Credit procedures should be allocated to individual customer accounts.

Credit procedures should be allocated to individual customer accounts. Need to be able to vary credit procedures by individaul customers, e.g. no credit checks for one time customers and rent receivable

HI,
you can achive this by assigning customer account to different credit risc class in credit master data.
The risc class triggers system behaviour/response for credit risc management (what is checked during credit management process, what happens if the check is fullfilled,...).
Best regards, Christian

Similar Messages

POSTING TO INDIVIDUAL CUSTOMER ACCOUNTS

Dear Guru's
I need some clarification on Posting to Customer Accounts.
I have done all the necessary settings for Posting to Customer Accounts.
Each employee is assigned with a Customer Account.
But when posting to Fi/Co is done, only one Customer Account is triggered to all the employees.
How to solve this issue.
Thanks & Regards
Shansar.

Dear Vikram
Here my client wants to make automatic posting to the Customer Accounts because each employee is treated as customer here.
I also have a doubt whether to create a seperate symbolic account for each customer, because when i am trying to assign the same symbolic account to each customer account the system is not accepting and saying that "an entry already exists"
what should i do in this case?
Thanks & Regards..
Shansar.

Issue with Taxes getting Posted to Customer Account in case o Free of Charg

Hi All,
We have a requirement in our project where we need to pay tax to government on   giving free of charge items to customers in a Sales order along with normal items.
But the tax should be not be charged to customer but to be born by us ( Selling company).( Since itu2019s a free of charge   , so customer should not pay the tax)
The Legal rule is that tax should be calculated on Cost of Goods .
We have done the necessary configuration to calculate this tax but when the account posting happen this tax is getting charged to customer account .
We want to change the configuration so that this should not be charged to customer but to be paid by us,
For example .
Product Selling Price = 1000 GBP
Free of charge , so 100 % discount = -1000 GBP
Net value of item = 0 GBP
Cost of Good = 100 GBP
Tax rate = 15 %
Tax = 15 GBP
This 15 GBP should not be charged to customer account   but to be paid by Selling company.
If anyone has faced a similar scenario and can give some pointers, please suggest.
Regards,
Divyanshu

Dear friend,
Maintain R100 condition type ie 100% discount in the last step of your pricing procedure, so when ever you sell item with TANN item category the value will become ZERO. Try this and let use know.
Regards,
Sudhir

Billing Document to be shift to other customer accounts with same invoice number

Hi,
For a long period of time we were maintaining different projects and site of a customer in a single account.
Now there is a requirement to distribute individual invoices to respective individual customer accounts for that site or project.
But doing that we also want to shift the invoices with following:
1) invoice numbers should be same (as it was generate originally)
2) Keep the same purchase order number
3) keep the same date of the invoice (as it was raise in the main accounts)
4) Keep the same salesperson
5) after doing step 1 to 4, we also want to close the main account by offsetting entries to avoid duplications.
After practicing above, we want the following result:
1) individual statement of accounts with the same invoice dates, Purchase Order Number and saleman reference.
best regards,
adnan abbasi

Hi,
We knew by their PURCHASE ORDER NUMBERS and to separate them from each other,
we will make a manual list in EXCEL to upload in the SYSTEM.
customer code: 55555 (merge account for all projects and sites):
invoice     date           assignment/LPO    value
1111     12.12.2012   proj1/00001            4000.00
1112     13.12.2012   proj2/00002            3500.00
1113      14.12.2012 proj1/00002            2300.00
1114      14.12.2012 proj3/00001            1500.00
1115      15.12.2012 proj2/00003            1300.00
from above we know with reference to LPO that there are 3 projects, so we will make excel sheet for 3 projects as:
excel sheet1:
1111   12.12.2012 proj1/00001     4000.00
1113    14.12.2012 proj1/00002    2300.00
excel sheet2:
1112   13.12.2012   proj2/00002    3500.00
1115    15.12.2012 proj2/00003    1300.00
excel sheet3:
1114 14.12.2012 proj3/00001     1500.00
now to upload in the system I want to make 3 new accounts:
55556 (for project1)
55557 (for project2)
55558 (for project3)
but problem it that we want to keep date and invoice number exactly the same as originally booked in customer account no. 55555.
regards,
adnan

