Credit Management in Distributed Systems

Hi All,
Could you please explain what triggers outbound DEBMAS idoc from central FI system to Sales System.?
We are about to implement Credit Management in our distributed systems.
I would like to know, how frequently credit limit data is sent from Central FI system to Sales System. What triggers these outbound Idocs generation? How customer masters to be sent is determined.?
Thanks in advance.
Regards,
Ravi Kumar

Hi All,
Could anyone please advice.?
Thanks,
Ravi Kumar

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Credit management and Terms of Payment

Hi
Can anybody throw some light on the role of Terms of Payment in .Credit Management.
Thanks in advance
Ravi

Dear sankar ravi,
Credit management
Purpose
Outstanding or uncollectible receivables can spoil the success of the company greatly. Credit Management enables you to minimize the credit risk yourself by specifying a specific credit limit for your customers. Thus you can take the financial pulse of a customer or group of customers, identify early warning signs, and enhance your credit-related decision-making. This is particularly useful if your customers are in financially unstable industries or companies, or if you conduct business with countries that are politically unstable or that employ a restrictive exchange rate policy.
Integration
If you are using the Accounts Receivable (FI-AR) component to manage your accounting and an external system for sales processing, Credit Management enables you to issue a credit limit for each customer. Every time you post an invoice (created in FI-AR), the system then checks whether the invoice amount exceeds the credit limit. Information functions such as the sales summary or early warning list help you to monitor the customers credit situation.
If you are using both the Accounts Receivable (FI-AR) component to manage your accounting and the Sales and Distribution (SD) component for sales processing, you can also use Credit Management to issue credit limits for your customers. You can make settings in Customizing to decide the scope of the check and at what stage in the process (for example, order entry, delivery or goods issue) a credit limit should take place. General information functions are also available for use with credit checks.
Features
If you are using both the SD and FI-AR components, Credit Management includes the following features:
Depending on your credit management needs, you can specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle (for example, order entry, delivery, goods issue) the system carries out these checks.
During order processing, the credit representative automatically receives information about a customers critical credit situation.
Critical credit situations can also be automatically communicated to credit management personnel through internal electronic mail.
Your credit representatives are in a position to review the credit situation of a customer quickly and accurately and, according to your credit policy, decide whether or not to extend credit.
You can also work with Credit Management in distributed systems; for example if you were using centralized Financial Accounting and decentralized SD on several sales computers.
Hope this helps you.
Do award points if you found them useful.
Regards,
Rakesh
P.S. you can send me a mail at my mail id [email protected] for any specific details

Credit management without accounting document

Hi,
In the SAP implementation for my client there is no FI module. FI is handled in third party ERP software.
The Billing Document will not be posted to accounting as there is no FI module. Each billing document will be passed to the third party ERP Software where accouting document will be generated.
My question is related to Credit Management in such environment.
The credit management is to be used in SD area. As the accounting document is not there credit balance will be
credit limit- (open ordersopen deliveriesopen billing documents).
The client requires the open items (as available from third party software) to be considered in the credit check.
I have prospoed the solution as below.
Update the fd32 receivables daily (or at a appropriate frequency) from third party to SAP. If receivables are updated in fd32 it can be considered in the credit check.
My question is, is anybody handled such scenario? Is it possible and recommended to updated fd32 receivables in the database table directly?
Is there any other solution to map this requirement?
Regards,
Sachin.

