FSCM-Credit limit for group of customer

Hi all,
    Please advised how to set up in FSCM-CR for the following scenario.
    I would like to set up credit limit for a group of customer. such as BP A is subsidiary of BP B.
    BP B have credit limit 100,000 USD. BP A have no credit limit, but using credit limit of BP A.
    I known in SD-credit, we can set up credit account of customer A in FD32 equal to customer B.
Regards,
Jenny

Hi Jenny,
'Credit account' concept in FD32 acts as credit delegation to parent account.
- this delegation turned out to be simple tool, but vulnerable to hedge group-wide credit risk.
In FSCM version, SAP has strengthen this 'week form' of risk management, which sometime has troubled us.
FSCM has two kinds of credit control models for group-level credit control;
one is main/sub model and another is business partner relationship
Suppose you prefer to 'business partner relationship model'.
* Scenario and expected result;
'business partner relationship model' is different from 'credit account' concept, in that it both credit- checks for 'BP A' and 'BP B'. However, I guess that you could achieve goal if you set as below;
firstly, map BP A and BP B as business partner relationship
(BP A is lower, BP B is higher)
Secondly, assign to different risk category; BP A to no risk category, BP B to high risk category
(I supposed both A and B has same CCA(credit segment))
Thirdly, maintain 'OVA8'(Define Automatic Credit Control) differently
eg. no risk category => no message, high risk category => error message
wish your test and verification.
Best regards,
TED

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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 limit for the customer hierarchy

Hi All,
Our client needs a report to show the total Credit Limit assigned to Global customer as shown below. It will be the summarization of individual credit limits of all the customers linked to this Global Customer. It will be a BI report.
Can someboby please tell me as to how to create the credit limits for the customer hierarchy? Also, hoe to fetch these valus in the report?
Customer No     Customer Name      Total Credit Limit     Individual Credit Limit
1000000             Carrefour                      970,000,000.00
1000001             Carrefour France                             300,000,000.00
1000002             Carrefour Spain                                             200,000,000.00
1000003             Carrefour Belgium                             90,000,000.00
1000004             Carrefour Greece                             85,000,000.00
1000005             Carrefour Italy                                             200,000,000.00
1000006             Carrefour Turkey                                             50,000,000.00
1000007             Carrefour Poland                             45,000,000.00
2000000             Metro Group                      290,000,000.00
2000001             Metro Austria                                             25,000,000.00
2000002             Metro France                                             53,000,000.00
2000003             Metro Spain                                             48,000,000.00
2000004             Metro Germany                                             63,000,000.00
2000005             Metro Switzerland                             15,000,000.00
2000006             Metro UK                                             60,000,000.00
2000007             Metro Portugal                                             26,000,000.00
Regards,
Raghav

Hi,
Credit limit is maintained on payer level and you are not able in standard to split it between sold-to or assign N sold-to to one global limit. You have to extend the credit control functionality to check the credit limit additionally for the global limit customer. Unfortunatelly you cannot implement it without development.
Regards,
Marcin

Temporarily Increase Customer credit limit for va01

Hi,
My requirement is we want increase credit limit for customers for 1 or 2 days in temporarily basic or va01 order release purpose .
I maintained customer wise temporary credit & valid from and to dates in a z-table. How to solve this problem without using credit management FD32.
regards,
moon.

Your requirement to increase Credit LImit of Customer for 1 - 2 days based on a Z-Table is not possible in SAP Standard. Also you dont want to use FD32.
Now in OVA8, Under Checks you have three Boxes for User 1, 2, & 3. There are the Enchancement Points give by SAP for you to implement your Z-Requirment in Credit Management.
You Requirement will have to be mapped in a Z-Development, speak to your ABAPer & he can write a code in User Exit which will refer your Z-Table & do the needful.
Hope this helps,
Thanks,
Jignesh Mehta

Productwise credit limit for a customer

Hi All,
Is it possible to maintain credit limit productwise (Divisionwise )for a customer.
we sell different products like Washing machine,Air conditioner ,Refrigrator etc which we classify as division in SD Module . we want to maintain credit limit for a customer productwise.ie seperate limit for Washing Machine, Air Cond and ref etc .
same should be checked at the time of creating sales order (VA01).
If some one have any solution for the above scenario please let me know.
Thanks & Regards
Meenakshi

