Credit Control at Delivery Level

Hi All SD Gurus,
We have a situation where the customers are creating Sales Orders thru access provided online via the internet.
We want to set up Credit Control at Delivery level so that in case the credit limit is exceeded the system should stop the Delivery if the Credit limit is exceeded.
We are combining the Delivery, i.e a Single Delivery is created for multiple Sales Orders.
Is it possible for the system to be configured to allow delivery of those items in the sales order sequentially till the credit limit is exhausted, e.g.if the pending Orders are for 25 Lacs and the credit limit for the customer is 15 lacs and when we run the delivery thru VL10A the system should deliver sales orders upto a value of 15 Lacs sequentially.
If this is possible please explain how this can be achieved where we are combining the Delivery.
Regards
Rajkumar

Dear Rajkumar reddy,
You go through this link it will help you about total credit management process in SAP.
http://help.sap.com/saphelp_47x200/helpdata/en/7f/1d85347860ea35e10000009b38f83b/frameset.htm
If you want control at delivery level you do these setting allong with other creditmanage ment configuration settings.
SPRO>Sales and Distribution>Basic functions>Credit management/Risk management>Creditmanagement-->Define credit groups(02and 03 are the standard groups for
Delivery and PGI)
-->Assign checking group to sales order or delivery , here you click on credit limit for delivery types here you assign the credit group 02 or 03 to your delivery type.
-->Define the automatic Cradit control with these combinations
Creadit control areaRisk categoryCredit group(02or03).
-->Maintain the credit limit in FD32.
Now you do the transactions,system will check the crdit at delivery level.
I hope it help you
Regards,
Murali,

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OVA8 (about credit control) - "Highest dunning level"

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Credit check against highest dunning level allowed
Indicates whether the system carries out a credit check based on the highest dunning level.
Use
With this type of credit check, you specify the highest dunning level you want to allow in the adjacent field. The dunning level is tracked and stored in the credit data in the customer master record. If this level is exceeded during order or delivery processing, the system carries out a credit check.

Dear Yasar,
Dunning is the reminder which we send to the customers regarding the due payment.
Please check with your FI team to learn more about Dunning.
If Highest Dunning level in OVA8 is set as 2, then the system will block the sales order if we have any due payment from the customer for the open items for which we have already sent 2 reminders.
I donot know how to configure Dunning. Your FI team members can help you in resolving this.
Hope my answers can help you upto some extent.
Thank you
SP.Venkatesh

Credit management at Delivery level

Hi,
I am having an problem as
My client is asking for credit limt block, at PGI level in delivery. But the condition is that it should be only for certain Plant only..
Is it required to be done with the help of ABAP to write a code in program...or with the help of user exit??
Kindly help me
Shailesh

see its simple for the customers who get stock from a plant maintain them in a seperate risk category and assing credit limit block at pgi level ok......ok but this again has cerain restrictions like if u wnat to deliver goods from a custmoer belonging to another plant delivering goods from this plant credit limit wnt hapen at pgi coz he wld be assingd in a diff catg.......
but anyways this is one scenario in which u can work out by assing the customers belonging to tht particualr plant a sperate risk catg and maintaining block at pgi.
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It sells (the sale is made) before the ship enters the indian waters (territory).. (on the sea itself)
Practically this is what happens: (HIGH SEA SALES)
Invoice is done ( with all the statutary docts), as soon as the sales order is created. Lastly, the delivery happens.
Now, the client wants automatic credit check at DELIVERY LEVEL. ( After the invoicing is done, legally the goods belong to the customer, but our client wants to have a control on delivery, if at all any payment issue arise....
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any ideas?
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Hi,
Please go through this
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
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    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
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Item type:
Active receivable:
14. Transaction V/08, Pricing
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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.
I hope this will resolve your issue
Thanks
Anil Hooda

Credit limit at delivery order

hi guys
how can we define credit limit update at delivery order not sales order .
Thanks in advance

Hi,
For credit limit update of only open delivery related items (and open billing items) ensure that the update grp in ur Credit control area is 00015. If it is 00012 or 00018 then it will take sales order also.
For a credit check at Delivery level, in OVA8 for the combination of risk category, credit cntrl area & Credit grp set the Open Deliveries check box is activated.
IF the credit update grp is 00012 then selecting the Open orders will also consider the open sales order for credit check. If the Update grp is 00015 then it does not matter whether Open Sales order is checked or not.
Regards
Dany

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
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Customization credit control area at Plant level.

Dear Experts,
Presently we have have customization credit control area on sales organization level, Can we set the same on plant level.
if it possible in standard SAP please guide me the same, How do i set the same
Thanks and Best Regards,
BK GAIKWAD

hi
this is to inform you that
this is not possible in standard SAP.
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Hi
Can we determine Credit Check at delivery or billing level other than at Sales Order level?
If yes,what settings need to be done in IMG?

