Credit check urgent

hello to every one,
sub:- credit limit is working, but terms of payment is not working.
Requriment :- credit management, system is to be consider the terms of payment and credit limit for the customer if custome fails to pay the billing amount with in 30 day system has to block the sales order,
plz give me config idea
thanging you

Hi,
Please configure that with error message then only document will be blocked..
If you put warning message then even it is exceeding limit but the document will be saved and will not be blocked..
Hope it will help u..
Regards
Sankar

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Credit check across operating unit- urgent pls

Hi Everybody,
We are implementing oracle receivables in our co., the query is, a credit limit is set for a customer. how does the system check the credit limit if he is transacting with different operating units of our company. There is no cerdit set at site, so there is a possibilty of the customer bypassing the credit limit set to him.
How do we solve this or is there a feature i havent gone thru ?
Kindly reply.
regards
Abdullah

Dear Shailendra,
To have default Credit limit as zero or a fixed amount for all new Customers do the following:
IMG - Enterprise Structure - Definition - Financial accounting - Define Credit Control area - select your Credit control area & maintain Risk Category, Credit limit & Rep. Group.
This would make sure that all Customers & Sales Orders go thru Credit check.
Risk Category & Credit Representative group can be defined at - IMG - Fin Accounting - Accounts Rec & Accounts Payable - Credit Management - Credit control account...
Hope this helps...
Reward if useful...
Thanks,
Jignesh Mehta
98700 10230
Edited by: Jignesh Mehta on Jul 17, 2008 3:04 PM
Edited by: Jignesh Mehta on Jul 17, 2008 3:06 PM

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

Simple Credit check _ User Exits

Dear Expert,
Please find my scenario,
I am using simple credit check
When i am creation sales order with reference to quotation
Item      Amount
00010 1000
00020 2000
I am getting two messages
1)Credit limit exceeded by 1000
2) Credit limit exceeded by 3000(1000+2000)
But Customer wants in one message like Credit limit exceeded by 3000
Please advice, its very urgent
and also suggest if any user exits available
Regards

Thank you for your reply
Is it possible to achieve the same by using static credit check?
When i tested this static check, i am getting message for the first line item
Ex:
Item      Amount
0010      100
0020      200
System shows " Static credit check 100 Exceeds" and it goes to sales order details screen when i am referring from quotation.
Regards

Credit Check with Third Party Process

Hi Gurz,
I know about third party process but my problem is with credit check of the customers.
If customer has not got enough credit limit to process the order in normal senario credit controller has to manually release the order as system blocks it. In third party process system will give you warning message when saving sales order about customer credit limit but allows you to save sales order. Once saving sales order it authomatically creates Purchase Requisition. From PR purchasing creates P.O. with out knowing about customer credit limit issue. and so on. In other words goods supplied to customer even though credit limit has exceeded. This user don't know untill raising the invoice to the customer which is too late.
Can we stop creating Purchase requisition or block purchase requistion for credit check ? or there are better way of handling the process for credit check?
Thanks in advance

Hi,
Try to implement OSS note -738171 - Delivery block does not influence purchase requisition.
Following is the details of the note;
Summary
Symptom
The delivery block in a sales order does not prevent the generattion of the purchase requisition in a third-party or individual purchase order item. Regardless of the Customizing settings in the delivery block, the system confirms the TAB or TAS item and generates the purchase requisition.
More Terms
Order, purchase requisition, PReq, TAB, individual purchase order, individual purchase order item, TAS, third-party, third-party item, SD order, delivery block, VBAK-LIFSK, VBEP-LIFSP
Cause and Prerequisites
Solution
Create a user-specific user requirement (for example, 902: BEDINGUNG_PRUEFEN_902 in Include LV07A902) as a copy of standard user requirement 102 and assign it to requirement 'Preq' by using Transaction OVB5.
In the source code of the user-requirement, program a check for the delivery block which, if necessary, triggers an ERROR_EXCEPTION which prevents the generation of the purchase requisition.
You can use the existing check for the credit block as a template.
Regards,

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 againt letter of credit.

hi,
This is regarding credit check of sales order against FD. If the letter of credit belongs to company 001 and sales order contains any line items materials other than company 001. It gives an error EI574 "Financial Doc data check result not ok". Is there any way to do credit check ignoring company? I mean financial document will be in one company but sales order items can be from multiple company. Please share your expertise.
Regards
Achuthanandan

Hi Achuthanandan,
if the credit control area is assigned at company code level then this error will appear
if the credit control area is assigned at the sales area level then this error will not come
Regards,
Santosh

Open sales order value for credit check need to be changed (S066)

Hi all,
I need to change open sales order value which is already there in S066 table.
Previously we had used open order value for credit check. Open order values are already updated in the S066 table.
Now we dont want to consider open order value for credit check (which is already included in the credit exposure field in FD32).
When we create sales order system is taking old open order value for credit. Now i have changed not to update open order value for credit check. Now its not updating open order value. But my issue is how to change existing or (previous) open order value for credit?
Can i change S066 table data directly to '0'. Is it advisable to chage open order value directly from this table?
Please advise me.
Regards,
Babu
Edited by: babs on May 19, 2010 4:26 PM

