Credit mgmt- Update groups

Hi Gurus,
What is the exact use of update groups ie 000012, 000015 & 000018.
Any table updation takes while creating credit management.
We also assign 000012 update group to autmatic credit control setting.
regards
rakesh

hello, friend.
update group 000012 - open order value on time axis, delivery doc value, billing doc value
- when you create sales order, this increases order value (with sked lines relevant to delivery) in credit exposure
- creation of delivery doc decreases order value while increasing delivery doc value
- createion of billing doc decreases delivery order value while increasing billing value
- release to accounting decreases billing value and increasing FI open items
update group 000015 - open delivery and billing doc value
- like above except update is done not at sales order level but on delivery and billing docs
update group 000018 - open delivery value for sales order, billing doc value
- creation of sales order increases delivery doc value
- creation of billing reduces delivery doc value, increases billing doc value
- creation of accounting doc decreases billing value and increases FI open items
i observe that in most projects where sales transactions are delivery relevant and billing are delivery related, update 000012 is indeed used. i also noticed that orders blocked for credit do not update credit exposure.
in cases where the client wanted sales orders blocked for credit to update exposure, update 000018 was used.
hoped this helped.
regards.

Similar Messages

Credit control update group

Hi All,
Each automatic credit control must be assigned an update group.
The system allows for no update, as well as update groups 000012, 000015 and 000018.
What these update group does and please give me details of update group 000012.
Regards
Nidhi

Dear Nidhi,
Update group 000012
This is the stadard updategroup.
If you create an order you will get open values in S066. Afterwards you create the delivery, the open order values in S066 will be reduced and you get open delivery values in S067. Afterwards you create the billing document, the open delivery values will be reduced and the open billing values will be created in S067.
If you post the billing document to FI, the open
Update group 000015
No posting to open order values. The order is placed after the delivery is created.
Delivery u2013 increases open delivery value
Invoice u2013 reduces open delivery value and increases open invoice value
Acc. Doc. u2013 reduces open invoice value and increases open items
Used for orders without schedule lines u2013 service items or orders with schedule lines that are not relevant for delivery.
Update group 000018
No posting to open order values, only open delivery values (table S067) are updated
Sales order u2013 increases open delivery value
Invoice u2013 reduces open delivery value and increases open invoice value
Acc. Doc. u2013 reduces open invoice value and increases open items (accounts receivable)
This update group will be always used by order items which are billed order-related (VBAP-FKREL = B for example).
S066 Open orders: credit management table u2013 based on the confirmed quantities on the schedule lines times the credit price. Time period controllable via horizon. (Update report RMCSS066)
S067 Open deliveries/billing documnets u2013 uninvoiced deliveries and open billing documnets (not passed to accounting). Open orders can directly update the S067 (Update report RMCSS067)
Updating from S066 and S067 is hard coded and is not controlled by normal information structure !
I hope that the information are helpful
regards
Claudia

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

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

Creating the New Update groups in case of the Credit Management

Hi Can any one help out in the following requirement:
Is it possible to Create a new update group in case of the Credit Management?SAP standard provides only three update groups viz., 000012, 000015 and 000018. We would like to have a customized group in order to meet the clients requirements.
          Also is it possible to update the open contracts value in the credit exposure?
   Thanks & Regards
   Soma

HI
You can define your own credit groups according to your client's requirement.
here is the path....
IMG > SPRO>SALES AND DISTRIBUTION --> BASIC FUNCTIONS -->
CREDIT MANAGEMNT / RISK MANAGEMENT --> CREDIT MANAGEMENT
--> DEFINE CREDIT GROUPS --> NEW ENTRIES AND CREATE YOUR OWN
CREDIT GROUPS AS UR UR REQUIREMENTS.
hope this will help u ...
bye

Update group in credit management

Hi friends , can anybody please tell me what is the use of update group in credit management.
regards
shyam

Hi S Sundhar
Credit update groups are based worked on opend documents for example of
000012 is the consider to the credit check to open sales orders,deliveries,billings,and F/I documents consider.
000015 is the consider only open deliveries and FAdocuments.
000018 is the consider open sales orders,open billings and FA documents only
this are diff to update groups
Thanks
Rajendra

Update groups in credit management

HI SAP Experts,
can any body explain the functionality of update groups in credit management. can we create customize it
apart from standard one. in normal implementation what update group is used extensively ? why?
yours,
Mahesh.

