Credit check thru FI entry

Question

Hello SAP Gurus,
We have activated dynamic credit check in SD and we need to activate credit limit for the entries posted from FI.
e.g. Overall credit limit is Rs.100000/- and outstanding of customer is Rs.80000/- and now Rs.20000/- balance is showing in FD32.
Now we have posted one entry thru FB70 and debited customer for Rs.30000/-.
Our requirement is to block sale order creation as credit limit is exhausted(Rs.80000/- outstanding balances + Rs.30000/- FI entry). But system disregards the FI entry and allows sales order creation.
Pl.advise us.
Thanks in advance,
Regards,
Ganesh Lokam

Answer 1

for automatic credit check,
Make sure that you have assigned Risk Category in Fd32.
Make sure that you have maintained OVA8 settings for this risk category
Some general pre-requisites would be:
Define and assign credit control area to Comp Code and Sales Area
Assign Credit control area in Payer Master --> Billing Tab (VD01)
Make sure that the item category under usage is activated for Credit(VOV7)
Also make sure that a subtotal value A is assigned against net value in v/08 for your pricing procedure.
The credit management settings which you do in your document types(VOV8) are the fields "credit group" and "check credit limit".
You will find both of these fields in VOV8 under general control.Cedit group for sales order is generally 01 and it is 00 for a quaotation.In check credit limit,your choice should be "D" which means automatic crdit control.
Don't forget to maintain a combination of credit group (you put in your document type), credit control area (you assign this to either sales org or company code) and risk category (you put this in FD32 for your customer) in OVA8.
Reward points if this helps