Credit Control per Sales Division

Hi SAP Guru's,
How can I set up a Credit Control System based on Sales Divisions?
For example: A company has two divisions: X and Y. Customer John purchases from both these divisions. Now how can I set up the Credit management policies per division such that if the outstanding arrears of John > USD $ 50,000 in Division X then his sales order is blocked but he is still allowed to purchase from Division Y. Johns Division Y Credit limit is USD $ 100,000
Thanks,
Ketan

Hi Ketan,
Try the following.
1) Create two different sales areas since you would be having two different divisions, also create two different credit control areas.Say your first Sales Area is 1000 10 10 and the second Sales Area is 1000 10 20, and your credit control area is K088 and KO89.
2) Assign the Sales Area 1000 10 10, to K088 and Assign 1000 10 20, TO K089, under the assignment Assign Sales Area to Credit Control Area
3) Next create a customer No 2000 for the sales area 1000 10 10 by using T Code XD01(Customer Master Creation).Now in the billing tab page of the sales area data,see that the field credit control area is activated. Assign K088 in the credit control area.
4) Create the same customer 2000 for different sales area which would be 1000 10 20, the system will allow you since the sales area differs. Now assign the credit control area K089 in the billing tab page for this sales area
5) Go to FD32 and your input would be the customer and the credit control area hence create this by giving Customer 2000 and K088 and assign the credit limit for K088 credit control area.
6) Again go to FD32 input the same customer only this time give the credit control area as K089 and assign the credit limit for K089.
Check if this works
Kind Regards
Atul Keshav

Similar Messages

Credit control sales area wise

Dear Friends,
Sales organisation model is
my company is distributor for all manufacturers, it will take care of credit control
so we proposed a sales area which resembles like this Mumbai -glaxo- pharma,
Mumbai -Novartis- pharma(sales org-disti chnl-divison) etc.
this sales areas will contain all customer and materials of glaxo
some of the stockists are stockists for both glaxo and novartis so I extend the customer
to one more sales area
if I maintain credit control areas w.r.t to sales area wise what are the implications
will ready to be happen?
how can I monitor the total credit for the customer?
is it necessary to assign a credit control at company code level?
The process i proposed here is
I will assign credit control at sales area level
and I will maintain credit limit details at FD32
so I can assign credit controls per sales area wise for same customer .
What are the pros and cons of this process?
Waiting for replies,
Thanks

my dear,
Here my requirement is i will not assign any credit control area at company code level
i will assign cca at sales area level only, and it is working fine.
i need the PROS & CONS when i use like this way.

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

Release of customer after Automatic Credit Control

Hi friends,
I have configured Automatic Credit control during Sales Order entry. In OVA8 I have set the Dynamic Checks, Document Value and Oldest Opne Item with value of 30 days. Based on the outstanding the Sales Order creation is blocked with a message 'Credit check oldest open items overdue (Cannot be saved). Does this create a block against the customer at any place? In case unde special circumstances an order is to be created against the Customer how do i create an order for this customer.
Checked via FD32, there is no block for the customer
Please suggest.
Regards,
Uday

Hi Basavaraj,
Thanks for the reply. I think i have not expressed my requirement correctly. Let me explain it like this :
Today 09.06.2008 when I am trying to create a sales order for a customer, since there are document outstanding for more than 30 days the system correctly gives the message 'Credit check : Oldest open items overdue (cannot be saved). Since in OVA8 for Oldest item I have used the reaction as Error, rightly I am not able to save the order.
But if i come across an exceptional case wherein the management decides to allow transaction to be carried out for this customer, how do i go about it?
Since the order is not saved, cant use vkm4.
Regards,
Uday

FI-AR-CR Customer Sales per Credit Control Area

Hi,
Do you know any table or funtion that may calculate the Customer Sales Volume per Credit Control Area? I need to calculate a customer specfic DSO (Day Sales Outstanding) figure. The standard AR Summary doesn't return such information. This nay be obtained via BSEG, but it requires a complex query.
I have found the function module CUSTOMER_BALANCE, but it returns customer sales per company code, which still requires additional calculation to totalize the balances for all the company codes that belong to a credit control area which the customer is assigned to.
I appreciate any input that may provide a simplier solution for this question.
Thanks and regards.
Gonçalo

Hi,
I have decided to use the function module CUSTOMER_DSO_CALCULATION, and I will try get the sales volume from some internal variable that this FM uses to calculate the standard DSO. Then I'll store it on a Z table in order to compute the new specific DSO
Thanks and regards,
Gonçalo

Linkage of Credit Control Area to Sales Area

Dear Gurus
During review of Customer masters it has been observed that in some cases
wrong credit control area updated for sales area
Credit limit updation in credit control area where customer is not extended in the particular credit control area
Please advice if we can have linkage between sales area and credit control area?
Thanks
RK

Hi Aneesh
Thanks for your reply it is useful.
But it is observed that after assigning Credit control area (ex:1000) in this customization (against Sale Org 1000 - Dist.Chnl 10 and Division -20), in customer master system allowing to update other credit control areas also against above Sale Org.
As per requirement system should allow only those credit control areas, which are maintained against each Sales Org.
Some one can throw light on this please.
Thanks
RK

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.

