Credit management block indicatoq

Hi,
I am facing an issue. Its about FD32 block indicator . For some users i want this field to be in display mode so that they cant change the field contents. Please help me to overcome this issue.
Br

Dear:
Ask you Basis consultant to implement authorization's checks against F_KNKA_AEN (Credit Management: Change Authorization for Certain Fields) for this Transaction code for the user profiles as desired by you. Before that do the necessary customization in SPRO as follows:
Define your change groups in the task level menu of Financial Accounting >A/R & A/P -> Credit management -> Define Field group-> Assign Fields -> Groups.
While assigning you can find the field KNKK-CRBLB (Blocked) .
Your basis team will assign this field group to the required user profile in SU01 against authorization object F_KNKA_AEN.
Regards

Similar Messages

  • Credit Management - block of last sales order and not of all open orders

    Hi,
    We are testing the FSCM-CM and try to figure out this:
    We have for a customer a number of open sales orders that are all below the credit limit.
    Now someone creaetes a new order and with that amount the limit is exceeded.
    The system reaction is that all open orders are blocked.
    How can we set the system that only the last one is blocked?
    Thanks in advance
    Hein

    Ok i got the answer on my own in configuration part. Thanks everyone.

  • Credit management(Blocking the PGI if due payment is not paid)

    Hi,
    I have a problem in Problem in Credit control.
    I have a customer having credit limit 100 INR
    I am creating sales order & in that sales order payment term is Immediate due.Now I Invoiced that order of Rs 50.
    Now next day I am creating the another sales order of Rs 10 .But the customer has never paid the amount which is due so I want to block the PGI.Credit limit is still not exhausted but the customer is not paid  the due amount so thats why I want to block the PGI.
    I have maintain credit group rik cat. & credit control area & do the proper settings .
    But it is not blocking the PGI.
    Please help me to do that settings
    Sunil Garg

    Hi sunil,
    you have horizion period id there.. pls do that setting, in days/months..in OVA8..
    next your update group 000012 in OVA8...
    check the open iorder/delieviesr in OVA8..
    pls get back if have nay doubts
    Reward if it helps
    Ramki

  • CO-PA, is credit management suppose to block orders from posting to CO-PA?

    We are currently using CO-PA to track the $ amount of sales orders that were booked for a particular date range, and it will show the sales order created or changed and the $ amount that was added or taken away from the bookings for that day.  This report is to show management how much sales has been recorded for the day, but not necessarily shipped out yet.
    What we are currently facing is problems with credit management blocking the order from posting into the CO-PA tables.  When the order is created and the order desk hits save it first goes through credit management, and if it is put onto the blocked order lists to be released it does not post the value that was created for that day into CO-PA.  Also when we run our rescheduling report for orders that have already been created the order can again go back and forth on and off credit hold, and each time it posts an entry into CO-PA. 
    I was wondering if anyone has been requested to have a report written to record bookings of sales for a particular day, and have you run into the issue of the credit management posting over and over onto the report and how do you get around this.
    We just want to see if any new orders have been created for that day, if current orders have been added on to or taken off from, and have a report to show the order #, dollar value and quantities.
    Thank you,
    Karen Kim

    Dear Karen,
       You cannot see blocked SD documents for credit check in CO-PA. Values are transfered to CO-PA after the sales order is processed or after the billing document is posted.  So if the sales order is not
    processed because it is blocked for credit check, naturally it will not be transfered to COPA. The logic to exempt orders on credit hold was implemented in release 40A.
    To overcome your problem you may implement the modification described in the note 214059. Please be aware that this is a modification note. Please implement in a development environment first and retest.
    regards
    Waman

  • List of released sales orders which were blocked during credit management

    If sales order is blocked during credit management, then it is released by Authorised person using VKM3 Tcode. Further if we want to see list of released documents, VKM2 shows the same. However VKM2 does not shows the released documents once that are billed (using VF01). Suppose post billing one wants to see how many orders were released during specific period, how it can be seen. Is there any transaction code to see such records.
    Vijay

    You can use V.23 to view the report. The report will show you what sales order is ready for release for billing.