Credit note should be issued to newly created customer

Hello Gurus,
I need to issue a rebate credit note for 2013 – Jan-Aug 1200746,44 INR
Agreement 70 was created for customer 4000240- Royal plastic (Royal group) this customer was sold to Melton group as per 01.09.2013 – new account 4000488 with new name as Melton plastic was created.
The old account 4000240 has been marked for deletion.
Now I need to create a credit note for the customer, but it has to be issued to new customer account 4000488.
Now client wants to make sure that the credit note will be booked in a way that the credit amount it related to rebates and not revenues.
Can you please advise how to handle this ?
Regards
Soumendu

HI,
you can achive this by assigning customer account to different credit risc class in credit master data.
The risc class triggers system behaviour/response for credit risc management (what is checked during credit management process, what happens if the check is fullfilled,...).
Best regards, Christian

Simple stored procedure to validate multiple customer account numbers without defining a type

I would like to create a simple stored procedure to validate up to 1-10 different customer account numbers at a time and tell me which ones are valid and which ones are invalid (aka exist in the Accounts table). I want it to return two columns, the
account number passed in and whether each is valid or invalid.
The real catch is I don't want to have to define a type and would like to do it with standard ANSI sql as my application has to support using multiple dbms's and not just sql server. Thanks!

Hi again :-)
Now we have the information to help you :-)
I write the explanation in the code itself. Please read it all and if you have any follow up question then just ask
This solution is for SQL Server and it is not fit for all data sources. Please read all the answer including the comments at the end regarding other data sources. Basically you can use one String with all the numbers seperated by comma and
use a SPLIT function in the SP. I give you the solution using datatype as this is best for SQL Server.
In this case you should have a split function and this is very different from one database to another (some have it build it, most dont)
------------------------------------------------------------------- This part call DDL
CREATE TABLE Accounts(
AccountNbr [char](10) NOT NULL,
CustomerName [varchar](100) NOT NULL,
CONSTRAINT [PK_Accounts] PRIMARY KEY CLUSTERED ([AccountNbr] ASC)
GO
------------------------------------------------------------------- This part call DML
INSERT INTO Accounts(AccountNbr, CustomerName)
SELECT
cast(cast((9000000000* Rand() + 100000) as bigint ) as char(10)) as AccountNbr
,SUBSTRING(CONVERT(varchar(255), NEWID()), 0, 11) as CustomerName
GO
------------------------------------------------------------------- Always I like to check the data
SELECT * from Accounts
GO
/* Since you use random input in the DML and I need to check valid or in-valid data,
Therefore I need to use this valid AccountNbr for the test!
AccountNbr CustomerName
6106795116 E689A83F-A
-------------------------- Now we sytart with the answer ------------------------------------
-- You should learn how to Create stored Procedure. It is very eazy especially for a developr!
-- http://msdn.microsoft.com/en-us/library/ms345415.aspx
-- dont use the SSMS tutorial! use Transact-SQL
-- Since you want to insert unknown number of parameters then you can use Table-Valued Parameters as you can read here
-- http://msdn.microsoft.com/en-us/library/bb510489.aspx
-------------------------- Here is what you looking for probably:
/* Create a table type. */
CREATE TYPE Ari_AcountsToCheck_Type AS TABLE (AccountNbr BIGINT);
GO
/* Create a procedure to receive data for the table-valued parameter. */
CREATE PROCEDURE Ari_WhatAccountsAreValid_sp
@AcountsToCheck Ari_AcountsToCheck_Type READONLY -- This is a table using our new type, which will used like an array in programing
AS
SET NOCOUNT ON;
SELECT
T1.AccountNbr,
CASE
when T2.CustomerName is null then 'Not Valid'
else 'Valid'
END
from @AcountsToCheck T1
Left JOIN Accounts T2 On T1.AccountNbr = T2.AccountNbr
GO
-- Here we can use it like this (execute all together):
/* Declare a variable that references the type. */
DECLARE @_AcountsToCheck AS Ari_AcountsToCheck_Type;
/* Add data to the table variable. */
Insert @_AcountsToCheck values (45634),(6106795116),(531522),(687),(656548)
/* Pass the table variable data to a stored procedure. */
exec Ari_WhatAccountsAreValid_sp @AcountsToCheck = @_AcountsToCheck
GO
------------------------------------------------------------------- This part I clean the DDL+DML since this is only testing
drop PROCEDURE Ari_WhatAccountsAreValid_sp
drop TYPE Ari_AcountsToCheck_Type
-------------------------- READ THIS PART, for more details!!
-- validate up to 1-10 different customer account numbers at a time
--> Why not to validate alkl ?
--> SQL Server work with SET and not individual record. In most time it will do a better job to work on one SET then to loop row by row in the table.
-- tell me which ones are valid and which ones are invalid (aka exist in the Accounts table)
--> If I understand you correctly then: Valid = "exist in the table". true?
-- I want it to return two columns, the account number passed in and whether each is valid or invalid.
--> It sound to me like you better create a function then SP for this
-- The real catch is
-- I don't want to have to define a type
--> what do you mean by this?!? Do you mean the input parameter is without type?
-- and would like to do it with standard ANSI sql
--> OK, I get that you dont want to use any T-SQL but only pure SQL (Structured Query Language),
--> but keep inmind that even pure SQL is a bit different between different databases/sources.
-->
-- as my application has to support using multiple dbms's and not just sql server.
--> If you are looking a solution for an applicatin then you probably should use one of those approach (in my opinion):
--> 1. You can use yourown dictunery, or ini file for each database, or resources which is the build in option forwhat you are looking for
--> You can create for each data source a unique resources
--> If the queries that need to be execut are known in advance (like in this question), then you can use the above option to prepare the rigt query for each data source
--> Moreover! one of those resources can handle as general for "other ources"
--> 2. There several ORM that already do what you ask for and know how to work with different data sources.
--> You can use those ORM and use their query languge instead of SQL (for example several work with LINQ).
I hope this is helpful :-)
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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?

