Credit Note to be adjusted against sales order value

Hi Experts,
The scenario is as follows:
a. Customer is having credit note(balance) in SAP CRM
b. In subsequent order the credit note value to be adjusted against the order value
c. Customer is advance payment only
d. The sales order value to be calculated after deducting the credit note for order for payment

Hi Mukesh,
I think you want to adjust the value of the sales order based on the credit note issued to the customer or advance payment. The credit note will result in a AR posting and hence should not be used for adjusting the sale order value. That adjustment will happen in AR anyway.
The advance payment can be stored in a condition of the sales order and can be used for adjusting the sales order value basically to reduce the AR. You will have to manipulations in pricing to get the right AR, Revenue and Advance payment postings.
Let me know if you want more details as I am not 100% clear about your issue.
Thanks
Ashish

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Letter of Credit not copying from Quotation to Sales order

Hello,
I have attached a LC to a Quotation. When i am making an order with reference to the Quotation, the LC is not copying from Quotation to the Sales order. Kindly help.
Regards,
Shahzad

Hi,
Did you want to say that you have maintain some text in quotation and that text is not copying to the sales order some thing like that?
So I suggest you to check your setting by going to the following Tcodes.
VOTXN over there you can define the text types.
And you have to assign you text determination procedure to the order also.
If you want that text to be copied to the billing also then assign the procedure to the billing doc.
If you have assigned properly your procedure then it will copy the document.
Regards
Raj.

Open Sales Order values not getting updated after run RVKRED77 & RVKRED88

Hiiii,
In Production Server. We run the reports RVKRED77 & RVKRED88. Credit info structure and and Open Sales Order values not getting updated. In FD32, Status - Sales value it showing '0". At the time of creating Sales Order Dynamic Credit check not happening coz of Tables S066 not updating. Please provide me Solution.
Best Regards,
Sridhar . P

Dear Heagal,
I followed your suggestions and implemented in the Development and moved the changes in to Quality Server. I tested it thoroughly by creating New Customer and maintained Credit Limit. I come to know that Problem is in all Servers. I made 3 changes.
1. In Pricing Procedure Sub Total A it was not maintained against Net value. I placed it.
2. Removed Credit groups for Delivery Type.
3. In OVA8 i maintained Max. Doc Value :99,999,999.00 before it was with 1.00
I checked the OMO1 Settings it was Asynchronous. As SAP Notes Suggesting to use Synchronous but here it's a client setting. So, It's Can't possible to change. Changes will affect other Company Codes.
Tested both in DVP and QTY Dynamic Credit Check is working Perfectly and Status in FD33 Sales Value field getting update.
If i move these changes in to Production, Will i need to run the reports again or not? How it will affect on Old Cusomer Billing and Credit Limit data. For few of the Customers the Credit Limit data it was exceeded. Please provide me advice. The issue need to be Solved immediately.
Best Regards,
Sridhar

Sales Order value updating in the Internal Order Revenue Planning

Dear All,
We have created an Internal Order and entered the planned value of the Revenue & Costs.When we create the Sales Order ,the Planned Revenue value of the Internal Order is updating by the Sales Order Value,but as per the client requirement ,the planned value of the Internal Order should not get updated by the sales order value.
Please note that we have activated the CO-PA.Is this CO-PA activation is affecting the Internal Order planned values by the Sales Order value?.If so how to come from this issue.
Please help me as how to resolve this issue.
Regards
Subbu

Hi,
Thanks for giving the appropriate SAP Note and I have referred the said note,but in note the SAP has said that
"The attached modification deactivates the update for the order for all order categories (CO internal order, PM order, CS order)."
In our scenario we need to update the planned vales in the CO Internal Order ,PM Order and CS Order except the Sales Order value.Is there any other alternative solution without affecting the CO Internal Order,PM order and CS Order?
Please share as we are in the process of testing.
Thanks
Subbu

Letter of Credit value is not updated against Sales Order

Hi SAP Gurus,
I have created LC in VX11N. When I am assigning the LC in the item level while creating the sale order, in the LC master, the open value is still remaining the same. It is not getting adjusted against the sale order value.
For Ex: Against Rs. 1 lakh of LC of the Customer, we create a Sale Order of Total Value Rs.80,000/-. Then the remaining balance of Rs.20,000/- is not getting upadted in the Open Value field in the LC Master.
Also, in the sale order LC screen part, the tab Ret. beside pmt. guarantee form is remaining at 0%. It is not getting edited.
Plz suggest is this a configuration issue or SAP Standard doesn't support LC fully.
Regards
Subrat

Hi SAP Gurus, I am also facing the same problem of open value of Letter of crdit not getting updated. Kindly solve this. It is very urgent.
Regards,
Anant Saraogi

Repeat credit check does not happen for already released sales orders when CMGST =D, for the second time using FM SD_ORDER_CREDIT_CHECK

Hi,
I have written a routine which will call the FM SD_ORDER_CREDIT_CHECK whenever there is a rejection and again unrejection of a same sales order, we are only concerned about already credit released sales orders, the scenario is as follow
1). Sales order created in the system --> Credit check --> Credit blocked
2). Release credit block manually CMGST =D
3). Reject sales order then unreject the same
4) Routine will determine rejection and unrejection of the order while saving and will call the FM SD_ORDER_CREDIT_CHECK
5) The order is credit checked and blocked if necessary
All goes well till this point
but when the same sales order is rejeceted and unrejected multiple times either partially/ fully then the Custom routine calls the FM for credit check but the FM fails to put the order back on credit hold
in short the FM works only for the first time incase of mutiple rejection and unrejection of teh same sales order then the FM SD_ORDER_CREDIT_CHECK fails to put the order back on credit hold from the second time onwards
if some one any idea of the behavior of this FM please share your thoughts and inputs . thanks !!

