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

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Book Management - Recommended child levels

Is there any limitations in parent and child level for creating regions using Book Management to manage the region hierarchy in an organization doing business world wide.
E.g.
Level 1 - All Regions (Parent) - [add users]
Level 2 - Europe, Asia, North America (All Regions as Parent) - [add users]
Level 3 - USA (North America as Parent), Canada, Mexico - [add users]
Level 4 - US East (USA as Parent) - [add users]
Level 5 - ECR (US East as Parent) - [can contain data and users]
Level 6 - East Coast Area (ECR as Parent) - [can contain data and users]
Please let me know your thoughts, Is the above structure is recommended for any world wide companies using Book Management.
Thanks for your help.

It is a best practice to keep the number of levels of book management to as few as possible. This will improve performance. I would recommend the following webinars: "Flexible Data Sharing Using Book of Business" and "Consulting Best Practices for Application Configuration"

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

Parent child level Query

Hi All,
I have a requirement to pull parent child partynames from hz_parties,hz_relationships table
I need output like below:
Partyname, partynumber,immediateparent(partyname),globlapartyname..
could you please suggest me.I am new to EBS..
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Any Help please....
Edited by: user13689917 on Mar 9, 2011 2:32 PM
Edited by: user13689917 on Mar 9, 2011 2:33 PM

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 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

Parent Child heirarchies in OBIEE11g

Hello Experts
I have got a requirement from the client that they need to have multiple version of Parent child heirarchies coming out from a particulat dimension. To elaborate furthet say suppose there is a dinemsion called Profit Center where we need to create Parent child heirarchy. This is good if only one heirarchy needs to be created out of it. But instead there are three heirarchies - One MAster and two Custom.
There would changes in the various parent child level in the reporting that's why different version of heirarchies.
Having said that , one more issue is every month the heirarchies will changes that means the child can move to different parent . Some new parent/ child could be added etc. SO every month the Master and two custom heirarchy need to be refreshed.
So my question is :
1. How to achieve three version of Parent Child heirarchies. I know how to create Parent child heriarchies but three differnt heirarchy version out of a single dimension is the issue.
2. How to automatocally refresh these heirarchies every month.
Any help /pointer would be of great help.
Regds

Hello All
Can anyone put some light on this pls...

Help needed on Many to Many Parent Child Relationship (PL/SQL)

Friends,
Please help me.
I have table where in two columns are having many to many parent child relation ship. It means child can have multiple parents.
Table strucuture and sample records given below. Here 334059 is GRAND PARENT of all child records.
PARENT     CHILD     LEVEL     Usage
334059     380499     1     This Level has 2 childs
334059     334730     1
334730     335629     2     This level too has 2 childs where in 380499 is child of 334730 & 334059 also.
334730     380499     2
380499     380497     2     This level has 3 childs and 88888 is having further child.
380499     334730     2
380499     88888     2
88888     99999     3     It has one child 99999 and has further child 10101.
99999     10101     4     It has one child 10101 and has further child 11111.
10101     11111     5     It has one child 11111 and has no further child. I.e leaf node.
11111     0     6     leaf node
What I want is records in same level above. I am using below code but its implementing only UPTO 2nd LEVEL given above.
Further its not going i.e 3,4,5,6 level. Could you please help me?
DECLARE
CURSOR main_pc(p_child pc.child%type) IS
SELECT CHILD
FROM pc where parent = p_child;
CURSOR main_dw(p_child dw_exrdbo.exr_parent_child.child_fund%type,
p_level NUMBER) IS
SELECT DISTINCT CHILD_FUND,LEVEL_NUMBER FROM dw_exrdbo.exr_parent_child
where parent_fund = p_child
and parent_fund <> child_fund
and level_number = p_level;
v_next_parent pc.child%type;
v_level NUMBER := 1;
v_grand_parent dw_exrdbo.exr_parent_child.parent_fund%type := 334059;
v_parent dw_exrdbo.exr_parent_child.parent_fund%type;
vDone BOOLEAN;
v_xyz dw_exrdbo.exr_parent_child.parent_fund%type;
v_cnt NUMBER := 0;
BEGIN
DELETE FROM dw_exrdbo.exr_parent_child;
COMMIT;
INSERT INTO dw_exrdbo.exr_parent_child
SELECT PARENT, CHILD, 'INVONE', 12345, 'P',0,1
FROM pc where parent = v_grand_parent
AND NOT EXISTS (select 'x' from dw_exrdbo.exr_parent_child where parent_fund = v_grand_parent);
COMMIT;
FOR i IN (select distinct child FROM pc WHERE parent = v_grand_parent) --334059
LOOP
DBMS_OUTPUT.PUT_LINE('Next Parent is '||v_parent);
FOR x IN main_pc(i.child)
LOOP
INSERT INTO dw_exrdbo.exr_parent_child
(parent_fund, child_fund, source_application, valuation_date_sid, parent_child_flag, child_count, level_number)
VALUES(i.child, X.CHILD, 'INVONE', 12345, 'C',0,1+1);
COMMIT;
END LOOP;
END LOOP;
END;
Thanks in advance!!!
Regards,
Jigger

Hi, Jigger,
Sorry, I can't tell what you want.
Whenever you have a question, please post CREATE TABLE and INSERT statements for your sample data, and the results you want from that data.
Explain, using specific examples, how you get those results from that data.
Always say what version of Oracle you're using.

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

Showing aggregated data at Manager's geography level in a parent child dimension

I have DimEmployee dimension which has parent child relationship (between ManagerID & EmployeeID)
EmployeeID
ManagerID
GeographyID
Othe columns
1
1
G1
2
1
G2
3
2
G3
4
4
G4
5
4
G5
This dimension has been connected to FactSales using “EmployeeID”.
EmployeeID
Sales
1
100
2
150
3
80
4
50
5
60
There is one more dimension called DimGeography which has reference relationship with “FactSales” through “GeographyID” column of DimEmployee
GeographyID
GeoName
G1
Abc
G2
Xyz
Now I have to rollup all subordinates data and show it under Manger’s geography as shown below
ABC (G1)                              330 (100+150+80)
Xyz (G2)                               110 (50+60)
I am able to show data at MangerID level data but unable to do so at Manager’s Geography level.
How do I solve this problem using MDX?

I have DimEmployee dimension which has parent child relationship (between ManagerID & EmployeeID)
EmployeeID
ManagerID
GeographyID
Othe columns
1
1
G1
2
1
G2
3
2
G3
4
4
G4
5
4
G5
This dimension has been connected to FactSales using “EmployeeID”.
EmployeeID
Sales
1
100
2
150
3
80
4
50
5
60
There is one more dimension called DimGeography which has reference relationship with “FactSales” through “GeographyID” column of DimEmployee
GeographyID
GeoName
G1
Abc
G2
Xyz
Now I have to rollup all subordinates data and show it under Manger’s geography as shown below
ABC (G1)                              330 (100+150+80)
Xyz (G2)                               110 (50+60)
I am able to show data at MangerID level data but unable to do so at Manager’s Geography level.
How do I solve this problem using MDX?
Any Help??? Ideally we have to make other attributes (in this case Geography) recursive along with attributes involved in Parent Child hierarchy

Credit Management Parent - Child level

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