Dynamic credit

Hi All,
Now surprisingly when i create a sales order i noticed that output tax MWST is populated in item level but not in header level. As i continue to save the order and then in change mode i noticed that MWST is dissapeared from item level also .
i understood that at the time of saving order when sytem matching the header and item level tax that time as header condition was zero so from item it dissapers.
SO the real issue is why MWST not populated at header level during order creation time.
I checked and then i found that even though the sales order not crossing the credit limit i need to release it by VKM3 . and after releasing the order MWST value is populating in order.
I checked and checked repeatedly i found when order value is crossing the credit limit then system showing me pop up message as per settings and order is set to block ( absolutely the way it should work )
SO MY QUESTION TO YOU ALL IS *why system automatically getting into credit block even though order value is less than the limit.*
I have set dynamic credit check in the system.
in OVA8 dynamic , status block and reaction c is set
vov7 item category activated
v/08 subtotal a is set
vov8 credit group is assigned
Looking forward to your valuable suggestion
Edited by: anish majumdar on Dec 2, 2011 5:29 AM
Actually it is not the block by means that system blocking to process the order. I could process the order . But think is in order to get the value populated in order i have to release it by VKM3. why do i need to release it as user would never know that document is to be release by VKM3 even it does not give pop up message

Hi,
Let me know what are controls you specified for that condition type in V/08.
Thank you,

Similar Messages

Regarding Horizon period in Dynamic Credit Check

Hi All,
i am using a dynamic credit management with horizon as 1 month, suppose consider todays date ( 11th May), as per the configuration, the system should block the documents that has Material availability date till 10th or 11th June, but am getting credit holds even beyond this period, say for the MAD on 30th June too.
am i missing something on the configuration part, also please let me on the ways of changing the horizon period to days from months, currently this field is marked as non-editable & is seen in grey.
Thanks & Regards
Ilango

Hi
no the horizon period is calculated from the Material availability date, please refer to the SAP note 447919
The relevant date for the dynamic credit limit check is NOT the shipping date, BUT the material availability date of schedule line VBEP-MBDAT.
This also concerns the time horizons in reports RFDKLI40 and RFDKLI41 and in Transactions FD32 or FD33.
and my question is to understand does it consider the June month fully or strictly the 30/31 days from the current date for 1 month horizon as on 10th may 2010.
Thanks & Regards
Ilango

Credit Management: Difference Between Static and Dynamic Credit Check

Hi,
Could anyone tell the difference Between Static and Dynamic Credit Check?
According to website: http://www.sap-basis-abap.com/sd/difference-between-static-and-dynamic-credit-check.htm ... this is the answer:
====================
Simple Credit Check : Tr.Code - FD32
It Considers the Doc.Value + Open Items.
Doc.Value : Sales Order Has been saved but not delivered
Open Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but not received the payment from the customer.
Static Credit Check it checks all these doc value & check with the credit limit
1) Open Doc.Value / Sales Order Value : Which is save but not delievered
2) Open Delivery Doc.Value : Which is delivered but not billed
3) Open Billing Doc.Value : Which is billed but not posted to FI
4) Open Item : Which is transfered to FI but not received from the customer.
Dynamic Credit Check         1) Open Doc
                                            2) Open Delivery
                                            3) Open Billing
                                            4) Open Items
                                            5) Horizon Period = Eg.3Months
Here the System will not consider the above 1, 2, 3 & 4 values for the lost 3 months.
====================
Question 1: Could you further explain the above information, if there is any?
Question 2:: What is the Tcode to customize settings of:
a) Simple Credit Check (isn't this same with b) below?)
b) Static Credit Check
c) Dynamic Credit Check

Hi Tanish,
Diff between Static and Dynamic Filters.
Example One at report Level.
Create a variable for a Infoobject say ,Material .
1)In the Query Designer and if u restrict it to some 10 materials at query level, the report will display for only those 10 materials only.This is Static Filter.UR AHrdcoding it to those materials.You cant change them at Query Run time.i.e not changeable by user.
2)If u give the variable as input ,and when u run the query ,u can can choose the material,may 10 may be 1 or may 20 .It is dynamic.Changeable by user at run time
Example Two at DTP and Start Routine Level,say Document Type.
1)If u give filters in Start routine it is Static as u cannot change it in Production,not changeable by user.
2)f u give filters in DTP it is Dyanamic as u can change it in Production.U can give any doc type,Changeable by user at run time.
Hope it is Understood.
Rgds
SVU

