Credit control with Groups of Customers and individul customer

Hello,everyone.
I want to realize the credit control for the groups of customers and
each individul customer belongs to it.
how can i do ?
thanks first

Well you can group these customers under one credit control area Tcode OB45 , and you can define your individual customer under this credit control area.
& in OB38 assign company code to this credit control area.
Hope this fixes your Problem
Cheers

Similar Messages

How can you expect the customer to have a LOCAL/COUNTRY Based Credit Card every where we go??? Last week I was on holiday in HK, and from my Hotel I was able to use m VN Credit Card with my Apple ID and purchase online! Why THIS WEEK, can't I use my HS

Apple_ID_card_declined_for_this_country
How can you expect the customer to have a LOCAL/COUNTRY Based Credit Card every where we go???
Last week I was on holiday in HK,
and
from my Hotel I was able to use m VN Credit Card with my Apple ID and purchase online!
Why THIS WEEK, can't I use my HSBC Platinum Credit Card from Vietnam,
for my Singapore Apple ID account ,
while working here in Vietnam???

Unfortunately, this is a problem that is driven by the DRM Dictatorship. Despite the proliferation of mobile devices and the fact that there are many of us who do a lot of international travel, content providers don't want you to have access to their products outside of your homeland. The Balkanized mentality of the DRM Dictatorship is way out of touch with the modern world.
At least Apple, to its credit, allows you to use your accounts outside of your homeland as long as you have the proper credentials for them. Most other services use the more Draconian geolocation filtering which does require you to be physically present in your homeland. For the most part, you are not allowed to leave home if you want access to your favorite entertainment!

Credit control for group of payers

Hello
The company is considering to set some of the customers as follows: with 1 sold to party SD function but with more than 1 payer related.
How ever we need to set only one credit limit for this group of customers, for example set the credit limit in one of the payers but control the whole group open items balance when creating a sales order for any of the payers related.
I can se the fields "Credit account" and "Customer credit group" in FD32 but i don´t get to understand if they can help me to control diferent customer balances with only 1 credit limit.
Hope you can help me if there´s any way to work this...

Hi Mario,
You need not use Credit Groups, just complete all the partner functions: Sold-to Party and all the Payers related to it.
Then, in Customizing, in transaction OVA8 make sure that the credit control is not being executed by Payer. In order to to this make sure that the flag Payer is not activated in the window Checks in Financial Accounting/old AR Summary.
In that way, although different payers pay the invoices of a single Sold-to-Party, whenever you create a sales order of the sold-to-party customer, the credit limit is check against him and not against the payer.
Hope this is useful
Regards,
Fede

Credit control update group

Hi All,
Each automatic credit control must be assigned an update group.
The system allows for no update, as well as update groups 000012, 000015 and 000018.
What these update group does and please give me details of update group 000012.
Regards
Nidhi

Dear Nidhi,
Update group 000012
This is the stadard updategroup.
If you create an order you will get open values in S066. Afterwards you create the delivery, the open order values in S066 will be reduced and you get open delivery values in S067. Afterwards you create the billing document, the open delivery values will be reduced and the open billing values will be created in S067.
If you post the billing document to FI, the open
Update group 000015
No posting to open order values. The order is placed after the delivery is created.
Delivery u2013 increases open delivery value
Invoice u2013 reduces open delivery value and increases open invoice value
Acc. Doc. u2013 reduces open invoice value and increases open items
Used for orders without schedule lines u2013 service items or orders with schedule lines that are not relevant for delivery.
Update group 000018
No posting to open order values, only open delivery values (table S067) are updated
Sales order u2013 increases open delivery value
Invoice u2013 reduces open delivery value and increases open invoice value
Acc. Doc. u2013 reduces open invoice value and increases open items (accounts receivable)
This update group will be always used by order items which are billed order-related (VBAP-FKREL = B for example).
S066 Open orders: credit management table u2013 based on the confirmed quantities on the schedule lines times the credit price. Time period controllable via horizon. (Update report RMCSS066)
S067 Open deliveries/billing documnets u2013 uninvoiced deliveries and open billing documnets (not passed to accounting). Open orders can directly update the S067 (Update report RMCSS067)
Updating from S066 and S067 is hard coded and is not controlled by normal information structure !
I hope that the information are helpful
regards
Claudia

