Credit limit for the customer hierarchy

Hi All,
Our client needs a report to show the total Credit Limit assigned to Global customer as shown below. It will be the summarization of individual credit limits of all the customers linked to this Global Customer. It will be a BI report.
Can someboby please tell me as to how to create the credit limits for the customer hierarchy? Also, hoe to fetch these valus in the report?
Customer No     Customer Name      Total Credit Limit     Individual Credit Limit
1000000             Carrefour                      970,000,000.00
1000001             Carrefour France                             300,000,000.00
1000002             Carrefour Spain                                             200,000,000.00
1000003             Carrefour Belgium                             90,000,000.00
1000004             Carrefour Greece                             85,000,000.00
1000005             Carrefour Italy                                             200,000,000.00
1000006             Carrefour Turkey                                             50,000,000.00
1000007             Carrefour Poland                             45,000,000.00
2000000             Metro Group                      290,000,000.00
2000001             Metro Austria                                             25,000,000.00
2000002             Metro France                                             53,000,000.00
2000003             Metro Spain                                             48,000,000.00
2000004             Metro Germany                                             63,000,000.00
2000005             Metro Switzerland                             15,000,000.00
2000006             Metro UK                                             60,000,000.00
2000007             Metro Portugal                                             26,000,000.00
Regards,
Raghav

Hi,
Credit limit is maintained on payer level and you are not able in standard to split it between sold-to or assign N sold-to to one global limit. You have to extend the credit control functionality to check the credit limit additionally for the global limit customer. Unfortunatelly you cannot implement it without development.
Regards,
Marcin

Similar Messages

How can i maintain seasional wise credit limit for the customer

please
help me the scenario
regards
ram

hello, friend.
you can do this in OVA8.
let's say the usual business cycle is that sales always grows to 20% above normal during the month of december. your company decides to increase the customer's credit by 5% during this period.
for this, go to OVA8. in the 'Credit limit seasonal factor' enter '5%' and specify from 01 december 2008 to 31 december 2008. then assign the risk category to the credit account via FD32.
the date range is specific and is not automatically renewable. you must also remove the entries here if the requirement is no longer active.
regards.

I want to set dynamic customer credit limit for a customer

Hi,
I want to set a dynamic credit limit for a customer which should trigger during the time of Sales Order Creation.
Can anyone please let me know the settings one has to do to implement this process in the system ?

Hi Below is the whole process for confign.
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.
Regds
MM

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

Credit limit for new customer

Hi Gurus,
My scenario is
in cerdit control area i have given update group 000012 and risk category is 001 and credit limit is Rs 0.01, this amount is eligiable for all new cus but my prrob is when i am creating the SO for new cus it is not showing the error message in sales order level, after then i am creating delivery and billing also.when i am doing the second time SO for that cus it is showing the error messageand delivery block will happend,settings every thing is fine
it is not showing the error message when i am creating the first time
pls correct me if i am rong any settings
giri

Dear Mr. Reddy,
Please find the link which deals with SAP SD Credit Management.
http://www.sap-basis-abap.com/sapsd012.htm
Hope this helps you.
Do award points if you found them useful.
Regards,
Rakesh

Issue credit refund for the customer

Hi,
I need to issue a refund to a customer without the need to seup that customer as a vendor/customer in the finance system. Actually I read about this somehwhere and unfortunately I lost track of that webpage (SAP Help). So I think it is possible. Can you please explain me way to resolve this issue.
Thanks.

Thanks Dewang and Bill.
Dewang,
Agree. In my case customer doesn't exists e.g.
Some random person makes a payment for electicity bill - XYZ Utility while he is not even customer of XYZ Utility (I know sounds crazy). He just sent $ amount check to XYZ Utility Bank. Unfortunately that check got processed and payment is now posted in the suspense account. I want to refund this money.
In this case we can create a dummy account, process refund on the dummy account and issue a check with different name/address (manual update). Is this a best practice?
Thanks for your help.
Regards.

Additional Credit Limit for certain period

Dear Friends,
My Client want a functionality where we can give additional credit limit for particular customer for particular duration.
Since the value for each customer will vary we cannot use credit limit seasonal factor in OVA8.
I want to maintain a Z Table with Customer No., From Date, To date and additional limit.
But how can I force the system to add this value in credit limit given in FD32 while performing credit check in sales order.
We are using the static credit check and in same functionality this additional limit value should be added if customer is maintained in Z table and if it falls within specified date.
Please advice.
Regards
Mayank

Dear Mayank
If possible make different credit control areas.
decentralised credit management.
for each credit limit , set the credit amount.
change the credit control area for the customers as per additional credit limit .
A proper setting in FD32 , OVA8 and horizon period may give the results,
just an example-
                                 ex1      / ex2
credit controlarea - ABC      / xyz
Credit amount      - 100$     / 150$
horizon period     - 2months / 1month
-Jay

Temporarily Increase Customer credit limit for va01

Hi,
My requirement is we want increase credit limit for customers for 1 or 2 days in temporarily basic or va01 order release purpose .
I maintained customer wise temporary credit & valid from and to dates in a z-table. How to solve this problem without using credit management FD32.
regards,
moon.

