Credit Control Area User exit

What is user exit in credit Management?
What is the use of it?
How to configure it?
Plz let me know?
Bye

Hi,
user exits are used when u r unable to configure some requirements with standards..for credit management SAP provided number of user exits..mainly 2 will be used.
1.LVKMPTZZ
2.LVKMPTF1
these will be used as per the requirements of the clients..
regards..
yogi..

Similar Messages

Credit control procedure/user exit

Hi,
Is it possible to set credit control block for the customer who has not configured credit limit in FD32?
I looked in VOFM and in the include LVKMPFZ1 but as far as I can see these programs are started only if there are records in FD32 (table KNKK).
many thanks
Piotrek

Hello Piotrek,
Unfortnately it is not possible in the standard. You need to mainatin the credit management master data in FD32 if you want to use the credit control block functionality.
Best regards,
Lela

User exit for merging the credit limit in different credit control area.

Dear All,
Please provide user exit for the merging the credit limit in different credit control area as well as logic for the same.
I have to merge the overall credit limit of the customer for some divisions. At this time in one company code we have created 9 credit control area as per product line. While creating customer master data and Credit management (FD32) user has assigned the different limit with respective to credit control area e. g Customeru2019s total limit assigned is 10 laks. For credit control 1100 Limit is Rs. 3 laks and for credit control area 2200 limit is 7 laks. Now the user wants to merge the credit limit for only above two credit control area. The sales orders should get created in any credit control area up to 10 laks.
Regards,
Suresh

Dear Damodhar/All,
Would you please explain me prerequisite setting from functional side for these user exit?
I want complete functional setting prior to ABAP application so that it work properly post configuration.
Regards,
Suresh

How to make Credit Control Area field mandatory in fb01, f-01, f-02, f-04

Dear all,
Whenever we are trying to create any accounting document for a Customer, we need to make Credit Control Area a mandatory field in transactions fb01 / f-01 / f-02 / f-04.
This is required because we have different Credit Control Areas for different Sales Areas for a Customer.
Can this be achieved through Customizing (making screen field mandatory) or one needs to use user exit?
Another option could be screen variant, however, it would result in multiple t-codes e.g. zfb01 / zf-01 / zf-02 / zf-04
I appreciate your help in this regard.
Thanks and Best regards,
SAP_ROI

Hi,
You need to write validation rule for to make Credit Control Area field as mandatory field for the Transaction codes FB01 / F-01 / F-02 / F-04 and please use T. codes GGB0 & OB28 for the same.
Regards,
Shailesh Verma

Credit Control area not filled in table KNVV

Hi everyone,
I am new to the forum and first and foremost want to thank the particpants here for their contributions, which have helped me a lot in the past.
I am facing a problem today and hope some of you could assist me with some hints on how to solve it. In the existing forum entries I could not find a solution.
I am working in a Rapid Deyployment Solution IS Retail ERP and am trying to have table field knvv-kkber filled (credit control area). Right now it remains empty, although customizing exists in a way that credit control area exists, it is assigned to company code and sales area. Customer also has a record in table knkk for the respective credit control area. Obviously field credit control area in tcode xd02 is not available and would also not be available for editing, even when screen tab customizing were changed. It is only shown in xd03. Also former key users working with a different IS Retail installation told me that they never keyed in credit control area in customer master tcodes xd*. So I am wondering right now, how system fills that field.
Thank you a lot for your help.
Regards
Christian

"""Just adding in Lakshmipathi's comment that if we maintain credit control area in KNVV-KKBER field and we have also assigned it in IMG with sales area system will give preference to KNVV-KKBER. If you have not assigned it customer master then system will determine it from customization.""""
Dear Moazzam, sorry--I need to differ with these statements.
Always System will gives the priority to sales area then only to customer.(in determining credit control area)
let me explain: If we take Credit control area determinations will follow the below procedure:
1.Through the exit(EXIT_SAPLMV45K_001)
2.Sales area(distribution channel)
3.Customer master
4.Company code
Note: For the first 3 situations,mandatorily- you need to assign your credit control area to your company code.(Deriving the Credit Control Area - Credit and Risk Management (SD-BF-CM) - SAP Library)
Dear Christain:
As you are aware, we can maintain credit control areas can differ for each sales area.
For example,same customer has been maintained with two different sales areas.
Customer X in sales Area 1000/10/00-can have credit control area A
Same customer in sales area 1000/20/00-can have credit control area B.
If business wants to maintain at customer master level--they can maintain( it is optional)
Otherwise simply they can assign for the sales area which will be defaulted into transaction level.
This is what is happening in your case.
Note: if you maintain assignments for your sales area--then this will be defaulted into KNVV-KKBER,even though you doesn't maintain manually in XD**/VD** Tcodes.
Hope this helps.
Phanikumar

