CREDIT LIMIT FUNCTIONALITY

Hi All,
There are 2000 customers in my DB and I got to set up credit limit for all customers. The credit limit value varies from one customer to another. How do I set up this fuctionality???????
Suppose if I setup Credit limit for one customer SAY Rs 10000. This is applied to all customers in my DB. But my requirement is there are different credit limit values for customers.
Thankyou.

Hi
DTW is one of your option to fulfill your need .
Easy way could be :
Find out the common credit limit for general customer .
Set it up as default as you got it before .(lets say you got rid of 1500 out from before .)
Then overide the rest as before expert mentioned .
Hope this will make things easy for you
Bishal

Similar Messages

Problem with Credit Limit

Hi all
There seems to be a problem with the credit limit. It was brought to my attention before and I believe someone has a query to rectify the problem. Could someone please send me this query as one of my clients are going to heavliy rely on the credit limit function.
The problem is if I make the credit limit for a customer £500. Then I post a Sales Order for £300 then another sale order for £300 it will allow this even though the total is over the £500 limit.
Thank you in advance.
Gail

Gail,
The following Query looks at the Order Total of the Order you are entering, the total balance of all previous orders and the Account Balance and compares with the Credit limit.
SELECT DISTINCT 'TRUE' FROM [DBO\].[ORDR\] T0 INNER JOIN [DBO\].[OCRD\] T1 ON T0.CARDCODE = T1.CARDCODE WHERE T0.CARDCODE = $\[$4.1] AND T1.CreditLine < (T1.BalanceT1.OrdersBal$\[ORDR.DocTotal])
You will need to save this query and creare an Approval Procedure
The process of creating Approval Procedure is explained in this thread
Credit Limit Approval
Suda

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

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

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.

Want to change payer and update credit limit data with out delete documents

Hi Expert,
I have a problem that user feed 50-60 documents ( Sale order & delivery ) with wrong payer. Now we want to change payer and shift credit limit data ( open sale order , open delivery ) from old payer to new payer is any option for this.
Thanks in advance
Regards
Suresh Kumar

Hi
Ideally in your case, you may have to delete the delivery documents and then recreate the deliveries after updating the payer in the sales order. This is because the source for the partner function in Delivery will be mostly updated as "from sales order" and hence it is not possible to change the payer in the delivery document.
In this case, you have to first find out the relevant delivery documents and delete them
Then you can change the partners in the sales order
Finally you can recreate the delivery documents.
However I would request you to do the following test before following this.
In the SO, change the payer without deleting the delivery. If the partner in delivery gets changed automatically then it is fine. You can ensure this by checking the delivery in DISPLAY mode.
If payer is not changing automatically then go to delivery in CHANGE mode and now check it. If the payer changes automatically now, you are spared with the pain of deleting and recreating deliveries once again.
If both of them fails, then the only way is to delete deliveries first, change payer in SO and then recreate deliveries.
This is applicable only if PGI is not yet done.

User exit for merging the credit limit in different credit control area.

Dear All,
Please provide user exit for the merging the credit limit in different credit control area as well as logic for the same.
I have to merge the overall credit limit of the customer for some divisions. At this time in one company code we have created 9 credit control area as per product line. While creating customer master data and Credit management (FD32) user has assigned the different limit with respective to credit control area e. g Customeru2019s total limit assigned is 10 laks. For credit control 1100 Limit is Rs. 3 laks and for credit control area 2200 limit is 7 laks. Now the user wants to merge the credit limit for only above two credit control area. The sales orders should get created in any credit control area up to 10 laks.
Regards,
Suresh

Dear Damodhar/All,
Would you please explain me prerequisite setting from functional side for these user exit?
I want complete functional setting prior to ABAP application so that it work properly post configuration.
Regards,
Suresh

