Deviation from Credit Limit predefined Alert in case of BP Consolidation

Dear All,
Predefined Alert - Deviation from credit limit is not working in case of BP Payment consolidation. It works if sales order is created for parent business partner , but doesnt work when sale order is generated of child business partner and balance of parent business partner exceeds from credit limit. Kindly check and suggest...

Predefined alert of credit limit has much more restrictions than system message. System message can deal with all different kinds of situation one by one. While alert is only one simple query. They are not in the same freedom level.
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Approval for deviation from credit limit

Hi Guys
Approval for deviation from credit limit does not work in the following scenario.
Credit Limit = R20000
Balance = 0
Sales order added for R18000, no approval needed as less than credit limit.
Then user changes the Sales order amount to more than the credit limit and no approval is activated.
Any ideas? They are on 2007A SP 01 PL 7
Thanks

Hi,
Check below thread:
Credit limit approval
Approval for exceeding credit limit for particular bussiness partners
Hope this will help you.
Thanks,
Neetu

Deviation from Commitment Limit doesn't work for one Business Partner

Hi Experts,
I'm hoping you can help me with an issue I have at the moment.
I have an authorisation set to trigger for Delivery Notes which deviate by £1 over the Commitment Limit.
This authorisation works fine for all Business Partners apart from one.
All Business Partners have an account balance, and all Business Partners have their commitment limit set as £1. The only difference with the Business Partner with the Authorisation that won't trigger is that they pay by Credit Card...
Can anyone help me with this please?
Many thanks,
Caroline

Hi Gordon,
Thanks so much for the reply.
Yes... but I can't find anything. I managed to replicate the scenario again by making Incoming Payments with Cheque Payment Means which a future date, and the making a deposit for these Cheques with a future date. I was wondering if this could maybe have something to do with it... perhaps if the credit cards are future dated maybe. I found Note 1227330 - do you know if this might have something to do with this scenario too?
Many thanks,
Caroline

Credit limit customer differs from credit limit customer in header

Hi Guys
Let me explain the scenario:
a) There is a Contract with Partner functions SP, SH, BP, PY, AA as 2000. and AA as 1000.
b) There is sales order with Partner functions SP, SH, BP, PY, AA as 1000.
In the sales order, while creating second line item with reference to above contract, system copying all partner functions from contract(except SP). ie SP=1000, SH=2000,
Till here no problem.
But when I try to change partner function at Item PY = 1000, system showing above error message.
In this case, in Sales Order, Header PY = 1000. Item PY=1000. But system comparing Item PY(1000) to Contract Header PY(2000).
This problem occurring only in VA02. If I do same in VA01, there is no error.
Please guide me to overcome this problem.
Regards
Uma

Hello Uma Shankar,
Please implement the correction given in the SAP Note 1010794.
Thanks
Murtuza

AR Credit Limit

Is there a possibility to create a credit limit in AR that based on dates not only amounts?. for example if the customer has a credit limit of 1000$, and he reached 700$ by an invoice has a payment term of 30 days, which means he still has a limit of 300$. but what I want to apply is if he didn't pay this invoice in 30 days he shouldn't use the 300$ that remains in his limit.
I don't have a problem if any additional module can fulfill this requirement please tell me.
I'm using EBS R12, Release 12.1.3
Thanks.

Hi,
Try this:
1. Create new approval procedure for sales and AR invoice.
2. Under terms select When the Following Applies--->Deviation from Credit Limit--->select Greater than from Ratio and enter required value
Thanks & Regards,
Nagarajan

Credit limit (AR Invoice + Sales Order)

Dear Experts,
We have a bit of a problem here, so here is the scenario:
Customer 1 has a credit limit of 100,000
He orders an amount of 90,000, then he orders an amount of 20,000. since it is a service order the approval procedure will not prompt and can be added to A/R invoice with a account of 110,000. so he had exceeded his credit limit by 10,000.
is there a way to active approval procedure by adding all open Sales Order and Open A/R Invoice?
i have seen some queries in the forum but it is not activating the approval procedure.
for your help please.
thanks!.

Hi,
Try this:
1. Create new approval procedure for sales and AR invoice.
2. Under terms select When the Following Applies--->Deviation from Credit Limit--->select Greater than from Ratio and enter required value
Thanks & Regards,
Nagarajan

Approval for exceeding credit limit for particular bussiness partners

Hi Experts,
I am trying one approval for the Business partners for credit limit exceed.I have tried through standard Approval process by using the terms deviation from credit value as described but what should be done if i need to set it for particular business partners.
Also, in this standard query which i have tried i have defined the terms as :-
Deviation from credit limit greater than or equal to 50,000 . I have set this terms for A/R Invoice. Now when i have made the invoice for rs.5000 then also it is asking for Approval.Since the Value is defined so system should not ask for approval.
Regards-
Mona.

