FBL5N - Required Credit Limit Field ?????????

Dear Gurus,
My client want to see Credit Limit of Customers in the screen FBL5N. I can go and modify the Header of the screen layout but there is no filed related to credit management is available (credit limit, limit used etc).
Can someone please let me know how to get credit limit of the customer display in the screen FBL5N.
thanks in advance

hi,
u want see that feild in the screen are in the report.....
as i understood in report u can do.....by writing a program...
so u contact ur abaper to do so...
if u want on the screen that is standard so u cannot......
if useful assign points.........
regards,
santosh kumar

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Hi Michelle,
You could use the sample codes available while installing the SDK setup.
like in this path C:\Program Files\SAP\SAP Business One SDK\Samples\COM UI\VB.NET
Add this code under SBO_Application_ItemEvent which will disable the field.
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Prevent User from Editing the Credit Limit Field

Hi
I would like to find out if there is a way to restrict user that has full authorisation to BP Master Data from changing a specific field on the Master Data.
The scenario is that we allow an user to edit BP Master Data but would like to prevent the user from changing the credit/committment limit fields as it has financial risk and only managers can do so.
If there any way within the stand SAP authorization that can achieve this requirement?
BR,
Jimmy

Hi Jimmy,
This would not be achievable through standard authorization. You may try SP_Transaction_Notification instead. Search within forum, there are many threads discussing this SP.
Thanks,
Gordon

Making Customer Credit Limit (FD32) a sensitive field

I am wondering if it is possible to mark customer credit limit (field KNKK-KLIMK) which you enter by using T-Code FD32 a sensitive field for dual control? If so, I request for detailed steps as I have been trying to do so but could not succeed. Please guide me.
Thanks in advance.
Moazzam

Moazzam,
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Does Simple Credit Limit Check Include Checking for Open Orders

Hi all,
I have this issue here where I have configured the system to use simple credit limit check with error message. I did not use the standard/common automatic credit limit check since user insist on a pop-up warning and that the order could not be saved. But, I realized that it does not take open orders into account too although I have set the risk categories. Is it true and what solution is there for this issue then.
Thank you for all your help in inputs.
Regards,
Yvonne