To determine the credit control areas for the customer

Hi all,
Two credit control areas will be maintained for a customer. During sales order entry, based on material group of the material specified, credit control area should be determined through user exit.
May i have which user exit will help me, also i used USER_CREDIT_CHECK1. Its not working.
Expecting reply

You can not set the credit control at material level it is at company code level only and we can give credit limit to customer code wise
If having any other requirment please let me know about it
Points if helpfull
Rg Ajit

To determine the Two credit control areas for the customer

Hi all,
Two credit control areas will be maintained for a customer. During sales order entry, based on material group of the material specified, credit control area should be determined through user exit.
May i have which user exit will help me, also i used USER_CREDIT_CHECK1. Its not working.
Expecting reply

hi Ravi,
USER_CREDIT_CHECK1 is not an exit, do you know what are you talking about?
Eric Cartman

Credit control area CCAJ not permitted for company code 1301

Hi All,
We have One company code, under that we have two credit Control Areas.
In the Config settings, we have maintained for (Assining the compnay code to Credit Control Area) to one CCA.
Now, it is while creating the Invoice for another CCA. It is throwing the below error.
Credit control area CCAJ not permitted for company code 1301
Message no. F4746
Please guide.
Regards
Vinay

Hi Vinay,
To do this you have to go to the path SPROFINANCIAL ACCOUNTING-ACCOUNTS RECIEVABLES/PAYBLES-CREDIT MANAGEMENT-CREDIT CONTROL ACCOUNTASSIGN PERMITTED CONTROL AREAS TO COMPANY CODE. In this activity you can enter additional credit control areas which are allowed for each company code, in addition to this default credit control area.
You can enter these credit control areas in the line item or let the system determine them from the order data, customer data, or a user exit in the order. This way you can use the control area as a flexible internal control instrument and data which has to be posted in the same company code for accounting reasons no longer has to be managed in the same control area.
Regards
Ram Pedarla

Sales order credit control area

Hi,
How can i identify the credit control area the sales order belongs to?
Is there any way to identify in the SO itself?
(not checking the sales org and checking the cc ar)

