Credit Limit at Party Level

Hello,
I'm new with Oracle Apps and only working with it since this year. Sorry for silly questions.
I don't know if I don't see the forest for the trees, but where can i define a credit limit for orders at the Party level?
I have setup a global credit limit and i have set up a multi-currency credit limit. With good documentation, this was not a big deal, but how can i create the credit limit for one party?
I'm able to set the limit for one customer# but not if I create more customers with different customer# within one party.
Can I do this with Order Management, Credit Management or Trading Community Management?
Thank you very much!
Sven

Hello Sumit, Hello Merlin,
Thanks both for your help, but both ways are not working.
First to Sumit:
When I go to Order Management Super User Responsibility=> Setup =>Credit =>Define Credit Profiles there is only a possibility to define a Operating default limit, but I want no default, I want an individual Credit Limit.
Defining a Usage Rule is not a Problem, but if I do the next step, i want to Assign Credit Usage Rules, I search for Party/Customer/Customer Site... I'm not able to find a company, or better a party of a company, which has no credit limit defined till now...
It's not working... But Anyway, where should i declare the limit in your way? There is a step missing...
To Merlin:
This is the way i tried several times and which is the "normal" way i thought... But: If you open the first line (the party, not the customer) I can only create a new customer. Because, the field customer number is mandatory, and if I write something here, i have a customer Number and in this way a new customer...
Its also not working...
But Thank You Both!!! I think there is no way to do this, but I need it. :-(

Similar Messages

Credit management at order level

Hi,
Normally we set the credit limit under customer level, if the sales orders created , it will automatically check with customer u2018s credit whether the orders exceed the credit exposure ? if yes, the order will be blocked otherwise it can be continued to proceed.
Now we want to set the credit on orders level, that means we can control the credit on orders. For example, if the range of the orderu2019s quantity is between 2T and 0T , we will provide 20k credit to customer, if the range of the orderu2019s quantity is between 2T and 3T, we will provide another 30k credit to customer. So we want to check with you whether it is possible to control the ordersu2019 Qty by SAP automatically as well as credit setting.
Please provide your valuable inputs.
Thanks
Ram

Dear Ram,
What you can do is create a Z table with the QTY scale and credit allowed.
Then in OVA8, click on dynamic.
Maintain FD32 with ZERO VALUES.
In the sales order, first credit message will be based on amount.
Find an exit there and system have to call the ZTABLE and make a comparison with the Document qty and also the Qty scale in the ZTABLE.
There will be a code which calls the credit limit from the FD32.
Replace this value with the Credit Allowed from the ZTABLE.
Here one thing you have to consider is, whether your document will be having multiple line items and all the qty needs to be taken into consideration.
Sit with the ABAPer and start working.
If there is anything, revert back.
Thanks & Regards,
Hegal K Charles

How configure the credit limit at sales order level

Hi
how can i configure the credit limit at sales order level..
ex: when i create sales order ... if exceeds the sales order value to credit limit value ...sysyem does not accept to save this sales order ...is it possible...pls help me in this issue
regards
sesidhar

Hiiiii
It is very much possible in SAP
first you have to create credit control area
then assign your company code to your credit control area
then create your customer and assign credit control area in billing tab (for that u have to activate credit control area for your transaction by OB20)
Then go to t-code VOA8
assing credit check to your sales document type
create credit control area automatic with your credit control area.
Regards
Shambhu Sarkar

Credit Check at Ship to Party Level

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

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

HOW TO ASSIGN CREDIT LIMIT TO SOLD TO PARTY

HI Gurus,
in this senario payer is assigned to many sold to parties. So my client wants to assign credit limit to SP rather than to PY.
can i do that. if yes how. plz reply since it is HIGH
Thanks & Regards
JM

Hi swapna,
Thanks for ur reply & i know that we enter credit limit in FD32
but my question is can we maintain credit limit for SP rather than to PY.
Plz answer it if possible
Thanks
JM

Credit Limit Check - Value & Periodwise both at the same time

Dear All,
This problem is related to Credit Management.I want the system should carry out a check which will take into consideration both the value and credit limit days while punching a sales order.
For Example : Party : A Credit Limit : Rs. 1000/- Credit Limit days : 2
We have made one invoice of value Rs. 600/- Credit Exposure : 60% Remaining Credit Limit : Rs. 400/- on 08.01.2009.Now after 2days i.e. on 10.01.2009 I want the system to stop generation of sale order by setting the credit check block at the Sale Order level even though the sale order value will not exceed the remaining Credit Limit i.e. Rs.400 and the order will get blocked as a result of Credit Check being carried out on the basis of Credit Limit days.
The configurations which are at present prevailing in OVA8 are as follows -
CCA RkC CG Credit control Curr. Update
1000 001 01 High Risk Sale Orders INR 000012
No credit check 1
Item check (Check Box is marked on)
Checks
Reaction Status / Block Open Orders / Open Deliveries
Static C (Check Box is marked on) (Check Boxes are marked on)
Horizon - M
Oldest Open Item C (Check Box is marked on) Days oldest item - 30
All other check boxes and fields remain empty / blank.
Now considering the above scenario please suggest what other configurations are requiered to attain my requirement.
Looking forward to some valuable suggestions.
Thanks & Regards
Priyanka