Hi Babs,
If you doesn't want to reflect the open order value in the structure for this order value ,If the order is not processed kindly delete the line items and the order. Then save the document. Then try to see the structure S066.. This will be modified.
If you want to modify the value then follow the below process.
Otherwise delete the line item in the order and change the pricing date and the document date. Re enter the line item again so that it will take it up the new changes.
I hope it will help.
Regards,
SK

Credit Management: Difference Between Static and Dynamic Credit Check

Hi,
Could anyone tell the difference Between Static and Dynamic Credit Check?
According to website: http://www.sap-basis-abap.com/sd/difference-between-static-and-dynamic-credit-check.htm ... this is the answer:
====================
Simple Credit Check : Tr.Code - FD32
It Considers the Doc.Value + Open Items.
Doc.Value : Sales Order Has been saved but not delivered
Open Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but not received the payment from the customer.
Static Credit Check it checks all these doc value & check with the credit limit
1) Open Doc.Value / Sales Order Value : Which is save but not delievered
2) Open Delivery Doc.Value : Which is delivered but not billed
3) Open Billing Doc.Value : Which is billed but not posted to FI
4) Open Item : Which is transfered to FI but not received from the customer.
Dynamic Credit Check         1) Open Doc
                                            2) Open Delivery
                                            3) Open Billing
                                            4) Open Items
                                            5) Horizon Period = Eg.3Months
Here the System will not consider the above 1, 2, 3 & 4 values for the lost 3 months.
====================
Question 1: Could you further explain the above information, if there is any?
Question 2:: What is the Tcode to customize settings of:
a) Simple Credit Check (isn't this same with b) below?)
b) Static Credit Check
c) Dynamic Credit Check

Hi Tanish,
Diff between Static and Dynamic Filters.
Example One at report Level.
Create a variable for a Infoobject say ,Material .
1)In the Query Designer and if u restrict it to some 10 materials at query level, the report will display for only those 10 materials only.This is Static Filter.UR AHrdcoding it to those materials.You cant change them at Query Run time.i.e not changeable by user.
2)If u give the variable as input ,and when u run the query ,u can can choose the material,may 10 may be 1 or may 20 .It is dynamic.Changeable by user at run time
Example Two at DTP and Start Routine Level,say Document Type.
1)If u give filters in Start routine it is Static as u cannot change it in Production,not changeable by user.
2)f u give filters in DTP it is Dyanamic as u can change it in Production.U can give any doc type,Changeable by user at run time.
Hope it is Understood.
Rgds
SVU

Expired Scheduling Agreements still in Credit Check / Rescheduling

Hello everyone,
I am running into an issue with expired Scheduling Agreements on the SD side (VA31,VA32, etc.). There are many Scheduling Agreements that expired on a range of dates from 2005 to 2009, SA's that customers will not send JIT delivery schedules for anymore and are basically just out in the open and unused. The issue is that these Scheduling Agreements are still being taken into account when a credit check is run. Additionally, when our rescheduling jobs run at off-hour times, the system is still attempting to allocate materials to these orders. The main problem with this is that it causes additional processing time for the rescheduling job.
The current business process for these old Scheduling Agreements is to reject all the line items within the applicable SA, and as a result our rescheduling jobs avoid these orders, and they do not show up in VKM4. However, the Valid To date in the SA is clearly in the past and I'm wondering if there is a way to have these closed without having to reject every line item.
Any help would be greatly appreciated.

Andy
For credit check I would recommend:
1) Using your own routine to exclude expired sch agreements in OVA8- Document controlling- 'No credit check' field.
2) rejecting at header level/ using "mass'.
For Rescheduling
1) Using button "Unconfirmed documents required" checked.
2) Creating your own copy of the program SDV03V02 including document number, document type in the selection fields and creating a variant excluding specific, expired Sch Agreements. To reduce processing time, you may also try the 'divide and rule' policy and execute several parallel/serial runs by using ranges of materials, plants, document types. I am sure you might have already tried this.
Hope this helps.

Relationship about ATP check and credit check

Dear all,
          At present, we have credit control in sales order. The rule is : once the sales order's amount over 1 dollar, the order will be blocked for credit check. This order has to release credit block manually in VKM4.
          Here has a problem, when a sales order has credit released with the status "D", if i check ATP for one item in this order, the credit status will return to "B", it is not match our requirement.
          How can the credit status not change when ATP check happen in the sales order?
         Thanks in advance!