Credit Control
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
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_SAPV45K_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:
   Credit control areas allowed:
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. This risk category can be
   assigned to a credit account by using Transaction FD32.
10. Transaction OVA8
    Here, the individual credit checks for key fields
    o credit control area
    o risk category
    o 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. 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:
14. 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':
15. 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:
16. 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.
Credit Management
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
u2022 SM30 - Table/View
u2022 V_TVTW - Define Distribution Channel
u2022 V_TVTA_KKB - Assign sales area to credit control area
u2022 V_T014 - FI - Define Credit Control Area
u2022 T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
Distribution Channel
Division
Distribution Channel
Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
u2022 Check Credit
o A - Credit limit check and warning message
o B - Credit limit check and error message (no sales order can be created)
o C - Credit limit check and delivery block (block delivery if hit credit limit)
 Options B and C -> used for checking open order values (when you create/change the sales order)
o D - Automatic credit control with open order values
 More control in transaction OVA8 - Automatic credit control
 You check for open orders and deliveries, or just open deliveries.
 or open order values with other options
u2022 Credit group
o Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
u2022 whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
u2022 Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
u2022 SAP default credit groups
o 01 - credit group for sales order
o 02 - credit group for delivery
o 03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items you can have the followings credit limit check:-
u2022 Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
u2022 Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.Max open items %
The customer balance must not exceed a certain percentage.
u2022 Oldest open items
If you donu2019t want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
u2022 Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
u2022 Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.You can use the u201CNextReview dateu201D and u201CNumber of daysu201D fields and combined it with the u201CLast int.reviewu201D field in customer credit master u201CStatusu201D view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Releasing the Credit Block
These are the three transaction code you can used for releasing the SAP credit management block.
VKM3 - Sales Order
VKM5 - Delivery Order
VKM4 - Both Sales Order and Delivery Order
There are basically two types of customers:
1)Credit worthy
2)Normal customers
Coming to credit worthy customers these customers we can believe and we will give some credit ness for them.For such a type of customers we are going to set them some credit limit.Based on that we will give service to them till that limit.It the limit crosses we will get the messages while creating orders for them.
Their credit limit can be set in FD32 T.Code.
Automatic credit check will be maintained in OVA8
Follow these steps:
1. Go to IMG - enterprise structure - definition - financial accounting - define credit control area.
2. Assignment of company code to credit control area & sales area to credit control area.
3. Go to OVAK select ur sales document type and in the check credit column choose from A B or C. D is for automatic credit control for which you have to maintain the credit group and risk categories.
4. In FD32 you select your customer and click on STATUS icon and press enter. here u maintain the credit amount allowed. but this is done by the Finance people.
5. Now when you create the sales order and if the amount exceeds the credit limit then u will get the message as you maintained in the TC OVAK. Normally the system starts doing credit checks from the second sales.
order.
What are the different types of credit checks?
By Sunilmadho
Credit Check can be :
1) Simple Credit Check
2) Automatic Credit Control
Automatic Credit Control can be at various levels :
1) Order
2) Delivery
3) Goods Issue
Automatic Credit Check is of many types :
1) Static
2) Dynamic
3) MaximumDocument Value
4) Maximum Open Items in percentage
5) Oldest Open Item in number of days
6) Crtitical fields change
7) Highest dunning level, etc.
You can create more.
Credit Check happens only in SD module, never in FI. Because the stage of the check is in the sales cycle, which exists in SD. FI guys will check the credit master sheets of the customer, the MIS, the analysis etc, review the credit limits of customers. But the check will happen only in SD, while creating order, delivery or doing the goods issue.
All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
SM30 - Table/View
u2022     V_TVTW - Define Distribution Channel
u2022     V_TVTA_KKB - Assign sales area to credit control area
u2022     V_T014 - FI - Define Credit Control Area
u2022     T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
                  Distribution Channel
                              Division
                  Distribution Channel
                              Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
u2022     Check Credit
o     A - Credit limit check and warning message
o     B - Credit limit check and error message (no sales order can be created)
o     C - Credit limit check and delivery block (block delivery if hit credit limit)
     Options B and C -> used for checking open order values (when you create/change the sales order)
o     D - Automatic credit control with open order values
     More control in transaction OVA8 - Automatic credit control
     You check for open orders and deliveries, or just open deliveries.
     or open order values with other options
u2022     Credit group
o     Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
u2022     whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
u2022     Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
u2022     SAP default credit groups
o     01 - credit group for sales order
o     02 - credit group for delivery
o     03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
u2022     Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
u2022     Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
u2022     Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
u2022     Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
u2022     Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
In credit mgmt how the Amount & limit can be can be configured at sales order,delivery & PGI Level.
Please give me the solution .
1)First create Credit control area
Path:IMG\ES\Definition\FA\Define Credit Control Area
2) Assign your credit control area to your company code
Path:IMG\ES\Assignment\FA\Assign Company code Credit Control Area
3) And enter the credit limit using above mentioned transaction code FD32.
4) And assign this credit control area in your customer master Sales Org Data (XD02)
5)if you have maintained the credit control area for your customer then goto T.Code FD32.
6)Enter your customer number and the credit control area.
7)Select the status tab.Press enter.
8)Maintain the credit limit in the field.Save.
9)Go to OVA8 T.Code and then click on open orde

Change Credit Control Area in SO

Dear expert,
After setting "Assign sales area to credit control area" done, how can I change/overwrite default Credit Control Area during creating Sales Order ?
Many Thanks,
Blue Sky

Thanks Reazuddin MD for your response
The actual requirement is we currently use one single customer master (Sold to Party). User wants to post sales transactions with different subgroup of customer (such as Regular, Member, Credit etc). And this info must be derived to FI module (Billing transaction) in any object form because FI User want to see line items with different customer subgroup.
Currently, we try to apply customer subgroup with field "Customer Group" in SD; however, this field will not derive to FI module. So, my initial idea is to use "credit control area" mapping with "Customer Group" (1:1) for example,
Customer Code: 10001
Customer Group (SD)     >     Credit Control Area (SD>FI)
01 (Credit)                                 0001 (Credit) --> Default Value in Sale Area
02 (Regular)                              0002 (Regular)
03 (Member)                              0003 (Member)
When user create SO with "Customer Group" = 02, the system has to change Credit Control Area from default sales area (0001) to 0002 by either manually change or user exit.
Or are there any alternatives to take care this requirement.
Thanks for your useful advice
Blue Sky