Grouping customers and view customer open items list - Group wise

Hi.
I have some requirement from my client.
He says that he want to view customer open items list group wise.
In FBL5N we can give the selection of multiple customers. But he wants to group the specific customers and then view the open items for this group.
For example: Client has 10 customers and out of these customers he wants to select and group 5 customers. And then he want to view open items list for this group.
Can anyone help me how to group these specific customers in the total customers list. Also request you to provide me the option to view open items for this group of customers.
Regards,
Padmavathi

Hi Padmavathi,
It is possible. use Worklist for Customers.
Go to OB55 and define a Worklist for Customers, and mention the list of Customers that you want to see under that Worklist.
After this, when you to to FBL5N, you will get an option to select Worklist to run the list of open items.. and it would show open items of all customers that you have defined in your worklist.
Also note that you will have to go to FB00, tab Line Items, and tick Worklists available. This is at User Level, so only that user will be able to see the worklist in his FBL5N transaction code.
Regards,
SAPFICO
Edited by: SAPFICO on Feb 10, 2011 11:43 AM

Integration of customers and vendors- customer exit for renaming

We are planning to use customers for capacity reservation functionality and vendors for subcontracting in APO.
Due to this, we will need Vendors and Customers in APO.
Currently some plants are using same number range for customers and vendors.
So, we will have to rename either customer number or vendor number.
In such situation, do you recommend renaming customer number or Vendor number?
Do you see impact of renaming customer or vendor in above processes?
Can you please e-mail me which customer exit I should use and steps that should be followed for renaming?
Thanks,
Srini

Your problem:
Different location types with the same name or number in the external system. For example, a customer and a supplier both have the number 1000. This problem occurs especially with vendor and customer numbers.
You can do the following:
described in SAP Note 458914.
Activate BAdI Implementation for Location Prefix
Procedure
1.     Access the activity using one of the following navigation options:
SAP SCM Menu     Tools  Customizing  IMG  Execute Project  SAP Reference IMG  SAP Implementation Guide  SCM Basis  Integration  BAdIs for Specific Applications  Location and Business Partner  BAdI: Inbound Processing for Location
Transaction Code     SPRO
2.     In the Business Add-Ins: All Implementations for Definition SMOD_APOCF001 dialog box, go to the Defined filters table and select the suitable implementation for your problem situation, for example:
Field Name     Entry Value
Bus. add-in implementation name     APOCF001_TYPEDIF
Implementation short text     Locations of different type with similar names
3.     Choose Change.
4.     Confirm the warning message.
5.     On the Business Add-In Builder: Change Implementation APOCF001_TYPEDIF screen, choose Activate business add-in implementation.
6.     In the Prompt for transportable Workbench request dialog box, enter a workbench request and press ENTER.
7.     Choose the Back pushbutton (F3) twice.

AM010 with general billing interface and CPD customer

Hi all
I'm trying to create a SD invoices with the general billing interfaces. All the partner are One-time customers. In simulation launch no error is generates, but when i search to create the final posting, the AM010 "address doesn't exist" create a abend message. What can generate this error?
ciao
Davide

Using general billing the program take the address data from the input structure; the problem happen in my case because in my custom idoc input process, using the same invoice list number, i make before a simulation launch with the function GN_invoice_create, and after the registration launch with the same function. SAP thinks to have memorized the new address in the simulation phase, but in reality he don't has committed the data. When enter in registration phase he try to search the "temp" address in DB linked to simulated document, obvisiously don't finding it and generating the error. I must clear the field address number in the VBPA parameter of GN_invoice_create before launch the registration phase.
With this solution SAP create the SD invoice but lost the address linked to the document, usign the CPD customer description.

