Credit limit deviation

Hi champs,
I want to make approval procedure if the credit limit deviates ... so i made the standard approval process which is available in sap. approval procedures> approval stages> approval templates... and activated it too... but its not triggering approval form.. it jus adds the document... why is it so?
is it a bug or do i have to do any other functionality.
regards,
Vignesh

hi Gordon,
Thanks for ur reply.. i resolved the problem. but i have another doubt in that... the credit limit we give in that approval is for all customers right.. What we should do if it varies from customers to customers. say if known customers credit limits will be more (50000) and for some customers it will be less like 20000. how do we track them using query. because we have to use when condition applies. i dono how to work on that.. approval should be triggered based on customers credit limit. is it possible.
pls help gordon and see me other post too and respond
regards,
Vignesh

Similar Messages

Credit Limit Question

Does SAP store Credit limit Deviation or does it calculate on the fly. If so what documents are taken into account when determining if the customer is over the credit limit?
Thank you
Chintan

Hi Chintan,
There is a report called 'Customers Credit Limit Deviation' under Business Partner Reports. If you want to see what is included in the credit/commitment level calculation, go to the Help (F1) file - it explains it in detail.
You can also set so a warning comes up if a user posts a transactions that affects the credit/commitment level - go to Admin / General Settings / BP tab to activate this warning.
Heather

Credit Limit Approval.

HI Experts,
I could not find a solution for this question for long time..
The credit limit in approval templates is for all customers. I.e. In approval templates we have a option called when the following applies. In that we have credit limit deviation. This option is generally for all customers.
But my requirement is we give some credit limit in BP master which may vary from customers to customers. For such customers we cannot use that common approval template since the credit limits varies from customers to customers.
what is the solution for this..
regards.
Vignesh

Sorry I have misunderstood your question.
No. The Credit Limit in approval is a range of value.
If you want to this tailored to each customer, try user term:
SELECT Distinct 'true'
FROM OCRD T0
WHERE T0.CardCode = $[$4.0.0\] AND T0.Balance > T0.CreditLine-$[$29.0.number\]

Approval for deviation from credit limit

Hi Guys
Approval for deviation from credit limit does not work in the following scenario.
Credit Limit = R20000
Balance = 0
Sales order added for R18000, no approval needed as less than credit limit.
Then user changes the Sales order amount to more than the credit limit and no approval is activated.
Any ideas? They are on 2007A SP 01 PL 7
Thanks

Hi,
Check below thread:
Credit limit approval
Approval for exceeding credit limit for particular bussiness partners
Hope this will help you.
Thanks,
Neetu

Deviation from Credit Limit predefined Alert in case of BP Consolidation

Dear All,
Predefined Alert - Deviation from credit limit is not working in case of BP Payment consolidation. It works if sales order is created for parent business partner , but doesnt work when sale order is generated of child business partner and balance of parent business partner exceeds from credit limit. Kindly check and suggest...

Predefined alert of credit limit has much more restrictions than system message. System message can deal with all different kinds of situation one by one. While alert is only one simple query. They are not in the same freedom level.
You may post a DRQ here: /community [original link is broken]

AR Credit Limit

Is there a possibility to create a credit limit in AR that based on dates not only amounts?. for example if the customer has a credit limit of 1000$, and he reached 700$ by an invoice has a payment term of 30 days, which means he still has a limit of 300$. but what I want to apply is if he didn't pay this invoice in 30 days he shouldn't use the 300$ that remains in his limit.
I don't have a problem if any additional module can fulfill this requirement please tell me.
I'm using EBS R12, Release 12.1.3
Thanks.

Hi,
Try this:
1. Create new approval procedure for sales and AR invoice.
2. Under terms select When the Following Applies--->Deviation from Credit Limit--->select Greater than from Ratio and enter required value
Thanks & Regards,
Nagarajan

Block outbound delivery when customer exeedes credit limit

hi gurus
my client have a scenario:
his customer pays for sales order before set the order (pays down payment by order amount). customer balance is now credited with sales order amount so if he set the order his balance logically will decrease by sales order amount. now my client needs when creating outbound delivery if the employee increase the quantity will be delivered system will popup an error due to credit limit and prevent to saving the outbound delivery.
i hope get help ASAP

Hi,
at which point the employee changes the quantity , in sales order or in delivery?
in order to check your deviveries
see your customizing settings for deliveries credit , its is the 02 Credit Group for Delivery in OVA8.
except other setting check field Deviation in %
Best Regards.

Credit Limit tolarance

Hi Friends,
Please help me to resolve follwing issue.
My client reqiuirement is system should allow the sales order even if credit limit has been excedded by additional 10% .
For example: If the customer credit limit is 10,000 INR then system should not block the delivery upto 11000 INR.
Please let me know the configuration to achieve this.
I have already tested by changing the seasonal factor and deviation filed in OVA8 but it didnt work. I have entered 10 % in seasonal factor but still after 10001 system block the delivery.Please let me know if any additinal configuration is to be done besides this.
Thanks and Regards,
Mahesh

Hi,
Welcome to SDN..
as a general rule, pls search the forum before posting, this has been discussed already.
You should use max open item% in OVA8 settings.
check this thread for more: [Maximum open item % and no of days open item in credit management;
Regards,
Raghu.

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

Credit Limit warning message?

