Credit management in sales order.

Hi Experts:
    In my project, the credit check is set on sales order.  We use the automatic credit check.
    We face a problem like that, if the customer's credit is 0.01$ and the credit exposure is 0.00%. Then we create the sales order with amount 1000$. During we save the sales order, system will not block this order. It is not the result we want.
   Do you have any solutions if we want to block this new order by credit?
Thanks & Best Regards
David Wang

hello, friend.
if open order and delivery values are  ticked in OVA8, this should not occur.  you must also set system response to block and perhaps with a warning (can be saved) or error (cannot be saved) message on how much the order was over the limit.
another control for customers with credit limit "0" is to set maximum document value to 0.01. 
regards.

Similar Messages

  • 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 check at sales order

    Hello Experts,
    I have few questions regarding the credit check in FI-AR credit mgmt and SD.
    Currently we have a credit check in AR credit mgmt during the delivery order creation. But the management has decided to crap this and to put a credit check at sales order level.
    Can someone tell me if there is any business process change in doing this?
    Whats the concept of Horizon in dynamic check?
    Can someone clarify the concept of Business Partner in SAP FSCM credit mgmt?
    Any help in this regard is highly appreciated and duly rewarded.
    Regards,
    Sriram

    hi,
    pl check this :
    [Credit management|http://www.sap-img.com/sap-sd/credit-management.htm]
    Dynamic Credit Limit Check with Credit Horizon
    The customer's credit exposure is split into a static part; open items, open billing, and delivery values (see above), and a dynamic part, the open order value. The open order value includes all undelivered or only partially delivered orders. The value is calculated on the shipping date and stored in an information structure according to a time period that you specify (days, weeks, or months). When you define the credit check, you can then specify a particular horizon date in the future (for example: 10 days or 2 months, depending on the periods you specify). For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.
    regards
    sadhu kishore

  • Credit group in sales order

    Hi
    How we link credit group to sales order ?
    Regards
    Prabudh

    hi,
    it is done through ova6 Transaction code.  more over i am sending you the screen shot of credit check managment stps. follow this u will not get any error while u r determining the order.
    pl. follow the steps of credit check.
    1. Define the credit control area under img=definition=financial accounting= define cr.control area.
    2.assign it your company code and ur sales area under assignment under img screen.and assign it your sales document types and delivery types and pgi.
    3. create the credit groups for your customers. it can be determined or happen in three stages either in Sales order , or else in delivery or in Post goods issue (PGI).
    the menu path for credit groups as IMG= SD=BASIC FUNCTIONS= CREDIT MANAGEMENT AND RISK SETTINGS= DEFINE CREDIT GROUPS.
    ex: Z1 - credit groups for sales order
    Z2 - credit groups for delivery
    Z3 - credit groups for PGI
    4. define the risk categories. it is required b'coz the customer is of high risk, or medium risk, or low risk customer.
    it is under IMG= FINANCIAL ACCOUNTING= FINANCIAL ACCOUTING AND GLOBAL SETTINGS= DEFINE RISK CATEGORIES.
    ex: Z1- LOW RISK CUSTOMER
    Z2 - MEDIUM RISK CUSTOMER
    Z3- HIGH RISK CUSTOMER.
    5.maintain automatic credit control check for ur credit control area and credit groups of the customer and risk categories. so that the credit check will determines automatically. menu path is IMG=SD=BASIC FUNCTIONS= CREDIT MANAGEMENT AND RISK CATEGORIES= DEFINE AUTOMATIC CREDIT CONTROL.
    6. while u r creating automatic credit control, pl. copy from the std. one and make changes. so that all the existing details will copy and fine tuning have to be done by the SD consultant. basically this is integration with FICO.
    So copy it from any one of the 1000 credit control area and make changes like
    dynamic credit as C and activate the open for order and deliveries and save
    i.e maintain credit control area + risk categories+ credit groups for the customer.
    7. finally maintain the credit limit thru FD32 for ur customer. activate everything on that screen.
    if you follow those rules, definetely cr. limit will determine for you.
    pl. reward point if it is helpful.
    regards
    KR

  • Implications of changing credit check from sales order level to delivery

    Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
    What are the implications of changing credit check from sales order level to delivery

    >
    Mangesh Desai wrote:
    > Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
    >
    >
    > What are the implications of changing credit check from sales order level to delivery
    Hi,
    No Implications simple credit check will not happen order level it will happen delivery level .
    *system will not conceded at order level open order will not be calculated
    Best Regards,
    venkataswamy.

