Credit Check - Oldest Open Item

Hi, can anyone advise why credit check is not triggered? I configured automatic credit check for oldest open items as 1 day to trigger error message option 'B'. In FBL5N, i changed one of the open line items, baseline date as last year.
Pls let me know if i missed out anything.
Thanks
Peter

Hi
Check if that sales item (check in the sales order) has any payment terms. If that particular open item has a payment term of say 30 days, then after 30 days only it will be counted for credit check as an open item. This is my understanding but never tested it on the system. But different members have different opinions on this issue of 'Role of Payment Terms in Credit Management'. Please check it in the system and post the outcome.
Thanks,
Ravi

Similar Messages

Credit check - oldest open items VS open items

Hi all,
Can anyone let me know the difference between oldest open item and Open items (No of days open)??
As per my knowledge oldest open item means system will check if any open item is more than the given days. If it found one then it will through a message as per the settings while creating a document or else it will not give any message.
(And Max.open.item % under Open items is also working fine.) But NoDays openI is also working same as above. what is the difference between these two????
Can anyone explain me clearly on this.
Ratna

Hi,
Could you please share the answer?
Tawsif Chogle

Credit Check-Oldest open item issue

Hi all
Currently all the sales orders that are created for a particular customer is getting blocked as u201COldest open itemu201D and we are releasing the orders by VKM3. Will you please tell me how I can find in which order/invoice this open item is lying?
Regards

Dear Monika,
You can check the open items in FD10N transaction which will give the amount which are due from the customer.
Also, you can use VA05 and VF05 to see the list of Open oders and Open invoices for the customers respectively.
Hope this helps
thank you
SP.Venkatesh
Edited by: venkatesh paulraj on Mar 7, 2011 8:47 AM

Credit check agianst 'open items'.. urgent

Hi gurus,
When you set the credit check against open items or oldest open items, suppose the check limit is exceeded: then... what exactly gets blocked?
Does the sales orders and deliveries in which that oldest item lies, gets blocked? or... the customer is not allowed to book further orders?
Thanks
-Prashant

Hi,
It depends up on your configuration, if you have set the error message or status block for your Credit group of the Sales order then the Order will not be saved or it will be blocked, if you have this configuration for your delivery credit group then delivery will be blocked or not saved.
Regards,
Murali

Credit Check on Open Items number of day

Hi
We have setup automatic credit control and all seems to work fine, we now want to expandon this to include open items. So we have created a static block on open items.
The next step was to only include open itesm that have been open for longer than 60 day, sowe have entered 60 in the number of day box. But order are stillgoing on block due to this statoc check.
We have 0 set in the max open items box.
Do we need to enter anything in this box. We want the check to only include open items older than 60 days and the credit limit not to go over the main customers credit limit
Thanks
Barry

Hi,
Could you please share the answer?
Tawsif Chogle

Credit check for oldest open item

Hello friends
While checking oldest open item for credit management, open line items with credit nature should not be considered. Only debit entry should be considered and based on date given for blocking the oldest due item should be followed.
Please help me doing this.
Urgent

Hi Inder,
U wish to have the invoiced items, which has to be payable by the customer,ok?
If this is the case it is existing already in the credit management settings. No need to configure any thig specially to capture this.
Regards,
Ravi Duggirala

Letter of credit aginst Open item and Oldest open items

I raise the sales order against Letter of Credit. when i am saving the order throughs a message that Maximum open item value is exceeded for static credit check.
When i am doing delivery system throughs an error that order is blocked
Can u suggest me come out from this problem and guide me for Statci credit against Letter of credit( how the System behaves)
Kishore

Hi,
Open items check means it will consider all the open items when it is doing credit check. Here it adds all the open items amount and do the credit check..
Oldest open item means it will consider only the oldest open item and based on tht i will do credit check..Here i will check the oldest open item value and its date then do the credit check..
Coming to payment terms check, system is responding correctly.. because payment terms are immed due net. tht means still time is there in the same day. that is the reason it is not blocking the second document.
once move to 2nd day then it means first doc is not cleared tht is the reason it is blocking the 2 nd doc on 2nd doc..
Hope u have understand..
Regards
Sankar

Credit Management (Open Items and Oldest Open Items)

I have 2 questions.
1)What is the difference between Open Items check and Oldest open items
2) I want to activate a Credit management check which should work in way that the Order will be blocked on the basis of Payment term check
Let say if I am using the Payment terms 0001 i.e Payment immediately due net .now what I want is that if I post the first invoice system as configured will check only the Credit check againt the credit Limit but when i post the 2nd invoice on the same day and the first invoice is not cleared system should give a warning message for it .
Currenlty as i Configured it working but not for the same day option its give a warning on the 2nd day's invoice
SO Need the help of Experts.
Thanks in advance