Update Group
The credit update controls when the values of open sales orders, deliveries, and billing documents are updated. The open order value is only updated for schedule lines that are relevant for delivery.
Update group 000012
When a Sales order is created, system increases open order value from delivery-relevant schedule lines. S066-OEIKW (S066 information structure, OEIKW- Open sales order credit value (schedule lines) ) goes up.
When order is delivered, system reduces open order value from delivery-relevant schedule lines and increases open delivery value. S066-OEIKW decreases and S067-OLIKW (Open delivery credit value) increases
When delivery document is billed system reduces open delivery value and increases open billing document value. S067-OLIKW decreases and S067-OFAKW (Open billing document credit value) increases
When billing document is released for financial accounting, system reduces open billing document value and Increases open items (S067-OFAKW decreases)
In Brief when order is created, value of S066 information structure is increased by the open order value. When order is delivered, value of S066 information structure gets decreased decreasing the open order value and value of S067 information structure gets increased increasing the open delivery value. When delivery is invoiced, value of open delivery gets decreased and value of open billing documents gets increased again S067 information structure gets affected. When billing documents are released for accounting value of open invoices gets decreased and value of open items gets increased. S067 information structure value gets decreased.
Update group 000015
When delivery is created, system increases open delivery value and open billing document value
When billing document is released for financial accounting system reduces open billing document value and increases open items.
Update group 000015 does not use open sales order value, but uses only open delivery, open invoice and accounts receivable. 000015 will be used with customers who orders high value sales orders over a long time frame in the future. You donu2019t wish to stop them placing orders, even though you wonu2019t deliver anytime soon, so you only check your companies risk that is u2013 the open delivery, billing and open items value. The open sales order value is not checked, as these orders could be cancelled or by the time. At delivery these become values we need to check.
Update group 000018
If sales order is not relevant for delivery system determines Update group 000018. This update group will be always used by order items which are billed order-related (VBAP-FKREL = B for example).
When sales order is created S067-OLIKW goes up.
When invoice is created S067-OFAKW goes up, S067-OLIKW goes down
When account posting is done u2013> S067-OFAKW goes down and A/R goes up.
When sales order is created system increases open delivery value
When billing document is created for the order, open delivery value decreases and open billing documents value increases.
When billing documents are posted for accounting open billing documents value decreases and accounts receivables increases.
Note
If a document cannot be processed with the update group we specify, the system determines the next possible update it can carry out. For example, if we select Update group 000012 which, at delivery, reduces the open order value and increases the open delivery value. Assume that one item in the order is not relevant for delivery. In this case, the system automatically determines Update group 000018 for this item. Update group 000018 increases the open delivery value for the order item. The system uses the confirmed quantity of delivery-relevant schedule lines to update the order value.

About update group in credit management

can any one help of what is the exact work of update group what type of advanatage we get wwhile using update group for ex: 000012,000015,000018.
it is given that for 000012 sales order: increases openitems for orders for delivery relevant schedule lines.
how the system increases the open items for sales orders under update group 000012

Hi
Update groups are used, in order to group different key figures from (e.g) SD module to the structures in Logistics Information System.
What happens is when ever an event take place, e.g billing document raised, it can be customized to populate the LIS Structure (kind of a data warehouse) with key data you are looking for to report and evaluate. This update can be made either immediately or periodically.
The credit relevant data is updated into an information structure, where it is accessed andupdated. Thus each automatic credit control must be assigned an update group. The system allowsfor no update, and update group 000012, 000015 and 000018.
The difference between the three update groups is as follows:
Update group 000012
Sales order: Increases the open order value from delivery-relevant schedule lines
Delivery: Reduces the open order value from delivery-relevant schedule lines and increases the open delivery value
Billing document: Reduces the open delivery value and increases the open billing document value
Financial accounting document: Reduces the open billing document value and increases open items
Update group 000015
Delivery: Increases the open delivery value and increases the open billing document value
Financial accounting document: Reduces the open billing document value and increases open items
Update group 000018
Sales order: Increases the open delivery value
Billing document: Reduces the open delivery value and increases the open billing document value
Financial accounting document: Reduces the open billing document value and increases open items
The decision on which update group to use is based upon the business requirements; however,
update group 000012 is thorough and used in most businesses.

Update group change in credit management

Dear All
We had earlier update group '00012' for the credit management. Now we want to change the update group to '00015' . We have changed so , it is working fine , but the earlier credit exposure was based on update group '00012' , hence sales value is open sales order value . Now while applying group '00015' , it should consider only open deliveries
After changing , we have also executed f.28 to re-organise the credit limit, still the credit exposure is not getting updated.
Kindly suggest any remedy.
Regard
AVS

Tyr execute the prgram - RVKRED77 and check once.