Issues with old menu entries and old custom menus [Xfce]

Hello, this is the issue:
The main menu keep showing old entries for programs I already deleted: For example, I have an entry for the indie game FEZ even tough I already deleted this game. I know that programs have a .desktop file located in "~/.local/share/applications" and/or in "/usr/share/applications", but I already deleted both files and this is not happening just with the FEZ entry but with other old menu entries including custom entries. I don't know why the keep showing up even tough I removed both .desktop files for each one of those entries. I think that there is another file that I'm missing or some kind of menu cache that I have to update but I don't which nor how. Additionally I have to say that I'm using the whisker menu plugin but the entries also show up on the stock xfce4 menu.
Any help will be greatly appreciated.
Thanks in advance, Shadow_Reaper13
Last edited by Shadow_Reaper13 (2014-09-20 01:13:14)

I forgot to say that those annoying entries does not appear neither on menulibre nor in alacarte so I cannot delete them using one or another. Those entries does not appear on those menu editors even before I delete the .desktop files.

Displaying a SharePoint List in a ListView Control with Grouping by Date

Dear All
I have created a ListView to display items from a SharePoint list:
<asp:ListView ID="UpAndComingEventsLV" runat="server">
<LayoutTemplate>
<ul>
<li id="itemPlaceholder" runat="server" />
</ul>
</LayoutTemplate>
<ItemTemplate>
<li id="Li1" runat="server">
<asp:Literal ID="CurrentDate" runat="server" />
<%#Eval("Title")%> <%#Eval("Event_x0020_Category")%> <%#Eval("EventDate", "{0:HH:mm}")%>
</li>
</ItemTemplate>
</asp:ListView>
To perform the binding and then display the date I'm doing the following:
Using oSiteCollection As New SPSite(_ListPath)
Using web As SPWeb = oSiteCollection.OpenWeb()
List = web.GetList(_ListPath)
End Using
End Using
Dim Query As New SPQuery
Query.Query = "<Where><And><Eq><FieldRef Name='Status' /><Value Type='Choice'>Approved</Value></Eq><Geq><FieldRef Name='EventDate' /><Value Type='DateTime'><Today Offset='4' /></Value></Geq></And></Where><OrderBy><FieldRef Name='EventDate' /></OrderBy>"
'Query.RowLimit = 1
Query.ViewFields = "<FieldRef Name='Event_x0020_Category' /><FieldRef Name='Title' /><FieldRef Name='EventDate' /></ViewFields>"
Dim ItemColl As SPListItemCollection = List.GetItems(Query)
UpAndComingEventsLV.DataSource = ItemColl.GetDataTable
UpAndComingEventsLV.DataBind()
dfgdfgfg
I would like to group my events by date though, rather than display the date against each row. To make things even more complicated, I would like to use friendly names like Today, Tomorrow, Monday, Tuesday instead of dates:
TODAY
Event number one
Event number two
Event number three
TOMORROW
Event number 4
Event number 5
MONDAY
Event number 6
Event number 7
At the moment, I've created a ItemDataBound event on the ListView control and I have been able to display the Today, Tomorrow, Monday etc bit but I can't figure out the best way to perform the grouping. Incidentally, I only want to group on the date not
on time:
Private Sub UpAndComingEventsLV_ItemDataBound(sender As Object, e As Web.UI.WebControls.ListViewItemEventArgs) Handles UpAndComingEventsLV.ItemDataBound
If e.Item.ItemType = Web.UI.WebControls.ListViewItemType.DataItem Then
'Retrieve data item
Dim DataItem As ListViewDataItem = DirectCast(e.Item, ListViewDataItem)
Dim RowView As DataRowView = DirectCast(DataItem.DataItem, DataRowView)
Dim EventDate As DateTime = RowView("EventDate")
'Get literal control
Dim CurrentDate As Literal = e.Item.FindControl("CurrentDate")
'Display friendly date
If Not IsNothing(CurrentDate) Then
Select Case EventDate.Date
Case Is = Now.Date
CurrentDate.Text = "Today"
Case Is = Now.Date.AddDays(1)
CurrentDate.Text = "Tomorrow"
Case Is = Now.Date.AddDays(2)
CurrentDate.Text = Now.Date.AddDays(2).DayOfWeek.ToString
Case Is = Now.Date.AddDays(3)
CurrentDate.Text = Now.Date.AddDays(3).DayOfWeek.ToString
Case Is = Now.Date.AddDays(4)
CurrentDate.Text = Now.Date.AddDays(4).DayOfWeek.ToString
Case Is = Now.Date.AddDays(5)
CurrentDate.Text = Now.Date.AddDays(5).DayOfWeek.ToString
Case Is = Now.Date.AddDays(6)
CurrentDate.Text = Now.Date.AddDays(6).DayOfWeek.ToString
End Select
Else
CurrentDate.Text = "-"
End If
End If
End Sub
Please could you help me understand the best way to perform the grouping by date?
Any help or advice is greatly appreciated!
Many thanks
Daniel

