Credit Mgmt Requirement

Hi every one,
My client requirement is after creating the sale order delivery is blocked and we need to release the sale order through VKM3 it is standard process but my requirement
suppose Sale order Quantity is 100 PC and delivery is done 40 PC ( we release the sale order ) for the next time if i try to create a delivery for the same sale order system wont allow to create a delvery again system will ask to release the sale order how it shows for the firth time
please guide me how to solve the issue because i dont whether it is possible in standard SAP or not otherwise we need to use any userexits if yes guide me
Regards,
Anu

Hi Anu,
As per my understanding, you want have credit evaluation done every time when when order is partially delivered.
If this is correct then you can have a value assigned for the field number of days in the released documents are still unchecked section of OVA8 screen. For example if credit is released for the order xxxx today and number of days field has 1 then if you try to deliver the order tomorrow,then system blocks the order for credit. Below is the SAP help of the field.
Credit check: Number of days without check
Specifies the number of days after which a changed document must be re-checked for credit.
Use
This function is used for checking documents that have already been released by a credit representative, but that have subsequently been changed. The system does NOT carry out another credit check if the following conditions are met:
The value of the changed order is not greater than the value already approved for credit (inclusive of the deviation factor), AND
The current date is not greater than the original release date plus the number of days specified here.
Hope this explains

Similar Messages

Advance Payment for Dynamic Credit Mgmt

Hi SAP Gurus,
I have small requirement,we have dynamic credit mgmt implemented.Issue is
A customer credit limit - 1000 Rs
we get the advance payment which is reflected in outstanding in FBL5N say 5000
Nw if i create SO which exceeds my A Customer i.e.., 1000 system doesnt allow.
Logically speaking if i have customer advance payment system shud allow.
How do i configure the above requiremtn.
Thanks
Shri......

Hi
Have u posted the down payment through special G/L indicator only and what are the posting keys used.
Check the credit control area in the Down payment document .
The last option you can do below
Kindly cancel the down payamnet document and generate the fresh down payment request and check the same
Run the report RFDKLI20.
Once again check the below 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
6.Maintain the rel for credit in t code OBXr for down payment amount top be considered in Credit limit
Regards
Damu

Step by Step Credit Mgmt Configuration

Hi Gurus,
                 Can any body give me step by step Credit Mgmt.configuration to me?
Points will be awarded for good answers for sure.
Looking forward for your hlep.
VCS

http://help.sap.com/printdocu/core/Print46c/en/data/pdf/FIARCR/FIARCR.pdf
How To Do Configuration For 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.
Regards,
Rajesh Banka
Reward points if helpful

Update groups in Automatic Credit Mgmt..

Hi Gurus,
What is the significance of the various update groups present in Automatic Credit Mgmt.
When do we have to choose 12 ,15 and 18 type of update groups.
Where do we assign the same.
Sure to reward points for satisfactory answers
Cheerzz..
Subbz..

Hi Subba,
Update group is defined /assigned in Credit Control Area Defination (path:IMG>ENTERPRISE STRUCTURE>DEFINITION>FINANCIAL ACCOUNTING>DEFINE CREDIT CONTROL AREA).
Whatever is defined for this field here gets reflected in the OVA8 screen.
There are 3 types of update groups:
1) update 000012 - open order on time axis, delivery and billing doc value. It means during automatic credit check the system compares the customer's credit limit to the total of open orders as well as the deliveries and billing doc value
2. update 000015 - open deliveries and billing doc value. It means during automatic credit check the system compares the customer's credit limit to the total of open deliveries as well as the billing doc value
3. update 000018 - open delivery for sales orders, billing doc value.
Hope u ve undrstood.
plz reward points if helpful
Regds,
Pallavi

HT2534 I was previously using itune gift cards to purchase music. Now, it requering to enter billing information and i don't want to have a credit card on the sytem. How can I bypass this billing/credit card requirement?

I was previously using itune gift cards to purchase music. Now, it requering to enter billing information and i don't want to have a credit card on the sytem. How can I bypass this billing/credit card requirement?

Contact iTunes Customer Service and request assistance
Use this Link > Apple Support iTunes Store Contact

Credit Management requirement for cash business

Hi Gurus,
Actually my client business is a cash business, there is no credit concept for the customers.
My requirement is when i create a sales order, system should check the credit balance of the customer(Business receives the payment through cheque and entry is made in f.28 transaction) and should compare with the current document value and if it exceeds, then system should through the error.
And if any open sale orders exists for this customer, system should even consider those values while credit check is happening.
And the exceptions for this requirement is
1.Credit check option should be there only for specific case of customers i,e based on account group of customers.
2.There are very few customers(around 5) where they give credit.
Pls guide me, early resposes woould be highly appreaciable.
Thanks in advance
Regards
Mahendar.

hello, friend.
you can consider using the payment guarantee scenario in credit management. the customer advance payment could be treated sort of as a financial document or payment card.
as for the selective application of credit controls based on customer group, i believe you do this be configuring risk categories and assigning them to the appropriate credit account master data.
regards.
Edited by: jonathan y on Apr 24, 2009 12:57 PM