Dynamic Credit check - problem -Delivery creation from Sales order

Hi
we have a problem which i would appreciate some help with.
Sales order is blocked for credit and subsequently released via VKM1
BUT as soon as line item is selected and then Sales document > deliver -
the Dynamic credit block kicks in again straight away, no other changes have been made
why is this occurring ?
I managed to get round the problem by creating delivery via VL10c and selecting line item and then create in background

Hi Tony,
Do you have a credit check active again at Delivery level?
In OVA8 - for the combination of credit control area, risk cat & credit group - please check field 'Number of days'.
If you do not wish to carry out the credit check again for the released doc, here you can maintain the number of days.
Description of F1 for this field is as below.
Credit check: Number of days without check
Specifies the number of days after which a changed document must be re-checked for credit.
Use
This function is used for checking documents that have already been released by a credit representative, but that have subsequently been changed. The system does NOT carry out another credit check if the following conditions are met:
The value of the changed order is not greater than the value already approved for credit (inclusive of the deviation factor), AND
The current date is not greater than the original release date plus the number of days specified here
thanks
Anirudh

Dynamic Credit Limit check not giving error message

Hi!
I have configured the credit management like below:
1. high risk, medium risk, low risk category.
2. credit control area with update : 00000012
3. In pricin procedure for net value, routine "A" is given.
4. In Item Category, Credit Active tick mark is checked.
3. Assigned D, credit group 01(Credit Group for Sales Order) in sales document types.
4. assigned credit group in Delivery document types.
5. configured automatic credit control;
for high risk, with credit group 01 , dynamic check with reaction D , and status/block tick by considering open order and open deliveries .
My main aim is when sale order is creating, system should give error message , when credit limit is exceeded.
But system is giving following information message only:
     Dynamic credit check: credit limit exceeded (data
     cannot be saved)
     250.00 USD
that is only information message and allowing to save the sael order and delivery also.
can any one give idea where config is missed.
we have activated FSCM also, but no link to credit control area.
regs,
ramesh

Hi,
Check up at message control with OBA5
Regards
VG

Dynamic Credit Checks - Different Horizon for Sales Order & Delivery

Hi Experts ,
had a query . I am testing a scenario for Dynamic credit Check where the Horizon is ZERO for Sales Order & 3 Months Horizon for deliveries. How should the system behave in such a case. What would be the best way to test whether system behaviour is ok as per this expectations.
Also I would like to know whether "0" horizon for sales order means that system looks into the entiire list of open sales orders or the horizon of check is only upto the end of the current month . In FD32 the curent date is indiacted as the horizon date. While creating sales orders today I found dynamic block for 0 horizon is only working for sales orders with availabilty date upto 7th July '10 which neither covers the existing month-June & neither full of July. Beyond that there is no dynamic block soccuring.That made me a bit confused .
Please advice with you valuable inputs.
Thanking You.

Hello Sai ,
thank you for the response. Had already checked note . But this does not speak about the implication "0" M horizon of dynamic credit check . What is coverage for that ?

Dynamic Credit check

Dear all,
Iam facing one issue , while saving the sales order, getting error as"Dynamic credit chek has been exceeded xxxx inr"
new customer created with out assign credit control area
credit customer master data has not maintained with limits.
at sales doc type as assigned the credit group.
my question is : how system has showing error based on which criteria, upto yet no transacitonal data for this cusomer.
plz sugest to raise the SO.
regards,
NAr

