH field is GREYED.
you can use
USEREXIT_MOVE_FIELD_TO_VBAK in program MV45AFZZ
LOGIC : when ever the sales order status is completed or partially completed then only this SH field should be GREYED other wise NOT.
hope this clears your issue & please check from your end
balajia

Sales orders and delivery creation

Hi :
im selecting sales orders , items and schedule line
from a custom table based on plant, shipping point and delivery creation date.
Is there any relation between Schedule lines and delivery creation date.
For delivery creation date d_date = SY-DATUM, and should select Mat Avail dt MBDAT or Trans. planning dt TDDAT which ever comes earlier.
vbep-edatu = itab-d_date.
select a1belnr a1posnr vbep~etenr into corresponding fields of table itab from a1 inner join vbap
on a1belnr = vbapvbeln
inner join vbep on a1posnr = vbepposnr
where a1~werks = p_werks
AND vbap~vstel = p_vstel
AND vbep~edatu = p_edatu
AND (vbep~mbdat <= p_edatu OR
vbep~tddat <= p_edatu ).
can anyone help me with this select statement.
Thanks.
Raghu

Hi,
Modify the Selec as below:
select a1belnr a1posnr vbep~etenr into corresponding fields of table itab from a1 inner join vbap
on a1belnr = vbapvbeln
inner join vbep
<b>on vbapvbeln = vbepvbeln and vbapposnr = vbepposnr</b>
where a1~werks = p_werks
AND vbap~vstel = p_vstel
AND vbep~edatu = p_edatu
AND (vbep~mbdat <= p_edatu OR
vbep~tddat <= p_edatu ).
Regards,
Anji

Credit Check at Sales Order Creation & Delivery Creation levels

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