No idea about your solution, it seems to work but I'mnot sure.
Anyway have a look to this link about Credit Management in Distributed Systems:
http://help.sap.com/saphelp_47x200/helpdata/en/4d/0a4aa3b26811d194f400a0c9306794/content.htm
pls. reward if helpful
Regards
Roberto

Connection between SD and FSCM credit management

Hi expert,
   Right now, i used SAP ERP 6.0 and i want to implement FSCM credit management in the same system.
   I already done for configuration in SPRO-> Integration with Sales and Distribution
                                          implemented the following BADI -> BAdI: Activation of SAP Credit Management
                              BAdI: Fill Line Items for Credit Exposure Update and BAdI: Connection of SD to SAP Credit Management
Once i created sales order via t-code VA01, i got the error message
                            Error in XI: Technical Error
                                   Message no. UKM_PI008
Please kindly advice. I'm not sure we need to set up XI or not and how to set up.
Best Regards,
jenny

Dear Venu,
In Credit management configuration I configured everything but in that I have question related to XI.
For SAP FSCM Credit management do we need to activate XI ??? we have SAP FSCM credit management and FI- AR credit management in same system.
I activated the BAdI which is used to activate the SAP FSCM Credit management, After activating this BAdI i created sales order , after i input sold to party , i got the error message as above message.
Menu path for that BAdI is
SPRO -> Financial Supply Chain Management -> Credit Management -> Integration with Accounts Receivable Accounting and Sales and Distribution -> Integration with Sales and Distribution -> BAdI: Activation of SAP Credit Management
SPRO -> Financial Supply Chain Management -> Credit Management -> Integration with Accounts Receivable Accounting and Sales and Distribution -> Integration with Sales and Distribution -> Customer Enhancements -> BAdI: Connection of SD to SAP Credit Management
If you have any information related to this , please provide it to me .
Best Regards,
Jenny

Credit Manager

Dear SAP Experts,
PLease tell me how do I configure Industry Credit manager for my system.
I want Bussiness Partners in the Customer master as Credit Manager.
Who will only have the authorization to release a failed credit check.
I have configured Automatic credit check and its working fine.
The credit manager would be a person form management in payroll, the employee number would be taken from the employee master.
CAN ANYONE EXPLAIN THE WORK FLOW CONFIGS STEPS
Edited by: EXPLORING MULTIDIMENSIONAL SAP on Sep 6, 2008 4:00 PM

This is workflow. The procedure is as follows:
The organisation management should have been implemented. This is a prequesite since the levels will be defined there.
Next yu need to define the sender and the receiver and the credit manager authorisations.
When you create a credit memo request, the created event is triggered for object BUS2094 and the workflow template 20000009 is started.
The system checks how high the net value of the credit memo request is. If the net value is below limit 1 (minimum limit), the system automatically releases the credit memo request in background processing.
If the net value of the credit memo request is over limit value 1, the system terminates workflow template 20000009 and initiates workflow template 20000019.
The relevant employee, depending on the value of the credit memo request and the organizational structure in use (sales organization, distribution channel, division), is then informed of this by the arrival of a work item in their integrated inbox. If the employee releases the credit memo request, the system ends the workflow and deletes the work item from the inbox.
If the employee stops processing the work item, it remains in the inbox until it has been
completed and only then is the workflow finished. If the employee changes any of the determining factors in the credit memo request (such as net value), the net value of the credit memo request has to be re-checked. The system deletes the work item from the inbox.
Workflow template 20000009 receives a terminating event and workflow template 20000019 is triggered. Depending on the value of the item, the relevant employee is informed and receives a work item in their integrated inbox. Once the employee has finished processing the work item (by rejecting or releasing the credit memo request), the workflow is concluded. If the credit memo
request is changed, workflow template 20000019 is called up. Processing continues until the credit memo request has either been rejected or released.
This is very technical. It would be better to consult a workflow or a basis consultant for this.
regds
Jude

Credit Management System - Update of SD Documents after CMS start

Hi,
we are starting CMS functionality in our SD module. CMS (Credit Management System) works remotely by an XI connection. When we switch to use CMS in production system, we have to transfer all opened orders (not yet invoiced) to CMS system.
How can we achieve it? Can program RFDKLI20 (t-code F.28) be used for this purpose? Does it require any settings to point out the CMS connection?
Thank you
/BR

