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

Similar Messages

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

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

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

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 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

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

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

Static Credit check at Sales Order for confirmed quantity only.

Dear All,
I am facing two problems and would really appreciate if you could give some inputs on it.
If a SO is of 100 tons and the confirmed quantity is 10 tons then the credit check is happening for the value of confirmed quantity only as per the requirement.
1. But after releasing the SO using VKM3 I have to carry availability check again in the sales order as the confirmed quantity is becoming zero. Pls tell me how to control this, the confirmed qty should not change.
2. If I increase the confirmed quantity to more than 10 still the system is allowing me to create the delivery without blocking for credit check again as I had released the SO credit for value of 10 tons goods only .
Regards,
Abhilash

HI,
1) T-code OV27- You have not maintained confimation block here.
2) T-code OVA8- Select the credit settings and double click it.You get Display View "View for maintenance of automatic credit control" .
Maintain the deviation in "released documents still unchecked" section.
Thanks,
Vrajesh
Edited by: Vrajesh Nayak on Jul 24, 2008 5:28 AM
Edited by: Vrajesh Nayak on Jul 24, 2008 5:35 AM

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 with partner other than payer

Hello,
We have typical business scenario in the sales process in yarn industry. Details are mention below:
- Complete sales process starts with agent and ends with agent but payer(debtor) are always the end customer(Form C customers) which are also provided by Agents
- Credit Limit are maintained with respect to Agents and there is no possible combination is to which customer will order goods via which agents
- Major issue we are facing how to perform credit check as at Agent level bcoz invoices are created for end customer
Options:
- In order to use Standard functionality is that created multiple payers in the system belonging to combination of agent and customer and use A/R parent customer concept in credit master data were we can map them as Agent.
But issue with this solution is lot of payers will be created in the system.
Not sure if customer hierarchy concept can be useful.
So kindly request to suggest best possible solution available for above process.
Regards
Sagar

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 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

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

Confirmed quantity in static credit check in sales order

what our requirement is ...we have a static credit check activated.
while creating the sales order when ever the customer exceeds the credit limit the check will be activated and the order is blocked with 0 confirmed quantity.
but we want the confirmed quantity should come as the that of standard order irrespective of credit block.we need the confirmed as well as block should also be there , so tell us is there any settings in the configuration need to be done to acheive this.

Hi,
As per my understanding u need use routine.
please read this:example of routine.
User requirement for confirmation of quantities in availability check
   This is an example of a subsequent function requirement. If this
   requirement is met, then the system will confirm quantities for the
   sales document line item. If not, then no quantities will be confirmed.
   ATP requirements, however, will still be passed to planning. This is an
   example of a user requirement to determine if the confirmed quantities
   should be set to zero or not. A user requirement would run after the
   system requirement '1' for confirmed ATP quantities.   The sample
   requirement '101' adds the additional requirement that confirmed
   quantities should be set to zero if the credit block is set.
Best Regards,
venkataswamy.y
Edited by: yanamadala venkataswamy on Dec 8, 2008 10:25 AM

Credit check in sales order

Similar Messages

Maybe you are looking for