Hi All
The credit limit is enabled for the customers and the system is giving warning messages wherever the credit limit is deviated. The same warning message appears even though there is no credit limit is set for some customers? why is this/
Thanks
SV Reddy

Hi
This setting s made Globally for all BP's. if it is for One BP Credit Limit is 0.00 , that u have not mentioned ,then SAP wil think that it crossing limit so it will warns. if u want to come for ly particular Bp whose cr. limit defined then u can try with SP_Trans..
Giri

Credit limit (AR Invoice + Sales Order)

Dear Experts,
We have a bit of a problem here, so here is the scenario:
Customer 1 has a credit limit of 100,000
He orders an amount of 90,000, then he orders an amount of 20,000. since it is a service order the approval procedure will not prompt and can be added to A/R invoice with a account of 110,000. so he had exceeded his credit limit by 10,000.
is there a way to active approval procedure by adding all open Sales Order and Open A/R Invoice?
i have seen some queries in the forum but it is not activating the approval procedure.
for your help please.
thanks!.

Hi,
Try this:
1. Create new approval procedure for sales and AR invoice.
2. Under terms select When the Following Applies--->Deviation from Credit Limit--->select Greater than from Ratio and enter required value
Thanks & Regards,
Nagarajan

Approval for exceeding credit limit for particular bussiness partners

Hi Experts,
I am trying one approval for the Business partners for credit limit exceed.I have tried through standard Approval process by using the terms deviation from credit value as described but what should be done if i need to set it for particular business partners.
Also, in this standard query which i have tried i have defined the terms as :-
Deviation from credit limit greater than or equal to 50,000 . I have set this terms for A/R Invoice. Now when i have made the invoice for rs.5000 then also it is asking for Approval.Since the Value is defined so system should not ask for approval.
Regards-
Mona.

Hi Mona,
You may try this. It may help you..
select true from ocrd where
((balance < 0) or (balance + $[$29.0.NUMBER]) < 0) and cardcode = $[ordr.cardcode]
use squere brackets near $ sign open and close both brackets insted of round brackets.
Regards,
Chintesh Soni
Edited by: Chintesh Soni on Sep 7, 2009 2:53 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:54 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:55 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:57 PM

Approval Procedure not triggered when Credit Limit Exceeded

Hi,
I've defined an approval procedure which I would like to launch when a clients Credit Limit has been exceeded. I've checked the required fields on Administration > General Settings > BP tab (credit Limit, Commitment Limit, AR Invoice, Delivery, SO). I've also checked the Activate Approval Procedures on the same tab.
I know the approval procedure has been set up the correct way, since it is launched when I change the Terms to for instance 'Total document'.
There is a system-message when I am creating a Delivery Note for a customer indicating that the credit limit for this customer has been exceeded. But still, the system allows the user to add the document without triggering the approval procedure....
What am I doing wrong?
Btw: The credit limit exceeded is in negative numbers, but I've tried both the condition 'Deviation from Credit Limit greater than 1' and Deviation from Credit Limit Less than 1...

Could you clarify what you mean by "The credit limit exceeded is in negative numbers"
Negative number: the system message I get when I create a delivery note for a customer, exceeding the credit limit is the following:
Customer has exceeded credit limit - 95.479 EUR
Customer has exceeded commitment limit - 95.479 EUR
Continue (Y/N)
Make sure the Credit Limits are set in the BP Master. --> OK, credit limit is set to 100 EUR, Commitment limit to 100 EUR
Also use Great than in Ratio and try to use a small number like 10 in the value --> I am using 1 EUR
Also, check in System Initialization > General Settings..BP Tab Activate approval procedure is checked. --> it is checked.
Using the range option does not solve the problem, in fact even if I use 'Deviation from Credit Limit does not equal 1 EUR' the approval is not triggered. When I use the same Approval template, but I alter the terms to Total document greater than 1 or Discount% greater than 1 the approval is triggered.
Edited by: Rui Pereira on Apr 29, 2009 1:19 PM

Credit Limi Approval

Hi
Is it possibe control the Credit Limit Approval While Creating Credit Memo /Debit Mmemo or Creating Sales Order if Credit Limit Exceed How will be Control on Different Authrisation Level
Example Rs One Lakgs to 2 Lakhs ( Sales Manger)
3 Lakhs to 4 Lakhs ( Regional Manager)
5 Lakhs to 10Lakhs (VC)
Regards,
udhay

Hi,
Go to Administration - System Initialization - General Settings - BP Tab and tick the box for Credit Limt and Sales Order under the header Customer Activity Restrictions.
Then go to Administration - System Initialization - Authorisations - General Authorisations then for each relevant user expand the Sales Order menu then scroll down until you see the Confirm Credit Line Deviation and set this to No Authorisation.
regards,
Siddharth.

Re: stoping sales to customer when credit limit exceeds

Hai
The credit limit for a customer is fixed at certain amount.Also credit period is fixed at a certain no of days say 30 days.Both these conditions are cumulative. Whichever happens earlier further sales to that particular customer should be blocked.How to set up this?I would like to know what changes should be made in business partner master data or in any other window.Is it available insapB1 8.8 by default .Can this be done in sap B18.8 without coding ?
Edited by: aruntb on Jun 17, 2010 10:23 AM
Edited by: aruntb on Jun 17, 2010 10:24 AM
Edited by: aruntb on Jun 17, 2010 11:04 AM

Hi,
Please check your Online Help (F1) !
General Settings > BP Tab
===
Customer Activity Restrictions You can restrict the creation of sales documents for customers and prompt a warning message according to the following parameters:
Credit Limit u2013 Checks whether adding the sales document for the customer causes deviation from the credit limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).
A warning message appears if <the customer's account balance> + <the amount of the current document> exceeds the customer's credit line.
Commitment Limit u2013 Checks whether adding the sales document for the customer causes deviation from the commitment limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).
A warning message appears if <the customer's account balance>+ <the total amount in undeposited checks> + <the amount of the current document> exceeds the customer's commitment limit.
Once you select the required option(s) described above, select the type of documents to which the restrictions apply and for which a warning message is launched:
- A/R Invoice
- Delivery
- Sales Order
These setting are updated immediately per company, for all users.
===
Cheers

Credit limit deviation

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