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

Similar Messages

  • 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 & Customer Hierarchy

    Hi,
    1. i need to assign credit limits in a customer hierarchy set up. For Eg: The Global client is assigned a credit limit of USD x. The national clients shall have a % of x.  How to define this set up in SAP?
    2. What processes are covered (in general) under Cutover processing?
    Kindly help
    thanks & regds
    sriram
    Edited by: Narain on Dec 12, 2008 12:34 PM

    Hi Narain,
    Even I have the same requirement. Did you get the answer? Please let me if you could set credit limit for the customer hierarchy..
    Regards,
    Raghav

  • 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

  • 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

  • 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: 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

  • 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 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 Partner Functions

    Hi Experts
    I know that KM /KB are included in Sales Order / Delivery Header Partner Functions  for Credit Management.
    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 ) and how will it be used in SAP
    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

    Hi Mark thanks for your answer, two additional question,
    Can I install SAP Credit Management 6.0 (one system scenario) with in a system with release 6.0 and no ehp packs applied and then activate the Ehp later on after de installation of SAP Credit management?
    If my account receivables is in release 6.0, is there any feasible reason to install SAP Credit management 3.0 instead of 6.0?
    With SAP Credit management 3.0 in a one system scenario do you still need PI?
    Thanks again.
    Edited by: BPX PARTNERS on Oct 19, 2010 5:59 PM

  • Setting approval level for credit management in SD

    Dear Gurus,
    I have a case like this:
    My client would like to use credit management in SD. They have few approval levels for for credit limit release.
    Exp: With SD has amount under from 1000$, Mr. A has the right to approve and release it
            With SD has amount bigger than 1000$, Mr. A  have to release it and then Mr. B check again afterwards Mr. B can reject and release it up to his decision.
    As I see in SAP, maybe there is only one level for check and after release the SO doesn't need other approve anymore. But I am still concerning about how to find or config to satisfy this requirement.
    Thank for nice support!

    In our case we have maintained a view named as "ZVW_OAR_WF_CTRL" which is created by our ABAPer.
    The fields in this view are
       FIELD NAME                              DATA ELEMENT         TYPE         LENGTH
    1) MANDT                                          MANDT                         CLNT             3
    2)PROCESS                                      ZDE_WF_PROCESS      CHAR           2
    3)KKBER                                           ZDE_KKBER                  CHAR          4
    4)GRUPP_F                                       ZDE_GRUPP_CM_FROM CHAR         4
    5)GRUPP_T                                       ZDE_GRUPP_CM_TO      CHAR         4
    6)LEVELS                                         ZDE_WF_LEVEL              CHAR         5
    7)VALUE_F                                       ZDE_NETWR_AK_FROM   CURR       15
    8)VALUE_T                                       ZDE_NETWR_AK_TO         CURR       15
    9)APPR                                            ZDE_PLANS                       NUMC      8
    10)APPR_AD1                                  ZDE_PLANS1                    NUMC       8
    11)APPR_AD2                                  ZDE_PLANS1                   NUMC        8
    12)BOX_AC_APPR                           ZDE_AD_SMTPADR_BOX  CHAR       241
    13)BOX_AC_REJC                            ZDE_AD_SMTPADR_REJ   CHAR      241
    14)NEXT_LEVEL                              ZDE_WF_LEVEL_NXT         CHAR       5
    You can ask your ABAPer such that your view contains the above mentioned fields and in the the approvers you have to enter the "Pernr id" s of approver s which can be taken from HR people.

  • Credit management at sales order level

    Hello Gurus
    i have  requirement for creditmangement : credit limit should be checked at order level, but for  my  customer in first  order itself  the  limit is exceeding  is it possible to block order here itself for not processing furthur .
    note-only without posting  orders to FI   for intial order itself?
    Regards
    ravi

    Hello Gurus,
    The scenario is this: I have customer  for him credit management is activated but i don't post any documents and nor  did any sales transaction for that customer previously.
    Now the  question is:My client want if the customer credit  limit crossed in the first order itself ( transaction) then that sales order should not be processed  for that customer and it should be blocked there itself( sales order levvel) . Is it possible to do this? if yes please give some inputs.
    Hope i am clear with my  question.
    Thanks in advance
    Regards
    Ravi.M

  • Credit Management Approval-Reg

    Hi,
    I am in a implementation of SD. where in we have credit management is activated. Here the requirement is like as follows:
    Client Wanted the three approval  Hierarchy Like Credit Control Manager, Finance Manager & Managing Director.
    These three levels will have the certain limit. Like Over all limit to Customer is
    $ 20000/-
    Credit Control Manager : $5000
    Finance Manager : $5001 to $15000
    Managing Director:$15001 t0 $20000
    Can we have the above mentioned way to know the appoval process for Credit limits.Can any one list and provide the solution to my requirement.
    Thanks & Regards
    Srinivasa Rao P

    Have a same requirement. Keeping myself posted on this thread. Thnks!

  • Open Delivery value update error in credit management

    Hi
    We have credit management active at delivery level. The value of open deliveries is not getting updated correctly for items with material substitution (material determination). For all other items, its getting updated correctly.
    E.g Let say the credit limit set in FD32 is 10000 and the credit limit used % is 98 and the credit exposure value is 9800.
    Now when I create an order with qty 10 for mat A, it creates a sub item B due to material determination and the value of the item is Rs.1200. In our system, the sub item with TAPS item category is relevant for pricing.
    Then I create a delivery in VL01N and save it.
    Now if i check in FD33, the credit limit used should be 101% and the credit exposure value should be 11000, but its not updating the open delivery value correctly. Its not considering the value of the new delivery.
    However, If I add a normal item (TAN) in the same sales order and create a delivery for that item and save it, its updating the credit exposure based on the value of the normal item in the delivery correctly.
    How to make the system update the open delivery values correctly by taking the items with material determination also into account.??
    Please advise if any specific settings need to be done.
    Regards
    Madhu

    Hi,
    the system updates open values for credit management. These are:
    Open sales order credit value (S066-OEIKW)
    Open delivery credit value (S067-OLIKW)
    Open billing document credit value (S067-OFAKW)
    The system updates the open values in standard SIS structures S066 and S067. Technically, the structures are transparent tables. You can display the contents using transaction SE16 or using table maintenance.
    The S067-OLIKW will give the open delivery credit values credit.Check in you system whether this table is updated with the delivery values for the credit account(customer number)
    RVKRED77 u2013 Reorganize SD credit data
    When updating errors occur, it enables you to reorganize the open credit, delivery and billing document values.
    If the table is not updated run this report in background.
    Regards,
    Saju.S

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