Credit period based credit block

Hello Experts,
In one of our client's requirement, the client requires a credit block if the period exceeds 90 days and this is to be configured for one sales area and account group. In short- sales areacredit periodaccount group=credit block. what can be done to this?what're the settings for the same?
Kindly revert its urgent
Regards,
N.Raja Sekhar.
Edited by: RAJA SEKHAR N on Sep 4, 2008 2:05 PM

Hello Raja,
I believe this topic is discussed earlier in this forum.
Go to T-Code OVA8 & make the following settings:
Put a Tick mark in Oldest Open Item & set Reaction as B or D. Also put tick mark in Status/Block.
Mention "0" or "1" in Days oldestItem.
This will make sure that if there is any Open Item in Customer Account, system will block creation of new Orders.
You can also use "Max.open.item %" feild as per your requirement.
Thanks,
Jignesh Mehta

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Credit Block Release for 24 Hours

Dear SD Experts,
Our Customer requirement is like this:
"Automatic Blocking of customers based on the Credit Limit and Manual Release for a limited period of desired customers". The limited period may be 24 Hours which means if we release a particular customer, then the smae should be automatically blocked again after 24 hours. By doing this, Customer want to control both the credit situation as well as inventory situation.
Is there any way to address this.
I proposed them to have Automatic Credit Block for that Sales order and Change the Sales order line item status so that the MRP Requirement will get cancelled automatically. After 24 Hours, if they want to release the Customer, then release the Sales order block(Credit Block) and also change the Sales order line item status(So that it will trigger MRP). But the Customer is not happy.
I have not faced this type of issue..
Share your valuable suggestions and correct me if my approach is wrong.
Best Regards
Khushi.R

Hi Khushi,
These kind of sollutions can be handled with some advaced technology like CRM, for that you have to implement CRM module and CRM module consultant will handle very effectively.
Kindly do not allow your client to have much developments in SD as it will be main cause for system crash.
Regards,
sahil K

To release the sales order credit block by Customer Group

Hi,
1. I want to release the sales order credit block based on the Customer Group.
Normally we release the credit block using the t.code VKM3.
2. When i am maintaining the credit using the FD32, under the status screen of Credit control area Tab, the field "Credit Horizon Date", when i am creating the credit limit on 17/05/08, the system will take this field by default ie 16/07/08. I have maintained as 12 months in horizon ie OVA8.
If any one could let me know, how the system is taking this date.
Regards
Ravishankar M

Hi Ravi
Sap default horizon time is 2 month,thats why systym is taking two months time,so if you want to change this as 12 month you can go to
OMO1 and select S66 then change it as month you want.
Reward if it helps you
thanks
Utpal

Credit block in orders

Hello experts,
How NOT to block a sale order as a result of credit management once the block is released.
Because of credit reasons, sale order is blocked. Then the credit manager releases the block. Then again, sales admin change the order that do not affect the value of the order. Now, the credit block is set again because of the change. The requirement is not to set the block if the order value does not increase during any type of change.
Will reward points for help.
UV

When a credit check is released it is considered good for the number of days in the "released documents still unchecked". This is a field on the OVA8 credit control screen. Generally this field comes blank which means the credit release is only good for 1 day. Any changes made after that 1 day go through a credit check again.
We had this happen on delivery notes and we decided to make them good for 7 days. So any changes within that 7 day period at the same value (with the exception of value increases) would not cause it to go on hold again. After the 7 days changes did go back on the credit hold listing.
See if you can use this field to your advantage!
Good Luck!
Debbie

How to list Sales Order with credit block

Hi, Gurus,
I really don't know how to list sales orders with credit block?
Is there any way for end user to do it?
If so, is it possible to list SO with credit block for certain period of time such as one month?
Any help would be appreciated.

HI
Check T-Code VKM2 (Released documents)
You need to check VKM1 (Blocked Documents)
Sorry before i gave wrong information , myself i corrected VKM2 for released not for blocked list (Due to non Availability of SAP access )
Regards,
Prasanna
Edited by: prasanna_sap on Feb 7, 2012 7:12 AM

Credit block and release Date and time

Dear All,
I require a report which can display credit block status date and time and credit release status date and time for sales order. I have gone through the report RSSCD100 with object class VERKBELEG.It is not fullfilling the requirement as it only display change information.
If customer has already exceeded the credit limit and new sales order has been generated then this report will reflect its blocked status.
Kinldy help
Thank you,
NoMi