When I've done this in the past I've always used a calculated field that translated the days into the groupings I wanted. You couldn't do quite the groupings that you list above, but it would give you categories to group on. You could then
apply the groupings in the base view. Then you could use the Row Databound event to change the labels on the Groupings at runtime to the ones you want to use.
Paul Stork SharePoint Server MVP
Principal Architect: Blue Chip Consulting Group
Blog: http://dontpapanic.com/blog
Twitter: Follow @pstork
Please remember to mark your question as "answered" if this solves your problem.

Using Mackie Control with Logic Pro 7 and Yamaha O1X

I currently own a Yamaha O1x which is a mixer/control surface/audio interface that I use with Logic Pro 7. I am planning on selling the O1X and replacing it with the Mackie Control Universal as my DAW controller and using the Apogee Ensemble as my audio interface. I already have purchased the Mackie Control Universal and would like to begin using it instead of the O1X as my DAW controller, but while I am waiting for the Apogee Ensemble to be released I still need the audio interface capabilties of the O1X. The O1X uses Yamaha's MLAN protocol to connect to the G5. MLAN is a firewire interface that can transmit both audio and midi. Does anyone have a suggestion for a work-around solution so that I can use my Mackie Control Universal (which connects via midi cable) and only use the audio capability but not the control surface of the O1X via the firewire connection? I haven't been able to figure my way through this one and see if it is possible. I have already tried having them both hooked up at the same time, and the Mackie Control seemed to work fine but the audio on the O1X didn't seem to be connecting and functioning properly. I appreciate any help as I am anxious to use my Mackie Control.
Thank you!

You need to connect only the Audio and not the MIDI between your 01x and Mac. You can achieve this in mLan Graphic Patchbay-connect the cables between the Nodes in Audio part of a Graphic Patchbay, connect the Wordclock but do not make any MIDI connections. this way it should work as you want. the other way is to Make your regular connection from mLan Autoconnector and disable the MIDI ports that are dedicated to control the DAW by 01x by some freeware utility (01x uses port 1 for that...)
As this is quite 01x specific, please visit 01xray.com/forums where you will find more help, or send me PM.
As Apogee enssemble is expected to have great features, I would rather recommend the i88x instead of Enssemble (i88x has two Mic preamps-the best Yamaha produces (derived from Dm2000)VERY good converters (mLan is known for low jitter and it was tested with Rosseta by a mate from 01x forum who said (he tested it in store with other people) that i88x sounded better-may believe it or not...).The mLan Graphis Patchbay application allows you to patch connections between mLan devices and computer -very flexible. 01x already does almost the same as Mackie control and it is for almost the same price.... But maybe you are pi_ssed of waiting for new mLan drivers? I am just speculating....