Hi Priyanka
Your Configuration seems to be O.K
Even though every one has suggested , just change the following settings
In OVA8 make the changes
Max open item - Increase it to 75%
No of days - 1
Days oldest open item - Blank
Go to OMO1 and For the Infostructure S060 change the period to DAYS , if months or Year is there
Regards
Srinath

Idoc-Credi limit

Hi All,
I need help regarding my client requirment they want to send idoc whenever customer crosses 90% credit limit to the third party system(customer).Please help me solving this issue.
Regards,
Suresh

Hi ,
Please check also the following OSS note: 677377 - E-mail to credit representative.
Email can be sent to your credit manager when sales order gets blocked. Maybe you could set 'soft credit limit' at 90% of real credit limit and send emails when this level is reached.
Kind regards
Witek Prawecki

Free Goods Sales Order for Charities with Credit Limit

Dear All
I have a scenario where POS (Point of Sales) has been implemented,the process of POS is ok,but the requirement of the client is they are giving some goods to charity,when ever a person comes with a special card (Issued by the company) the outlet will create a sales order for the same without any charges with a credit limit of 1000 SAR (saudi arabian riyal).
Requirement
1) Creation of sales order with delivering goods but without any charges.(should have effect in Stock)
2)These charities is been treated as Customer with a credit limit of SAR 1000 (whenever the credit limit exceeds system should block the order)
how this scenario can be mapped in SD,
Thanks in advance
Malik

Dear Malik
keep the process regular, which will help in blocking the charity customer when reached 1000 SAr at order level itself.
As customer need to be shown that he is not charged.
you can work on changing the display of output determination .
You can take the help of Ababer and display what ever client is asking for.
I think this may solve your query without disturbing you regular business process.
Regards
Pavan Kumar

Does Simple Credit Limit Check Include Checking for Open Orders

Hi all,
I have this issue here where I have configured the system to use simple credit limit check with error message. I did not use the standard/common automatic credit limit check since user insist on a pop-up warning and that the order could not be saved. But, I realized that it does not take open orders into account too although I have set the risk categories. Is it true and what solution is there for this issue then.
Thank you for all your help in inputs.
Regards,
Yvonne

Hi,
Please follow the below configuration settings for Simple credit check process.
Simple credit check: In simple credit check the system compares the credit exposure with payers credit limit. The
credit exposure results from the total of the net document value and the value of the open items.
We can set the following system responses at when the credit limit has been reached.
A u2013Warning message
B u2013 Error message
C u2013 Delivery block
Specify in VOV8  Credit limit [C]
Configuration settings:
Sales documents types u2013 Credit limit check: Transaction code: OVAK
Path:
 IMG
 Sales and Distribution
 Basic functions
 Credit management/Risk management
 Simple credit limit check
 Choose sales document type OR
 Specify value
[ ] = No credit limit check
[A] = Run simple credit limit check and warning message
<b> = Run simple credit limit check and error message
[C] = Run simple credit limit check and delivery block
 Save and Exit
Define credit control area: Transaction code: OB45
Credit control area is an organizational unit that specifies and checks the credit limit for customers. A credit control
area can include one or more company codes. It means we can assign one credit control area to number of company
codes.
NOTE: Within credit control area the credit limit must be specified in the same currency.
Path:
 IMG
 Enterprise structure
 Definition
 Financial accounting
 Define credit control area
 Go to new entries
(OR)
 Choose existing credit control area
 Select it and click on copy icon
 Rename it and click on details icon
Specify currency [INR]
257
Data for updating SD fields
Update [000012]: Open order value on time axis, delivery and billing document value. This field value controls
when the values are open sales orders, deliveries, billing documents are updated in LIS. We can specify the
following update groups for updating credit related statistics.
 Update group 000012:
Sales order: Increase open order value from delivery relevant schedule lines.
Delivery: Reduces open order value from delivery relevant schedule lines.
Increases open delivery value
Billing document: Reduces the open delivery value, increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000015:
Delivery: Increases open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000018:
Sales order: Increases open delivery value
Billing document: Reduces open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value.
Increases open items.
Fiscal year variant [K4]: It indicates specific fiscal year variant for particular credit control area. The fiscal year
variant is essential when a credit control area covers multiple company codes whose fiscal years are different. Then
the values of the open orders are updated by posting period.
Specify risk category [001]: 001 = High risk
002 = Medium risk
003 = Low risk
This risk category entered in the related control area of the customeru2019s credit master record, which is automatically
created when a customer is created in a company code.
The credit master record is automatically maintained when at least one of the below fields is maintained for the
corresponding control area.
(A) Risk category
(B) Credit representative group
(C) Credit limit
Credit limit: The credit limit that we enter here in the specific credit control area of the customeru2019s credit master
record. This is automatically created when a customer is created in a company code (in XD01).
NOTE: This credit limit is not a total credit limit for the control area.
Representative group [001]: Define credit representative group in IMG.
 All company codes: If we want to tell to the system that, this credit control area is permitted for
postings in every company code we have defined.
 Save and Exit
NOTE: After this create Risk categories and Credit representative groups and come back to this step and assign
these values to our credit control area.
Risk category and Representative group defined and maintained by FI/CO consultants in IMG.
258
Assign company code to credit control area: Transaction code: OB38
Path:
 IMG
 Enterprise structure
 Assignment
 Financial accounting
 Assign company code to credit control area
 Choose our company code from position button
 Click on assign button on the application tool bar
 Select our credit control area from the list and assign it
 Save and Exit
 Go to FD32 and check whether system created customeru2019s credit master data automatically or not.
System creates customers credit master data automatically when we (FI/CO) people) configure credit control area in
IMG.
So as to perform simple credit check we have to specify customer master payers limit in the credit control area, and
create customer master in XD01 transaction code.
 Specify reconciliation account number (GL account number)
 Payment history record: Check payment history record control in payment transaction tab. It is the
control parameter to update the payment details that are made by customers and system will show the
payment details in the FD32.
 Specify the credit control area in credit control area field in billing document tab.
 Save and Exit
 Go to VA01 and raise the sales order
Check the system responses in each and every level of sales document processing and check whether the system
blocked the delivery document (due to the setting in VOV8 of OR in check credit limit field [C] = Blocked for
delivery).
 To release the delivery go to VKM4 and release the delivery document.