Issue resolved
The Standard FM “SD_ORDER_CREDIT _CHECK” uses the field “Release date of the document determined by credit management VBAK – CMFRE”
For any sales order that is manually credit released in a single day, Only one credit check is triggered (per day) if there is any change in the sales order and then the order goes back to credit hold and if again the order is manually credit released for the second time in a single day there will be no credit check (still the order will pass into FM but the update entry in the internal table will be blank)this is a standard functionality
Process of rejection and unrejection :
Blocked order -->released-->blocked again (first time after manual release same day) unrejected (same day) -->but no credit check (all this in a single day)
note : OVA8 - released document still unchecked = 0 Days , Deviation %= blank

Not Updating Open Sales Orders Value for CreditManagement

Hi Frendz,
This is the first time am implementing creditmanagement in my system tested simple credit limit check working fine.
Now testing Static and Dynamic(Automatic) it also working fine but Its not caliculating open sales orders value either static or dynamic while Creating s.o, settings made clicked on open s.o, i have already created sales orders value of 10th.
EX:- customer balance is 2lacs, credit limit is 1lac while creating s.o it always showing balance 1lac only(Instead of 1lac10th) with open sales order value is 10th.
Let me know Where i have missd settings.
Hari Prasad

hello,
it is maintained against the cr control area in ent structure.
one needs to change there.
r u in prd system or development?
becoz if prd, then this change will effect a lot of ongoing docs.
rgs,
AK

Open Sale Order Value (FD33) not getting diminished even after closing SO?

Hi,
Upon Executing FD33 and clicking the status view for a Customer say XYZ , and then choosing EXTRAS-Open Sale Order . Say the value of open sale orders being shown is 75000. Even after closing the open sale orders (By Selecting VA05 and Putting reason for Rejection), and then also the Open Sales Order value is not getting diminished.
What could be the reason ?
Pls help.
Regrds,
Binayak

Hi Binayak,
As mentioned by you, running of Credit re-org program 'RVKRED77' is the only solution for this problem and it is known problem in SAP.
Some precautions
1. Always run the program in background by scheduling a job.
2. The idle time is around midnight when no user is working on SAP.
3. Some time the job fails as some other program may be updating same tables as this program. In such cases re-schedule the job at different time.
4. You may run the program 'RVKRED88' which will simulate without actual updation of credit values.
Hope this clarifies..
Regards,
Madhu.

Rajesh/Sadhu/RobertoUrgent :- Open Sale Order Value not getting Reduced?

Hi,
   Upon Executing FD33 and clicking the status view for a Customer say XYZ , and then choosing EXTRAS-Open Sale Order . Say the value of open sale orders being shown is 75000. Even after closing the open sale orders (By Selecting VA05 and Putting reason for Rejection), and then also the Open Sales Order value is not getting diminished.
   What could be the reason ?
   Pls help.
Regrds,
Binayak
Message was edited by:
        Binayak Ghosh
Message was edited by:
        Binayak Ghosh

Hi Binayak,
As mentioned by you, running of Credit re-org program 'RVKRED77' is the only solution for this problem and it is known problem in SAP.
Some precautions
1. Always run the program in background by scheduling a job.
2. The idle time is around midnight when no user is working on SAP.
3. Some time the job fails as some other program may be updating same tables as this program. In such cases re-schedule the job at different time.
4. You may run the program 'RVKRED88' which will simulate without actual updation of credit values.
Hope this clarifies..
Regards,
Madhu.

Open sales orders value not updating currectly in sales value of CM

Hi SAP experts,
I have an issue some of customers credit exposure value showing worng value.We are using static credit limit check.
customers credit limit RM20000,
open sales order valueRM6,073.77
open delivery=0
open billing =0
open items(recievables)=3,464.39
Credit exposure =9,538.16.
But i have checked in VA05 its showing 13,001.10 value, i have checked all areas didnt get any solution.
I have run the reports RVKRED09 and RVKRED77 , RVKRED88 also no updates in the credit management.
is there any other areas i need to check, advise me.
Regards,
Nooka

The only thing you really need to check is RVKRED88.
It is not the correct procedure to compare the open sales order value with the sum net value of VA05.
In VA05 open documents are displayed indifferent whether they are already part-delivered or not. That's why the open values from the VA05 are not directly comparable with the values in RVKRED77.
As described in OSS note 716141; reports RVKRED88/77 shows the correct value which should be in your system.
If you need to know more let me know.
Thanks,
Gerard