Hi Irene,
You can copy this requirement with new code like :
IF yvbuk-cmgst = 'D'.
      MOVE CHARX TO BYPASS-SECURITY.
      MOVE CHARX TO BYPASS-STATIC_LIMIT.
      MOVE CHARX TO BYPASS-DYNAMIC_LIMIT.
      MOVE CHARX TO BYPASS-DOCUMENTVALUE.
      MOVE CHARX TO BYPASS-CRITICAL_FIELDS.
      MOVE CHARX TO BYPASS-REVIEWDATE.
      MOVE CHARX TO BYPASS-OPEN_ITEMS.
      MOVE CHARX TO BYPASS-OLDEST_OP.
      MOVE CHARX TO BYPASS-DUNNING_LEVEL.
      MOVE CHARX TO BYPASS-USER1.
      MOVE CHARX TO BYPASS-USER2.
      MOVE CHARX TO BYPASS-USER3.
      MOVE CHARX TO status_reset-STATIC_LIMIT.
      MOVE CHARX TO status_reset-DYNAMIC_LIMIT.
      MOVE CHARX TO status_reset-DOCUMENTVALUE.
      MOVE CHARX TO status_reset-CRITICAL_FIELDS.
      MOVE CHARX TO status_reset-REVIEWDATE.
      MOVE CHARX TO status_reset-OPEN_ITEMS.
      MOVE CHARX TO status_reset-OLDEST_OP.
      MOVE CHARX TO status_reset-DUNNING_LEVEL.
      MOVE CHARX TO status_reset-USER1.
      MOVE CHARX TO status_reset-USER2.
      MOVE CHARX TO status_reset-USER3.
    EXIT.
ENDIF.
If you are a problem with yvbuk-cmgst, you can use user exit MV45AFZZ to save the credit status (cmgst) into an other field.
This new field is checked in the new requirement.
This requirement deactivates the credit check if the credit status is released. In this case, no credit check is possible in SO.
Regards,
Lionel

Orders going on credit check hold in oracle

New sales order is getting hold even there are open credits (Unapplied Receipts & AR Account Credits with open balance)
Example
However there are open credits (Unapplied Receipts & AR Credits with open balance) to the tune of $200
If we don’t consider the AR Credits, the Outstanding Invoice Balance is “$900” .
To this if I add the Outstanding orders in OM for this customer as per the “Orders on Credit Check Hold Report”- $250—That will put the total balance as $1150
This balance exceeds the credit limit of $1000
To prove this theory I have applied some Invoices to the $200 receipt there by bringing down the open Invoice Balance and then entered an order and that new order did not go on Hold.
Is this the solution to get rid of hold or its something else?
Thanks

This could be one of the solutions.
Alternatively, you could review your Credit Hold setup to check that what all transactions are being considered when calculating the credit amount.
Also there is a concurrent program which needs to be executed so that the calculation is refreshed periodically.
Regards
Edited by: ssuhasar1 on May 28, 2012 6:20 AM

Pre-Approved Credit Check Problem

Okay. This is really a god awful nightmare. I am from Washington D.C. and I bought my phone in Boise, ID. At the store the gentleman asked me if i wanted to do the credit check there to save me a trip if I didn't get approved.
I agreed and was approved with no deposit. They gave me a pre-approved credit check number.
Upon filling out my billing information in iTunes I enter in the Pre-Approved code and the SAME address I gave the man at the store. I then get an error saying that they will NOT accept this code because the addresses do NOT match up. Therefore I have been unable to even begin the activation process.
I called the number they gave me. They told me I had to go to the store to fix it. I went. The people at the store looked at me like I had broccoli coming out of my ears. I was there for three hours (having been there for three hours for the phone) when they eventually told me to come back tomorrow.
I called the support line again. We hit a brick wall. All in all I have been transferred atleast five times for a total of five hours on the phone. I want to return this blasted device but they are demanding a 10% restocking fee for SOMEONE ELSES mess up.
So let's do the math. I waited three hours. Had a credit inquiry posted to my report. Paid $600. Talked to support for over five hours. And made a 20 mile drive three times.
I DO NOT WANT THIS PHONE ANYMORE. However. I would rather eat the $600 then pay the %10 percent return fee. A big EFF YOU to apple and at&t.
Now if I finally do get it activated I look forward to waiting another four days for it to work.

Well all the information I am putting in is valid, not made up. And still nothing!
Anyone successful with this?
Also, if I just skip putting in the code I get further in the activation, up to the point where it tells me my three options with AT&T. At this point there is a LINK that says "I have a pre-approved credit code", but that link just returns you to the very beginning page (same as starting over)... wonder if it's broken or supposed to work that way?...

Sales Order Credit Check after Booking

Hi Gurus,
I have to meet the below requirement in Sales order entry:
Credit Check is enabled during Booking of the sales order. A sales order is entered now with one item and 10 numbers as quantity. While booking, the system checks for credit limit and the order is now in 'Booked' status. Now, when I change the quantity to 15 from 10, the system has to again do the credit checking process. Can this be achieved using functionality like processing constraints or any other? If so please elaborate me the setup required for the same.
Thanks
Best Regards,
Prasad Dhanakodi

Hi Prasad,
When defining the Transactions Type, you need to define the Credit Check Rule when it fires like BOOKING/PICKING/SHIPPING/PAKCING.
Navigation--> Order Management Responsibliity-->Setup-->Transaction Types-->Define
Thanks & Regards,
Srinivasulu Vakati

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

Credit check urgent

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