Sales Return: credit memo Should generate automatically with goods reversal

DEAR SD GURUS N EXPERTS,
Currently we are using following system of Sales return.
VA01: (Order Type: RE) --> VL01N (Return Delivery) --> VL09 (Goods Reversal) --> VA01 (Request 4 Credit Memo or remove billing bloc) --> VF01 (Credit Memo)
But, now my client want a such configuration that entry of Credit memo should happen along with Goods Reversal (VL09) - Automatically. They don't want to carry out VF01 separately.
Reason behind it: Customers has credit Limit, Suppose a customer has a Credit limit of 5,00,000 and we have delivered the Material of same amount. It means all the credit limit has been used. But now He has returned the material of 2,00,000. But it will not affect the credit limit until we pass Credit memo.
Please suggest the required configuration and what we can do in such scenario. Thanks in Advance.
DSC

Again I can tell you that the process what you were following (reversing the goods receipt) is totally wrong and it will have a serious negative impact on inventory. Either you should not create a return delivery or take the stocks into parent plant. If you dont want to show in inventory, then scrap it which is a standard process.
Coming to the requirement, there is no standard way to achieve this. Check these threads where the same topic was discussed
[Re: How to set up in SAP to have automatic billing after PGI |Re: How to set up in SAP to have automatic billing after PGI]
[automatic billing|automatic billing]
You have to apply the same logic for credit note also.
thanks
G. Lakshmipathi

HT4098 I want to change my store and it says that I have a 0.11$ credit and should spend it how before changing stores how can I do it?

I want to change my store and it says that I have a 0.11$ credit and should spend it how before changing stores how can I do it?

You can use your remaining store credit by purchasing an item, and paying the extra amount using a credit card, debit card, or if your country's store supports it, your PayPal or Click&Buy account.
I you don't have an alternate payment method you can provide, then you will need to contact iTunes Store Customer Support via http://www.apple.com/support/itunes/contact/

Replace AR Credit Memo Request Workflow with a new Custom Workflow

Hello friends,
We have a business requirement to replace the AR Credit Memo Request Workflow with a new Custom Workflow whenever an Invoice is disputed (Oracle Advanced Collections).
The Credit Memo Request workflow is being launched within the Oracle API arw_cmreq_cover. We thought of an approach wherein the Oracle form IEXINDTL.fmb can be renamed and the Custom workflow to be called in the WHEN-BUTTON-PRESSED trigger on Dispute Button instead of calling the program Unit IEXINDTL_CONTROL.DISPUTE (as in standard form) which inturn calls several API's and hence the AR Credit Memo Request Workflow. But this would override the other standard processes being carried out in these API's. Our requirement is to only replace the AR Credit Memo Request Workflow and not to override the other standard processes.
Does anyone have come across the similar requirement? Please let us know your inputs.
Thanks in Advance !