Manual Creation of PO against Against Sales Order AAC - M

Dear Gurus ,
I am facing issue that , as in MTO scenario some of the components in my BOM material is not fixed and they can be known after some time like labels of finish goods , now i want to create Manual PO with reference to sale order AAC is M , but i found that when MRP is creating purchase requisition , G/L account in acc. ***. tab is stock G/L , but when i am creating manual PO it is taking G/L from GBB Acct modification VKA (account as in acc. assignment cat. is M.)
But I want it should take G/L from BSX as it is taking in case of MRP generated PR against same sales order.
Thanks & Regards,
Akshay

Dear Sir ,
As here we are taking valuated stock against sale order , we are using account assignment category M and requirement class with valuation M and account assignment category M , as per bellow link.......
Valuated Sales Order Stock Configuration - ERP Financials - SCN Wiki
now i am facing problem , when MRP is creating purchase requisition , G/L account in acc. assignmrnt. tab is stock G/L from BSX which is right , but when i am creating manual PO with respect to same sales order , it is taking G/L from GBB Acct modification VKA (account as in acc. assignment cat. is M.)
But I want it should take G/L from BSX because stock is valuated stock.
Thanks & Regards,
Akshay

Payment Guarantee Procedure not appearing automatically in the sales order

Hi All,
I have configured the risk management following all the steps as below but somehow the payment guarantee procedure does not auto appear in my sales order.
Step 1: Financial Document Type
Step 2: Field Controls in Fin Doc Type
Step 3: Financial Document Control
Step 4: Maintain Forms of Payment Guarantee
Step 5: Define & Assign Payment Guarantee Procedure
Step 6: Customer Payment Guarantee Procedure
Step 7: Assign Doc Procedures to Order Types
Step 8: Payment Guar.Procedure Determination
Kindly advise if I have missed out any steps

Hi,
please check
1 . Define Payment Guarantee Schema Determination
2 . Activation of credit for item category
With regards,
Mrinal

Open sales order value for credit check need to be changed (S066)

Hi all,
I need to change open sales order value which is already there in S066 table.
Previously we had used open order value for credit check. Open order values are already updated in the S066 table.
Now we dont want to consider open order value for credit check (which is already included in the credit exposure field in FD32).
When we create sales order system is taking old open order value for credit. Now i have changed not to update open order value for credit check. Now its not updating open order value. But my issue is how to change existing or (previous) open order value for credit?
Can i change S066 table data directly to '0'. Is it advisable to chage open order value directly from this table?
Please advise me.
Regards,
Babu
Edited by: babs on May 19, 2010 4:26 PM

Hi Babs,
If you doesn't want to reflect the open order value in the structure for this order value ,If the order is not processed kindly delete the line items and the order. Then save the document. Then try to see the structure S066.. This will be modified.
If you want to modify the value then follow the below process.
Otherwise delete the line item in the order and change the pricing date and the document date. Re enter the line item again so that it will take it up the new changes.
I hope it will help.
Regards,
SK

How to Avoid Open Sales Order Value from Credit Check

Hello Everyone,
We have a problem with Credit Management, When my user run the execute credit master sheet, system is considering open sales order value under Credit limit used. My user do not want consider open sales order value, they want only Open delivery and Open Billing value need to appear in Credit limit used.
Is it possible to avoid open sales order values, if yes what setting i need to do....please help me.
Thanks
Sudheer

Sudheer,
You need to check the update rule given in the definition of the Credit control Area which you are using for credit management. If you want only the open deliveries then you need to have update rule 15 in the credit control area.
In the credit controal settings, you need to have settings for the credit check at the delivery level.
Hope this will solve your issue.
Regards,
Chetan
Edited by: Chetan Gupte on Jul 15, 2010 8:56 PM

Where is Open Sales Order Value coming in Credit Master sheet?

We have a customer whose credit exposure is below credit limit. I'm in Customer Credit Management overview screen and I ran Credit Master sheet report (for this CMR) under Environment -> Reporting -> Credit Master Sheet.
I see value in Receivables and Open Sales Order Value which sums up to Credit Exposure Value. I'm wondering which sales orders are considered to calculate open sales order value?
I ran different order reports like VA05 and some custom reports available, but I could not find a direct report that matches the open sales order value.
I manually compared Open Sales orders based on Horizon date, the value that I'm arriving is kind of close of Open Sales Order Value in Credit master sheet report.
Update rule used is 000012 in automatic credit control screen.
Please let me know if there is an easiest way to find data behind Open Sales Order Value in Credit master sheet report.
Appreciate any help!

. I'm wondering which sales orders are considered to calculate open sales order value?
Those customer orders which are relevant for credit limit. Please let me know if you are talking about something different?
I ran different order reports like VA05 and some custom reports available, but I could not find a direct report that matches the open sales order value
.You can not compare the VA05 open sales order report with FD32 open sales order report.
You can find out the open order values of Credit manangement(FD32) in S066 table.
Please let me know if there is an easiest way to find data behind Open Sales Order Value in Credit master sheet report.
For open sales order you can find out in S066 table and sales values in KNKK table

Credit Note to be adjusted against sales order value

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