Hi,
IF it is not mentioned in single program .
You can develop a query by using multiple program. Please find the list of programs for CM
+Reports for Credit Management+
The following table provides an overview of all the reports available to you in the area of credit
management
Program Function
RFDKLI10 Customers with missing credit data
This report checks the data for the credit limit for completeness, and produces
the corresponding error lists. These can be used to re-maintain the
corresponding definitions manually, or per Batch Input.
RFDKLI20 Reorganization of credit limit for customers
This report enables you to reorganize the credit limit information in the control
areas.
RFDKLI30 Short overview credit limit
The report lists the central and control area-related data per customer.
RFDKLI40 Overview credit limit
The report provides you with an extensive overview of the customeru2019s credit
situation.
RFDKLI41 Credit master sheet
The credit master sheet enables you to display and print out the customer
master data for a single account, which is needed for the area of credit
management.
RFDKLI42 Early warning list
The early warning list enables you to display and print out customers in credit
management, who are viewed as critical customers in the area of credit checks
in SD.
RFDKLI43 Master data list
The master data list enables you to display and print out customersu2019 credit cards.
In particular, you can display information not contained in the standard system,
for example, user-defined fields or external data, which you have created with
specific additonal software.
RFDKLI50 Mass change credit limit data
This report allows quick mass change for master data in credit management.
RFDKLIAB Change display, credit management
With this report, you can display changes for credit management master data for
all accounts.
RVKRED06 Checking blocked credit documents
The report checks all blocked documents from credit view. The report is started
in the background, and should run after the incoming payments programs.
FI/SD - Credit Management/Risk Management SAP AG
Reports for Credit Management
RVKRED77 Reorganization credit data SD
The report enables you to reorganize open credit, delivery and billing document
values. It is used, for example, when updating errors occur.
RVKRED08 Checking sales documents which reach the credit horizon
The report checks all sales documents, which reach the dynamic credit check
horizon, as new. The report runs periodically, and should run at the start of a
period. The period for the u2018date of the next credit checku2019 is proposed from the
current date, with the help of the period split for open sales order values.
RVKRED09 Checking the credit documents from credit view
Released documents are only checked if the validity period for the release has
run out (number days).
RVKRED88 Simulation reorganization credit data SD
REgards,
Krishna O
Edited by: Krishna O on May 20, 2010 11:30 AM

Credit limit partly used but credit block applied

Hello,
in FD 32 for sold to party, the credit limit used is just 40% but in sales order, we still get the credit block !
1) what is the reason for the same ? How should this be analysed or corrected ?
2) Is it possible that credit limit is partly used but we still get the credit block on sales order based on other credit checks settings like "maximum" document value reached, critical field check etc (all these defined in automatic credit control in OVA8 T code )
regards
Pamela

Dear Pamela
1) what is the reason for the same ? How should this be analysed or corrected ?
CHECK_CM
You can understand why this document is blocked , what is the reason
2) Is it possible that credit limit is partly used but we still get the credit block on sales order based on other credit checks settings like "maximum" document value reached, critical field check etc (all these defined in automatic credit control in OVA8 T code )
Please look in to Google once before asking such a basic questions
Thanks a lot

Partial confirmation and credit block

Hi Friends,
I have a scenario where we are using automatic credit check. in the sales order based on the availability check the full 2 quantity is confirmed and then there is a credit block. hence i check back the document and the confirmed quantity becomes 0. When i release the credit check thru vkm3 and check the sales doc again the quantity is now confirmed for 2.
But the same doesnt happen for if the order quantity is 2 and the confirmed quantity is 1 and the credit check happens. Once the credit check is released the sales doc still shows 0 quantity rather than 1 confirmed quantity.
Any suggestions?
Regards,
Anand

Hi Friends,
I got the solution to this problem. The 'availa;bity check rule' which is there in AvC>ATP>Define default settings; was set to 'E' from 'blank'. Earilier because it was set to blank it used to do a recheck after the credit relealseon the full quantity, hence if the order qty was equal to the confirmed qty after the release it showed the confirmed qty. but when the confirmed qty was less than the ordered qty, when the avcheck happened after the credit release it used to check for the full quantity, where it will fail, so the confirmed qty would go back to zero.
Thanks for all your help.
Regards,
Anand

Sales order released from Credit block, but Purchase Requistion not created

Hi,
In third party sales scenario based on Scheduline Line category configuration purchase requistion creates when the order is created. If order is blocked for credit check then purchase requistion will not be created until order released from credit.
Here my scenario is
I have two users like A and B. When A releases the order from credit block by using transaction VKM1, Sales order releasing from credit and creating Purchase requistion. But, if the order is released by B, Sales order is getting released from credit but purchase requstion is not getting created.
There is no issue from security side, we activated trace and analysed everything it is not security issue.
Thanks and Regards
Alokam Chandra Sekhar