Hi,
Please follow the below configuration settings for Simple credit check process.
Simple credit check: In simple credit check the system compares the credit exposure with payers credit limit. The
credit exposure results from the total of the net document value and the value of the open items.
We can set the following system responses at when the credit limit has been reached.
A u2013Warning message
B u2013 Error message
C u2013 Delivery block
Specify in VOV8  Credit limit [C]
Configuration settings:
Sales documents types u2013 Credit limit check: Transaction code: OVAK
Path:
 IMG
 Sales and Distribution
 Basic functions
 Credit management/Risk management
 Simple credit limit check
 Choose sales document type OR
 Specify value
[ ] = No credit limit check
[A] = Run simple credit limit check and warning message
<b> = Run simple credit limit check and error message
[C] = Run simple credit limit check and delivery block
 Save and Exit
Define credit control area: Transaction code: OB45
Credit control area is an organizational unit that specifies and checks the credit limit for customers. A credit control
area can include one or more company codes. It means we can assign one credit control area to number of company
codes.
NOTE: Within credit control area the credit limit must be specified in the same currency.
Path:
 IMG
 Enterprise structure
 Definition
 Financial accounting
 Define credit control area
 Go to new entries
(OR)
 Choose existing credit control area
 Select it and click on copy icon
 Rename it and click on details icon
Specify currency [INR]
257
Data for updating SD fields
Update [000012]: Open order value on time axis, delivery and billing document value. This field value controls
when the values are open sales orders, deliveries, billing documents are updated in LIS. We can specify the
following update groups for updating credit related statistics.
 Update group 000012:
Sales order: Increase open order value from delivery relevant schedule lines.
Delivery: Reduces open order value from delivery relevant schedule lines.
Increases open delivery value
Billing document: Reduces the open delivery value, increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000015:
Delivery: Increases open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000018:
Sales order: Increases open delivery value
Billing document: Reduces open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value.
Increases open items.
Fiscal year variant [K4]: It indicates specific fiscal year variant for particular credit control area. The fiscal year
variant is essential when a credit control area covers multiple company codes whose fiscal years are different. Then
the values of the open orders are updated by posting period.
Specify risk category [001]: 001 = High risk
002 = Medium risk
003 = Low risk
This risk category entered in the related control area of the customeru2019s credit master record, which is automatically
created when a customer is created in a company code.
The credit master record is automatically maintained when at least one of the below fields is maintained for the
corresponding control area.
(A) Risk category
(B) Credit representative group
(C) Credit limit
Credit limit: The credit limit that we enter here in the specific credit control area of the customeru2019s credit master
record. This is automatically created when a customer is created in a company code (in XD01).
NOTE: This credit limit is not a total credit limit for the control area.
Representative group [001]: Define credit representative group in IMG.
 All company codes: If we want to tell to the system that, this credit control area is permitted for
postings in every company code we have defined.
 Save and Exit
NOTE: After this create Risk categories and Credit representative groups and come back to this step and assign
these values to our credit control area.
Risk category and Representative group defined and maintained by FI/CO consultants in IMG.
258
Assign company code to credit control area: Transaction code: OB38
Path:
 IMG
 Enterprise structure
 Assignment
 Financial accounting
 Assign company code to credit control area
 Choose our company code from position button
 Click on assign button on the application tool bar
 Select our credit control area from the list and assign it
 Save and Exit
 Go to FD32 and check whether system created customeru2019s credit master data automatically or not.
System creates customers credit master data automatically when we (FI/CO) people) configure credit control area in
IMG.
So as to perform simple credit check we have to specify customer master payers limit in the credit control area, and
create customer master in XD01 transaction code.
 Specify reconciliation account number (GL account number)
 Payment history record: Check payment history record control in payment transaction tab. It is the
control parameter to update the payment details that are made by customers and system will show the
payment details in the FD32.
 Specify the credit control area in credit control area field in billing document tab.
 Save and Exit
 Go to VA01 and raise the sales order
Check the system responses in each and every level of sales document processing and check whether the system
blocked the delivery document (due to the setting in VOV8 of OR in check credit limit field [C] = Blocked for
delivery).
 To release the delivery go to VKM4 and release the delivery document.

Report for viewing credit limit block released documents

Hello All,
Our client's requirement- credit limit check to be carried out and authorised persons can release the blocked orders.
But is there any report at month end to see how many documents were released and who released them Is there any standard report for viewing these or ABAP has to develop them? VKM2 transaction- released SD Documents would not show any released documents once billing is done i.e, once the sales documents is released it cannot be known who released it and when, how to track this?. so what can be the solution for this? Please suggest
Regards,
RAJ

Dear Raja,
Use VKM4 t code.
You can see both credit released sales orders and deliveries.
Put Overall credit status as D.
You can see how much value was released, when it was released. But with which user id it was released you cant see it.
Regards
Abhilash

Prevent Credit Limit Change

How can i restrict some users from editing/changing credit/commitment limit (feild)value in BP Masterdata and still allow them to create new BP or edit other feild?
The reason for this is because some users are responsible for creation of BP Customer i.e. Sales and Marketing,but they're not supposed to be permited to change or set Credit limit for BP. Since they can change the Credit Limit to allow Documents with Credit Limit check restriction to be saved and return it back. OR is there is any other way i can handle this?

Hi Adegoke,
As suggested by Gordon you can achieve it through SDK. Alternatively you can use Transaction Notification stored procedure to restrict the update.
Define a user table where you have to list the users who are authorized to update the business partner fields. Or as an alternative to this you can use hard coded user names in stored procedures. SAP Business One maintains the change log for few of the entities. So here you can query the change log table for Business Partner; to identify if the value for Credit Limit field is updated. Once you find a change here you can verify if the user who is updating the record is authorized user and accordingly bypass the update.
I hope the above solution works for you!
Regards
Nitin
Manager, SAP Business One
Greytrix
It's time to think outside the box.
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Commitment limit must be higher that credit limit