Update group in automatic credit control

Hi Everybody,
Can anyone explain me the meaning of update group in automatic credit control screen OVA8.
Do we have to set this update or it happens when we start usinng?
Regards,
raghu

Hi,
More info on this ,
Credit update for open order/delivery/billing document value
The credit update controls when the values of open sales orders, deliveries, and billing documents are updated.
Note
The open order value is only updated for schedule lines that are relevant for delivery.
Use
You can specify the following update groups for updating credit-related statistics:
Update group 000012
Sales order
Increases open order value from delivery-relevant schedule lines
Delivery
Reduces open order value from delivery-relevant schedule lines
Increases open delivery value
Billing document
Reduces open delivery value
Increases open billing document value
Financial accounting document
Reduces open billing document value
Increases open items
Update group 000015
Delivery
Increases open delivery value
Increases open billing document value
Financial accounting document
Reduces open billing document value
Increases open items
Update group 000018
Sales order
Increases open delivery value
Billing document
Reduces open delivery value
Increases open billing document value
Financial accounting document
Reduces open billing document value
Increases open items
Note
If a document cannot be processed with the update group you specify, the system determines the next possible update it can carry out. For example, you select Update group 000012 which, at delivery, reduces the open order value and increases the open delivery value. Assume that one item in the order is not relevant for delivery. In this case, the system automatically determines Update group 000018 for this item. Update group 000018 increases the open delivery value for the order item. The system uses the confirmed quantity of delivery-relevant schedule lines to update the order value.
Hope it adds. Pl reward if helpful.
Thanks & Regards
Sadhu Kishore

Update group in credit mg.-urgent

Hi folks,
where do we assigne Update group in credit management to automatic credit control.
is there any Tc. for it.
sourav

>
sourav bhaumik wrote:
> Hi folks,
>
>
> where do we assigne Update group in credit management to automatic credit control.
>
>
> is there any Tc. for it.
>
>
> sourav
HI Sourav,
You an goto Sales & Distribution->Basic functions->Credit Management/Risk Management->Credit Management->Define Automatic Credit Control
Inside that choose your Credit control area and go inside the details.
There you can define the Update group at the top right.
Otherwise you can use TCode OVA8 for the same.
Reward if helpful
Regards
Abhishek

Credit update group

Hi experts ,
Can we assign two different credit update groups to the same cr.control area. we have a requirement where it is supposed to take in all the values (orderdeliverybill) in the credit check at the sales order level.
but at the same time we also require a credit check at delivery level where the credit check must take into account only
(deliver +billing) value. excluding order value.
by the way can we achieve this by using credit segent, if not then what is the purpose of credit segment.
will highly appreciate your advice
Thanks

>
sourav bhaumik wrote:
> Hi folks,
>
>
> where do we assigne Update group in credit management to automatic credit control.
>
>
> is there any Tc. for it.
>
>
> sourav
HI Sourav,
You an goto Sales & Distribution->Basic functions->Credit Management/Risk Management->Credit Management->Define Automatic Credit Control
Inside that choose your Credit control area and go inside the details.
There you can define the Update group at the top right.
Otherwise you can use TCode OVA8 for the same.
Reward if helpful
Regards
Abhishek

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

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

Update Group - Business scenario's

Hi All,
I would like to know in which scenario, we will be using Update Group 15 and 18. I know the parameters on which these update group works, but was unable to understand in which scenario we need to use.
Can any one pls explain the scnario's or industries which will be using these update groups.
Thanx and regards
Vamsi Javaji

Hi,
These update group can be used for one credit control area wise-
you can have more than one credit control area for company code-
eg: instead of maintaining company code wise you can maintain credit control area - sales area wise.
as we know update group cant change in customer credit master & it can be changed only at the time creation of cr control area.
eg: you have 1000 customers - out of this prospective/priority customers.
generally, with the update group - u can control whether system should take only open orders & open deliveries into consideration-& open del -open items has to be ignored,then you un-check the tick boxes in OVA8 for "open order & open delivery"-
this is only for specific cusotmer.
But for large no-of customers its bit difficult to follow ( as they might fall into diff risk cat-)
in this case, instead maintain setting in OVA8-better to use the update group - in cr control area.
still it has many implications before following this- need to have elaborate discussion with FI dept before proceeding.
experts: plz lets have any more ideas- n let me know if u found anything not correct in above

Credit mgmt- Update groups

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