Hi Mona,
You may try this. It may help you..
select true from ocrd where
((balance < 0) or (balance + $[$29.0.NUMBER]) < 0) and cardcode = $[ordr.cardcode]
use squere brackets near $ sign open and close both brackets insted of round brackets.
Regards,
Chintesh Soni
Edited by: Chintesh Soni on Sep 7, 2009 2:53 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:54 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:55 PM
Edited by: Chintesh Soni on Sep 7, 2009 2:57 PM

Approval Procedure not triggered when Credit Limit Exceeded

Hi,
I've defined an approval procedure which I would like to launch when a clients Credit Limit has been exceeded. I've checked the required fields on Administration > General Settings > BP tab (credit Limit, Commitment Limit, AR Invoice, Delivery, SO). I've also checked the Activate Approval Procedures on the same tab.
I know the approval procedure has been set up the correct way, since it is launched when I change the Terms to for instance 'Total document'.
There is a system-message when I am creating a Delivery Note for a customer indicating that the credit limit for this customer has been exceeded. But still, the system allows the user to add the document without triggering the approval procedure....
What am I doing wrong?
Btw: The credit limit exceeded is in negative numbers, but I've tried both the condition 'Deviation from Credit Limit greater than 1' and Deviation from Credit Limit Less than 1...

Could you clarify what you mean by "The credit limit exceeded is in negative numbers"
Negative number: the system message I get when I create a delivery note for a customer, exceeding the credit limit is the following:
Customer has exceeded credit limit - 95.479 EUR
Customer has exceeded commitment limit - 95.479 EUR
Continue (Y/N)
Make sure the Credit Limits are set in the BP Master. --> OK, credit limit is set to 100 EUR, Commitment limit to 100 EUR
Also use Great than in Ratio and try to use a small number like 10 in the value --> I am using 1 EUR
Also, check in System Initialization > General Settings..BP Tab Activate approval procedure is checked. --> it is checked.
Using the range option does not solve the problem, in fact even if I use 'Deviation from Credit Limit does not equal 1 EUR' the approval is not triggered. When I use the same Approval template, but I alter the terms to Total document greater than 1 or Discount% greater than 1 the approval is triggered.
Edited by: Rui Pereira on Apr 29, 2009 1:19 PM

Credit limit is not applicable for particular customer

Hi
How can we exclude the paricular cusmoter from credit limit
presently credit limit configured at deliver level ... and it is worked on particular Saleorder type
pls ..any one guide me about on this issue
thaks and regards
sesi
Edited by: sesidhar gollu on Dec 16, 2009 5:27 AM

Hi
To exclude a customer from Credit check, do not maintain the Credit data for that Customer in FD32.
Regards
Amitesh Anand

LC Amount and Credit Limit

Hi all,
Kindly tell me one thing that If I have a customer xyz. The LC amount for that customer is 200,000 and the credit amount is 400,000.
If I create an order of 100,000 for that customer , then this amount will be reduced from credit limit of from LC amount or for both?
Please respond.
Regards,
Aisha Ishrat
ICI Pakistan Ltd.

Hello,
Nice to read ur solution, since I was looking for the same since last 2 days.
One more query on the same lines. How does the system respond directly. What is the linkage or the program where it is written that if the payment terms is credit then deduct from cr mngt and if advance payment, go for lc.
Secondly, if i have set the cr management at delivery level and my payment term is credit to customer, how will the system react.
Can u pl check and let me know if possible.
Eagerly waiting to hear from u soon.
Thanking you for the informative response.
Thanks and regards,
Avnesh Kamdar

How Bonus amount will be Deducted from credit management ?

Dear sd Gurus
I have given credit limit to customer 100000 rs , now customer used 80000 rs credit limit
There is agreement between company and customer that if he purchased 50000 Rs in this month company use to give discount 5000 rs /Bonus
So customer is telling Please deduct from credit limit ( From 80000 rs) So It is possible From sd side Or FI Side

It is possible From sd side Or FI Side
It can be provided by both.
SD - If you are tracking bonus through Rebate. Then rebate accrual settlement can take of that.
FI - Create Credit Memo(F-27) & clear that against customer receivables.
Thanks, JP

