Credit management at Delivery level

Hi,
I am having an problem as
My client is asking for credit limt block, at PGI level in delivery. But the condition is that it should be only for certain Plant only..
Is it required to be done with the help of ABAP to write a code in program...or with the help of user exit??
Kindly help me
Shailesh

see its simple for the customers who get stock from a plant maintain them in a seperate risk category and assing credit limit block at pgi level ok......ok but this again has cerain restrictions like if u wnat to deliver goods from a custmoer belonging to another plant delivering goods from this plant credit limit wnt hapen at pgi coz he wld be assingd in a diff catg.......
but anyways this is one scenario in which u can work out by assing the customers belonging to tht particualr plant a sperate risk catg and maintaining block at pgi.
if this helps you reward points in the left column to this ans.
thanks

Similar Messages

Credit Control at Delivery Level

Hi All SD Gurus,
We have a situation where the customers are creating Sales Orders thru access provided online via the internet.
We want to set up Credit Control at Delivery level so that in case the credit limit is exceeded the system should stop the Delivery if the Credit limit is exceeded.
We are combining the Delivery, i.e a Single Delivery is created for multiple Sales Orders.
Is it possible for the system to be configured to allow delivery of those items in the sales order sequentially till the credit limit is exhausted, e.g.if the pending Orders are for 25 Lacs and the credit limit for the customer is 15 lacs and when we run the delivery thru VL10A the system should deliver sales orders upto a value of 15 Lacs sequentially.
If this is possible please explain how this can be achieved where we are combining the Delivery.
Regards
Rajkumar

Dear Rajkumar reddy,
You go through this link it will help you about total credit management process in SAP.
http://help.sap.com/saphelp_47x200/helpdata/en/7f/1d85347860ea35e10000009b38f83b/frameset.htm
If you want control at delivery level you do these setting allong with other creditmanage ment configuration settings.
SPRO>Sales and Distribution>Basic functions>Credit management/Risk management>Creditmanagement-->Define credit groups(02and 03 are the standard groups for
Delivery and PGI)
-->Assign checking group to sales order or delivery , here you click on credit limit for delivery types here you assign the credit group 02 or 03 to your delivery type.
-->Define the automatic Cradit control with these combinations
Creadit control areaRisk categoryCredit group(02or03).
-->Maintain the credit limit in FD32.
Now you do the transactions,system will check the crdit at delivery level.
I hope it help you
Regards,
Murali,

Credit management at order level ,delivery level and PGI Level.

Hi All,
I have a scnario where in at the order level i want to give a wariniog message ,at the delivery level again a warning message and at the pgi level the system should stop me form doing PGI!kindly specify the settings.
Second Scenario:Error at order level ,delivery level.
Regards
RKM

HI,
First u assign credit group as 03 at pgi level in that particular sales order type in VOV8 document functionaliyt..
If you are using simple credit check then Put error message there in credit check field of VOV8..
In case of automatic credit check then please go to OVA8 t.code there u put reaction as warning message and then status as blocked...
Regards
sankar

Credit Management of Delivery Documents

Dear Experts ,
We all Know in the credit management of the Order :OVAK
*We can define what type of credit check we are doing either automatic or simple. *
But in the Delivery Document : Where do we define the type of credit check in Customizing:
T-code: OVAD
We only define the Delivery Credit Group and PGI Cre GRP.
However I can Understand that in OVA8 we have the credit group to determine the Credit mangement controls:
But *We can define what type of credit check we are doing either automatic or simple. *
please explain,
A S

Hi,
My understading is simple credit check is performed in delivery documents and the reason why I am saying this is b'coz of below statement:
> When you define automatic credit checks, you can also freely define requirements which cause a document or the forwarding of the material requirements to MRP to be blocked
Now, requirements are tranferred to MRP in sales order stage not at delivery stage as far as I know.. which means simple credit check is performed at delivery level as there are no additional things which can be performed during simple credit check compaired to automatic credit check {which occurs normally in sales order stage}
Other elite members may elaborate more on this if somewhere my understading is wrong..
Hrishi

Credit Management - In delivery process released document blocked

Hello SD Experts,
This is regarding credit management. we have configured Delivery level credit check.
As per the settings System block the delivery and FI credit representative release the blocked delivery documents.
Logistics processing the delivery , Picking and Packing with out problem.
While processing the shipping activity with combined delivery VT01n - when checking Shipment started tab its automatically going back to credit block.
I have configured in the Risk Category under Released documents are still unchecked as
Deviation -- Blank
Number of Days as 15
My requirement is once released from delivery no need to do credit check again - with any deivation and Number of days limit also
Please help me to resolve this issue.
Thanks in Advance
Jaffar

