Credit Management - T Code VKM1,2,3,4.

Hi All ,
I have issue in Credit management - VKM1 Transaction . The value in field " credit value in thousand (VBKRED-KWKKD)" is showding value in Thousand . We need to populate the values in this field same as that of "Credit Value VBKRED - KWKKC".The user wanted this field to be displayed in the out put and does not wanted to HIDE/SUPRESS this filed in ALV Grid and also looked into the OSS note no -413483.
Please help me on this issue .
Thanks in advance
Veera
Edited by: veera PV on Oct 24, 2009 3:39 PM

Hi,
As note 413483 suggests you, create a new field as a user-defined field and enhance VKM+. Check the note SAP Note 779389 - VKM*: Extend list with user-defined fields.
I hope this helps you
Regards,
Eduardo

Similar Messages

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 Problem (VKM1/VKM4 Transaction)

Dear All
I wanted some details on VKM4 transaction.
The issue is that even after releasing credit block of Sales Orders through VKM1 transaction they are still being displayed in VKM4 transaction. Please note that even the invoicing is complete for these sales orders, but still they are in VKM4 transaction.
Even if I release documents from VKM4, they just do not go away. When I release the document it displays a message that the document has been released, but when I go out of the list and come back the sales order appears again in the list.
Can you please advise why this might be happening?
Does it have anything to do with the statuses that are displayed in the VKM4 list like "Static check" , "Overdue open items"?

Dear satish,
This t-code is for reporting purpose,
Where you can see document on the basis of status.
SD document
Overall document status
Overall credit status
Next shipping date
Date of next credit check
And like VKM1, SAP also provided release option from this t-code also.
So don't bother about it,
Kapil

Credit Management: Use of release button in VKM2

3)what is the use of release button in VKM2. where does it releases?
Notes: If Credit Management is activated at Sales Order level and the credit block is removed through VKM1,VKM3 or VKM4, we can see the in VKM2 transaction code. But in VKM2 transaction code, we have release option .
What is the purpose of this options. Please assist me regarding the VKM2 transaction code.

The release button in VKM2 will have no affect on the document if it has already been released. I guess that if you release the document again the release date would be updated but nothing more.
I hope this helps.
Gerard

Availability Check , Credit Management

currently when sale order is blocked due to credit management check and released after few days ( say 2 or 3 days) the availablity check is not activated .( it means that the delivery date will be the old schedule line date) but the document is released after couple of days due to business reason.
The solutions which we are currently working on
1) we have found a user exit in system modifications - not meeting our requirement.
- we need to run thre availablity check when it is released from vkm1 or vkm3 as though we are entering new lines in va02. ( release date will be the current date)

Hi,
I'm not sure whether I understand your problem proberly. But perhaps you have a look at the program SDV03V02 (Transaction Code V_V2). Perhaps you can run it as a job and got the new availability after release the sales order for credit check.
Regards Thomas

Regarding open items in credit management

Dear friends
My query is that is it possible to restrict credit management for credit and debit open items? See i am using oldest open item blocking in my scenario. Now credit and debit amounts are both considered as open item for credit management. I want only invoice (Debit entry) for consideration and not his payment(credit entry).
Please advise is it possible or not and if possible where to define that???
With regards
Inder

Hi,
All business have their own credit management needs, SAP allows you to 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 the system carries out these checks.
SM30 - Table/View
V_TVTW Define Distribution Channel
V_TVTA_KKB Assign sales area to credit control area
V_T014 FI - Define Credit Control Area
T001CM - FI Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
Distribution Channel Division Distribution Channel Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
Check Credit
A Credit limit check and warning message
B Credit limit check and error message (no sales order can be created)
C Credit limit check and delivery block (block delivery if hit credit limit)
Options B and C -> used for checking open order values (when you create/change the sales order)
D Automatic credit control with open order values
More control in transaction OVA8 - Automatic credit control
You check for open orders and deliveries, or just open deliveries.
or open order values with other options
Credit group
Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D automatic credit check).
SAP default credit groups
01 credit group for sales order
02 credit group for delivery
03 credit group for goods issue
OVA8 - Automatic credit control Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
Oldest open items
If you dont want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the NextReview date and Number of days fields and combined it with the Last int.review field in customer credit master Status view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
regards,
Siddharth.