Hi Wojciech
CREDIT MANAGEMENT
Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.
An organizational unit that represents the area where customer credit is awarded and monitored. This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.
For example, if your credit management is centralized, you can define one credit control area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
1. Transaction OB38
Check which credit control area is assigned to the company code.
Company code:
Credit control area:
2. Transaction OVFL
Check which credit control area is assigned to the sales area.
Sales area:
Credit control area:
3. Transaction XD02 or VD02
Check which credit control area is assigned to the payer.
Payer:
Credit control area:
4. Transaction SE37
Is user exit EXIT_SAPV45K_001 being used?
5. Transaction OBZK
For the settings under items 2 - 4, field "All company codes" must be marked in Transaction
OB45, or the credit control area must be entered under the relevant company code in table
T001CM of the credit control areas allowed.
Company code:
Credit control areas allowed:
6. Settings for the credit checks
7. Transaction OVAK
Which settings do exist for the sales document type used?
Sales document:
Check credit:
Credit group:
8. Transaction OVAD
Which settings do exist for the delivery type used?
Delivery type:
Credit group for delivery:
Credit group for goods issue:
9. Transaction OB01
Credit management/Change risk category
Definition of the risk category for each credit control area. This risk category can be
assigned to a credit account by using Transaction FD32.
10. Transaction OVA8
Here, the individual credit checks for key fields
o credit control area
o risk category
o credit group are set. Take these key fields from the above settings and go to the detail
screen. In particular, check whether fields "Reaction" and "Status/block" are set
correctly. To carry out follow-up actions in case of a credit block, the credit check
status must be set (field "Status/block").
11. Transaction FD32
Credit master data for the payer of the relevant document.
Credit account:
Credit limit:
Risk category:
Currency:
12. Settings for updating the credit values Update of the credit values is required for the limit
check (static or dynamic credit limit check).
13. Transaction OVA7
Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to
field "Active receivable" in Transaction VOV7.
Item type:
Active receivable:
14. Transaction V/08, Pricing
In the pricing procedure used for pricing, subtotal "A" must be entered in a line for
determining the credit value (mark the pricing procedure and doubleclick on "Control").
Usually, the net value plus taxes is used. This way the system is determined to use this
subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for
update and credit check.
You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".
Pricing procedure:
Line with subtotal = 'A':
15. Transaction OB45
Which update group (field "Update") do you use in the relevant credit control area? The
default setting is "12". If you use another update group, check whether this is fine with
you. If you open an OSS message, please tell us the alternative update group.
Credit control area:
Update:
16. Transaction OMO1
Which kind of update did you choose for structure S066?
In any case, "Synchronous update (1)" has to be chosen as the kind of update.
All other settings will lead to errors.
Reward if useful to u

CRIO Doesn't Show Up In The Distributed Systems Manager

All,
Any idea why my cRIO wouldn't show up in the distributed systems manager? I'm running Real Time 3.2.1 and I've already deployed my shared variables. I can see the cRIO through MAX and with my project just fine.
- Ken

Hi Ken,
I have a couple of questions/things we can try:
1. How are you connected to the cRIO? (Crossover, switch, router with DHCP)
2. Are you able to manually add the cRIO by IP Address to My Systems? (Right-click My systems, select Add Systems..., type in the IP Address and select OK.)
3. Are the shared variables hosted on the cRIO? If not, do you see the Shared Variables in the Distributed System Manager?
4. Try enabling CPU Load Monitoring through the cRIO Target Properties in the LabVIEW Project (Right-click cRIO, select Properties, go to Miscellaneous and check Enable CPU Load Monitoring, deploy the settings and reboot the cRIO).
5. If you already had Distributed System Manager, does pressing F5 to refresh help?
Finally, I would like to know what version of Distributed System Manager/LabVIEW you are using.