Hi Jaffar,
As per your explanation this is happening because of Number of Days as 15
This specifies the number of days after which a changed document must be re-checked for credit.
This function is used for checking documents that have already been released by a credit representative, but that have
subsequently been changed. The system does NOT carry out another credit check if the following conditions are met:
The value of the changed order is not greater than the value already approved for credit (inclusive of the deviation factor),
AND
The current date is not greater than the original release date plus the number of days specified here.
As per this there might be any changes in released document or changes in delivery dates,due to this reason system
blocking it again,try to reduce the number of days from 15 to 5 or as per your convenience and check.
Regards
Ram
Edited by: Lakshmipathi on Dec 13, 2011 6:55 PM
Instead of copy pasting from standard, it would have been better had you advised the member to press F1 against that field (Number of days). Please dont ever try to copy paste from other source which is strictly prohibited

Credit Management at Hierarchy Level

Hi All,
There is a requirement in my project of activating Credit Management at Customer Hierarchy Level (& not at payer level). Can any body let me know if there is a way to do this. If yes can you put some steps in.
Thanks for your help.
Regards
Raj

Hi Jobi,
Thanks for your reply. Please find the screenshots requested.
Regards
Deepu

Credit Management Parent - Child level

Hi,
My client has two company codes A and B which share customers. I have following customer hierarchy :
Parent - 1 - Limit - 10000
Child Payer - 2 - Limit 6000
Child Payer - 3 - Limit 4000
We want to control the credit limit at each Payer level but want to see consolidated exposure and receivables at Parent level also.
Thanks,

Hi
you can check for the consolidated value in TCode FD32 when you create a hierarchy it will be created like a single customer you can give the number along with the credit control area to get the consolidated parent level credit management.
regards
Vignesh

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

Credit Management Company Code Level

Dear Experts
Is it possible to set credit limit for customer at company code level?
eg. The same customer is maintained for diffrent company codes & one credit control area for all these company codes. Now the business wants to set up credit limit for the customer at one particular company code inspite an overall credit limit is assigned to this customer.
Is this can be possible in FD32 central data?
Please advise
Regards
Deepu Pillai

Thanks for your reply
But i could not find any way to maintain the credit limit at company code level.
For eg. If customer A is maintained in two company codes say 1000 & 2000. The credit control area is 1000 for both company codes.
Then in FD32 i can find only customer & credit control area & no company code.
My requirement is i want to maintain credit limit for A specifically for company code.
Please advise.
If any user exit to solve this, please let me know
Regards
Deepu Pillai

Auto mail trigger fro Credit management from delivery

Hi All,
While doing PGI in sales deilvery, If credit is exceed the limit, ift will popup the messege like The credit limit is exceed with amount.
While saving the delivery document, The user receiveing the mail in SBWP.
But there is no contents in the mail.
How to trigger the information in the mail.
In nace, Output Type KRML --- Credit Processing mail option.
can u please help me, how trigger mail to the user about the credit differences.
Regards
Deekshitha.

Hi Deekshitha,
If the issue is yet to be resolved,
Go to transaction NACE -> V2 - Shippping -> KRML (Output type)
In the tree beside this, you have "Mail title and texts". Create a new entry there with the text that you want. The mail that is sent will have this text in the body of the mail.
Reward points if helpful.
Regards, Senthil G.

Credit Management: VKM4 (Release SD Documents)

Hi,
I have implemented Dynamic Credit Management at Delivery Level (02: Credit Group for Delivery). System is behaving also fine and is not allowing to save the delivery as soon as the credit limit of the customer gets increased.
But when I am trying to Release the sales order using Tx Code VKM4 (as an approval process), system is releasing the sales order in VKM4, but still at the time of delivery creation after releasing the sales order, it is again not allowing to save the delivery, saying that Dynamic Credit Check has been exceeded.
Can anyone help?
Regards,
Vikas