Credit management....sales area data

hi gurus,,
I have some doubts in Credit Management>
1. In my development Server....Customer Master data > Sales Area Data > Billing Tab Page>CREDIT CONTROL AREA...is not reflecting.
using version 4.7... why is was not reflecting... any configaration settings is required??.
Anybody having configuration material of CREDIT MANAGEMENT and FREE GOODS DETERMINATION..
MAIL ID::: [email protected]

Hi ravi,
Notes on Credit mangement
SAP SD Credit Management
All business have their own credit management needs, SAP allows you to 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 the system carries out these checks.
SM30 - Table/View
V_TVTW - Define Distribution Channel
V_TVTA_KKB - Assign sales area to credit control area
V_T014 - FI - Define Credit Control Area
T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
                  Distribution Channel
                              Division
                  Distribution Channel
                              Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
Check Credit
A - Credit limit check and warning message
B - Credit limit check and error message (no sales order can be created)
C - Credit limit check and delivery block (block delivery if hit credit limit)
Options B and C -> used for checking open order values (when you create/change the sales order)
D - Automatic credit control with open order values
More control in transaction OVA8 - Automatic credit control
You check for open orders and deliveries, or just open deliveries.
or open order values with other options
Credit group
Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
SAP default credit groups
01 - credit group for sales order
02 - credit group for delivery
03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Free goods determination
Free Goods Determination in Sales Order
Free goods has the following limitations:
- Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: With material 1, material 2 and material 3 are free of charge or If material 1 and material 2 are ordered at the same time, then material 3 is free of charge.
- Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion).
- Free goods are only supported for sales orders with document category C (for example, not quotations).
- Free goods are not supported for deliveries without reference to a sales order.
- Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements.
- If you defined a free goods for variants in a generic article (only SAP Retail), you can only process the variants in the purchase order and goods receipt individually (as single articles). In other words, you cannot process them using the generic article matrix.
4.6x
Not all Sales Order can be used for free goods determination. You have to check the SD document category if it does not work. Only category 'C' are supported. Check transaction VOV8.
Assume that you want to configure an inclusive FREE goods routine. Customers must order a minumum quantity of 5 before any free goods can be assign. For every quantity of 3, the customer will be given 1 free goods.
WC07 - Maintain Number Range Intervals
e.g.
No   From number       To number
01    0000010000         0000099999
IMG -> Sales and Distribution -> Basic Functions -> Free Goods ->
Maintain Access Sequences
New Entries
Acsq
NA00
Save
Maintain Condition Types
New Entries
Ctyp   Name             AcSq
FREE Free Goods    NA00
Save
Maintain Pricing Procedures
Procedures
New Entries
Procedure   Description
FREE           Free Goods
Select Procedure FREE then click Control data
Step   Cntr   Ctyp
10       10      FREE
V/N6 - Activate Free Goods Determination
Assign Order Type OR with Document Procedure A with Procedure FREE
VBN1 - Create free goods determination
e.g. FREE inclusive
Material Min qty   From   are free good   Calc Rule   Free Goods
                       5           3                1                      1                1
In this example, if you create a Sales Order for a quantity of 10, SAP will prompt you 7 as the customer order qty and 3 will be free. Customer only pay for the 7 quantity.
Reward points if it helpful

MORE OF CREDIT MANAGEMENT

HI,
APART FROM GLEN WILLIAMS CAN ANYONE TELL ME MORE OF CREDIT MANAGEMENT & BILLING ?
RAJARSHI

Hi,
Notes on Credit mangement
SAP SD Credit Management
All business have their own credit management needs, SAP allows you to 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 the system carries out these checks.
SM30 - Table/View
V_TVTW - Define Distribution Channel
V_TVTA_KKB - Assign sales area to credit control area
V_T014 - FI - Define Credit Control Area
T001CM - FI - Assign Permitted Credit Control Area to company code
OVXG - Set up Sales Areas
e.g. Sales Organization
Distribution Channel
Division
Distribution Channel
Division
FD32 - Customer Credit Management
OVAK - Define credit limit check by sales document type
Check Credit
A - Credit limit check and warning message
B - Credit limit check and error message (no sales order can be created)
C - Credit limit check and delivery block (block delivery if hit credit limit)
Options B and C -> used for checking open order values (when you create/change the sales order)
D - Automatic credit control with open order values
More control in transaction OVA8 - Automatic credit control
You check for open orders and deliveries, or just open deliveries.
or open order values with other options
Credit group
Allows you to combine different sales document types for the credit limit check
VKM1 - Blocked SD Documents - Finance have to released the delivery block
OVAD - Define credit limit check by delivery order
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
Set whether to include/exclude item category for credit limit check
OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
SAP default credit groups
01 - credit group for sales order
02 - credit group for delivery
03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
Open items
No of days open
Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
Max open items %
The customer balance must not exceed a certain percentage.
Oldest open items
If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
Days oldest item
No of days allowed for overdue or payment terms.
Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
Released documents are still unchecked
The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
Next Review Date
If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
VOKR - Display of work list for credit management (configure the display variant)
Reward points if it helpful
Sree