Hi,
Open items check means it will consider all the open items when it is doing credit check. Here it adds all the open items amount and do the credit check..
Oldest open item means it will consider only the oldest open item and based on tht i will do credit check..Here i will check the oldest open item value and its date then do the credit check..
Coming to payment terms check, system is responding correctly.. because payment terms are immed due net. tht means still time is there in the same day. that is the reason it is not blocking the second document.
once move to 2nd day then it means first doc is not cleared tht is the reason it is blocking the 2 nd doc on 2nd doc..
Hope u have understand..
Regards
Sankar

Oldest open item overdue in Credit Mangement

Hi,
We are carring out credit control at the sales order level and have specified the maximum limit foroldest overdue item as 10 days. The payment terms spcified at the sales order level is 20 days. Now the system is adding this 10 days to the payment terms specified and then blocking the sales order only when the oldest item overdue is 10 days after the payment terms due date(which means 30 days after the posting date of invoice),but what we require is the oldest item overdue for the itemto get calculated immediately from the posting date of the invoice i.e on 11th day the new sales order should get locked. Request you to suggest a solution.
Regards,
Vee Kay

Hello Vee kay,
What you have to do is NOT TO MAINTAIN any days in FD32.
Just check the oldest open item in OVA8.
and maintain a payment terms with 10 days (posting date).
maintain this payment term in the customer master.
Now check it and revert back.
oldest open item works in the below principle
1) You have an invoice made on Feb 10th.
it is not paid.
2) You create a new sales order on Feb 21st.
Nowin the FD32, you can see that the oldest open item due is 1 day.
Check and revert back.
Thanks & Regards,
Hegal

Oldest open item

Hi,
When I amdoing a sales order after enteringthe customer number, the system give s a pop saying oldest og open items doue. What does this mean. We dont find it affecting anywhere. is it that running a bathc job has a part in this.
Thanks

Hi hemant,
This is one of the ways credit check is done. Its the provision given to the customer to have some more days time after the actual credit period for an item. After this the system further allows time depending on the settings made in the " Day oldest item " field in OVA8 t.code. So, after this number of days has crossed the system does not allow further processing of any sales orders.
But once the specified number of days has crossed it does affect, preventing creation of any further sales orders. There are options in this.
Credit check against oldest open item
Indicates whether the system carries out a credit check based on the age of the oldest open item.
Use
The oldest open item must not be older than the number of days specified.
Here we set few options like what the system reaction is,
warning, error, credit limit exceeded etc.
Hope it helps. Please reward if useful.
Thanks & Regards
Sadhu Kishore

Credit check only open billing item

Dear Folks,
Is it possible to do a creditcheck in the sales order on the basis of only open billing items and not at open sales order?
Thank you very much.

If I have correctly under stood your question, then the answer is NO. It cannot be done. All the three update groups ( in case of Automatic Credit control) consider both Open Items and Open sales order values. Even in the Simple credit limit check, the Credit value is calculated basd on Open Items and the Current Sales Order value.
Simple credit limit check
A credit limit check can be carried out when sales documents are created or changed. The check is carried out within one credit control area. When changing a document, the check is repeated if changes regarding quantity or value are made. A credit control area consists of one or more company codes. A sales document belongs to one credit control area depending on the allocation of the sales organization to a company code. The SAP System checks the credit limit which was granted to the customer in this credit control area. The credit control areas and the credit limit of a customer are defined in financial accounting and entered in the customer master record. During the check, the SAP System totals the receivables, the open items from special G/L transactions and the net value of the sales order for every item of a sales document. The open items take into account obligations bound by contract which are not recorded for accounting purposes but which involve expenses through diverse business transactions. The total is compared with the credit limit. If the limit is exceeded, the system responds in the way defined by you in the configuration menu.
Hence, I think this is not possible in std sap, but if anybody knows a workaround, then I will be certainly glad to know.
Thanks

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.

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

Check on open items during payment

Hi experts.
When we release payment to vendor system show all open items whether these are due or not due. Is there any check available by which system show only due items .
Regards
Parkash Chand

Hi,
please use F110 automatic payment run - then system will pick whatever overdue line items for that particular vendor
as per your above mentioned F-58 - not possible only fetch overdue line items - but if you know document numbers then we can filter those document directly in F-58
but SAP standard that option not available in F-58
Thanking you
Regards
Mahesh

Credit Check - Oldest Open Item

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