Sales Order released even though Credit limit exceeded VKM1

Hi,
I have got a scenario where a Sales order has been released(Delivery,Invoicing has taken place) even though the credit limit of the Customer has exceeded.
Steps:
The user check the order from VKM1 (push button check and save), but he didn´t release it, then checking the order changes we found that it was released by his user number.
The order at the begining was blocked but after running just the check it was released automaticly.
Checking from OVAK the document type has Automatic credit control.
On OVA8 the static check is activaded and also the open orders and open deliveries
What could be the reasons as to release of Sales order even after exceeding Credit limit????
Thanks

Hi Randall,
From your description it is clear that the sales order was released by the user unknowingly, so when ever you release sales order all the sudsequent documents (deliveries&billing) would be relesased. There is no fault with the process, the user would be hidding some facts, so there is no way out. If you want to block the order again, you make some changes at the delivery level or sale order level and save it, the sale order will be blocked again. Next time see that the release strategy should be restricted for the limited users only. This can be done by BASIS consultant.
regards
prasad

Sales Order Free item and Credit Limit Checking

Hiii Guys,
need your help,
How to release Sales Order free item when credit limit exceeded ?
Here some info :
Customer : ABC
Credit limit : 50,000.00
Credit Exposure : 52,000.00
Risk Category : 003 High Risk
My user want to create sales order for free item for customer ABC, the customer abc credit limit already exceeded .and the item in sales order not contain any value, it should past the sales order creation. how to allow Free item past the credit limit checking ?

To reslove this issue,
I. you can create a new sales order type. for which you make the credit control de-active.
2. If you can't create a new order type and this cotrol should happen at item category level.
then try config at the IMG>Sales & Distribution>Basic function>creditmanagement>credit management/riskmanagement setting>Determine Active Receivables Per Item Category.
Regards/Rakesh Jindal

How to get the latest credit limit values per each customer in the report.

Hi All,
Can anybody give me an idea on how to get the latest credit limit values per each customer in the report.
I have below requiremnt.
I have cube which is having transactional data on document and customer level .and it also having master data info object in the cube which is credit management view having all the customer numbers .
This credit management view is master data info object having credit limit key figure as attribute.These credit limit are per each customer.
So we need these credit limits in the report as dynamic values .(I mean whatever be the current credit limit in the master data table for that paricular customer that should show up in the reporting).
one more thing these credit limits should roll up correctly at the HTR level.
One HTR having number of customers .
for example HTR 100 can have customer number 200,300,400.
Those 200,300,400 customer credit limits should roolup correctly at the HTR 100 level.
Example below :
Cube DATA :
HTR Customer Doct number Credit managment view
100 200 10001 200
100 200 10002 200
100 300 10004 300
100 300 10005 300
100 400 10006 400
100 400 10007 400
100 400 10008 400
Master data tabel (P Table)(Credit managment view)
Credit managment view Credit limits
200 1000.00
300 50000.00
400 90000.00
Please remeber :
We can not make these credit limits as navigational becasue these are keyfigure attributes not characteristics.
one more thing we can not make them as charatistics because we need use these credit limits to derive other calkculation. so it is not possibel to derive calculations on charactristics .