Multiple credit control areas

Hi,
The issue is like this. The client has one company code and he wants to assign multiple credit control areas to the company code on the basis of risk categories.For the 3 risk categories, 3 credit control areas has to be assigned to the company code. In standard SAP, we can assign only one CCA to company code. Is there any workaround possible for this??
Regards,
Ajit

Hi ajit
You cant have 3 credit control areas on the basis of risk categories
In credit management you have 2 types of credit management , they are, centralised and decentralised credit management
Centralised credit mangement - one credit control area for all of your company codes.
Decentralised credit mangement - You can maintain credit control areas for each company code or each group of company codes
If you want to go for your requirements i think , we need to go for user exit EXIT_SAPFV45K_001, may be this can help .
Regards
Srinath

Sales Order Credit Account and Credit control area not updated

Hi,
I have a production issue. I have two sales orders created from Same Value contract, with same PO, same sold to party same payer. Both the orders created by same user at the same time.
First SO has credit control area and credit account is updated but the second order did not update with this information.
For first order, if I go to Environment -> Partner -> Display credit account, system taking to FD33 screen of the credit account.
For the second order, above menu path giving message "Cannot display credit limit as no credit management account is available"
Please let me know how fix the second order to rectify this issue.
Thanks,
Satish

Hi,
Goto OVAK T.Code.
Assign credit check to your second sales order type.
Assign the values from "A" to "D".Any value as per your need.
Save.
Regards,
Krishna.

New Credit Control area not considering Recievable amount

Dear All,
We have created two credit control area "1000" and "2000" for a company. A customer should be assigned to one credit area only.
Mistakenly user have assigned wrong credit area "2000" for customers and transactions have been processed for it. Now the problem is that when i create correct credit control area "1000" and check the recievable on FD32 for new credit control area it is showing "ZERO" Balance for recievables. Is it possible that actual recievable are fetch up on new credit control area so that i can efficiently use it.
Thank you in Advace
Nomi

Hi
Kindly check the below settings
1.Assign new credit control area to company code
2.Do the settings in OVA8 -automatic credit control area with combination of Credit control area/Risk category /credit group.
3.Update the receivables by running the report RFDKLI20
if you
5.Maintain the Subtotal 'A' in the pricing procedure against which value the sytem should check the credit limit.
1.New credit control area

Making Credit control area filed mandatory in F-29

Hi
Our customers give advances. We have three credit area depending on 3 separte business lines.
When any users post advances to customers, user forgets to enter credit control area in F-29. So i want to make credit control area field mandatory in F-29.
I do not find this field in field status variant. So that option is gone.
I also tried with SHD0. But SAP tells that SHD0 cannot be used for parameters transactions.
I tried with Validations. Its working fine. But i am keen to explore above two options.
Please help.
Edited by: Deepak Agrawal on Dec 22, 2011 1:56 AM

Hi:
In GGB0 it is possible to make
KKBER mandatory for data
entry in more data button for
customer recon a/c line item
F-29. I have myself done it. Please proceed as
follows
Go to GGB0 Financial
Accounting..Line item
Create validation name
Go to step----Prerequisite
write
( BKPF-TCODE = 'FBA1' ) AND
( BSEG-KOART = 'D' )
Go to check now and write
BSEG-KKBER = '123' (you can mention as many as credit control area here)
Go to message
Create an error message and assign
to the validation you
created.
For BSEG-KKBER = '123' i
wrote 123 as dummy you
can mention as many credit
control area as have defined
in SD area over
here.Validation check is
created now go to OB28 and
assign it there. I bet it will work. Revert back if
you feel any difficulty.
Regards

Credit control area issue.

hello Experts,
I recently join a support team.
Schenario -
- assigned cocd to credit contrl area checked for "Overwrite CC", no value in "crd contrl area" Field.
- 9 credit contrl areas are permitted to one company code.
- Particular customer has different credit limits in different credti contrl area in FD32.
User raise issue-
While any FI Posting related to customer, there should be a mendetory field to enter Credit control area for both debit and credit item, even when document is reversed.
I m confused.
Can any one give me idea to resolve.
Waiting for replay
Subodh

Hi,
the credit control area relates to customers, not to individual documents. It may help to think of this organization:
- credit control area is linked to company code
- customer is assigned to risk category in a credit control area
Now when you post in AR/FI the system uses the link between company code and credit control area set up in customizing.
There is no need to make an entry in the posting document.
Hope this helps,
Rudolf

Credit Control Area User exit

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