Customized workflow-Credit management

This is in reference to a business requirement wherein Client wants to
bypass standard setting of OVA8 transaction to trigger customized
workflow by using field USER1
In the configuration of OVA8 below fields are set in section
'Released documents are still unchecked'
-Deviation in %: 3
-Number of days: 30
Now the above two fields has direct impact on USER1 field during credit
management recheck.
Requirement is to trigger customized workflow whenever a condition type
ZCRE in a SO is changed or deleted and should not depend on number of
days maintained in config.
Because of the field(Deviation in % and Number of days) maintained the
system doesnt trigger another credit check untill the number of days is
not met i.e 365.
Request to help in triggerring customized workflow whenever condition
type ZCRE is changed/deleted in SO and that can be done at anytime.
BR,

Hi
have a look the belwo link.
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf
nagesh

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SD CREDIT MANAGEMENT - CUSTOMER AND PERIODWISE

Dear All
We need to maintain the PERIOD WISE as well as CUSTOMER WISE Credit Management , If it is possible ,please sent us the complete config document of the same.
Regards
Animesh Chakraborty

Hi,
period wise u can use in ova8 .in sesional factor can be used .u have to do customer wise u can do with FD-32 .
PLEASE REFF THE NOTES IT MAY USEFULL FOR U.
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.
Best regards,
venkataswamy.y
Edited by: yanamadala venkataswamy on Dec 10, 2008 3:11 AM

Tables of credit Management

HI!!,
Please let me know list of tables in Credit management.
-AKASH

Hi Akash Tambi
T691F Control of Automatic Credit Control
KNKA Customer master credit management: Central
KNKK Customer master credit management: Control
KNKKF1 Credit Management: FI Status Data
KNKKF2 Credit Management: Open Items by Days in A
KLPARAM Credit Limit: Tab for Controlling Ext. Def
KLSDCPARAM Credit Limit: Controlling External Default
UKM_TRANSFER_AR Data from AR for SAP Credit Management
UKM_TRANSFER_ARV Data from AR for SAP Credit Management
VBKK SD Doc.Export Letter of Credit
VBUK Sales Document: Header Status and Administ
VBUP Sales Document: Item Status
T014 Credit control areas
T014N New credit control areas to be set up
T014T Credit control area names
T024B Credit management: Credit representative g
T024P Credit Management: Credit Representatives
T042U Block Entries for Debit Customers/Credit V
T5UDO Benefit credit grouping
Reward if useful to u

Calling transaction from Workitem - Credit Management workflow

Hi,
Our client have a requirement to have a link in the workitem and when we click on the link it should open transaction S_ALR_87012218.
The requirement in Credit management workflow, in which we are having included object as sales order, when we click on it, it will open transaction VA03.
Similarly the client requires to have one more link below sales order, clicking on which it should open transaction S_ALR_87012218.
Thans in advance for your help.

Hi Kjetil ,
Thanks a lot for your answer.
I have created a new object type with default method and key as controlling area and customer which are mandatory fields for the report RFDKLI41.
I am submitting the report in the default method.
Now I have a query, how can I attach this object in my workflow?
I am already passing sales order as WI_OBJECT_ID.
Also help me, how can I pass values of controlling area and customer from sales order to this newly creates object?
Thanks in advance.

Customer complaint and credit management

Hi,
we have the following business case, credit management activated:
1. a customer has a complain about a delivery (e.g. poor quality/wrong material)
2. the corresponding invoice is shown as an open item in FBL5N
3. a credit note request is created for the sales order, but it can take weeks until it gets released. In the meantime the customer becomes overdue.
4. now the following happens: when the customer wants to place a new order he will be blocked by the credit management.
We first have to release him e.g. via VKM4. The same with deliveries.
Is there a possibility to mark the invoice in question as not relevant for the credit management?
My first idea was to change the credit note requests as relevant for the credit management (VOV8), but unfortunately those requests are not visible in FBL5N. Thus we would loose the overview of invoices in question.
Thanks for your answers...
Cheers,
Marc

hello, PP.
i don't have an answer yet. actually, i will add to your question.
a credit memo request is supposed to be not relevant for delivery. so why is this updating open delivery value? maybe it's SAP standard? maybe credit group 03 (delivery docs) was assigned to the credit memo request doc type? if so, why assign credit management to credit memo requests anyway?
regards.

AR Report Requirement - Customer Credit Management - 0FI_AR_9

HI There,
We have a requirement in AR report to add the below fields from Customer Credit Management Datasource 0FI_AR_9
KNKLI - Credit Control Account- 0CRED_ACCNT
KLIMK - Credit Limit - 0CRED_LIMIT
CTLPC - Risk Category - 0RISK_CATEG
Except KNKLI (Credit control account), remaining two fields are master data.
Can we use the data from 0FI_AR_9 by writing look up? Please suggest.
Thanks
Vandana

Hi,vandana_ir
i don't know what's your requirement else,if you wanna add those fields to the report
those below solution may be can help you
1.data loading into InfoObject etc.0customer
2.using virutal key figure tech to read customer value from infoObject.