Distributed Credit Management (FSCM)

Hi,
Is there anyone who has connected credit management from ERP 6 system in FSCM and Enterprise?
We want to have the ERP as te central box and connect to SAP 4.7 system and another ERP6 system for Sales and AR.
Logistics elements will not be in the main box, only the sub-systems (4.7 and another ERP 6)
What are the challenges?
Is full functionality supported?
Including checking and blocking if required of orders, deliveries, billing, invoicing from/ in in Enterprise system
Experiences with interface XI and reaction times
Is exposure always correct in main system'
Drill-down available into sub-systems ?
What ever else would be of help. Is there anywhere useable documentation available?
Hints much appreciated
Hein
Goodies rewarded as per usual!

Hi, no input so far..
Anyone with a suggestion, how I could transfer/ load/ migrate credit limits in a client into another client?
Thanks!
Hein

Distributed System Manager SysMan ACL.acl

I've managed to lock myself out of the Distributed System Manager.
The help file http://zone.ni.com/reference/en-XX/help/372572A-01/sysman/ni_acl_db/ says to reset security settings remove the SysMan ACL.acl file from the default LabVIEW Data directory. I cant find it
I've completed a search on my hard drive and found no file with an .acl extension
I was logging in and out trying to get the Shared Variable Engine operating correctly and for some reason I decided it would be a good idea to add a new host. A message along the lines of "Changing this setting will no longer allow (Nobody) to log in" It was a Friday afternoon and I presumed that as it was trying to log in with the User (Nobody), this was why my Shared Variable Engine would not connect to my OPC Server
Now the host name I changed it to does not work. It says the user is invalid.
Any ideas how to reset the host settings so I can at least get in?
Alan

Hi Tony
Thanks for your help
See attached I went to Actions>ConfigureSecurity>then selected add New User/Host
Then checked configure new host and typed in the username of the PC.
Not the cleverest thing Ive done recently
Alan
Attachments:
Doc6.doc ‏44 KB

RT Target Resources and Distributed System Manager

Hello all,
Does anyone know of some potential reasons why an RT target might not publish its CPU and memory usage? This particular target is a cFP-2200 running a complete installation of FieldPoint 6.0.2 (RT 8.6) including System State Publisher. For some reason I can't view the memory usage on this target and I haven't been able to figure it out.
Thanks in advance,
Jim

Hello Hillman,
Thanks for your reply! I sort of
figured that this one would go by the wayside and not be answered.
Actually, I'm not using RTSM; I'm using the Distributed System Manager
- It's a relatively new tool that ships with LabVIEW RT 8.6. In my
humble opinion, I find it to be much superior to the RT System Manager
in its own way. The only downside, really, is that you can't log with
it natively, but there are ways around that.
You've
got some great suggestions. I definitely was using the correct IP, I
could target it with LabVIEW because I loaded my application on there,
and I didn't get any boot errors when I connected. You're absolutely
right, too, that the CPU is always maxed out at 100%.
I
guess I was perplexed because, one moment I could see the resources in
DSM (is that acronym valid yet?), and after I reloaded the software
from scratch, I could see lots of variables on the target, but for some
reason the system resources weren't showing up. After no one jumped on
the question, I went back to tweaking various settings and realized
that I hadn't rebooted after enabling VI Server. In fact, I didn't
think that VI Server would be the issue and hadn't really thought of
checking there. My reasoning followed that, if all of the other
variables showed up, surely it wouldn't be VI Server, but that fixed it.
I definitely appreciate your getting back to me, though.
Cheers,
Jim

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

Shared variables missing in distributed system manager

I have multiple shared variables in a library (.lvlib). These are all network-published shared variables. I can see the library in Distributed System Manager but not the variables in the library. When I look at the properties page in Share Variables Properties Dialog, aliasing is not enabled because the library is hosted on the same machine as the application.
I tried to run the Shared Variable Monitor application but was given a Runtime Error for TagMonitor.exe; "This application requested Runtime termination in an unusual way. Contact application support team."
I also tried undeploying and deploying the library as suggesting by KB 56PCQ3RR.
Why does Distributed System Manager see the shared variable library but not the shared variables in it?