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

Change terms of payment and credit limit

Hello, i need to change the terms of payment of a customer as well as his credit limit.
CUSTOMER - terms of payment
KNB1-ZTERM
KNVV-ZTERM
CUSTOMER - credit limit
KNKA-KLIMG
KNKA-KLIME
KNKK-KNKK
any idea of how to do this (bapi or FM) besides of doing a BDC

Try function "BAPI_CUSTOMER_CREATEFROMDATA1"
First look at it seems to show that it might work. It calls function "SD_CUSTOMER_MAINTAIN_KNKA_K":
    (iv) insert the credit control data
IF CREDIT_CONTROL_FLAG = 'X'
AND SY-SUBRC = 0.
    CALL FUNCTION 'SD_CUSTOMER_MAINTAIN_KNKA_K'
        EXPORTING
            PI_REF_CUSTOMER   = I_BAPIKNA102-REF_CUSTMR
            PI_CUSTOMER       = I_BAPIKNA103-CUSTOMER
        EXCEPTIONS
            KNKA_INSERT_ERROR = 23
            KNKK_INSERT_ERROR = 24.
ENDIF.
Would still require some investigation. But seems like it might be a good starting point for you.
~Ian

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

Advance payment can not be used against credit limit and another sales ord

Hi,
I have advance payment scenario where customer want advance payment cannot be used against another sales order and against any credit limit.
Let me put one example.
Customer X is having credit limit of 1000 USD, if my client is received customized product order then he will take advance for this special order but customer X is already enjoying credit limit of 1000 USD. In this scenario my client wants advance payment received cannot use against any sales order and against any credit limit.
If I will post advance payment in F-29 then customer credit exposure will decrease against credit limit in FD32 which will affect normal sales order credit limit. Here customer does not want to utilize advance payment against credit limit of customer which is use for normal sales order.
Please suggest

Hi,
You can use the SAP standard documentary payment management functionality together with credit management for this purpose. You need to configure Documentary payments in SAP first. For that see below link;
[Documentary payments|http://www.learnsaptips.com/2011/09/how-to-handle-letter-of-credit-in-sap.html]
Then the advance payment has to be created as a financial document in SAP. This is just a SD only document and no impact to FI. During sales order creation you can assign this document number in to your sales document. It is possible to add it to sales order header as well as to individual line items.
If the attached financial document is sufficient to cover the value of the total sales order (If you attached to header) or value of the line item (If you attach it to a line item), system will NOT take that value for credit exposure calculation.
As far as I understood from your question, this is exactly what you're looking for.
Best regards,
Anupa

How to set credit limit on Agent

Hi All
In My scenario Liability is generated on Customer but i want to consider agent as well for credit limit.
As i know credit limit is set on the payer partner function but here i have created Agent as a partner function who is not the payer.
How to set credit management settings on agent.
Do i need to take help of an Abaper for this.
regards
Prabhakar

hi,
this is to inform you that,
what is the business logic on the same. please let me know.
1. if your customer as well as Agent is one and the same that means customer then you can have credit limit on the same as per your requriment.
2. if your AGENT is not playing a role of a customer but a partner then speak to your ABAPER by giving PARTNER INDEX NUMBER which will generate on including the AGENT in the sales order.
3. please ask your whether it is not possible or not:
3.1. create a Z table with maintaince views with the list of partner's to consider for credit limit.
3.2. assign or link this Z table to the credit limit creation program or include.
please check and confirm
balajia

Credit Limit Profit Center Wise

Hi Experts,
We are using new GL functionality to split the documents profit center wise. I wanna ask about some way out for credit management. Suppose, we received advance for two products having different profit center. & we splitted the advance amount respectively. Is there some way, that credit limit could be used profit center wise, i.e. system should allow Sale Order up to limit (advance) of both products separately.
Regards

HI,
When you are run f-32 t.code after that u are select the ( other option menu) Profit Centre wise.
ok than click and run the option.
thanks
rohit agrawal

CREDIT LIMIT FUNCTIONALITY

Similar Messages

Maybe you are looking for