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

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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

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/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.
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Check which credit control area is assigned to the company code.
Company code:
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2. Transaction OVFL
Check which credit control area is assigned to the sales area.
Sales area:
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3. Transaction XD02 or VD02
Check which credit control area is assigned to the payer.
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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").
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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

Reorganizing SD/FI documents for credit management

Hello ,
we are in production already more than year but just now we will transport the settings of the credit managment.
As there is many SD documents already do you advise me to execute any program to reorganize everything?
What is your approach in this situation?
Thanks and best regards
L

Hi,
I don't think that you need to run F.28 when there is changes to organizational data in existing Credit mgt configuartion then only u need to run this
General changes that affect SD and FI:
Settings that change the determination of the credit control area: Assignment from company code, entry in customer master data, entry in sales area data, user exit.
Currency of credit control area.
Assignment of customers to credit accounts.
Risk class in master data of credit account (transaction FD32). Caution: If nothing was changed except for the risk class, you can use RFDKLI20 but it is excessive in this case. If only the risk class was changed it is sufficient to run RVKRED09.
And your is just fresh configuration why run this F.28 ??????????

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

Credit Management: VKM4 (Release SD Documents)

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