Create a formula variable of type replacement path with reference as attibutes of Credit management view and choose your key figure credit limit,say zcredit.
Now create a formula or CKF and use zcredit.
This should display the credit limit in your report as normal key figure.
I didnot get this part "one more thing these credit limits should roll up correctly at the HTR level.", may be the above will solve this too.Try it.
Hope this helps.

Productwise credit limit for a customer

Hi All,
Is it possible to maintain credit limit productwise (Divisionwise )for a customer.
we sell different products like Washing machine,Air conditioner ,Refrigrator etc which we classify as division in SD Module . we want to maintain credit limit for a customer productwise.ie seperate limit for Washing Machine, Air Cond and ref etc .
same should be checked at the time of creating sales order (VA01).
If some one have any solution for the above scenario please let me know.
Thanks & Regards
Meenakshi

Hi,
There is no standard functionality available to have the credit limits at product level, but try to build the logics and process through the three exits available in credit Management.
Also,
You can do is set credit limit, Credit control area wise.
You can use multiple credit control area, and assign the CCA to separate sales areas ( That will represent the different Region / Products, as per your requirement).
The assignment can be done in the below path:
IMG> Enterprise Structure>Assignment>Sales and Distribution>Assign sales area to credit control area
Here for combination of Sales Organisation , Distribution channel and Division you can assign separate credit control areas.
While the Distribution channels can be defined Region wise, the Divisions can be defined Product wise.
Now in FD32, Set the Credit limit of the customer , Credit control area wise.
regards,
Siddharth.
Edited by: Siddharth Dabhowale on Jan 9, 2008 12:40 PM

Payment term in the sales order & credit limit exceed.

Dear Guru,
Problem 1:
1. In the sales order, there are 3 lines items. As per there requirement each line item they want enter diffrent payment term.
for example
        Material code                                              Payment terms
1.      Fixed                                                               z045
2.     Variable                                                           z030
3.    Pipes                                                                 z015
how you can archive this goal. In customer master payment term is maintained only one. Please suggest me.
Problem 2:
1. Credit managment, If the credit block is there in the sales order(Due to credit limit exceed) order confirmation is no goes to customer.
how we can archive this goal by using the standard functionality.

Hi,
1. You can achieve it through manual entries
If you have 3 line item then at item level >> Billing document maintain payment terms
2. If credit limit exceed then confirmation should not go to customer
Can you tell me currently how you sending confirmation to customers
If it is through simple mail then go to
IMG >> SD >> Basic functions >> Output control >> Output determination using condition techniques >> maintain out put determination for sales document >> maintain out put determination procedure
Select procedure V10000 >> go to control data
for condition type MAIL maintain requirement 9/11
(If this is not work then create new routine and add your logic that if credit limit exceeds then do not(trigger) send confirmation)
kapil

Requirement list should be Populated in MD04 When FIXED QTY/DATE activation In credit limit exceeded

Dear sd experts
I Have one Business requirement But i dont know how to achieve Please share Your ides
Generally once any document is blocked due to credit limit .. we can release in VKM3
But in my business process For some sales orders we have maintained FIXED QTY/DATE Option in sales order
i know this functionality
so if it is activated and same time if customer crossed his credit limit system confirms 0 qnty as per sap stranded
And no requirement will be seen in MD04
So in this situation no meaning To release in VKM3
My requirement is We have to activate FIXED QTY/DATE Option in sales order as well as if document crossed credit limit also Items should be scheduled and it should be transformed To MD04 And Authorization person will release in VKM3
How to fix this ..thanks a lot

Hi Sreehari,
For your requirement, you need to add a requirement at the access sequence level for the access sequence related to the KRML output type.
Code must be written based on the below logic.
If VBUK-CMGST (Header Overall credit status) is blocked and
If VBEP-BMENG (Confirmed quantity at schedule line level) is >0 then output has to be triggered. Further if order is having more then one schedule line system has to check for the last line (Tell this to Developer and make sure you test one scenario regarding this. First schedule line with zero confirmed quantity and second with full quantity).
For the second requirement
If VBUK-CMGST (Header Overall credit status) is blocked and
if VBAP-KWMENG (Item quantity) is changed output has to be triggered again.
Hope this explains.
Edited by: mokirala tilak on Sep 15, 2011 4:44 PM
Edited by: mokirala tilak on Sep 15, 2011 4:51 PM

Credit Limit at Party Level

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