Credit Checking Functionality in OM

Hi All,
Could you please advise us regards this ...whether the Credit Checking validation for a given Customer could be triggerred at the order line level.
Currently in the Order Mgmnt setup for the Transaction Types ( order types ) we have mentioned the Credit Check rule at the Ordering stage. So as soon as we book the order the Credit Check rule gets triggerred.
How could we setup so that we trigger the Credit Check rule at the order line level...
Thanks

Hi,
Could someone please advise regards this, is this requirement could be made possible.
Thanks

Similar Messages

  • How to Block a Quote on Credit check and prevent suseqquent functions

    Hi,
    The client wants to prevent the Quotations which are blocked due to credit check to be turned in to sales order.
    We are maintaining credit group 40 , assigned it to quote, and maintained records in Fd32 and ova8.
    The item categories have been checked for credit check.
    After all these, when a quote is blocked, we can see it in vkm1 for release.
    But, it allows to create the sales order with reference to the blocked quote.
    Can anyone please help me in resolving this?
    P.S. The client wants to do this at Quote level because they are using Assembly processing. Since it is not possible to prevent creating a production order even though the credit check has been set for sales order (Client uses 90% of KMAT's (Item cat-TAC)  and Assembly processing (Strategy group 82) with VC.)
    Any suggestion to achieve either one of the above will be appreciated and Rewarded.
    Thank You,
    Manoj.

    Hi
    Please try this way...this is a guess and let's see if it works.,
    Define a new Credit Group (say 04) for Quotes.
    Assign the new Credit Group for the QT document type
    In the Define Automatic Credit Control - make the necessary assignment for the combination of
    CCA - Risk Category - Credit Group
    Check the functionality by creating the Quote for an amount exceeding the credit limit and referring it for creating the sales order, which shouldn't be allowed.
    Thanks,
    Ravi

  • 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

  • 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,
    Maggie

  • Order Credit Check of The Dealer

    Dear
    Hi, This is Little bit techno-Functional , Kindly help me out
    This is the Scenario
    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

    hi
    check the following tables hope you may get the required data
    VBUK-CMGST
    VAKCR-CMGST
    REGARDS
    rithvika

  • 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

  • Sales order exit to bypass credit check

    Hi ,
    AS IS : if the customer exceeds the credit exposure a pop up for static credit check comes while saving the order  and the order gets blocked , and every time it has to be unblocked manually.
    To BE : Our client wants that Credit check should only happen when the customer is changing the quantity field of the order and should not get blocked every time when he is making any other change in the order and saving it .
    Please help me with this: Is this feasible ? If yes then how can I do this is, any Exit /Badi where I can actually change the way this functionality work by SAP .
    Thanks in advance
    Gaurav Deep

    Well, yes, it's possible.  Have you reviewed the documentation in the IMG, both the basic configuration section as well as the section on credit management user exits?

  • 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 with one payer attached with multiple payers agnst one sold pa

    Dear Experts,
    We have the following Sales Structure in our Company.
    Dealer and Direct Customers serviced through the Dealer.
    Dealer pays a local Cheque/DD on be-half of the direct customers to the Company to take the goods.
    This amount is booked as advance in the Dealer account who serves a few Direct Customers.
    Sales Invoice is raised on the Direct customer. At this stage SAP should check the Credit limit of the Dealer and not at each of the direct customer level.
    If overall credit limit of the dealer exists, then dispatch/billing can be made to any of the direct customer under this dealer.
    After some days the Direct Customer pays the Company for the earlier Invoice raised. This payment has to be adjusted with the Invoice.
    The Dealer earlier payment shall either be returned to him or adjusted against his Invoice (Goods are also supplied to the Dealer for his own sales)
    We have tried to configure this as Payer and Sold-to-party in SAP. But we are unable to generate a Statement of Account u2013 Direct Customer wise, as the entire financial documents (Invoices) are booked against the Payer and not under the sold to party.
    Can we manage this structure in SAP where individual statement of account get generated at each of the direct Customer level and also a consolidated Statement of Account at the Dealer level.
    Our main requirement is Credit Check at the Dealer level while raising an Sales Order/Invoice, but accounting has to happen at the direct Customer level
    Can any one give me some light, how to handle the above in SAP