I ran across the same error today. Since it's been over a month, I assume you've fixed it already or decided you didn't need it at all? What was your fix?
For me, I noted that in the sample directory, a similar "createView" call (in End User Anonymous Enrollment) also includes this argument:
<Argument name='viewId' value='User'/>
When I added that to my createView call, the "Missing view id" error went away, and the user are gets created.
I'm not entirely comfortable with the value specified, though; seems like view IDs should be more unique. I would have thought it should have been something like this instead:
<Argument name='viewId' value='User:$(accountId)'/>

Clearing Customer Accounts with a credit balance

Hello Gurus,
We have a requirement to use automatic clearing to clear down customer accounts where the credits exceed the debits and leave an AB document on the customers account for the remaining credit balance.
I think I should be able to acheive this using OBA3, but I can't work out what I should be populating
Any help would be appreciated

In the customer master assign a different credit memo term than the payment term.
Try changing the credit memo term for 3rd Invoice as such it do not fall in your selection criteria.

Cost Allocation by Product & Customer in Financials Profitability Analytics

Hi,
The Fiancials Profitability Analytics have reports on Profitability by product & customer. How are the various costs & operating expenses like marketing, sales, service & other expenses allocated to individual products & customer in Oracle BI Applications? What is the source of these tables in the ware house?
Any help on the above query will be highly appreciated.
Regards

I can think of a number of Oracle apps that might be helpful. Contact your apps salesperson and invite them to come in and give you a "song and dance."
Specifically ask about BAM (Business Activity Monitoring).

Credit Limit should be consumed in consignment fill up

Hi
We a consignment sale scenario. We send some goods to our consignment agent. These agents are created as customers in SAP.
When i do consignment fill up (i.e. when i send goods from my stores to consignment agent), there is no FI accounting entry posted in SAP.
My client requires that, my credit limit should get used at the time of consignment fill up itself.
As far as i have worked on credit management, credit limit is used when customer A/c, is debited. But in above scenario, there is no debit to consignment agent account.
Please suggest how to handle this scenario.

Hi Meenu,
Credit limit for consignment fill up is not standard requirement,because the owner ship of the material is still with you.Credit limit
can be triggered at consignment issue,where the owner ship of the material is changing.
System didn't consider at fill up due to the special stock indicator at VOV7 for item category.
Regards
Ram

Credit contorl of Customer Account Group

Dear All,
My exact requirement is we are going to create a New Customer Account Group. Whoever the customers are there in this customer group the CREDIT LIMIT should be One Rupee as a default. It should not be changeable.
Whenever User wants try to change the Credit Limit system should not allow.
Is it possible by transaction Code FD32 or is there any other way?
Kindly help me out.
Thanks & Regards,
Yadayya

Dear Farooq,
It seems it may useful to resolve my requirement. But i am not able to understand how to do the configuration before asking Basis person.
My requirement that restriction should be applicable to all the customers who will come under one Customer Account Group which we are going to create as new. IT SHOULD NOT EFFECT OTHER CUSTOMER ACCOUNT GROUPS.
Kindly explain me clearly so that i can resolve my issue.
Thanks for your kind help.
Thanks & Regards,
Yadayya

FI Customer Account Statement with Debit and Credit Columns

Hi SAP Expert,
We are using form (developed from T-code: SE71) to send customer account statment for only open items this is working fine.
Now My wants customer account statement for all transactions but with debit and credit in a separate columns. is there any way we fulfill these kind of request?
if any particular logic then let me know please.
thanks in advance
b/r
prashant rane

Dear Vivek,
You logic is helpful can I apply this in SE71 form development?
Below is my customer layout format
Document # | Document Date | Reference | Debit Amt | Credit Amt |
In bottom toal Debit / credit balance figure
can I use any code/login is SE71 form or I will need to create any development report which involves user exit?
I am looking for SE71 optios first
thanks in advance
Prashant Rane

Credit procedures should be allocated to individual customer accounts.

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