Hi Vikas,
What is the value for the status of the documents (Sales order and delivery). You can check it in SE16N for table VBUK, check this fields before and after run VKM4. ¿Are you using a userexit for the credit check? (flags user1 ot user3 in cheks in OVA8)
Field              Element                                                                         Name
CMPSA     CMPSA     CHAR     1     0     Status of static credit limit check
CMPSB     CMPSB     CHAR     1     0     Status of dynamic credit limit check in the credit horizon
CMPSC     CMPSC     CHAR     1     0     Status of credit check against maximum document value
CMPSD     CMPSD     CHAR     1     0     Status of credit check against terms of payment
CMPSE     CMPSE     CHAR     1     0     Status of credit check against customer review date
CMPSF     CMPSF     CHAR     1     0     Status of credit check against open items due
CMPSG     CMPSG     CHAR     1     0     Status of credit check against oldest open items
CMPSH     CMPSH     CHAR     1     0     Status of credit check against highest dunning level
CMPSI     CMPSI     CHAR     1     0     Status of credit check against financial document
CMPSJ     CMPSJ     CHAR     1     0     Status of credit check against export credit insurance
CMPSK     CMPSK     CHAR     1     0     Status of credit check against payment card authorization
CMPSL     CMPSL     CHAR     1     0     Status of credit check of reserves 4
CMPS0     CMPS0     CHAR     1     0     Status of credit check for customer reserve 1
CMPS1     CMPS1     CHAR     1     0     Status of credit check for customer reserve 2
CMPS2     CMPS2     CHAR     1     0     Status of credit check for customer reserve 3
CMGST     CMGST     CHAR     1     0     Overall status of credit checks
Regards,
Eduardo
Edited by: Eduardo Hinojosa on Sep 24, 2009 9:35 AM
Edited by: Eduardo Hinojosa on Sep 24, 2009 9:37 AM

Credit Management systems

Dear Gurus,
I would like to introduce system lock for shipments to customers where we have not received payments on time. Unless the lock is released by finance, system shld not allow shipments. Would like to know the SAP feasibility for this.
With Regards,
muthu.

Hi Muthu
Maintain Credit management at delivery level and PGI level also.So use Dynamic credit check . then it is possible
Regards
Srinath

Credit Management- i want to allocate inventory but block the delivery

Dear SAP Gurus,
i am having a problem with Credit Mgt.
when order get blocked for credit check that time i want inventory i mean material should allocate to that customer but the delivery should be blocked.
whats are the customisation needed for such scenario
Please help me to solve this problem .
Thanks in advance
Regards
Vishal

Vishal,
Why dont you try checking credit limit at delivery or PGI level ?
Standard Process in SAP is providing check at three levels
1. Order level
2. Delivery Level
3. PGI level.
Check OVA8 settings for credit management at Delivery and PGI level
So after creation of delivery the stock or inventory be allocated to the user and then u can have delivery block.
Thanks,
Raja

Credit Management functionality not working properly during Delivery Execut

Dear All,
Complain from the Client: While creating Delivery documents the system permits the creation of Delivery in some cases when the Customer's Credit Limit is not sufficient to allow Delivery creation.
Findings: After detailed analysis of System Configuration and transactional work flow following significant findings were noted;
1.     Risk Category assignment & Credit Control Area assignment is no disabled at any stage of the business process in discussion.
2.     The Delivery was created with transactional Credit Status "A" (Credit Approved) in cases when it should have been Credit Status "B" (Credit Not Approved) as the customer account did not have sufficient funds to accommodate the delivery.
3.     Following Deliveries on PRD which were reported to have the above mentioned error, i-e, 80207442, 80224422, 80228126, 80230859, 80230863, 80230864, 80231004, after checking the deliveries it was established that system was not changing the Credit Status at Delivery Level to "B" in cases when it should be "B" rather than "A".
4.     The above scenarios have been configured and checked in the QA server, where system reacted as per the standard and no discrepancy was identified.
5.     If the user deleted the delivery which had the bug reported as above, after deletion of that delivery and recreation of the delivery referring to the same Sales Order the system performed correctly unlike in the first case.
thanks
Shahid

Hi,
Please go through the link below, hope this help
http://www.sap-img.com/sap-sd/credit-management.htm

Practical Usage/Role of KB/KM (Credit Management) in Sales & DeliveryOrder

Hi
I know that KM /KB are included in Sales Order / Delivery Header Partner Functions .
Want to know the PRACTICAL USAGE for eg Suppose Order is Created for Amt Rs 10000, what role KB /KM which r included in order partner function will play ( mail/ etc )
The standard system contains the partner functions credit representative (KB) and credit manager (KM) for credit processing. Both partner functions are allocated to partner type "PE". The credit manager is one level higher than the credit representative. Enter these partner functions in the partner determination procedures of the sales document header and the delivery header so that the partners involved in credit processing can be allocated and identified. Assign value "A" to the partner functions in the Access field.
Rohit

Dear Mr. Gauravjit,
Thank you for your valuable reply.
At the Extra-Output-Header-edit-goto-det analysis ,system give message as KRML o/p is not generated since Requirement 009 is not being fulfilled. But we checked the VBUK-CMGST = B is satisfied. Still the o/p not generated!
Also , in VV11 we maintained the Cond Records. Still the o/p is not coming.
The output is coming in Devlopment , but in Quality the output is not coming.
Can anybody please help !
P.S. I am colleague of Mr. Sunil Kumar, and reply on behalf of him.
With Best Regards,
Kaustuv

Credit management at Delivery level

Similar Messages

Maybe you are looking for