Hi,
Since you said, you don't have FD32 record for this customer, I would assume this is not due to your "Automatic credit control" settings which we do under OVA8.
Therefore you should be using "Simple credit check" facility in SAP.
Please check what is maintained under the transaction OVAK for your sales document type. If you have "A" or "B" or "C" under the column "Check Credit", then you're using simple credit check.
If you look at the SAP documentation given under that IMG node, you can clearly seebelow.
The SAP System checks the credit limit which was granted to the customer in this credit control area. The credit control areas and the credit limit of a customer are defined in financial accounting and entered in the customer master record. During the check, the SAP System totals the receivables, the open items from special G/L transactions and the net value of the sales order for every item of a sales document. The open items take into account obligations bound by contract which are not recorded for accounting purposes but which involve expenses through diverse business transactions. The total is compared with the credit limit. If the limit is exceeded, the system responds in the way defined by you in the configuration menu.
And also please check whether you have maintained a risk category and the credit limit in the Credit control area setting under the IMG path.
Enterprise Structure -> Definition -> Financial Accounting -> Define Credit control area
And also chcek below link on the credit management config
Cr[Credit management config|http://learnsaptips.blogspot.com/2011/08/credit-management-in-sap.html]
Best regards,
Rahal

Advance Payment for Dynamic Credit Mgmt

Hi SAP Gurus,
I have small requirement,we have dynamic credit mgmt implemented.Issue is
A customer credit limit - 1000 Rs
we get the advance payment which is reflected in outstanding in FBL5N say 5000
Nw if i create SO which exceeds my A Customer i.e.., 1000 system doesnt allow.
Logically speaking if i have customer advance payment system shud allow.
How do i configure the above requiremtn.
Thanks
Shri......

Hi
Have u posted the down payment through special G/L indicator only and what are the posting keys used.
Check the credit control area in the Down payment document .
The last option you can do below
Kindly cancel the down payamnet document and generate the fresh down payment request and check the same
Run the report RFDKLI20.
Once again check the below prerequisites for credit management to work in Sales and Distribution:
1.Assign credit control area to company code
2.Maintain the credit limit in FD32 with details of risk category and the credit limit value
3.Do the settings in OVA8 -automatic credit control area with combination of Credit control area/Risk category /credit group.
4.Assign the credit groups to the sales and delivery document types.
5.Maintain the Subtotal 'A' in the pricing procedure against which value the sytem should check the credit
6.Maintain the rel for credit in t code OBXr for down payment amount top be considered in Credit limit
Regards
Damu

Dynamic Credit Management - issue with released documents

Hi,
I have a problem concerning automatic credit check.
In my project we activated the option "Dynamic Credit Check" to check the customer credit exposure and also the open order value.
Everything is working perfect, and the system blocks when the conditions are not meet.
The problem is:
When the SO is blocked, and after beeing released, everytime we save that SO it triggers the credit check and put it blocked again.
Even with a simple output msg creation, or a change in a text field, triggers the credit check, and everytime we must to release the SO again.
In customizing I see that there are the parameter "Number of Days" in tab "Released Docs are Still Unchecked", however it seems that parameter has no any effect with "Dynamic Check" option.
Do you know if there is some way to avoid to do SO release again and again (after release first time)?
Many thanks,
André

Dear Andre,
this is the standard SAP behavior, I mean when ever you are changing any thing in the sales order after releasing the Credit block which may again affect the credit, it will go into the credit Block again.....
And in your case also it might be the problem. So after releasing when you are saving the sales order, again Dynamic credit check is occurring and putting Sales order into block.
If you dont want this, then follow these
1. Go to VOFM :
2, Click on requirement --> credit check...
3. Write a suitable routine with the help of ABAPer for bypassing check on the things like, adding text, some small modification etc, but not for Quantity and Value
4. Assign this routine in OVA8 for credit group + risk category + credit group combination.
I hope it will help.
Thanks,
Raja

Dynamic Credit Mgmt

Hi Gurus..
I would like to know from where the value of sales value field in FD32 get captured.Is it from open sales order.??

