Credit Limit Block.

Hi Experts,
I am facing a problem. The credit limit of a customer has not been exceeded,but still system is not allowing to do the delivery from the sales order. It is throwing a message by saying "Order blocked for delivery as a result of credit check".
Can you please tell me the solution of this problem and why it is coming???
Thanks & regards,
Rupam.

Hi,
In Credit check the open orders include
1 Open deliveries
2 Open billing documents
3 Open items (accounts receivable)
The open order value is the value of the order items which have not yet been delivered.
The open delivery value is the value of the delivery items which have not yet been invoiced.
The open invoice value is the value of the billing document items which have not yet been forwarded to accounting.
The open items represent documents that have been forwarded to accounting but not yet settled by the customer.
When u specify 'Max. open item percentage' as 50% then it means that the sum of all the above open documents should not exceed 50% of the total credit limit.
IF such a case happens where the sum of all the open documents exceeds the % value u have specified u can take specific action by selecting the checkbox next to Open items and set required reaction in transaction OVA8.
Hope this helps.
Regards,
Arun.S

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Block cash sales with credit limit blocking from creation of outbound

Hello everyone,
Can you please teach me how to block cash sales with credit limit blocking from creation of outbound delivery? Currently, outbound delivery can not be created only for charge sales with credit limit block. Problem is, we can not confirm the cash sales. We have to delete first the outbound then unblock the S.O. before creating a new Outbound.
Thanks in advance.
Ridgy

Cash sale transaction will not have credit limit block, as the transaction is based on receipt of immediate payment. But if you still want to try the same, configure a 'Z' transaction Type for cash sale (Copy of Cash Sale - Sales Order Type) and maintain Credit check field as 'D' and try the scenario.
Ideally there should not be a Credir Check foe a Cash Sale Scenario.
Regards,
Rajesh Banka

Say Credit limit block in working on certain documents

HI FRIENDS
I HAVE AN ERROR
Say Credit limit block in working on certain documents

Hi You have to look to the open-invoices / orderes/ ,.. if the total value is not hihger that you credit limit
FD10N - Display balances
FD11 - Analysis
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Report for viewing credit limit block released documents

Hello All,
Our client's requirement- credit limit check to be carried out and authorised persons can release the blocked orders.
But is there any report at month end to see how many documents were released and who released them Is there any standard report for viewing these or ABAP has to develop them? VKM2 transaction- released SD Documents would not show any released documents once billing is done i.e, once the sales documents is released it cannot be known who released it and when, how to track this?. so what can be the solution for this? Please suggest
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RAJ

Dear Raja,
Use VKM4 t code.
You can see both credit released sales orders and deliveries.
Put Overall credit status as D.
You can see how much value was released, when it was released. But with which user id it was released you cant see it.
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Credit limit Block is not getting removed even after the releasing n VKM3

Dear all,
I got a Simple credit check for my client i have set it in a particular order type. so when i create a sales order it is showing the credit limit has been exceeded and blocked the Sales order. and when i check in Va02 the block is set in delivery block as credit limit. when i go and release the order in vkm3 it is releasing the sales order. and i saved the order.
now when i come to check the order the block is still set in the sales order. till i manually release it in the va02.
but why the system is not changing the status when i release it in vkm3
Regards

Hi ,
Looks like , the delivery Blocks is updating programmatically
check "USEREXIT_CHECK_VBEP" If there is any code put
also USEREXIT_MOVE_FIELD_TO_VBEP and look for LIFSP
thanks
santosh

Help on user exit (credit limit blocking)

Hi,
Currently, my user exit checks the order value in va01, va02 against the remaining credit and puts a credit block on the customer/order if the order value is higher than the credit limit.
However, it should only take confirmed order values. For example, if the user entered 10 qty, but only 1 qty exists, then only 1 of the values should be considered when it against the credit limit.
Please help.
Thanks,
John

Hello John,
Use MV45AFZF Include
here look at documentation top of the form routine
FORM USEREXIT_AVAIL_CHECK_CREDIT USING    US_VBAK STRUCTURE VBAK
                                          US_VBUK STRUCTURE VBUKVB
                                          US_VBAP STRUCTURE VBAPVB
                                          US_RELEASE
                                          US_RECHECK
                                 CHANGING CH_CHECK.
DATA: CON_CHECK_STANDARD LIKE SY-SUBRC VALUE 4,
        CON_CHECK_NO       LIKE SY-SUBRC VALUE 8,
        CON_CHECK_YES      LIKE SY-SUBRC VALUE 0.
CH_CHECK = CON_CHECK_STANDARD.
CH_CHECK = CON_CHECK_NO.
CH_CHECK = CON_CHECK_YES.
ENDFORM.
Thanks
Seshu

Credit limit Block for Sales Order.