Your requirement to increase Credit LImit of Customer for 1 - 2 days based on a Z-Table is not possible in SAP Standard. Also you dont want to use FD32.
Now in OVA8, Under Checks you have three Boxes for User 1, 2, & 3. There are the Enchancement Points give by SAP for you to implement your Z-Requirment in Credit Management.
You Requirement will have to be mapped in a Z-Development, speak to your ABAPer & he can write a code in User Exit which will refer your Z-Table & do the needful.
Hope this helps,
Thanks,
Jignesh Mehta

Credit Exposure Calculation for the Customer

Dear Gurus,
I wanted to control the credit exposure for the customers based on individual document posting viz. if in case a receipt is posted in the customer account then i would like this to be reflected in his customer account immediately but should be considered for the credit exposure only after a period of 2 days. This is to ensure that the cheque presented by the customer does not gets dishonoured.
I would like to understand if anyone has come across such scenario and if yes, then what could be the proposed solution.
Thanks,
Sanjeev

You can not set the credit control at material level it is at company code level only and we can give credit limit to customer code wise
If having any other requirment please let me know about it
Points if helpfull
Rg Ajit

Credit limits for the same Customer for different countries.

Hi SAP Gurus,
A customer belongs to 2 different countries, the credit limits are maintained in FD32 for one country.
But basing on the "country" the credit limits should change for the same customer.
So how we need to handle FD32 in this scenario. Is there any option to maintain credit limits basing on the "Country"?
Thanks and Regards
Sunil
Edited by: Sunil.kds on May 27, 2011 9:37 AM

Hi ,
sales area wise , you can differentiate the credit limit . In this case , you can have one more credit control area and assign it to new sales area. it the same customer comes under diff country , extend the customer to the new sales area . By doing so, you can have 2 credit limits for the same customer.
With Regards
S.Siva

FSCM-Credit limit for group of customer

Hi all,
    Please advised how to set up in FSCM-CR for the following scenario.
    I would like to set up credit limit for a group of customer. such as BP A is subsidiary of BP B.
    BP B have credit limit 100,000 USD. BP A have no credit limit, but using credit limit of BP A.
    I known in SD-credit, we can set up credit account of customer A in FD32 equal to customer B.
Regards,
Jenny

Hi Jenny,
'Credit account' concept in FD32 acts as credit delegation to parent account.
- this delegation turned out to be simple tool, but vulnerable to hedge group-wide credit risk.
In FSCM version, SAP has strengthen this 'week form' of risk management, which sometime has troubled us.
FSCM has two kinds of credit control models for group-level credit control;
one is main/sub model and another is business partner relationship
Suppose you prefer to 'business partner relationship model'.
* Scenario and expected result;
'business partner relationship model' is different from 'credit account' concept, in that it both credit- checks for 'BP A' and 'BP B'. However, I guess that you could achieve goal if you set as below;
firstly, map BP A and BP B as business partner relationship
(BP A is lower, BP B is higher)
Secondly, assign to different risk category; BP A to no risk category, BP B to high risk category
(I supposed both A and B has same CCA(credit segment))
Thirdly, maintain 'OVA8'(Define Automatic Credit Control) differently
eg. no risk category => no message, high risk category => error message
wish your test and verification.
Best regards,
TED

How to maintain two credit limits for the same customer.

We have two lines of business for the same company code. One customer is trading in two lines of business.
We want to maintain two credit limits for same customer. How is this possible.

Hi,
Credit Limits are assigned to customer master in a credit control area, so a customer can have different credit limits for the different credit control areas.
(Please note that Credit Control Areas are normally assigned to company codes or sales area.)
But if you are having only one credit control area, then only one credit limit can apply.
However you can use the user exits to put any check you want for the customer. There are various user exits available for it like LVKMPTZZ,LVKMPFZ1,LVKMPFZ2 and LVKMPFZ3 in transaction SMOD
Regards,
Gaurav

Function module to find the Credit limit of a Customer based on Credit Area

hi Experts,
Is there any function module to find the Credit limit of a Customer based on Credit Area.
Regards,
Dheepak

hi
try this:
select single * from KNKK INTO zzKNKK
where KUNNR = xkunnr and KKBER = xkkber.
credit limit: zzKNKK-KLIMK...
regards,darek

How we can inactive the credit account for our customer

Hi Gurus,
Can you please let me know, Where we can deactivate the credit account for our customer?
Thanks in advance
Mayank Tyagi

Hi Mayank,
As per my Understanding.
here you are trying to enter the payer code different as sold to party.
if its so,
both ur customer-sold to & Payer has credit master records ( check in FD32).
both might have maintained different credit limits.
so when you enter the payer different as customer, based on credit management configuration - systems check for the Payer as well as Sold to's credit records, if both r different then system prompts this error message.
As i know, it wont allow you to proceed further.
this is the reason in many cases your sold to & payer will be same.there could be chance, that your ship to will be different.
my query is: - why you are trying to enter 2 different ( sold to & payer) partners?
any doubts plz let me know.
hope it clears,

F110 - payment run for paying Credit memo to the customer

Hi,
I haven't found any question about payment of credit memo to the customer via transaction F110. There is a error message Payment with currency EUR, payment method: No valid payment procedure appears. On the customer and in FBZP there are ok data.
The problem is I think in the sales invoice, where I don't se the payment method.
Do you have any experience with that?
Thanks
Saso

i solved the problem by myself

Credit limit for the customer hierarchy

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