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

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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 Managment @ Sales Order

Dear Experts,
I have created sales order with which customer is holding credit management. Let say the customer credit limit 1000 RS. I have checked in FD32. After that i have created sales order with 300 rs and created delivery also. After that again i have checked the customer management status in FD32. Here order value supposed to come 300 rs right. but its not coming. After that created invoice then again checked customer management status in FD32 there receivables got 300 rs. Only things is when i created sales order and delivery (witout creation of invoice) in credit management status order value also has to come but its not coming. Its directly goes to receivables option in FD32. Could you please suggest me where i did mistake. Do we need to maintain that credit control area in Sales Order. If we need pls let me know. Bcoz i couldn't findout credit control area option in the sales order.
Thanks in advance,
VS

HI VS,
Please find below the explanation regarding updation of credit values to sales orders, deliveries & billing documents:
Update for sales orders:
The open sales order values are updated in the information structure
S066. When the credit value is calculated, the open schedule line
quantity (VBEPD-OLFMNG) is multiplied with the item credit price
(VBAP-CMPRE).
The open schedule line quantity is the confirmed quantity of the
schedule line that is still open for delivery.
The credit price is defined in accordance with the settings in the
pricing for the item.
The material availability date of the schedule line (VBEP-MBDAT) defines
the period in which the open sales order value is updated. You use
transaction OMO1 to define the period unit for the information
structures.
If an item has no confirmed quantity (VBEP-BMENG), the system does not
update an open sales order value.
This also occurs for documents that are blocked by the credit check. As
a result of the credit block, the confirmed quantities are deleted so
that an open sales order value can no longer be updated.
When sales orders with a credit block are released (for example, using
transaction VKM1), a new availability check is performed. If the
availability check can confirm the quantities, an open sales order value
is updated accordingly.
Conclusion: Credit blocked documents do not increase the open credit
values.
There are exceptions to these rules:
1. Sales order items which are not relevant for delivery and do not
    have schedule lines relevant for delivery are not updated to S066
    ('Open sales order credit value') rather to S067 ('Open delivery
     credit value'). You can find further information about this in Note
     361637. Also refer to Notes 120645 and 128350 concerning this topic.
2. You can use requirements to delete confirmed quantities in credit
     blocked sales orders. These requirements are defined in transaction
     VOFM under the menu path 'Requirements -> Subsequent functions ->
     ...'. The system asks you for a credit status in the respective user
     requirement. If this is set to 'Blocked', the system cancels the
     confirmed quantity. You may want the system to behave differently.
     If this is the case, you can store a separate requirement which does
     not cancel the confirmed quantity. As a result, the sales order item
     has a confirmed quantity again and consequently, it updates the open
     sales order value although the document is credit blocked.
     For NON-MRP materials (materials without requirements planning), the
     system does not cancel the confirmed quantity despite a
     corresponding condition, as described in Note 393304. For further
     information about this, refer to Notes 674112 and 914627.
3. A delivery block in the sales order affects the update of open
     credit values. For more information, see Note 741980.
Update for deliveries:
The open delivery values are updated in S067. The update does not occur
in time units. There is only one entry in S067 for each credit control
area and credit customer.
If you create a delivery with reference to a sales order, the system
clears the open sales order value in accordance with the delivery
quantity (from S066) and posts the open delivery value for the delivery
(to S067).
Deliveries with credit lock also write open values of goods to be
delivered. Here, it is not possible that a credit-blocked document does
not create an open credit value (as in the order). This is also correct
from a business view, because the delivery already blocks the goods, and
the value of the goods is therefore already consumed for the credit
customer.
Update for billing documents:
The open billing document values are also updated in S067. Also in this
case, only one entry exists for each credit control area and credit
customer.
If you create the billing document with reference to a preceding
document, the system clears the open credit value in accordance with the
invoiced quantity for the preceding document and posts the open billing
document value for the billing document (to S067).
If you transfer the billing document to accounting, the system clears
the open billing document value (from S067). Now the value has been
transferred to the open items and occurs as a receivable from the
viewpoint of credit management.
If the incoming payment occurs, the receivable is met and the
consumption of the credit limit is reduced.
Kind regards,
ALV Ramana