Credit Limit Check - Exclude Specific Documents / Credits from Exposure

Hi,
I would like to know if it's possible to exclude specific document types (credits) from the credit exposure calculation used during credit limit checks.
The ideia is to exclude "DG" credits in customer GL that are related to Trade Deal/Agreements to avoid over-exposure.
Let me explain:
Currently, our credit management is configured to "Static" + "Open Items" for all credit groups in the CCA. Therefore, SAP calculates the credit exposure as:
          CE = OPEN ORDERS (S066) + OPEN DELIVERIES (S067) + OPEN BILLING (S067) + OPEN ITEMS (BSID)
Regarding "Open Items", I understand that SAP calculates the net value between all debits (receivables) and credits (returns, overpayments, etc...) already posted and not cleared in the Customer GL account. This rationale is correct since the credits are due to the customers and should be deducted from their exposure (i.e. "you may not pay them if you don't receive").
However, in our case, we also pay trade deals contracts (i.e. trade incentives and trade marketing investments) directly to costumers and apart from sales orders or credit memos. The flow is the following: (1) contracts are managed on a satelite system and interfaced to SAP; (2) contracts are created in the costumer GL as a credit (doc. type "DG"); (3) credits are sent to accounts payable for payment via F110.
Problem is that, contract credits volume is significant and are impacting customers credit exposure and limit check, resulting in greater exposure than allowed. That is, orders are being released while contract credits are open in the customer GL up to the max exposure, but when contracts are paid the exposure goes above the limit. For example:
Day 1:
          Costumer Credit Limit: 100
          Sales Balance: 30
          Open Itens: 50 (receivables: 70 / contracts: -20)
          Credit Exposure: 80/100
Day 2:
          Costumer Credit Limit: 100
          Sales Balance: 50
          Open Itens: 50 (receivables: 70 / contracts: -20)
          Credit Exposure: 100/100 (no additional orders are released)
Day 3:
          Costumer Credit Limit: 100
          Sales Balance: 50
          Open Itens: 70 (receivables: 70 / contracts: 0 - contracts are paid on day 3)
          Credit Exposure: 120/100 (exposure is above customer limit since contracts that were being deducted were paid)
Any ideas or thoughts? Is something wrong in the explanation above? Should contracts credits be treated through special GL?
Many thanks!

Hello Julie,
the 2nd, System behavior (how do you interact the credit limit check (yes/no question) via DI?)
Workaround:
Before you issue the Document, you may do a manual check: BP balance againt Credit Limit, and make deceision.
Regards
János

Does Sap automatically updates customer credit limit from Financial Doc?

Hi Everyone
Does the Sap automatically updates the customer credit limit from the Financial document(Letter of credit) assigned to particular sales order.
I actually want to know that how can i configure the control at delivery order if i assigned the financial document at sales order.Does the system automatically creates or updates the credit limit of that customer to control over delivery order.
If yes then how and i only want to handle credit management in the case financial document(letter of credit).
Regards;Vijay Kumar

Hi,
Hi,
yes it does.
Note some important points
Inautomatic credit control field "No Check field", you can enter the number of a requirement with which you can control when credit checks are not carried out. You can deactivate some or all checks. This allows fine tuning on an individual basis for defining credit-relevant transactions and when credit checks do not need to be carried out.
A check should be made to see whether the payment guarantee form has changed (letter of credit, payment card). If the payment guarantee form has not changed and if the old net value does not exceed the new net value, then no credit check is carried out.
refer these book also
McGraw.Hill.Implementing.SAP.ERP.Sales.and.Distribution
TSSD40_3
GTS100
also check wiki also
Thanks
Chidambaram

Deviation From Budget in Alert management

Hi,
I set Budget Amount INR.10000 and Document is Purchase Order i set alert through email ,int.when i add purchase document the PO value is exceed INR10000 (Ex:20000) .But Alert Message not triggered.
Thank u
sridhar

Hi Gordon Du,
I set Predefined alert for Buget deviation amount INR.10000, selected document is Purchase Order and send alert Receipt To manager user,email check box is selected in alert management . When i enter PO Above the deviation amount (Example INR.15000) mail should trigger to appropraite email id. And Additional information in buget setting are -General setting-Buget Tab- selected Block deviation from budget ,selected monthly budget and all chec box is selected Ex:PO,GRPOand Account.
thank you
sridhar.

Getting a sales order link into Credit Limit Case

Hi Forum Folks -
Has anyone been successful in adding a linked object - in particular a sales order document - to the standard credit limit increase case (record model)?
If so, can you offer any insight on how you did it?
My business context for background. We're attempting to use the standard UKM_SPS_CASE as our base for taking in a credit limit increase request from a customer. The PROCESSOR field will be used to route the request to the party that will approve it.
In the case where there is a sales order pending, we would like to attach that sales document to the case so that the credit analyst can look at that as well as anything else we choose to attach to the case (usually documents, P&L information, collaterial stuff, etc.). Once the analyst has done their thing, it is either approved or declined. If approved, we are customizing the workflow to automatically set the new limit.
My thanks in advance for any insight you all can offer.
Dan

hi Dan,
I believe the process you are refering to is standard in the Document Credit Decision.
This is now available in Enhancement Package 5 .

Deviation from Credit Limit predefined Alert in case of BP Consolidation

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