Hello faustina,
Has there been any software or hardware changes on the application since the error occurred? Also I would recommend to format and reinstall the software on your Real-Time target, after this you can follow Matt’s recommendation to test this behavior with a new project and single shared variable.
Regards
Jose R

How to uninstall NI Distributed System Manager 2012?

Hi,
My PC started off with LabVIEW 2012 and related modules. After I installed LabVIEW 2013, I uninstalled all the 2012 software that I could find (that aren't dependencies of any 2013 software) through the "National Instruments Software" dialog. However, Distributed System Manager 2012 persists in my system, alongside DSM 2013. How can I remove DSM 2012?
Thanks!

Hi Ranjeet,
I don't remember seeing the installer upgrading my DSM, but I might have missed it.
After I installed LabVIEW 2013 and other newer software, I restarted my computer because the installer asked me to. After that, I used the National Instruments Software dialog to uninstall LabVIEW 2012 and other older software. Then, I restarted my computer again:
There were no error messages, but there are now two versions of DSM in my Start menu (you can see all the default icons placed by NI installers):
All the DSM files are still in my computer:
I can launch both versions. Their "About" boxes show that they are two different versions:
How do I uninstall DSM 2012?
Thanks!

OPC server trouble seeing tags in NI Distributed System Manager

I have created my own OPC server for simulation purposes. If I create an I/O server and select my OPC server I can then "create bound variable" in which I can browse my OPC tags which are all in there. I use another program which makes use of property nodes to acquire a list of paths to these tags. The list is empty. I noticed that when I run the "NI Distributed System Manager" I can see the I/O Server but the sub tree doesn't show my tags. If I got them to show up in "NI DSM" then I could get a list of tag paths. Does anyone know why my tags would show up in the "created bound variable" window and not the "NI DSM" window? I have tried deploying the library that the I/O server is in but this doesn't work.
Thanks
Matt

Thanks for the reply Charris,
I have two OPC servers. One is the simulator and one that I connect to at a remote location which required some OPC client software (some service in windows registry which I am not familiar with). All I know is that I can browse all tags on the remote OPC server by first creating an I/O server (yes I use OPC client) and selecting "create bound variables". Before I bind any shared variables to OPC tags I can go into DSM and see all the tags that are not yet shared variables.
When I try doing this with the simulator, I first create the I/O server before I can browse all the tags in "create bound variables". But this time when I go to the DSM, they are not listed under the I/O server. This is just an observation.
My real problem is that I use this piece of code found on the NI website to get a list of tags (URLs). This code works with the remote OPC server but not with the simulator.
I don't really understand the code. All I know is that if I input the name of the library and the name of the I/O server as well as the path to the PC, it brings back a list of URLs pointing to tags. Maybe there is something in this VI you can help with.
Thanks
Matt
Attachments:
Get Tag List.vi ‏38 KB

CompactRIO distributed system manager.

We are using CompactRIO and would like to access each module and monitor the I/O values using distributed system manager.
When using Scan engine mode we were able to see the modules. Now are we are using FPGA mode and cannot see the modules.
Is there a way to use distributed system manager to access the modules using FPGA mode ?

blindbrooks,
Unfortunately, this is not possible, due to the way Scan Mode and FPGA Mode work. Scan Mode is a precompiled bitfile that accesses each channel of a module in the chassis, and then publishes the values to the RT target, where they are hosted in a special Shared Variable called an I/O Variable. This is why you are able to automatically see each of the channels in Distributed System Manager (DSM). However, in FPGA mode, this is not the case, as you are creating your own bitfiles, and not explicitly setting the values into Shared Variables.
If you do want to see values from your modules in DSM, you can manually publish your data to a network-published Shared Variable, which would then appear in DSM. This article goes a bit more in depth into shared variables:
http://zone.ni.com/devzone/cda/tut/p/id/4679
Drew T.
NIC AE Specialist

Credit Management in Distributed Systems

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