Hi.
when customer will create Sales order, it should get blocked for Credit check.
& customer will realese it with VKM3 transaction for particular document type .
Where will i do the setting?
is it Delivery Block 01-Creit Limit check?
Reg,
Amol

Hi Amol,
You can gonfigure it from SD > Basic functions > credit management/risk management settings > credit management > define credit group and assign sales doc and delivery doc. addtionally, you need to maintain automatic credit control configuration and maintain it to customer specific from FD32 regarding of its credit control area.
Regards,

Table For Checking Credit Limit Block

Hi Expert,
We have scenario like this :
I have created Sales Order with number for example 120000. And then I'm going to create Delivery order from that sales order.
when i would like to save the delivery order, system gives the error message like this " Oldest of open items overdue". and i can't save the delivery order anymore.
Could u tell me what is the table where store the flag which make the delivery order couldn't saved ? cause i would like to make a report about that.
warm regards,
rhesa syahrial.

Dear Rhesa,
I dont think you can find this flag in any table.
you have configured automatic credit check(OVA8) for deliveries.
When you create delivery, system runs the credit check again as per your configuration in OVA8.
Error is a result of credit check and not because of any flag in any table.
and as you have configured in OVA8 as error message for oldest open item, system will not allow you to save and since you cannot save no flag will be stored in any table.
Hope this clears
Regards
Mayank

Block sale order in credit limit

Hi Expert,
I have configure the credit limit block.it working perfectly when customer match the credit limit..but if i use following example it didint work..
1.Customer credit limit : 100000.00
2.Total Credit Usage is 70000.00
if i am trying to create a sales order amount of 70000 it will allow to create ,according to the config which i have it should block ..
when i check the mcvr ,SO66 no data (Pl refer the attachment)

Hi Shatrughan Tomar
I liked your commitment to help others.
But, I like to know, how will your configuration can help OP? His/her customer credit limit is already utilized 70%. And OP claims his/her understanding/config is correct.
Can you elaborate with example, you configuration is achieving what?
In addition to that what all type of credits will be done?
Thanks, JP

Release log for blocked sales order as credit limit

Hi gurus,
Any body kindly explain for me about how can I look over Release log for credit limit block sales order, Transaction code or report?
thanks.

Hi,
u r trying all these in IDES system or in real time system.
if u r trying to release it in IDES system then go to VKM2 & do the changes.
in real time system only a authorized person can release the block by using the same T.code vkm2.
hope it helps u
regards
dibya

Problem with Sales order Credit Limit

Hi,
Ex: Customer - A
Credit Limit - 50000
While creating the sales order, if the customer exceeds the credit limit, Block the customer for creating the sales order.
How can i do this
Solution Pls
Rgds
sunfico

Hi,
Good morning and greetings,
You maintain the credit limits in FD32 and for establishing auto credit check functionalities use OVA8 and you can also specify leverage for +/- deviations...For releasing the blocked orders use VKM2.
Please reward points if found useful
Thanking you
With kindest regards
Ramesh Padmanabhan

Customer credit limit check and error message in delivery

Hi,
I have a required to block the creation of delivery , if customer outstanding amount is there more than 150 days after the payment due, system should give the error message for this and should not allow to create the delivery till that open item get cleared, i try with OVA8 with risk category 002 and document type category 02 and 03 by selecting the oldest open item check box setting reaction as D status block Days oldestItem : 150 but with this system is still allowing to create the delivery, how to blcok this if i do any changes in the SO then first time it set the static credit limit block but once it is release with VKM3 then it is alllowing to create the delivery, so how to block the delivery creaton.
Is there any user exit in delivery creation VL01N, to check the cusromer open items and block.
regards,
zafar
Edited by: zafar karnalkar on Sep 5, 2011 7:49 AM