Hi Lakshmi,
Thanks for reply. I followed your instructions, pls find my observations below.
1. Can you check the below settings:
What is the Credit status in the header status tab page of the sales order for the B's sales order?
Is it "Not approved or releasedu201D If it is not approved, you might have released the sales order in VKM3, but you might not have saved it.
Reply: We are releasing order through VKM1 and after releasing the order the status is showing as "Released".
2. Did you use the same material for B's Sales order? If it a different material check the Item category and Schedule line category whether these are same with A's sales order.
Reply: Both the orders has same information, like material Item category and scheduline category
3. Check in the Schedule line tab page --> Procurement button whether you have maintain vendor, Source determination and Info record.
Source list has been verified through ME03 transaction and vendor data maintained correctly.
I really appreciate your time and efforts on this.. looking forward some more suggestions...
Thanks and Regards
Alokam Chandra Sekhar

SD non credit block

our delivery document was blocked, how will I know it is blocked by credit or non-credit block, if it is non credit block, how to release the block? if it is credit block(FSCM credit management), it is based on ship to party or sold to party?

Dear join
Before asking Basic questions please look into Google
Coming to your point we can find Blocked Delivery documents due to credit limit In VKM5
And you can release in VKM4
But some times some users will block the customers in XD05 For not creating Delivery's
so in this case we are unable to trace the customers which customers to which Delivery documents are blocked .. not possible but we can use SQVI Report
check this link ...Lakshimpathi sir post Delivery Block
V.14 Sales order blocked
VA14L Delivery blocked
let me know for further help
Thanks a lot
venu

Credit block release report

Dear Gurus,
Is there a report in SAP which can give me a list of sales orders released from credit block over a given period of time and also who carried out the release?
Regards,
ottley

Hi
KIndly go through the below link
Re: Credit management report
Try VKM2 as suggested,if this is not solves your purpose then you need to develop a report by using the tables CDHDR & CDPOS by taking the object VERKBELEG
Regards
Damu

Create Downpayment Request, even when Credit Block is there

Hi! All,
I have a scenario, where I need to create a Down Payment Request (Billing document tye FAZ), even when the Sales Order has a credit Block. I have remove the Block from Billing plan in Sales Order.
When I am trying to create a FAZ Document, Its giving me error that, " Document cannot be billed due to credit limit check".
Please guide how to resolve it.
Regards,
Ashutosh

Hi! Ivano,
Sorry for updating late. Your suggestion helped me to resolve the issue. I copied the routine to 901 and got the credit check removed.
Thanks and Regards,
Ashutosh

Downpayment request with Credit Block in sales order

Hello,
We have requirement of creating a down payment request against sales order which has credit block. Once downpayment is realized in system, the credit block will be released for order processing.
Thanks in advance.
Regards,
Chandresh

If i maintain Deviation in % as '0' and Number of days as '45', will this work for me
I would be happy if you can test this in your system and share the outcome. Please put some efforts on your own and post here if you are not able to overcome from the issue and dont expect spoon feeding which is not encouraged in SCN.
G. Lakshmipathi

Report for released orders from credit block

Dear Friends,
Can you tell me any report which can give us the list of released sales orders from credit block with user ID (who released) and date (when released). If no standard report is availble then please give me the table where this data gets stored, so that I can create a query.
Thanks in Advance,
Sreehari.

Dear Krishnan,
Thank you very much for your immediate response...................
With VBUK-CMGST (D) we can get the list of orders which were released from credit block, but I require the ID and Date (who released and when relaesed).
I hope my requirement is clear.
Thanks & Regards,
Sreehari.

Credit block should not prevent service order creation

An upgrade from 4.7 to ECC6, without any changes made to the configuration or program change, has lead to the following issue. ECC6 is not creating a service order connected to a sales order, when the customer has exceeded the credit limit. The sales order of custom order type is getting saved with a warning message that credit limit has exceeded. However, earlier in 4.7, the message would not stop creating subsequent service order. What could be different, that prevent ECC6 environment to hold on to service order creation? A subsequent release of the credit block through VKM1 however triggers the service order being created.

Are you using credit card processing in SAP to get the authorization?
If you are then the authorization should not block the order.
Or are you using credit card as a form of payment (without authorization) in which case this needs to be put on the customers account as a payment and then the order entered.
Where are you holding the credit card details?

Credit period based credit block

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