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.

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Simple credit check for service orders(TAD)

hi
we have configured simple credit check for ZOR and with delivery block. since TAD is order related billing even though credit limit exceeds they can bill the customer.Now I have to configure simple credit check for serive orders with item category TAD and it should give billing block.please give me the details on this.

Hello Chait
To release credit block from CRM GUI, please go to header status tab here is the button 'Credit Release'.
To release credit block in WEBUI, please check the items block, in more functions you can find the 'release credit block' link.
Best regards,
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Credit check at Delivery

For one of our risk categories, we would like the credit check to occur at both the Sales Order and Delivery creation events. In transaction OVA8, I have created records for the credit control area/risk category/credit group. The credit groups are assigned to the document types properly (01 - at Order, and 02 - at Delivery).
When I create an order which exceeds the credit limit, I release it from credit block in VKM1. I then proceed to create a delivery. At this point, I would like the delivery to block, but it is not doing so. On the Header--> Processing tab, the Credit Status is "D" (Released). This implies that just because the order was released, the delivery will not block.
A few questions....(a) does the "Number of days" in the risk category need to be set to zero? (b) does the delivery need to have value to block? Any additional thoughts you have would be greatly appreciated.
Thanks.

Dear dbrennan,
It is a standard functionality and for your questions
(a) does the "Number of days" in the risk category need to be set to zero?
SAP says
The current date is not greater than the Release date + the Number of days specified in the Rick category.
and System is not allowing negative ( -1) date too.
(b) does the delivery need to have value to block?
In practical, Is the sales order credit check and Delivery order credit parameters were different?
Regards,
Mani

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

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

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 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

ATP check for delivery in ECC & Sales order ATP check in APO

Hi All,
Can we do an ATP check for delivery in ECC , but for the same set of Materials- Plant combination , the ATP check when a SO is created should happen in APO .
We do not want to remove the Business event 'B' which is meant for delivery in APO . For some materials we need APO ATP check to happen for delivery & for some it should be in ECC & for SO the ATP check should happen in APO .
Even if we do not have check instructions pertaining to Business event 'B' & a particular check mode (for the materials where the ATP check for delivery should happen in ECC & SO check to happen in APO) , when we are doing an ATP check for delivery , it is still pointing to APO ATP check rather than ECC check .
Any pointers for this is highly appreciated.
Regards
Surendra

Hi Surendra,
For SO, business event is A and for delivery it's B. When integrated with ECC, the check rule in ECC points as biz event in APO.
You can control ATP check by customized settings for check rule in ECC.
Also, by setting requirement class and requirement type in ECC, you control check mode in APO. So, even if you dont define for check mode in APO, the system might refer from ECC for the ATP check settings. Look into your ECC customization for how requirement class is derived and settings for requirement type. (based on MRP type, strategy grp and Item cat).
I'm not sure how you can control ATP to happen for some sales orders/deleveries in ECC and for some in APO, since check mode is mentioned in material master.
However, there are ATP BADIs (business add-ins) available in both ECC and APO, whch can serve your purpose.
Regards,
Bipin

Dynamic Credit check - problem -Delivery creation from Sales order

Hi
we have a problem which i would appreciate some help with.
Sales order is blocked for credit and subsequently released via VKM1
BUT as soon as line item is selected and then Sales document > deliver -
the Dynamic credit block kicks in again straight away, no other changes have been made
why is this occurring ?
I managed to get round the problem by creating delivery via VL10c and selecting line item and then create in background

Hi Tony,
Do you have a credit check active again at Delivery level?
In OVA8 - for the combination of credit control area, risk cat & credit group - please check field 'Number of days'.
If you do not wish to carry out the credit check again for the released doc, here you can maintain the number of days.
Description of F1 for this field is as below.
Credit check: Number of days without check
Specifies the number of days after which a changed document must be re-checked for credit.
Use
This function is used for checking documents that have already been released by a credit representative, but that have subsequently been changed. The system does NOT carry out another credit check if the following conditions are met:
The value of the changed order is not greater than the value already approved for credit (inclusive of the deviation factor), AND
The current date is not greater than the original release date plus the number of days specified here
thanks
Anirudh

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 for Partially delivered order