  • Credit check at sales order level?

    Dear experts
    I want to set credit check at sale order level with following conditions
    consider open deliveries for credit exposure
    consider billing documents for creadit exposure
    do not consider any open orders
    Also if oldest items are open for more than 7days then block the sale order creation
    e.g suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-. In this case system should block the new sale order created of value more than Rs.50000/-
    plz suggest the configuration steps
    regards
    kailash

    dear friend
    For i am already having the same setting but still my scenario is not working. i will explain my scenario again
    suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-.
    In this case system should block the new sale order created of value more than Rs.50000/-
    But with the said settings purpose is not getting solved.
    my settings are;
    In OVA8 ;
    Update: 000015
    Static check: TICK
    Status: TICK
    open deliveries: TICK
    Plz suggest
    kailash

  • Credit Block released Sales order report

    Hi Experts,
    My client is given few sales orders (around 4)no and requesting us, to prepare the credit block released sales orders report (include released person user ID).
    *.No change logs is existing for all sales order and deliveries.
    For above requirement I am using CDHDR table data but I am not getting credit block released sales order report.
    Below fields I am using in CDHDR Table.
    Change doc.Object (objectclas) : VERKBELEG
    Document No (CHANGENR): Sales order no XXXXXXX
    Transaction no (TCODE) : VKM1,VKM2,VKM3
    Date(UDATE) : 25.09.2011 to 09.11.2011
    Experts, Can you please help me out for this.
    Thanking you!!!!
    Regards,
    Vijaykumar Kola
    *.I'm already aware of this is a new development.

    Try this, simple report... Here we check the new value of credit  status field VBUK-CMGST and if it is 'D' we know that someone used VKM* transaction to release the document. Also you need to format the sales order number with leading zeros so it occupies all 10 digits and pass it to CDHDR-OBJECTID field (and not CHANGENR field). In the below code I am using select option for sales order number, so I know it will be formatted with leading zeros and so select on CDHDR will be successful.
    *& Report  ZTV_TEST
    REPORT  ztv_test.
    TABLES: vbak, cdhdr.
    SELECT-OPTIONS: s_saldoc FOR vbak-vbeln OBLIGATORY,
                    s_udate FOR cdhdr-udate.
    RANGES: r_objid FOR cdhdr-objectclas.
    DATA: ls_cdhdr TYPE cdhdr,
          ls_cdpos TYPE cdpos.
    IF NOT s_saldoc IS INITIAL.
      LOOP AT s_saldoc.
        MOVE-CORRESPONDING s_saldoc TO r_objid.
        CONDENSE: r_objid-high, r_objid-low.
        APPEND r_objid.
      ENDLOOP.
    ENDIF.
    CHECK NOT r_objid[] IS INITIAL.
    SELECT *
      INTO ls_cdhdr
      FROM cdhdr
            WHERE objectclas = 'VERKBELEG' AND
                  objectid IN r_objid AND
                  udate IN s_udate AND
                  tcode LIKE 'VKM%'.
      SELECT SINGLE *
        INTO ls_cdpos
        FROM cdpos
          WHERE objectclas = ls_cdhdr-objectclas AND
                objectid = ls_cdhdr-objectid AND
                changenr = ls_cdhdr-changenr AND
                tabname = 'VBUK' AND
                fname = 'CMGST' AND
                value_new = 'D'.
      IF sy-subrc = 0.
        WRITE:/ ls_cdhdr-objectid(10), ls_cdhdr-username,
                ls_cdhdr-udate, ls_cdhdr-utime.
      ENDIF.
    ENDSELECT.