Credit management requirement

Hi,
Guys i have the b/m requirement w.r.t. credit management.
i am very confused on the same.
-.The credit period of 45 days from the date of placing the order(i.e sales order) will be admissible to the customers of the company.
-. Customer will be required to issue a post-dated cheque on the due date of payment for 95% value of the order.
& The order will be taken for production by the plant only after post dated cheque for 95% value of the order has been received by the branch and confirmed to Head Office.
-.The balance amount against the supplies received by the BP against the purchase order shall be payable after the receipt of the goods by him. This outstanding amount shall be a part of credit limit.
-.At no given time the total credit exposure (including the value of post dated cheque) against BP shall exceed 50% of the invoice value to him in preceding 90 days. In case the business partner has already utilized the credit limit agreed for him, the supplies will be made against cash payment only.
-.If any payment is received from BP in less than 45 days, he shall be entitled for credit note @ 1.5% per month.
CAN ANYBODY HELP ME TO MAP THE SCENARIO IN SAP ON THE SAME.
Rgds

Hi,
For credit period of 45 days. configure payment terms.
SAP does not have a solution for post dated cheques. However you can use F-49 - Noted Items for post dated cheques.At the end of due date, use F-28 - incoming payments.
For Credit Limit, Configure Credit Management,Refer to this website.
http://www.sap-img.com/sap-sd/credit-management.htm
In case of cash payment, you can use F-28 or F110, you have to use cash GL Account.
Please let me know if you need more information.
Assign points if useful.
Regards
Sridhar M

Letter of credit and credit Mgmt

hi experts i am working on this issue please through some light on this please,i am creating LC and when i create sales order i am using this LC document in billing tab financial documents,here my requirement is when customer have LC sales order or delivery should not block for the credit check.How it can be done please let me know.Thanks alot.

A Third party solution provider named Collabera,formerly IVL india Private Limited Trivandrum,
has an addon module for SAP like OptiSuite - Exports,imports,excise,forms etc , handlying Letter of credit seperately.
Check with the google for more details..
Cheers,
Edited by: Mukundan Ramanathan on Feb 10, 2009 7:22 AM

How can I include a Credit Mgmt Case Folder URL in a workflow notification?

I have a requirement to add a URL to a workflow notification, which is easy enough. The issue I am having is that I am not able to create a URL that successfully opens the Credit Management Case Folder that is specified in the worflow notification.
I am only able to get the URL to launch the following successfully: http://<ce:0000>/OA_HTML/RF.jsp?function_id=16351&resp_id=23916&resp_appl_id=222&security_group_id=0&lang_code=US
Has anyone else solved this issue? Any help would be appreciated.

We are using eBusiness Suite 11.5.10.2, 10g database
I created a woflow attribute of type URL.
Name: Case Folder Link
Frame Target: New Window
Value: http://<instance>/OA_HTML/RF.jsp?function_id=16351&resp_id=23916&resp_appl_id=222&security_group_id=0&lang_code=US
I then added the following line to add the URL attribute to the HTML message body.
Case Folder Link : &CASE_FOLDER_LINK
When using the link above I don't get any error message. However when I try to change the URL to a specific case folder URL (Note this URL should change depending on the Case Folder # provided in the notification message.):
http://<instance>/OA_HTML/OA.jsp?_rc=ARCMANALYSISDATACRDSUMMARYPAGE&_ri=222&retainAM=Y&cmSubRegion=PARTYREGION&cmPartyId=%7B!!k5vkXUpUCWxLhSZj.uqBHQ%7D&cmCustAccountId=%7B!!lBrDTc7.B3E6QA-16tJNIw%7D&cmSiteUseId=%7B!!7jcW1qvgKOeEFCpFYCanSA%7D&OAHP=ARCMMENUAPPLICATION&OASF=ARCMANALYSISDATACRDSUMMARY&_ti=1687529995&oapc=9&oas=GiXPV8nU9RQ6Ej53zIESsw..
The error I receive is:
Error: You are trying to access a page that is no longer active. - The referring page may have come from a previous session. Please select Home to proceed.

Credit mgmt

HI,
In a business having 3--division & 3 different plant.If one customer purchse goods from all 3 division,then how credit limit can be maintain each division wise..
Please give me the solution.
Thanks,
RAj
Edited by: RAJt099 on Sep 19, 2009 7:34 AM

Dear Raj,
The credit can be given division wise.But you have mentioned plant also.I am not able to understand your requirement correctly.If I have understood it correctly then the credit limit has to be given division wise only and it has no relation with plant, then it can be given in the following way.
a) Assuming that there are 3 divisions 10,20 and 30, define 3 credit control area 1000.2000 and 3000
b) In OVFL, make sure you assign the sales area of exclusive of division 10 to cr.control area 1000,sales area of exclusive of division 20 to cr.control area 2000 and sales area of exclusive of division 30 to cr.control area 3000 so that when you give the credit limit in FD32 for a credit control area it is for a particular division only.Thereby, you can restrict.
Regards,
Nithin.