Issue with retrieveing the Manager of a System User in a Custom workflow - CRM 2013

Issues with custom workflow activity in CRM 2013 On-prem
I'm trying to pass the Manager of the System
here is the code that I'm running, it gets to setting the MANAGER and stops
I put the ran the FetchXML seperatly and it does return a value so I know what bit works
public class CaseAccountManagerManagersLookup : CodeActivity
// Inputs
[Input("Enter Case")]
[ReferenceTarget("incident")]
public InArgument<EntityReference> CA { get; set; }
// Outputs
[Output("Manager Output")]
[ReferenceTarget("systemuser")]
public OutArgument<EntityReference> AMOUT { get; set; }
protected override void Execute(CodeActivityContext executionContext)
// Context
IWorkflowContext context = executionContext.GetExtension<IWorkflowContext>();
IOrganizationServiceFactory serviceFactory = executionContext.GetExtension<IOrganizationServiceFactory>();
IOrganizationService service = serviceFactory.CreateOrganizationService(context.UserId);
//Create the tracing service
ITracingService tracingService = executionContext.GetExtension<ITracingService>();
// get the account and renewals manager ID's
var CASE = CA.Get<EntityReference>(executionContext);
tracingService.Trace("Case ID = " + CASE.Id);
try
// FETCH
string fetchXml = string.Format(@"
<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
<entity name='incident'>
<attribute name='title' />
<attribute name='incidentid' />
<order attribute='title' descending='false' />
<filter type='and'>
<condition attribute='incidentid' operator='eq' value='{0}' />
</filter>
<link-entity name='contact' from='contactid' to='customerid' alias='ak'>
<link-entity name='account' from='accountid' to='parentcustomerid' alias='al'>
<link-entity name='systemuser' from='systemuserid' to='bc_dssalesperson' alias='am'>
<attribute name='parentsystemuserid' />
</link-entity>
</link-entity>
</link-entity>
</entity>
</fetch>", CASE.Id);
EntityCollection case_results = service.RetrieveMultiple(new FetchExpression(fetchXml));
//tracingService.Trace("fetch has run");
if (case_results.Entities.Count != 0)
foreach (var a in case_results.Entities)
//if (a.Attributes.Contains("ai_parentsystemuserid"))
tracingService.Trace("set manager id next");
var MANAGERID = (EntityReference)a.Attributes["parentsystemuserid"];
tracingService.Trace("manager id set");
AMOUT.Set(executionContext, MANAGERID);
throw new InvalidOperationException("Want to see trace");
tracingService.Trace("end ");
catch (Exception e)
throw new InvalidPluginExecutionException("Plugin - CaseAccountManagerManagerLookup - " + e.Message);
finally
throw new InvalidOperationException("Want to see trace");
Pete

Hello,
Try to use am.parentsystemuserid instead of just parentsystemuserid.
Dynamics CRM MVP/ Technical Evangelist at
SlickData LLC
My blog

Workflow error in Oracle Credit management

Hi,
I got the following error in the credit management workflow(ARCMGTAP).
The following details I got from wfstatus.sql file.
Can you please any one help on this.
Enter value for 1: ARCMGTAP
Enter value for 2: 1177582
**** WorkFlow Item
Item Type Item Key Begin Date End Date Activity
ARCMGTAP 1177582 10-SEP-09 08:02:12 AR_CMGT_APPLICATION_PROCESS
**** Activity Statuses
Begin Date Activity Status Result User
10-SEP-09 08:02:12 ROOT/Credit Management Application Process ACTIVE #NULL
10-SEP-09 08:04:25 Credit Management Application Process/Start COMPLETE #NULL
10-SEP-09 08:04:25 Credit Management Application Process/Create COMPLETE
Party Profile
10-SEP-09 08:04:26 Credit Management Application Process/Generat COMPLETE #FORCE
e Credit Classification
15-SEP-09 13:15:37 Credit Management Application Process/Generat ERROR #EXCEPTION
e Credit Classification
**** Errored Activities
Activity Result Error Name
Error Message
Error Stack
Generate Credit Classification #EXCEPTION -29280
ORA-29280: invalid directory path
AR_CMGT_WF_ENGINE.GENERATE_CREDIT_CLASSIFICATION(ARCMGTAP, 1177582, ORA-29280: invalid directory pat
Wf_Engine_Util.Function_Call(ar_cmgt_wf_engine.generate_credit_classification, ARCMGTAP, 1177582, 16
*** Error Process Activity Statuses
Begin Date Activity Status Result User
10-SEP-09 08:04:26 ROOT/Default Error Process ACTIVE #NULL
10-SEP-09 08:04:26 Default Error Process/Start COMPLETE #NULL
10-SEP-09 08:04:26 Default Error Process/Initialize Error COMPLETE COMPLETE
10-SEP-09 08:04:26 Default Error Process/Notify Administrator NOTIFIED SYSADMIN
15-SEP-09 13:15:37 ROOT/Default Error Process ACTIVE #NULL
15-SEP-09 13:15:37 Default Error Process/Start COMPLETE #NULL
15-SEP-09 13:15:37 Default Error Process/Initialize Error COMPLETE COMPLETE
15-SEP-09 13:15:37 Default Error Process/Notify Administrator NOTIFIED SYSADMIN
8 rows selected.
**** Error Process Errored Activities
Thanks in advance.
Regards,
Raghavendra K