  • How configure the credit limit at sales order level

    Hi
    how can i configure the credit limit at sales order level..
    ex: when i create sales order ... if exceeds the sales order value to  credit limit value ...sysyem does not accept to save this sales order ...is it possible...pls help me in this issue
    regards
    sesidhar

    Hiiiii
    It is very much possible in SAP
    first you have to create credit control area
    then assign your company code to your credit control area
    then create your customer and assign credit control area in billing tab (for that u have to activate credit control area for your transaction by OB20)
    Then go to t-code VOA8
    assing credit check to your sales document type
    create credit control area automatic with your credit control area.
    Regards
    Shambhu Sarkar

  • How to block planned order when there is a credit block in sales order

    Hi Experts,
    Planned order should not be created when there is a credit block at sales order level. Can someone help me in solving this?
    Expecting for your valuable comments.
    Regards,
    JANA

    Go to t.code OVB8 and add routine 101 under routine column and routine 1 under system routine column and then create new document and test.
    Regards,

  • Remove automatic credit block in sales order

    Gurus,
    How can I remove credit block in sales order for specific sales organization/sales area?
    Thanks in advance
    Raj

    Hi,
    The path is:
    SPRO>Enterprise Structure>Assignment>Financial Accounting>Assign company code to credit control area.
    T.Code is OVA8.
    Hope these helps you.
    Regards,
    Krishna.

  • Manual Authorization of Credit card in Sales Order

    Hi All.
    can some one let me know , how can I manually authorise a credit card in Sales order.
    Thank u.
    Regards
    madhu.

    Hi Madhu
    I think this can help u.Please go through once.
    6.4 Maintain Credit card types
    Background
    In this configuration the basic card types are defined.
    Standard system contains three card types and their function
    modules for checking.
     American Express
     Master Card
     Visa
    Letu2019s see the configuration predefined in system for these
    categories.
    Instructions
    Follow Menu Path: IMG  Sales and Distribution  Billing 
    Payment Cards Maintain Card Types
    1. Click
    For maintaining new card type click on .
    Following are fields explained:
    Field Name Field Description and Value
    Card Type Key for Card Type, predefined entries exist
    for AMEX, MC & VISA.
    Description Description of the card type
    Check Function, which carries out the check for
    card numbers. This check is in first check
    in system before authorization from
    Clearing houses.
    Four standard function are provided in
    system:
    CCARD_CHECK_LUHN_MOD_TEN - Runs a
    general check of the card number, for
    example, for a valid length and
    combination of digits. This is the industry
    standard check.
    CCARD_CHECK_MC - Checks MasterCard
    numbers for a valid leading digit. The
    system also carries out the
    LUHN_MOD_TEN check.
    CCARD_CHECK_VISA - Checks Visa card
    numbers for a valid leading digit. The
    system also carries out the
    LUHN_MOD_TEN check.
    CCARD_CHECK_AMEX - Checks American
    Express card numbers for a valid leading
    digit. The system also carries out the
    LUHN_MOD_TEN check.
    Additional functions can be created in
    system in customizing.
    Date Type Valid from & to date period is controlled
    here, options include Day or Month.
    Virtual Card Specifies if card is virtual card, used over
    internet.
    Click and .

  • Credit value in sales order

    Hi,
    How system pick the credit value in sales order.What are the different setting required for this?
    Regards
    Prabudh

    Hi prabudh,
    Creidt value is picked up from the sales order through the Pricing procedure.... While defining the pricing procedure we maintain the sub total "A" against the Total value. This value will get updated as the creidt value......
    Regards
    Harsh

  • How to Find  Credit Check Released Sales Orders /Deliveries?

    Hi Gurus,
       How to Find Credit Check Released Sales Orders /Deliveries for a particular Customer.
    Regrds,
    Binayak
    Message was edited by:  Binayak
            Binayak Ghosh

    Hi,
    You can chech inthe Tcode VKM2 Released SD documents, and VKM4 SD documents.
    reward if useful
    Regards
    syed

  • Removing Credit Check at Sales Order& Delivery

    Dear SAP Gurus,
    i am want remove credit check from Sales order , Delivery & activate the same at PGI level.
    i have search the forum for this query but could't find good answer.
    Hope u all will guide me to remove credit check
    Thanks & Regards
    Vishal

    Vishal,
    For removal of credit check at sales order, For the sales order type , in VOV8,in General control tab, keep the Check credit limit field as empty.
    For configuring credit check at PGI, you can search the forum for config docs.
    Thanks,
    Raja

  • Credit check in Sales order and available stcok

    Dear all,
            Now we have credit check in sales order, i found that only when i release credit control in VKM4, available stock will be reduced. How can it reduce available stock in the time when i save a sales order not matter it have or not pass credit check ??
          Thanks in advance!!

    The Price procedure has a subtotal ("A" ?) this is what's reported as Credit. Move this to an area that includes the taxes and you should be all set

Maybe you are looking for