Credit Mgmt Report Needed -Urgent

Hi,
I need this report urgently, can anyone help me out in the same :-
Fields Of The Report
a) Sr. No.
b) Business Area
c) Sales Representative
d) Customer Code
e) Customer Name
f) Sale Order Number
g) Qty
h) Delivery No.
i) Invoice No.
j) Invoice Amount
k) Reason For Credit Check Release.
If any query has to be run, could u pls tell me how to do the same.
Regrds,
Binayak

Hello
A query may have some limitations. Data inconsistency / transport issues and so on. Definitely as a workaround solution you could try to prepare a query. Take the ABAPper help.
As a long term solution, develop a new Z report. There could available standard reports, which can be copied and modified easily.
Suresh

SD Credit Mgmt: RVKRED06 Function

Program RVKRED06 was executed in the background (Check blocked credit documents).
The Overall status of credit checks (VBUK-CMGST) was changed in a standard order from 'B' (Credit check was executed, document not OK) to 'A' (Credit check was executed, document OK). In the order display, Credit status is now u2018Approvedu2019 and Overall blkd status is now u2018Not blockedu2019. This looks like the orderu2019s credit check was released.
However, no entry for this order was created in table VEPVG (Delivery Due Index).
What is the actual function of RVKRED06?
A background job, SAPMV50S (delivery create program), was executed after this to create the delivery. Since no entry was created for the order in VEPVG, no delivery was created.
Transaction VKM3 (transaction to release credit check at the sales order level) was then used on a similar order where the Overall status of credit checks (VBUK-CMGST) is 'B'. This transaction changed the status to u2018Du2019 (Document released by credit representative) and an entry for the order was created in table VEPVG.
I researched on RVKRED06 to look for possible program error but did not find any.
I looked at the code for VKM3 (program RVKRED04) and it calls function module u2018SD_ORDER_CREDIT_RELEASEu2019 while RVKRED06 does not.
I also created a sales order which passed the credit checks to compare results. Order created has Overall status of credit checks (VBUK-CMGST) of u2018A' and an entry for the order was created in table VEPVG.
Thanks.

In the process of checking documents blocked for credit reasons, it looks like it released the credit check of the order, that is, the Overall status of credit checks (VBUK-CMGST) was updated from 'B' to 'A'.
Is this part of the function of RVKRED06? If that is the case, then probably there is a program error because it does not create an entry for the order in table VEPVG?

HT4623 i just purchaged brand new i pad mini ios7 retina+cellular very exited ,, for start setup credit card required ????

i pad mini retina+cellular

How to Get Apps From the App Store Without a Credit Card
http://ipadhelp.com/ipad-help/how-to-get-free-apps-from-the-app-store-without-a- credit-card/
Creating an iTunes Store, App Store, iBookstore, and Mac App Store account without a credit card
http://support.apple.com/kb/ht2534
Why can’t I select None when I edit my payment information?
http://support.apple.com/kb/ts5366
If None is not available - On your computer launch iTunes and click “iTunes Store” in the left navigation pane. Click the “down arrow” next to your name at the top right side of the page and click “Account.” Enter your username and password and click “View Account” to log into your account information. Next to your Payment Type, click “Edit.” Select the “None” button and click “Done.” Confirm that your card has been removed by returning to the Apple account information screen. Under Payment Type, it should say that there is no credit card on file.
iTunes Store: Changing your payment information
http://support.apple.com/kb/HT1918
iTunes Store Accepted Forms of Payment
http://support.apple.com/kb/HT5552
 Cheers, Tom

Update groups in Credit Mgmt

Hello Gurus,
Could ou please tell me the exact usage of Update groups in Credit management.
Points wud berewarded grnerously for apt answers.
Pavan

dear pavan
1) Update group 000012:
If we assign this update group for credit control area then the documents are updated like below:
a) Sales orders: it increases open order value from delivery relevant schedule lines.
b) Delivery document: it reduces open order values and increases open delivery value
c) Billing documents: it reduces open delivery value and increases open billing document value.
d) Financial accounting document: it reduces open billing document value and increases open items.
2) Update group 000015:
a) Delivery document: it increases open delivery value and in increases open billing document value.
b) Financial accounting document: it reduces open billing document value and increases open items.
3) Update group 000018:
a) Sales orders: it increases open delivery value
b) Billing document: it reduces open delivery value and increases open billing document value
c) Financial accounting document: reduces open billing document value and increases open items
If system unable to update the document with specified update group then it will go to next possible update group.
Ex: if we assign update group 000012, which is in delivery document reduces open order value and increases open delivery value. If in the sales order some items are not relevant for delivery then system automatically determines update group 000018
rewards pls
siva

Credit Mgmt at POS

Hi,
I want to perform credit check of customer at POS . Sales will happen at POS , and if the credit limit exceeds the Limit Assigned an error message to be shown.
I know how it can be done in normal Order to Cash process , but how do i assign it in POS level.
REgards

the solution depends on your POS system landscape. is it SAP POS or 3rd party POS?
if it's 3rd party POS and,
if your POS is offline, then you must send the data related to credit limit to POS. if it's online, then you can check the credit limit by calling a BAPI from POS.
finally, it's necessary to have your POS vendor develop the popup message.

Credit Mgmt Requirement

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