Hi, everybody
I´ve been trying to load a Business Partenrs DTW template, but at the end some BP don´t upadate succesfully because the next message appears. "Commitment limit must be higher than credit limit".
This message appears too when you put a value in the credit limit field in the BO mster data and you put a value o zero in the Commitment limit.
Checking my BP configuration, I have in this moment customers who have credit limit values higher than the values to update, however in the template I didn´t find anty field related to OCRD.DebtLine that is the Commitement Limit field in order to update this field too.
Actually the data base haven´t any kind of transactions.
I will appreciate a lot you help.
Regards, Manuel

Hi Manuel,
Did you try to set the correct value in the DTW column "MaxCommitment"?
This is the DI API/DTW property that sets or returns the maximum allowed debt for payments from the business partner.
A good help for the DTW in general is the SDK Help Center delivered with the SDK Package in each patch or on the SDN Forum under the relevant Version. Example:
[SDK Help Center 2007|https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/9039f9c0-b9f1-2a10-27bd-b08d4bd9d48c]
You can search for the field you need to update (example: DebtLine) and find the relevant DI API Property (example: MaxCommitment) which tells you the correct column header.
Kind Regards,
Friederike Mundt
SAP Business One Forums Team

Cred.lim.used field in FD32 not getting updated

hi All,
I have a scenario where my Cred.lim.used field which is a %age value is not getting updated in fd32
when I go to fd33 for a customer my Credit limit is 1,000,000.00
and Credit exposure is 1,138.28- but the %age is 0.00 %.
any suggestions
thanks,

Hi
Think logically how it will show the credit limit used in percentage just calculate
credit limit used*100/ total credit limit
1,138.28*100
1,000,000.00
will come to 0.11 % so system wont show it will consider only if it is more than 1%
regards

Requirement list should be Populated in MD04 When FIXED QTY/DATE activation In credit limit exceeded

Dear sd experts
I Have one Business requirement But i dont know how to achieve Please share Your ides
Generally once any document is blocked due to credit limit .. we can release in VKM3
But in my business process For some sales orders we have maintained FIXED QTY/DATE Option in sales order
i know this functionality
so if it is activated and same time if customer crossed his credit limit system confirms 0 qnty as per sap stranded
And no requirement will be seen in MD04
So in this situation no meaning To release in VKM3
My requirement is We have to activate FIXED QTY/DATE Option in sales order as well as if document crossed credit limit also Items should be scheduled and it should be transformed To MD04 And Authorization person will release in VKM3
How to fix this ..thanks a lot

Hi Sreehari,
For your requirement, you need to add a requirement at the access sequence level for the access sequence related to the KRML output type.
Code must be written based on the below logic.
If VBUK-CMGST (Header Overall credit status) is blocked and
If VBEP-BMENG (Confirmed quantity at schedule line level) is >0 then output has to be triggered. Further if order is having more then one schedule line system has to check for the last line (Tell this to Developer and make sure you test one scenario regarding this. First schedule line with zero confirmed quantity and second with full quantity).
For the second requirement
If VBUK-CMGST (Header Overall credit status) is blocked and
if VBAP-KWMENG (Item quantity) is changed output has to be triggered again.
Hope this explains.
Edited by: mokirala tilak on Sep 15, 2011 4:44 PM
Edited by: mokirala tilak on Sep 15, 2011 4:51 PM

Enterprise Service Required for - Credit Limit Data

Hi,
Can any one tell me, is there any Web-Service available to the Credit Limit Details in the FD32 T.Code.
Thanks,
Sekhar.J

https://www.sdn.sap.com/irj/sdn/wiki?path=/display/espackages/credit%2bmanagement
https://www.sdn.sap.com/irj/sdn/wiki?path=/display/espackages/creditManagementEnterprise+Services
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/db5a9890-0201-0010-5091-a3c483bbea7d
Hope these links helps.
Thanks,
Parvathy

VKM3 field credit limit is in thousands

Hello
The credit limit in FD32 is set to 250,000 but when you use VKM3 to release the sales order the credit limit shows as 250.00 it is in thousands. Can anybody tell me how you can change this to reflect the limit defined in FD32.
Thanks

This is standard SAP (see note 413483)
try to read this thread for an alternative solution
VKM4 credit limit amount