Hi,
In the AR_TOP there is no file with this name .
Please let me know is there any other top related to CreditManagement.
I used this command in unix server to find this file.But there is no results.
find . -name ARCMGTAP.wft -exec ls {} \;
Thanks,
Raghav

Letter of credit Process in Credit management for Customer/Vendor.

Dear Team
I am in need of some information on Letter of credit Process in Credit management for Customer/Vendor
If you have any information with examples on the same Pelase provide me the same.
Thanks
Mehda.

dear friend,
please look here:
http://help.sap.com/saphelp_47x200/helpdata/EN/2a/30b746b1d511d194f300a0c9306794/frameset.htm
good luck!

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)'/>

Credit Management- ,BP with customer

Hello All,
I'm new to Credit management, My concern is how to link my customer account with my BP.
Say example my BP- 1000 is extended for Credit management and have a AR invoice for ABCD customer, How shall i create link between both?
Appreciate your help.
PS: I'm aware of CVI
Regards,
Jain

Dear Jain,
Your idea seems to link SD-customer with BP which has different number from SD-customer .
eg. SD-customer ABCD ==> BP 1000
When FSCM selects BP for credit management, it search for BP which has same number with SD-customer.
eg. SD-customer 1000 ==> BP 1000
This standard logic happens in BAdi definition of 'BADI_SD_CM'.
I guessed that you already activated this BADI
(IMG name >> BAdI: Connection of SD to SAP Credit Management)
My opinion for your requirement is as follows;
If you want to put your own business process into this standard logic,
kindly go to your own BAdi implementation and enhance it
(eg. method: FSCM_GET_ACCOUNT_KEY, FSCM_GET_MASTER_DATA)
More efficient enhancement approach would be welcomed.
Best regards,
Ted

Customer credit management IDOC

Hi,
I am using scenario: if a customer credit management document is changed in R/3. Send the change as an IDOC to CRM. Can you please identify any standard IDOC for customer credit management or I will have to use customer master IDOC DEBMAS (but I do not have DEBMAS idoc type in CRM).
Thanks in advance!
Regards,
Faiq

A new Credit Control Area is created in the Configuration menu (IMG - transaction SPRO). Path: Enterprise Structure>Definition>Financial Accounting>Define Credit Control Area.
There are also additional tasks like assigning the Credit Control Area to the Company code........etc.
If you do not have access to the IMG then your SAP support team will be able to do it.
Once created you can do what you need to do as per previous posts.

Credit Management Workflow

hi
Some one know if the Workflow in FSCM (credit management and Dispute management is an automatic or manual Workflow and if it is part of the SAP R/3 standar version?
I think the workflow in Dispute management is a manual WF but how about Workflow in Credit management? some one know?
How work the Workflow into this Financial Supply Chain Management FSCM ?
regards
German

Hi
have a look the belwo link.
http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf
nagesh

Customer Credit Management Change

Hello Gurus,
I am trying to implement credit management and when i am using FD32, i am not able to enter anything in the fields other than Horizon. What should i do in order to maintain credit management completely. Please help. Thanks.
Regards,
Pranava

Dear,
    Please go via this link,
     [http://www.sap-img.com/sap-sd/credit-management.htm]
     please search the thread before posting your question.
Regards,
Sandip

Credit Management Customizing

Hi,
I need to customize "Credit Management" as part of the FI implementation and I have no idea whether this is simple or complex.
Does anybody have a documentation explaining the transactions for this configuration? you can post here or send to [email protected] if attachment is not possible here in the forum.
Thank you
Roger

Hi Roger,
How To Do Configuration For Credit Management : (http://www.sap-img.com/sap-sd/credit-management.htm)
Its have step by step configuration details.
Hope this helps.
Please assign points as way to say thanks

Customized workflow-Credit management

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