Hi Ronaldo,
the idea behind making a credit check is to block the customer from receiving goods in case the credit limit has already exceeded right?
Now consider that you have a customer for whom you are preapring a sales order, carrying out delivery and PGI ,
then when you went on to bill him you find that the customer has exceeded its credit limit. Now, since you have alreday prepared sales oredr and delivery document and even posted goods what action would you take? you have already carried out pgi.
it is not possible in standard SAP.Since once the PGI is done and later the credit limit is checked at the time of billing, then the delivery will have to be revrsed, sales order has to be cancelled and so on making it a little complex.
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Hi All,
I have a scnario where in at the order level i want to give a wariniog message ,at the delivery level again a warning message and at the pgi level the system should stop me form doing PGI!kindly specify the settings.
Second Scenario:Error at order level ,delivery level.
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HI,
First u assign credit group as 03 at pgi level in that particular sales order type in VOV8 document functionaliyt..
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Avoid credit control while changing delivery

Hi,
I have a problem:
We'd like to avoid the credit control when there is changed a delivery note.
We have defined a condition in which we placed the "BYPASS" (OSS 895630) variant in connection with the transaction code (e.g. VL02N).
The problem is, that we change our deliveries via WHSCON idoc, here the transaction code is " ". If we add the transaction " " in our condition to avoid the credit control while changing the delivery with an idoc, we will have a problem when we create our deliveries, because the deliveries are created by a batch job, too (transaction is even " ", too). So the credit control won't even work while creating a delivery, too. This is a difficult situation.
So I'm searching for a way to differenciate between changing and creating a delivery, that I am able to overtake that in the condition.
Hope to be clear.
Chris

Hi again,
I think I will make a check if the delivery number is initial or not.
The system will check as follows:
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Sometimes the solution is easier as expected first...
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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 management automatic credit control use of credit group

Hello gurus
1)In the credit management we have credit groups( which enables us to combine different sales
document types for the purposes of credit management).
In the simple credit check also we will assign the doc types to check the credit. Then please tell me why we need credit groups in automatic credit control? Here also we can assign the doc types to check the credit ?then what exactly is the use of credit group ?
2)where will we specify the total credit amount allowed of the credit control area?
3)In the automatic credit control (ova8) against to static check box option we have open orders and open delivers checkboxes. is this two boxes only specific to static or it also belongs to dyanic?
Is it necessary to check this boxes?
4)is any one have used any of the routines in automatic credit control( document controlling tab we have no credit check field here we specify the routine? If any business need please share with me
Thank you in advance for all the replies

Hi
For your 1st query , In credit mgmt we assign credit grps to sales document type. So as you said we will assign credit grps at simple credit check and coming to the Automatic credit check we assign credit grp for the sales document type also .But the difference is credit grp can be at order level or Delivery Level or PGI level in OVA8 in Automatic credit check .
Coming to your 2nd Query , we will specify the total credit limit in FD32.
For your 3rd query , In OVA8 apart from the static check we check the boxes open orders and open deliveries also because once you activate Automatic credit check and once you maintain credit limit for any customer then system will check the open orders and open deliveries also of that customer
Coming to your last query the routine feild can be used when some requirements have to be fulfilled then only automatic credit check should work for customers. or else the sales order ->delivery->PGI will happen normally
Regards
Srinath

Credit Management of Delivery Documents

Dear Experts ,
We all Know in the credit management of the Order :OVAK
*We can define what type of credit check we are doing either automatic or simple. *
But in the Delivery Document : Where do we define the type of credit check in Customizing:
T-code: OVAD
We only define the Delivery Credit Group and PGI Cre GRP.
However I can Understand that in OVA8 we have the credit group to determine the Credit mangement controls:
But *We can define what type of credit check we are doing either automatic or simple. *
please explain,
A S

Hi,
My understading is simple credit check is performed in delivery documents and the reason why I am saying this is b'coz of below statement:
> When you define automatic credit checks, you can also freely define requirements which cause a document or the forwarding of the material requirements to MRP to be blocked
Now, requirements are tranferred to MRP in sales order stage not at delivery stage as far as I know.. which means simple credit check is performed at delivery level as there are no additional things which can be performed during simple credit check compaired to automatic credit check {which occurs normally in sales order stage}
Other elite members may elaborate more on this if somewhere my understading is wrong..
Hrishi

Authorizations in Credit Control Configuration

Dear Friends
I am configuring "automatic credit control " for our client. The requirement is 4 levels of authorizations. I've completed the settings for credit check at transaction level.
Now, How do I maintain the Authorizations (4 levels) I am aware that there are 3 controls , user1, user2 & user3 in OVO8 control.
Any help/suggestion, will surely be appreciated.
Rgds
Sumanth.Gururaj

hi friend
You mean you want to create 4 level release authorizations, right?
As we know, user1, user2 & user3 in OVO8 control are customized credit checking user exit. we can add our specific checking logic on it.
But for credit release, there is a standard function as VKM1.
As your requirements, I think there is a standard function maybe can help u, named User Status Control.
You can add some status to control the sales document, for example, block delivery, block billing.
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Wink.

Critical field credit block goods issue level

Hi,
In our company we do Automatic credit management at at goods issue level.
At the moment over a certain credit limit the GI just gets blocked.
Now we have requirement where if the payment terms are changed by enduser at the sales order level then the GI should be blocked.
I tried the "critical field" option and it is working at the sales order level by blocking it but not on goods issue level.
I have assigned the credit group"03-goods issue" to the delivery type OVAD.
In OVA8 i have maintained automatic credit control with critical field selected and Reaction "c" and status block selected for the combination of credit control areacredit groupsrisk cat (000)
In FD32 i have maintained risk category for the customer (000).
Could some one help please?
Thank you

Hi vinod
In OVA8 if you are using the dynamic credit check then make the status option C. secondly uncheck the open items and also change the time period if it is in days and if you have given 7days then change according to the billing days say as the change in the payment terms if the billing take place after 1week then add another 7days and make it to 14days
Regards
Srinath

Credit Control at Delivery Level

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