Hi,
Static Credit Check
it checks all these doc value & check with the credit limit
1) Open Doc.Value / Sales Order Value : Which is save but not delievered
2) Open Delivery Doc.Value : Which is delivered but not billed
3) Open Billing Doc.Value : Which is billed but not posted to FI
4) Open Item : Which is transfered to FI but not received from the customer.
Dynamic Credit Check
1) Open Sales order
2) Open Delivery
3) Open Billing
4) Open Items
5) Horizon Period = Eg.3Months
Here the System will not consider the above 1, 2, 3 & 4 values for the last 3 months.
Reg
JJ

User Exit for bypassing Dynamic Credit Control Check in Del Cre via VL01N

Hi All,
I have a scenario where I need to bypass a credit check for a particular condition in the sales document(i will be able to check this condition if i know the sales order no) before delivery creation via VL01N. I have searched through for user exits/BADi's but havent got any. If any one has any pointers for the same, it would be of great help.
Regards,
Karthik

User Exits For Credit Checks And Risk Management
   Credit Check
     If you want to carry out your own individual credit checks, that differ
     from those in the standard system, you must define them in the following
     user exits:
     o   LVKMPTZZ
     o   LVKMPFZ1: USER_CREDIT_CHECK1
     o   LVKMPFZ2: USER_CREDIT_CHECK2
     o   LVKMPFZ3: USER_CREDIT_CHECK3
     User exit for availability check
     User exit USEREXIT_AVAIL_CHECK_CREDIT exists in Include MV45AFZF.
     This user exit allows you to determine whether the system should or
     should not carry out an availability check after a blocked document has
     been released or after a new credit check.
   Risk Management for Receivables
Regards
Prabhu

For Dynamic Credit Check replacing Material Availability date with Delivery date

Hi All,
Our client has this requirement, where they want to change the standard SAP functionality which Checks whether a schedule line item in a sales order is with in horizon or not based on "Material Availability Date" VBEP-MBDAT. They want in place of this Delivery date of schedule line should be used i.e. VBEP-EDATU. I did some research and found out that this could be done technically by updating the BADI "BADI_SD_CM".
Now we are stuck as to what needs to be changed? has anybody worked on this kind of requirement before?
Please share your past experience.
Thanks and Regards,
Prateek Maheshwari.

As you know, VBELN-Currency-POSNR-ETENR-MBDAT is standard exposure key of sales order but my ex-colleague changed it into VBELN-Currency-POSNR to compress exposure data for certain CCA.
In this case, of course, that CCA should meet some biz requirements(User-exit. etc) like no partial delivery. etc.... for integrity of exposures..
This case is different because you want to change value of key....and it's Date!!!!
Anyway I think it's techinically possible but it's very risky in live system because existing exposures would be not removed even if delivered, changed, deleted or blocked.
So you have to delete all exposures and rebuild after program changed.
I'm writing it's possible now but I refused when my customer want to change it because I don't have any way to rebuild huge data in live system.

I want to set dynamic customer credit limit for a customer

Hi,
I want to set a dynamic credit limit for a customer which should trigger during the time of Sales Order Creation.
Can anyone please let me know the settings one has to do to implement this process in the system ?

Hi Below is the whole process for confign.
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.
Regds
MM

Credit Check on Sale Order

Dear Friends,
Right now the credit check is on Delivery Order. It displays error message when doing PGI for Gross Value (Price + Tax). Now I want to do it for Sale Order Level.
I did all changes according to the following; but on sale order the error message is only for (Price). It is not including tax value. Your assistance is required....
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_SAPFV45K_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:
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. You can
use Transaction FD32 to assign this risk category to a credit account.
10. Transaction OVA8
Here, the individual credit checks for key fields
- credit control area
- risk category
- 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. You want the item to be relevant for billing. If an item is not
relevant for billing or for pro forma billing, no update occurs.
14. 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:
15. 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':
16. 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:
17. 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.
Regards,
Shahbaz

Dear Lakshmipathi,
Yes, "A" is there.
Regards,
Shahbaz

Credit management

We have open sale order for a customer after which the credit management was activated. In FD 32 the credit limit was set.
The risk category used is 006.
We have used static check. We have ticked on open orders and open items.
We want the system to prompt at the sale order level if we are trying to change the quantity.
After maintaining the master when we create order and if it exceeds the limit we are getting the error message that credit limit exceed by -
value.
For orders that are raised before fd32, we are not getting the error message.
Could anyone please guide

Hi Pooja
In OVA8 , for static check change the Reaction box to error and then check , but generally the open orders, open deliveries work for dynamic credit check and not for static credit check
Regards
Srinath

Dynamic credit

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