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.
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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 Block at order level

Hi Friends,
I have created a sales order with quantity of 10 and it went to credit block. I have released this doc and created a delivery for the qty 5 and PGIed. (dynamic credit check is activated)
Now i have added one more item to the order and released that document using VKM3 and if i try now to create a delivery, system gives a error message " order blocked for deliveryas a result of credit check".
I have released this order many times using VKM3 , but still i am getting the same error message " order blocked for delivery as a result of credit check", henc not able to create a delivery.
Can some one help me out on this.
Thanks & Regards,
Ashok S

Hi Friends,
1. At the time of creating a delivery I am getting this error. so how can we release a delivery without creating ..
Hi Raja,
After releasing the sales doc using VKM3, If I try creating a delivery using VL01N, then system will not give any error.
And also, if i go to VA03 (display mode ) and try to create a delivery from the sales doc (sales doc --> deliver), system not giving any error.
But If I go to VA02 and try to deliver from the sales doc (sales doc --> deliver), system GIVES AN ERROR.
One more observation is that Even after releasing the sales doc using VKM3, if I go to change mode of sales doc and comes back. then system automatically putting credit block to my sales doc. Can any one please give an idea why it is happening like that.
Thanks,
Ashok Sakamuri.
Edited by: Ashok Sakamuri on Jul 29, 2009 2:41 PM

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- display orders with unconfirmed quantity in exposure

Hi,
We want to see sales orders where the unconfirmed quantity is set to 0 due to credit block still in exposure of that customer.
What is required to have these values displayed?
Currently, we have the standard setting. When limit is exceed the order goes on hold and the confirmed quantity is set to 0. THe order can be seen in VKM1 for that credit area, but not in the exposure.
Once the order is released the exposure is showing the order.
WE would need to see the order value always i the exposre.
Any help will be rewarded.
Thanks
Hein

Hi,
When you enter the sales order if the credit check is failed, we wont confirm the quantity. This is because in OVB8 T-code we have kept the requirement routine which doesnt allow to confirm the order.
Since the order is not confirmed it will be more or less like a dummy order, so inturn it wont take the customer credit limit.
If you change the requirement in OVB8, than eventhough the credit check is failed you will be having the confirmed quantity and also it will cover the customer credit limit.
Regards
Mani

Credit Managment: Sales Order last in update the Credit Limit

Hello,
I have a problem. When creating sales order with a few seconds of difference (from 1 to 5), the first sales order (that consumes all the credit limit) doesn´t reach to update the credit limit and for that reason the system permits to create the second one.
I have an other case of two sales orders created in exactly the same time, so the system permited to create both of them.
Do you think there is some solution for those cases?
Thank you.
Regards
Jimena.-

Hi Praveen,
We use this functionality in that case for example you have two customer A and B.
You want to maintain the credit limit 2000$ for both the customers.
So we use this functionality, we assign the customer as credit account in another credit account.
Now doesn't matter customer A buy the goods from you or customer B.
System consider only 2000$ not 4000$.
Hope it helps,
Regards,
MT

Credit Management - Sales Order Blocked and then credit limit increased.

Hello,
We have activated dynamic credit check and have following situation
a) Sales Order created and it went into credit block as its value exceeded the limit
b) Subsequently credit limit was increased.
What steps need to be taken to permit further activities on this sales order. Is VKM3/VKM4 the only way ?
We tried executing the programs 'RVKRED06'. But nothing happened.
Please advise.
Regards
Jayesh.

Hi Yadav,
I have matched my Customizing of Development and Sandbox. I couldn't trace any difference and hence I am posting in Forum for Expert Opinions.
Regards
Vikas

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 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

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 at order level

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