Issue of Credit Limit as per Sales

Dear All
I have the requirement from the user the Credit Limit should be updated as per the Sales.
Suppose this month Customer Invoicing is being done for 10 lakh,then its credit limit should automatically get updated to 20 lakh,
If invoicing is being done for 20 lakh,then credit limit in T code FD32 will be getting updated to 40 lakh.
Can you plz suggest me on this issue.
Many Thanks
Rakesh Naveen

Hello,
Yes, as per experience, I think your requirement is out of standard of current SAP functions for credit management as automatic. However, you can use some functions as work around, there is a tcode OVA8. You can use credit limit seasonal factor as increase or reduce and check if this suits your requirement. However, any change to this assignment or configuration may lead to ineffective credit checking as the change may affect all customers using the same credit control area without exceptions.
see this link for your reference on credit management:
http://help.sap.com/saphelp_40b/helpdata/en/34/60b199ae724effe10000009b38f91f/content.htm
Otherwise, try user exit enhancement with user 1, 2, 3 check boxes in the same tcode OVA8. Ask your ABAP on possible user exits that can be modified and the complexity of the requirement if feasible.
Hope this helps.
Thank you and regards,
Ria

Two credit control are at the same sales order.

Hello Gurus,
I would like to know how if you can help with the following subject:
I have two sales area:
XXXX YY A1
XXXX YY A2
And for each sales area it´s assigned two credit control areas, like:
XXXX YY A1 to credit control area A
XXXX YY A2 to credit control area B
Is it possible to create a sales order with these two sales area?
We need to have credit control limit differents for sales area (customers), but also we like two have only one sales order to manage. Is it possible?
Many thanks in advanced.
Luiz Geraldi

Hi Luiz,
In sales booking screen VA01 t-code we have the following fields as necessary input.
Order Type
Sales organization
Distribution channe
Division
Sales office
Sales group
All these fields need to be unique in order to save this document.
So we can input any number of materials provided the above details are unique.
We can have more than 1000 line items, but all these materials need to be in a single sales organization, distribution channel and division.
As this is a standard SAP functionality, i am afraid there is no customization by which we can change this (as far i my knowledge goes)
Hope i am right in my approach,
correct me if i am wrong;
Let me know if you have further concerns;
Regards,
Syed Nasir

Business model mapping query (High sea sales) - automatic credit control cn

Our Client imports goods(chemicals & liquids) in bulk... on ships .. (to india)
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....
How to do this?
any ideas?
Rgds
Sumanth.Gururaj

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
    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.
I hope this will resolve your issue
Thanks
Anil Hooda

Credit control by Division wise

Hi Consultants,
How can we configure Credit control by division wise.
Thanks&Regards,
Siva

No, to the best of my knowledge, Credit Management works COmpany code-wise & Crediot Control area-wise.
Thanks,
Jignesh Mehta

Is Credit Check Per Line Item in Sales Order Possible?

Dear All,
Hope you all are doing well !!!
Infact i am currently implementing OPM and SCM modules for a CSD (carbonated soft drinks) industry. They have a specific requirement on Credit Management. Please look at the Requirement Below.
Credit Management Per Line on SO
Client Charges Distributors for both Liquids (Finished Product) + [Return Glass Bottles and Shells) for the First Time.
Subsequently while returning RGB(Return Glass Bottles)'s and Shell's are being given Credit memos.
CBL gives credit only on Bottles & shells but not on Liquids.
For Liquids CBL takes the Prepayment & Its Compulsory.
So the Credit limit needs to be check on the bottles and shells only.
Oracle E-Business Suite Credit Management does not work per line item for a
Particular Sales Order. It works on total Sales Order. as this is not a standard Process in Oracle how we can achieve this without customization.
Please suggest me through any workaround we can achieve this and its a show stopper for us and business critical for my client.Please help me on this regard.
Thanks & Regards,
Aditya