Dear Gurus
We have a scenario where we are releasing a sales order (vkm3) forcefully since it is exceeding the dynamic credit check.
Now when we do a partial delivery for the first time it is working fine, But when we again try to create a delivery for the remaining qty it again gives the error of "dynamic check exceed".
My question is : why is it again showing the error msg at the time of delivery inspite of the sales order being released once. We have not made any changes in the Sales order. still we have to relaese the sales order everytime we create a new delivery for that released sales order,
Can anyone suggest anything
Regards
DDP

Hi DDP,
Info structures are updated daily/weekly/monthy basing on your configuration. The Info structure S066 in Transaction OMO1 is for credit. These Info Structures are used for different purposes eg reporting, for updating credit records etc. So once you release the order, the release would hold for one day, so you can do any number of partial deliveries on that day. But again on the second day it would be blocked for credit and updated in S066. For more information on Infostructures, you can search forum.
regards,
prasad

Credit check for the first sales order

Friends,
We are using dynamic crdit check.
we set credit limit for Rs 100000. Now when I am creating first sales order for Rs. 500000, system allow to do it.
Practically it should not allow to do it. How to handle this? please help.
Thanks

Dear Pratap,
Enusre that in OVAK, you have the check credit as D and the credit group as 01.
The credit check will be either static or dyanmic based on which indicator you are choosing in the transaction OVA8.
Open order:Orders which are not delivered and relevant for credit check.
Open delivery: Delivery which is not invoiced and relevant for credit check.
Open billing doc: Invoice to which accounting document is not genereated yet in the system.
Open Items: Accounting documents which are due from the customer, and cleared in the system yet.
These are all the basic definitions to explain the difference between static and dynamic check.
The difference between the static and dynamic check is as below.
In case of static check, all the open order, open delivery, open billing document, opn item will be considered during the credit check.
In case of dynamic check, you will be specifying the HORIZON period which will restrict the open orders to be considered for a certain period.
That is to say, if you keep the HORIZON as 2 M, then the orders which are due for delivery beyond 2 months will be ignored; remaining open orders, open delivery, open billing document, open itms will be taken into consideration as it is.
If you don't use the HORIZON period, I would suggest you to activate the indicator STATIC rather than dynamic. Hope this clarifies.
Please do revert if need any more clarification.
thank you
Venkatesh SP

Report this postReply with quote Credit check for unconfirmed item

Hello,
I have configured automatic credit control for sales orders.
When a confirmed order quantity is entered, I get a warning message plus the credit block, just as I need. If I have no confirmed quantity of the items, I get no message, just a saved order.
Our item confirmation is done only on what is in stock, not on RLT, so it is common that an item has 0 confirmation. I need a credit block if the value would otherwise exceed the open credit limit? How can I do this? I've tried both the static and dynamic checks, but they only work with confirmed quantities.
Thanks

pricing:
   step Des                      From     print     subtotal
   120   Total                                   X        1
   130   Credit value           120         X        A
and also in automatic credit control select open orders
but system calculate the credit value=confirmed quantity*price.

Over due items are not considered in credit check for customer

Hi Gurus;
We have static credit active for the sales order which is blocking if the sales value is more than the customer credit balance but it is not checking for over due item i.e the billing document whose accounting document hasn't been cleared yet .Though i have maintained same number days for payment terms and risk category for the customer .
Kindly guide me if have missed out any configuration or setting .
Thanks in advance .

Hi Nuru,
Hope you are using automatic credit check and not simple crdit check ..Check that.
Is ur update group a standard one..?
Please paste screenshots of FD33, credit status, OVA8 etc.
Regards
Jobi

Repeat credit checking for released sales orders

Hi,
We are implementing FSCM Credit management in our project. In our system, when the sales order is created, the credit check will happen and the failed orders will go to VKM1. Till the order is released, any change to that order will trigger the credit checking process.
But once the credit block is released in VKM1, Credit checking is triggering only for
Quantity change
Adding new line items
Credit checking is not triggering for any other changes to the SO like deleting the line item changing the payment terms etc..
I would like to know if there is any control in FSCM Credit management to repeat the credit checking process for the released sales orders.
Appreciate any help in this regard.
Thanks
Prabhakar

Hi Prabhakar,
Navigate to Financial Supply Chain Management--> Credit Management--> Integration with sales and distribution-->define automatic credit control.
Over there you need to check critical fields check box for this to happen. Hope this helps

Credit check for delivery

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