Open Sales Order Values in Credit Managment

Hi,
1. I want to include the open sales orders that were created before implementing the functionality of Credit Managment. How to check the credit limits for that sales orders.
Fro Example. If i want do the credit checks for 1000 open sales orders.
2. How to reset the customer credit limit in FD32. I tried using the t.code f.28, but it will not be reset to zero(0).
Thank you,
Ravi

Hello Ravi,
You can try this: in table VBAK, you might have the date when this a particular order was created( ERDAT or sometihng like that..). You'll have to join table VBAK/VBAP/VBRK(billing table)/VBFA and the logic should be that the program should pick up all the orders created before 1 yr and should also check that the items are not rejected, and the delivery not yet created.
Check the following fields:
VBAK-ERDAT, VBAP-ERDAT, VBAP-ABGRU, VBAP-AEDAT.
Regards,
Raghu.

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

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 Memo blocked by VKM1

Hi guys
I would like to know if there is any configuration for Credit Management (SD-BF-CM) NOT to verify in Credit the Credit Memo Sales Orders? My users don't want to block these kind of Orders to be blocked in VKM1.
I tried to find documentation, but I couldn't find anything.
Best Regards,
Adilson Ferreira

Hi
You can deactivate credit check for credit memo item in VOV7...
If you want it for header level say credit memo req, you can deactivate that in VOV8
Reward point if helpfull
Muthupandiyan

Credit management configuration in Third party sales

Dear All,
Please let me know , what are the configuration setting for Credit Management in Third Party Sales.
Regards
SKumar

Hi...
For Third Party, since there is no Delivery and PGI, the block can be at Billing.
however the total outstanding value from the customer at the time of billing along with the days as set in the credit limit shall be basis of blocking.
Config Steps:
u2022     Assigned the credit control area to the company code
Financial Accounting (New)  Accounts Receivable and Accounts Payable  Credit management  Credit Control Account  Assign Permitted Credit Control Area to Company Code
u2022     Assign Sale Document and Delivery Document, The credit limit check for the selected sales document type is set to automatic control.
Sales and Distribution  Basic Functions  Credit management / Risk management Credit Management Assign Sales Documents and Delivery Document  Credit limit check for order types
u2022     Assigning Risk Category to Credit Control Area
Financial Accounting (New)  Accounts Receivable and Account Payable  Credit management  Credit Control Account  Define Risk Categories
u2022     Defining Automatic Credit Control
Financial Supply Chain Management  Credit Management  Integration with Accounts Receivable Accounting and Sales and Distribution  Integration with Sales and Distribution Define Automatic Credit Control

Credit management activation with letter of credit

Hi Sap guru
I have one queries regarding customer credit limit effect with LC document.
If i creating one LC document for customer after assign to sales order for that perticular customer, it should effect the credit limit of that customer.
In which field it should effect the custmer credit master FD32.
in secured liability field , secured receviable field , or the receviable field .
Can any body tell ,me what is the process of LC attachment with sales order if the credit management is active in company code , and what is the effect in customer credit expouser.
Thanks in advance .
Regards
Anjan Kumar Jha

Hi Anjan
It is the aim of every credit policy to reduce the risk represented by customer receivables.
Along with Credit Management, several other Payment Guarantee Forms within the
business processes are explored. These include letters of credit and payment cards.
These payment guarantee forms differ in the level of security they can offer and are all
integrated within Risk Management.
When a payment guarantee is used (for example, a letter of credit), the system first tries to
provide the optimum in risk minimization. If this is not possible, then Credit Management in
a second step is used to create a credit limit and therefore restrict the level of risk.
Letters of credit are used predominantly for large -scale export transactions, whereas cre dit
while Cards are more important for Retail transactions.
You create a Letter of credit by using VX11 after creating that you assign that in billing tab of sales order in risk Management Financial doc number.
keep in mind the incoterms of Letter of Credit and Sales order should be same.
Reward if helpful
Thanks & Regards
Abhishek Swarup

Credit Management - T Code VKM1,2,3,4.

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