I'd suggest writing your own might be easier. Oracle buckets the exposure as per the list below whereas you are probably only interested in seeing a total order exposure (by line item for bottles/shells) and total AR exposure summary.
Also the standard report will look at the unit sell * the ordered quantity in calculating transaction amounts on open orders which is your problem. If I've understood your requirement correctly, you only want to consider the shells and bottles in the credit check because you enforce prepayment for liquids so presumably your AR o/s balances are only for money owing on shells and bottles.
In that case, your only real issue is at the order entry stage (again because Oracle will be considering the total transaction value if you're using the standard automated credit check) which is why I suggested the manual workaround there.
1     Header uninvoiced orders
2     Header uninvoiced orders tax
3     Line uninvoiced orders
4     Line uninvoiced orders tax
5     Line uninvoiced freight
6     Header uninvoiced freight
7     Header and line freight
8     Invoices
9     Payments at risk
10     Order holds
11     Line holds
13     Order tax holds
14     Line tax holds
15     Order freight holds
16     Line freight holds
17     Header and line freight holds
18     External exposure
21     G_BR_INVOICES
22     G_BR_PAYMENTS_AT_RISK
23     G_HEAD_RETURN_UNINV_ORDERS
24     G_LINE_RETURN_UNINV_ORDERS
25     G_ORDER_RETURN_HOLDS
30     G_ORDER_RETURN_HOLDS
31     G_LINE_RETURN_HOLDS

Credit Check Per Line Item in Sales Order is Possible?

Dear All,
Hope you all are doing well !!!
Infact i am currently implementing OPM and SCM modules for a CSD (carbonated soft drinks) industry. They have a specific requirement on Credit Management. Please look at the Requirement Below.
Credit Management Per Line on SO
Client Charges Distributors for both Liquids (Finished Product) + [Return Glass Bottles and Shells) for the First Time.
Subsequently while returning RGB(Return Glass Bottles)'s and Shell's are being given Credit memos.
CBL gives credit only on Bottles & shells but not on Liquids.
For Liquids CBL takes the Prepayment & Its Compulsory.
So the Credit limit needs to be check on the bottles and shells only.
Oracle E-Business Suite Credit Management does not work per line item for a
Particular Sales Order. It works on total Sales Order. as this is not a standard Process in Oracle how we can achieve this without customization.
Please suggest me through any workaround we can achieve this and its a show stopper for us and business critical for my client.Please help me on this regard.
Thanks & Regards,
Aditya

I'd suggest writing your own might be easier. Oracle buckets the exposure as per the list below whereas you are probably only interested in seeing a total order exposure (by line item for bottles/shells) and total AR exposure summary.
Also the standard report will look at the unit sell * the ordered quantity in calculating transaction amounts on open orders which is your problem. If I've understood your requirement correctly, you only want to consider the shells and bottles in the credit check because you enforce prepayment for liquids so presumably your AR o/s balances are only for money owing on shells and bottles.
In that case, your only real issue is at the order entry stage (again because Oracle will be considering the total transaction value if you're using the standard automated credit check) which is why I suggested the manual workaround there.
1     Header uninvoiced orders
2     Header uninvoiced orders tax
3     Line uninvoiced orders
4     Line uninvoiced orders tax
5     Line uninvoiced freight
6     Header uninvoiced freight
7     Header and line freight
8     Invoices
9     Payments at risk
10     Order holds
11     Line holds
13     Order tax holds
14     Line tax holds
15     Order freight holds
16     Line freight holds
17     Header and line freight holds
18     External exposure
21     G_BR_INVOICES
22     G_BR_PAYMENTS_AT_RISK
23     G_HEAD_RETURN_UNINV_ORDERS
24     G_LINE_RETURN_UNINV_ORDERS
25     G_ORDER_RETURN_HOLDS
30     G_ORDER_RETURN_HOLDS
31     G_LINE_RETURN_HOLDS

Customer credit per sales area

Hi Gurus,
I need to extract customer credit used based on Sales area for a credit control area.
Eg : Customer 21XXX got credit limit of 10,000 , total credit used is 4000
he raised SO for SG01,AI,AA worth of 1000
SO's for SG01,AI,LG worth of 3000
i need a table to capture sales area wise credit limit.
WIll be rewarded.
Thanks

Hi,
First go to table KNVV & find the customers based on your sales area.
Then go to table KNKK & pass the customers into this table.
Also check table KNKA
Hope this helps.
Regds......
Sumit
Edited by: Sumit Rayaguru on Feb 19, 2009 8:49 AM
Edited by: Sumit Rayaguru on Feb 19, 2009 8:58 AM

Credit control area to sales area

hi sd gurus
can we have credit control are setup to sales area,when it is already setup in company code,,,,..
thanks
regards
vivek

hi,
If we want to use more than one credit control area for same customer or one customer is dealing with more than one sales area and for each sales area u have to maintain different credit limits then wehave to use more than one credit control area for that customer then we assign sales area to that credit control areas.
transaction code for assigning the credit control area to the sales area is OVFL
pls reward points if the answer is helpful
Regards,
Murali

Credit Control per Sales Division

Similar Messages

Maybe you are looking for