Hi
To control the changes in the SO try to control a VOFM subroutine and set it the field 'No credit check' in OVA8. See the VOFM 002 (as a template) but you need the changes over the SO, and this you have in the 001. In delivery I don't know anything (for instance, see SAP Note 415716 - User exits in delivery processing). My idea is use the subroutine 001 to lock the SO, and with the field VGBEL and VGPOS in LIPS, search the status of credit for this SO when you create the delivery, and then, use the proposed userexits in the cited note.
I hope this helps you
Regards
Eduardo

Credit limit in PS

Dear...Experts,
I have seen like Creditlimit.....
I think it is related to SD.
Im searching for information on Credit limit Function and how it is integrated with PS.
can any one give some inputs.
Regards
Chandra

Chandra,
Yes credit limit is from SD.
Its same like ours credit card if your limit is exceed you can you use it, here if customer credit limit is exceeded then the order will get block.
But in SAP you can release this order in tcode VKM3 for further processing depends upon each organisation business scenarios and customer relation.
Credit limit comes in picture with PS during assembly processing. If system set a credit limit block on SO then your project will not get create but it allows you to save the order.
Now when you goto VKM3 and release this order at that time project get created.
Hope this helps you !!!
regards

Unable to block or throw credit limit message while posting Sales Order.

Dear All,
I hv created new customer and extended credit limit through FD32, assigned Risk Categeory and set the limit to 10,000/-.
When i am posting Sale Order with 15,000 or more value, i am not getting any warning or error message while saving Sale Invoice. No block was set against delivery or billing in Sale Order.
Kindly guide me, which step i am missing. FYI, customer dont hv any open item or credit exposure as of now becoz he was new customer.
Regards,
Venkat

Option 1
If your requirement is to go ahead with warning message and allow saving the sales document, maintain A in VOV8 for credit limit check.
If you want to restrict creating sales order when credit limit exceeded maintain B in VOV8 for credit limit check.
Option 2
Now in OVA8 if you click on dynamic option. Make sure you satisfy these requirements
The customer's credit exposure is split into a static part - open items, open billing, and delivery values - and a dynamic part, the open order value. The open order value includes all not yet or only partially delivered orders. The value is calculated based on the shipping date and the credit horizon you specify in the adjacent field. For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.
I would recommend with option 1, still if you want to go for option 2
Then click on Static and make sure you also select open orders and open deliveries.
This will happen if you select static
The customer's credit exposure may not exceed the established credit limit. The credit exposure is the total combined value of the following:
Open sales documents
Open delivery documents
Open billing documents
Open items (accounts receivable)
You can specify in the adjacent fields whether the system takes into account all open orders and all open deliveries.
Regards
Ravi.
I am sorry i wont be able to add further input than this.
Dont forget to reward points if you think it was successful

Sales order is blocking while credit limit is exceeded ...

Dear Friends ,
Client issue regarding credit management ,
all customers are defined under low risk category ,
in OVA8 transaction code we activated
i) For Static credit check : reaction D & status Block checked & open orders , open deliveries are blocked
ii) For Oldest open items : reaction D & status Block checked & days oldest item 10 days
Issue is ,
while creating a sales order pop-showing credit limit is exceeded but it is not blocking the sales order , some not blocking the delivery . It is showing only pop-up for when it is in periods from 10-60 days in F.31 transaction code . requirement is it should be blocked .
Please respond asap ...
thanks in advance ...

Dear,
Oldest open Item check works as follows.
Say, you have set the Oldest Open Item indicator with D and Block (activated) and Days oldestItem as 1.
Then, the system will check if there are any any open accounting documents (billing documents which accounting document is created and not cleared) - and will consider the bill due date too, and will validate, if there are any open items which has crossed the billing due date, and that cross count is greater than the one mentioned in OVA8.. If any such document is there, then it will block the sales document..
say: Billing date: 10/10/ 2011
Payment terms: due in 10 days
Then, this will be treated as oldest open item after 20/10/2011..
If you are creating document on 22/11/2011, the system will block the new order as this document exceeds the count (count in OVA8 is 1; whereas, this document is older than 2 days)..
Hope this clarifies about oldest open item and when the system will block the sales order..
Check in FD10n, this will show you all details clearly..
If the credit block is set, still you are able to create delivery, check any seasonal factor or checks in financial A/R summary is maintained (if anything)..
thank you
Venkatesh

Credit Limit Block.

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