  • Credit Managament: avoid credit block for down payment invoices

    1) Downpayment - when an order is blocked, can we create a billing
    document of the downpayment request created in slaes order. Logically
    the customer wants to pay for this downpayment immediately and process
    the order
    Notes: If credit management is activated at sales order level and In
    Milestone Billing scenario or Project Sales order scenario, at Sales
    order level we have a Downpayment (Z0000 - Downpayment) Milestone
    usage and Other Milestone invoice Usages.
    The business requirement is Customer need to pay the downpayment
    invoice before executing the Sales order.
    In SAP when the Sales order is blocked for Credit Management, system is
    not able to create the Downpayment invoice also. to creat the invoice
    we have to release the order first. However we dont want to release the
    order but want to receivce the downpayment and then may be we can
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    an automatic release to production or PR or creation of service order,
    we would like to process them only after the downapayment, now for
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    to release the order which shall further process the order
    automatically. Please suggest a solution for the same to avoid the
    credit block for the Downpayment invoices.

    I think this can be enabled easily.
    For the combination of Credit Control Area, Credit Group and Risk Category, you should have enabled the Dynamic/Static credit check, you can configure it such a way that it only gives you a warning message and doesnot block your sales order. This should solve ur problem

  • 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.
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    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- 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 not updated for the first credit blocked order only

    Hi experts,
    Pls help to solve. Thx.
    Case: The first sales order is created against credit block because the credit limit is exceeded. In FD33, no credit data related to the first order indicates, i.e. credit limit used shows zero as well as sales value, credit exposure. In VKM1, the blocked order can be captured.
    As long as the second order is created, the credit management can be updated. But, it still does not capture the data from the first order.
    The sales orders I test have the same delivery date.
    Questions:
    1. Is the standard behavior for the dynamic credit check?
    2. If not, how to make credit management consider the first order data?
    PS. In OVA8, update 000012 is applied while horizon is 4 months.

    Hello Jonathan,
    After testing, I found credit management can consider the first order data if using 000018 only. Why 000012 cannot consider it?
    I have checked the explanation for those two update groups by F4. I feel obscure about the explanation of sales order between them (see below).
    000012:
    Sales order
    Increases open order value from delivery-relevant schedule lines
    000018:
    Sales order
    Increases open delivery value
    By the  way, my testing data as below:
    1. were the two sales orders of the same document type? Answer: yes. Same document type, same customer, same delivery date, etc.
    2. were the item categories the same? if not, was one not relevant for credit check? Answer: Yes, the same.
    3. did the documents have the same value? if the second order had a lower value and was not blocked for credit, the exposure will be updated. Answer: yes, credit management can consider the second order data ONLY. It seems the first order have not been created if checking credit management.

  • Credit Management in CRM - transfer of blocked documents to ECC

    Hi,
    we want to implement credit check in CRM using CRM.
    Our client requirements are:
    - Sales order is created in CRM
    - Credit check is executed in CRM, using information from ECC
    - If result is negative, sales order credit status must be updated to "no Ok"
    - User continue processing sales order in CRM until he decides it can be transferred to ECC
    - Sales Order is transferred to ECC, where ECC users initiate credit release.
    After reading Credit Management SAP documentation, we have an important doubt:
    - If we want that ECC sends correct information about credit check, we need to have a "B" or "D" in column reaction in ECC.
    - Documentation says that CRM can transfer a sales order with credit status to No Ok because it is not considered as an error
    But if we have a B or D in ECC, it implies that ECC won't save a new document with credit check no ok. So if CRM sales order sends a slaes order that has been updated to "credit checK no Ok" by RFC user, it won't be transferred to ECC: Bdoc will error.
    So, it seems as it was something that is not consistence
    Does anybody can help me to clear this up?
    Thanks and regards

    Hi Sana,
    Since CRM using R/3 credit check functions (thru RFC), have you
    check that this credit check properly run in R/3?
    You need to make sure this first.
    Assume you already maintain RFC in CRM to call credit check function in R/3,
    Then try to check whethere your transaction type for Service and Sales
    already check / set the Credit Check is active?
    Hope this could helps.
    Gun.

  • Customer complaint and credit management

    Hi,
    we have the following business case, credit management activated:
    1. a customer has a complain about a delivery (e.g. poor quality/wrong material)
    2. the corresponding invoice is shown as an open item in FBL5N
    3. a credit note request is created for the sales order, but it can take weeks until it gets released. In the meantime the customer becomes overdue.
    4. now the following happens: when the customer wants to place a new order he will be blocked by the credit management.
    We first have to release him e.g. via VKM4. The same with deliveries.
    Is there a possibility to mark the invoice in question as not relevant for the credit management?
    My first idea was to change the credit note requests as relevant for the credit management (VOV8), but unfortunately those requests are not visible in FBL5N. Thus we would loose the overview of invoices in question.
    Thanks for your answers...
    Cheers,
    Marc

    hello, PP.
    i don't have an answer yet.  actually, i will add to your question.
    a credit memo request is supposed to be not relevant for delivery.  so why is this updating open delivery value?  maybe it's SAP standard?  maybe credit group 03 (delivery docs) was assigned to the credit memo request doc type?  if so, why assign credit management to credit memo requests anyway?
    regards.