    Hi Sai,
       Please kindly consider the following parameter of the billing type:
    Branch/head office relationship
    The indicator controls which partner functions of the billing document can be forwarded to Financial Accounting
    initial :
    If the payer is different to the sold-to party, the payer is transferred to Financial Accounting as the customer and the sold-to party as the branch. Any branch/head office relationship stored in FI is ignored.
    A :
    The sold-to party is forwarded as the customer. Any branch/head office relationship stored in FI for this customer is taken into account.
    B :
    The payer is forwarded as the customer. Any branch/head office relationship stored in FI for this customer is taken into account.
    Note:
    If the credit limit check is active, the system always reacts as described in the entry 'initial', regardless of the setting.
    Thank you and best regards.

  • Credit Days based credit check

    1) Credit Check should be according to credit value and No. of credit days
    e.g 60 days-90 days-120 days
    if credit is available but credit days are crossed the order/delivery should get blocked for above days.
    Can this be maintain using any of the facility in OVA8
    Thankyou

    Hi,
    In OVA8 set the following fields:
    Dynamic -Check the Box and put the reaction "C"-->Also check status/Block box
    Oldest open item -Check the Box and put the reaction "C"-->Also check status/Block box
    Set the credit limit in tcode FD32.
    As far as credit days is concerned there is no such functionality in SAP.
    The Credit period would be calculated basis the payment term assigned on the customer master.
    System would block the sales order either credit limit exceeds or the customer invoice has become due.
    This due date would be calculated from Posting date+Period defined in payment terms.
    Hope it clarifes the requirement.
    Regards
    Sanjay

  • 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

  • Modify the Overall credit check status in Sales order

    Dear all,
    Good morning/afternoon/evening!
    I have a question that how to modify the Overall credit check status (VBUK-CMGST) in sales order when the order saved?
    I try to do this in USEREXIT_SAVE_DOCUMENT_PREPARE, but it does not works.
    Maybe I need to do this in USEREXIT_SET_STATUS_VBUK ? But i also face the problem ........
    Anybody who can give me a sufficient solution? I promise reward to you!!!
    regards,
    Brian Liu

    Hi,
      user function 1 in credit management by using
    LVKMPFZ1 (FORM USER_CREDIT_CHECK1). If you branch into function module SD_ORDER_CREDIT_CHECK you can use the coding of FORM OLDEST_OPEN_ITEM_CHECK.
    <b>Reward points</b>
    Regards

  • Credit Check at Ship to Party Level

    Hi Mark
    My Client requirement is do Credit Check at Ship to Party level. How can we achieve Credit Check at Ship to Party. Please explain.
    Thanks
    Rajanikanth

    Hi Mark
    Thank you very much for your reply.
    How can i assign a BP to Credit Management
    What i know is my Client wants to implement Credit Check at ship to level. I really dont know why they want to implement credit check at ship to level.
    By the statement "You can have a bill to, payer to represent the Head Office.", i assume that credit check can be done at bill to or payer ?. Is that correct. ?
    I dont know if we really need 4 layers of customer master partner functions but we definitely need sold to and ship to.
    Thanks
    Rajanikanth

  • Sales Order credit check

    Hi Gurus,
    I'm new to FSCM. My requirement is that I have to implement the BADI UKM_CHECK_STEP so that a Sales Order is blocked when the Payment Term has value 'XXXX' even if the customer has sufficient available credit limit. Can anybody please suggest me how to do it? Do I have to create any credit rule? if yes, how?
    Thanks in advance,
    Sarif

    Hello..
    'Critical fields' check in tcode OVA8 also provide similar function to control change of critical fields like payment term, fixed value date, additional value date..
    If your requirements is payment term change of sales order, it's not catched in FSCM and it'd be better to develop using Routine in OVA8.
    You can control many cheks in Routine. In OVA8 -> No credit check in Document controlling tab.
    Your SD guys can help you more detail for this Routine.
    About debugging, that BAdI is not debugged while saving order because credit check messages are sent via PI interface(BAdI BADI_SD_CM is last point of debugging before message sent). You can only debug in simulation function of BP or direct run in SPROXY.
    Read more docs about FSCM and Credit management and it'd help you.

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