Linear encoder (newall SGH) controlled with motion cotnroll UMI7764 and LabView

Hi,
I would like to intsall my linear encoder (SGH PC) onto the motion controll box (UMI7764). After that I have to use LabView to controll the encoder. It should give me the position of a piston and also the limits for this piston. So at first I just want to controll the position of the piston and then give the limits or controll the piston with it.
My problem is I have no idea how? How can I get my signals out of the encoder into my LabView programm? I got the key for the pins but still unclear how to get my signals and what to do with them.
Sorry, I am not used to use LabView.
Thanx

Oh, ist mein Englisch so schlecht
Dann formuliere ich meine Aufgabe einfach noch mal auf Deutsch um Missverstaendnisse auszuloeschen.
Meine Aufgabe ist es einen Linear Encoder (SGH PC) an einen Piston (wie heisst das auf Deustch?) anzubringen und anzusteuern. Zunaechst soll nur die Position des Piston damit bestimmt werden, danach aber auch Vorgaben gesetzt werden. Heisst, ich gebe eine Routine vor und der Piston macht das dann hoffentlich auch.
Um den Encoder ansteuern und auslesen zu koennen stehen mir eine Motion Controll Card (UMI 7764) und eine PCI 7324, sowie LabView 8.6.
Zur Zeit sind wir noch mit der Installation des Encoders beschaeftigt, doch bald werd ich auch programmtechnisch handlegen muessen. Leider hab ich noch nie mit einer PCI oder all dem Anderem gearbeitet und kenne mich daher nicht damit aus.
Fang ich also mit einer Grundlegenden Frage an: Hat LabView ein VI was es mir ermoeglicht die benoetigten Kanaele aus dem PCI auslesen zu lassen und wieder zu schliessen? Dann waere die Positionsbestimmung ja hoffentlich nciht so kompliziert.

Precise trajectory control with PCI Step Card and triggered buffer

Hello,
I'm trying to use PCI STep 4OX card for precise trajectory control. Every 200ms I'm putting motion tasks into buffer and I'm using external 10ms trigger input for this buffer. For duration about 100ms per one tick of trigger is fine, but I need make change in position every 10ms and it seems unusable.
Where is the problem? What is maximal duration of trigger puls, what max freq. of this pulses ... etc.
Thank you for your answers and suggestions,
Vaclav Maixner
System Engineer

The board you are using is quite old and most probably will not give you the perfomrance you need. I would recommend upgrading your board to one of the 7334 series motion controllers that will surely giveyou that kind of performance throuogh their preemptive start fucntionality.

Credit Management - Group of Customers

We need to give a common credit limit to Group of Customers i.e. say 4 different customers in SAP. But since they are related companies we want to assign a single credit limit. Please let us know where this configuration is available. Thanks

HI,
in FD32 go to the "status" screen.
You can see the field "credit account" which displays the "carrier" of the credit limit for the particular customer.
Default value is the customer itself, but this is changeable.
Go to "edit / change credit account" and enter the credit account number for the one customer who carries the single credit limit for a group of customers.
Do the same thing for all the other customers that are related in the way you've described. Thus the credit limit check is against the one customer who carries the credit limit for all of them.
Best regards, Christian

Customer Credit control limit options Period and Value

Hi All,
Can any body suggest or help regarding my requirement.
I know the standard credit management process which is based on the credit limit Value which will be maintained in the FD32.
But My requirement is
-->Credit limit based on the period
-->Credit limit based on the value.
-->Credit limit based on the period and value.
1.If I activate credit limit based on the period,customer order should be blocked when the customer exceeds 15 days credit limit- is there any standard option on this
2.If I activate Credit limit based on the value,customer order should be blocked when the customer exceeds credit limit value which is maintained in FD32.
3.If I activate Credit limit based on the period and value,customer order should be blocked when the customer exceeds credit limit period and value.
Is this possible in the standard credit management !
or this is possible only through workaround
Provide me the document if available
Regards,
Murali.

Hi all,
In addition to previous requirement.
We also need to take consideration under scenario also.
For example
One customer taken the goods from 1st to 15th, actually he has to pay the credit amount on or before 30th if he is not able to pay on 30th system should block the further sales orders(i.e. from next month 1st onwards).
is this option available in he standard !
Can any body help on this ASAP.
Regards,
Murali.

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

Credit control with Groups of Customers and individul customer

Similar Messages

Maybe you are looking for