  • Credit Management (Open Items and Oldest Open Items)

    I have 2 questions.
    1)What is the difference between Open Items check and Oldest open items
    2) I want to activate a Credit management check which should work in way that the Order will be blocked on the basis of Payment term check
    Let say if I am using the Payment terms 0001 i.e Payment immediately due net .now what I want is that if I post the first invoice system as configured will check only the Credit check againt the credit Limit but when i post the 2nd invoice on the same day and the first invoice is not cleared system should give a warning message for it .
    Currenlty as i Configured it working but not for the same day option its give a warning on the 2nd day's invoice
    SO Need the help of Experts.
    Thanks in advance

    Hi,
    Open items check means it will consider all the open items when it is doing credit check. Here it adds all the open items amount and do the credit check..
    Oldest open item means it will consider only the oldest open item and based on tht i will do credit check..Here i will check the oldest open item value and its date then do the credit check..
    Coming to payment terms check, system is responding correctly.. because payment terms are immed due net. tht means still time is there in the same day. that is the reason it is not blocking the second document.
    once move to 2nd day then it means first doc is not cleared tht is the reason it is blocking the 2 nd doc on 2nd doc..
    Hope u have understand..
    Regards
    Sankar

  • Payment History In Credit management

    Hi all,
    How to activate the Payment History in Credit Management(FD32).
    Regards
    Talluri

    Hi Talluri
    If you want to activate payment history in FD32 then in XD02->Company code data tab->payment transactions tab check the box payment history and save it
    Now when you do billing and forward it to FI for the blocked documents then the payment history will be updated
    Regards
    Srinath

  • Credit Management - Maximum time overdue limit for open item

    Dear all,
    I've this scenario to configure for automatic credit control. A customer is billed on Jan 22nd '10 and now the account receiveable shows an open item. This customer is allowed 52 calendar days to make payment for this invoice, hence no credit block yet. As such, the customer can still make orders.
    In my existing configuration, I've already enable "static" credit check on "open orders" and "open deliveries". The static check is to check against the customer's credit limit.
    So, if I were to add in the earlier mentioned overdue open items check, is it sufficient to just maintain the field "Days oldestItem" with "52" within the automatic credit control screen? 
    Thanks.
    Steven

    Hi
    The sytstem will shows oldest open items depending on the payment terms from the invoice date.
    Once it crosses the days of payment then it will show in oldest open items
    if you want to extend some more days for that then you need to maintain the days in "Days oldestitem" the automatic credit control area
    Prerequisites for credit management to work in Sales and Distribution:
    1.Assign credit control area to company code
    2.Maintain the credit limit in FD32 with details of risk category and the credit limit value
    3.Do the settings in OVA8 -automatic credit control area with combination of Credit control area/Risk category /credit group.
    4.Assign the credit groups to the sales and delivery document types.
    5.Maintain the Subtotal 'A' in the pricing procedure against which value the sytem should check the credit limit.
    If you have any further clarifications on above let me know
    Regards
    Damu

  • Credit management and credit exposure

    Hi experts,
    Pls anybody clarify my doubt in Credit management.
    I activated the credit control areas update as 000015(Open delivery and billing document value).And activated dynamic credit management "Automatic credit control".Now i explain with some example how it working. Fixed credit limit for customer A Rs.30,000/-, Receivables amount 22,000/-. Now if create a sales order for value >8000 i m not getting the credit lock waring messages.
    (I.e) i am creating one sales Order for value Rs.9,000/-.(So credit limit crossed and not getting error msg or waring messages)
    After that creating another sales order for same customer i am getting Warning msg like"Credit limit crossed_____amount".
    So finally, CCR Rs.30,000/, Recei Rs.22,000/- but i can able to make even Sales Order value for Rs One lakh. I want here to block sales order should not be create.
    Thanks in advance.
    SR

    When a sales order is created , only the confirmed quantity is taken for pending sales value even if sale order qty is more
    Check OVA8 setting , open deliveries and open orders should be selected
    You can set reaction status as warning or error.
    Pricing procedure - Subtotal should be A . This will update structure s066
    The above condition will work only for order creation . For sales order ammendment you have do the same setting for credit group  02.
    If Dynamic credit check works with credit Horizon date . It is better to have static credit check.
    Check MC30 after creating sales order whether structure s066 updated for the order.
    check and confirm
    Senthils

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