Credit Limit issue during PGI despite Credit available to customer

Dear All,
We have configured for Credit Management for Customer.
Everything was working perfectly fine for a very long time. But now there suddenly seems to be an issue. The customer has available credit but still the system does not allow us to do PGI. It gives an error message that the customer credit limit has been exceeded.
We checked in FBL5n and found that credit is available. There are no backlogs. But in FD32 we found that the credit exposure shows values in positive and the Blocked check box is ticked therefore blocking the customer. When we checked through Menu path - Environment - Sales & Distribution Docs - Open Orders and Open Deliveries , here we found that in table S067 there are open orders and open deliveries. But upon cross checking with VA05n and VL06/Vl04, we found no open deliveries or open sales orders.
This seems to us as a strange issue that the system is not updating the LIS table although we have not configured for LIS.
We contacted SAP for this and were given a temporary solution to execute program RVDREK77 to clear the table. But this dosent seem to be a permanent solution since we have to run this everyday as a background job. Also this program can be run only when no other transaction happens in SAP.
If anyone has faced a similar problem, I would request to suggest us a permanent solution for this.
Thanks & Regards,
Rohan Gudavalli.

Hi Rohan,
As per my understanding of the issue, There is problem in credit updation. To manage this you have to run the program RVKRED77. On executing this program system will reorganize the credit in case of update errors. Please have this execution done once in a week during week ends for required credit control areas. This is quite common problem we encounter regarding the updation of credit and the only way is to run the mentioned program periodically.
As you know normally in credit S066 and S067 information structures are involved in the updation. These information structures work in tandem with the update group which is assigned in OVA8 screen resulting in the updation of credit.
When an order is created S066 information structure gets effected and OEIKW field value gets increased.
When order is delivered S066-OEIKW gets decreased and S067-OLIKW gets increased.
When delivery is billed S067-OLIKW gets decreased and S067-OFAKW gets increased.
So credit is completely controlled by the information structures and the update group. Some times it happens that system will not be able to update the credit. To re-organize the credit incase of update errors please have a background job set up done prferably during week endsfor the program RVKRED77.
As you are saying that you have problem with only one customer; please check whether oldest open items check is evaluated.
Please use the program Check_CM to analyze the credit. On inputing the order number or the delivery number you can get the complete analysis of the credit done for the order or delivery.
Hope this explains.
Edited by: mokirala tilak on Jan 6, 2012 6:21 PM

Unable to block or throw credit limit message while posting Sales Order.

Dear All,
I hv created new customer and extended credit limit through FD32, assigned Risk Categeory and set the limit to 10,000/-.
When i am posting Sale Order with 15,000 or more value, i am not getting any warning or error message while saving Sale Invoice. No block was set against delivery or billing in Sale Order.
Kindly guide me, which step i am missing. FYI, customer dont hv any open item or credit exposure as of now becoz he was new customer.
Regards,
Venkat

Option 1
If your requirement is to go ahead with warning message and allow saving the sales document, maintain A in VOV8 for credit limit check.
If you want to restrict creating sales order when credit limit exceeded maintain B in VOV8 for credit limit check.
Option 2
Now in OVA8 if you click on dynamic option. Make sure you satisfy these requirements
The customer's credit exposure is split into a static part - open items, open billing, and delivery values - and a dynamic part, the open order value. The open order value includes all not yet or only partially delivered orders. The value is calculated based on the shipping date and the credit horizon you specify in the adjacent field. For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.
I would recommend with option 1, still if you want to go for option 2
Then click on Static and make sure you also select open orders and open deliveries.
This will happen if you select static
The customer's credit exposure may not exceed the established credit limit. The credit exposure is the total combined value of the following:
Open sales documents
Open delivery documents
Open billing documents
Open items (accounts receivable)
You can specify in the adjacent fields whether the system takes into account all open orders and all open deliveries.
Regards
Ravi.
I am sorry i wont be able to add further input than this.
Dont forget to reward points if you think it was successful

Changing Credit limit of Business Partner

Hello Guys,
I have a requirement in which I need to calculate the credit limit of a particular business partner and display it in 'Limit' field under the Credit Segment data. problem is I am not able to find any badi which will allow me to change the limit field.
Please provide me the badi in which I can do this.
Thank you.
Regards,
Saurabh

Hi,
pls. refer this:
Enhancements required in MIGO
Regds,
Rakesh

FBL5N - Required Credit Limit Field ?????????

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