Hi,
There is no standard functionality available to have the credit limits at product level, but try to build the logics and process through the three exits available in credit Management.
Also,
You can do is set credit limit, Credit control area wise.
You can use multiple credit control area, and assign the CCA to separate sales areas ( That will represent the different Region / Products, as per your requirement).
The assignment can be done in the below path:
IMG> Enterprise Structure>Assignment>Sales and Distribution>Assign sales area to credit control area
Here for combination of Sales Organisation , Distribution channel and Division you can assign separate credit control areas.
While the Distribution channels can be defined Region wise, the Divisions can be defined Product wise.
Now in FD32, Set the Credit limit of the customer , Credit control area wise.
regards,
Siddharth.
Edited by: Siddharth Dabhowale on Jan 9, 2008 12:40 PM

Credit control for group of payers

Hello
The company is considering to set some of the customers as follows: with 1 sold to party SD function but with more than 1 payer related.
How ever we need to set only one credit limit for this group of customers, for example set the credit limit in one of the payers but control the whole group open items balance when creating a sales order for any of the payers related.
I can se the fields "Credit account" and "Customer credit group" in FD32 but i don´t get to understand if they can help me to control diferent customer balances with only 1 credit limit.
Hope you can help me if there´s any way to work this...

Hi Mario,
You need not use Credit Groups, just complete all the partner functions: Sold-to Party and all the Payers related to it.
Then, in Customizing, in transaction OVA8 make sure that the credit control is not being executed by Payer. In order to to this make sure that the flag Payer is not activated in the window Checks in Financial Accounting/old AR Summary.
In that way, although different payers pay the invoices of a single Sold-to-Party, whenever you create a sales order of the sold-to-party customer, the credit limit is check against him and not against the payer.
Hope this is useful
Regards,
Fede

How to get the latest credit limit values per each customer in the report.

Hi All,
Can anybody give me an idea on how to get the latest credit limit values per each customer in the report.
I have below requiremnt.
I have cube which is having transactional data on document and customer level .and it also having master data info object in the cube which is credit management view having all the customer numbers .
This credit management view is master data info object having credit limit key figure as attribute.These credit limit are per each customer.
So we need these credit limits in the report as dynamic values .(I mean whatever be the current credit limit in the master data table for that paricular customer that should show up in the reporting).
one more thing these credit limits should roll up correctly at the HTR level.
One HTR having number of customers .
for example HTR 100 can have customer number 200,300,400.
Those 200,300,400 customer credit limits should roolup correctly at the HTR 100 level.
Example below :
Cube DATA :
HTR Customer Doct number Credit managment view
100 200 10001 200
100 200 10002 200
100 300 10004 300
100 300 10005 300
100 400 10006 400
100 400 10007 400
100 400 10008 400
Master data tabel (P Table)(Credit managment view)
Credit managment view Credit limits
200 1000.00
300 50000.00
400 90000.00
Please remeber :
We can not make these credit limits as navigational becasue these are keyfigure attributes not characteristics.
one more thing we can not make them as charatistics because we need use these credit limits to derive other calkculation. so it is not possibel to derive calculations on charactristics .

Create a formula variable of type replacement path with reference as attibutes of Credit management view and choose your key figure credit limit,say zcredit.
Now create a formula or CKF and use zcredit.
This should display the credit limit in your report as normal key figure.
I didnot get this part "one more thing these credit limits should roll up correctly at the HTR level.", may be the above will solve this too.Try it.
Hope this helps.

Payment/Credit Limit for Vendors

Hi SAP Gurus!
Is it possible to impose a maximum payment/credit limit for Vendors in SAP?
I saw in this forums that it can be done through Contracts but in the contracts, you have to enter a material. Is it possible that you don't have a material and the contract will encompass all the transactions of the vendor?\
Hope to hear from you soon!
Thanks in advance.

Hi,
You can make use of following Features of Contract w/o materials;
Item Categories in Contracts: -
Just as with purchase orders, you can enter an item category to define the item as an external service item, a consignment item, a subcontracting item or as a free-form text item.
Item Category M (Material Unknown)
Item category M is for entering contract items without specifying the material number.
Item category M is recommended for similar materials with the same price but with differing material numbers.
Example
Consider a contract item for different types of office paper. The various types of paper have the same weight, quality, and price. However, they differ in the following respects: One type is lined, another is unlined, and another has two holes on the left side for filing purposes.
How Do You Use Item Category M?
In the case of items of category M, you enter the short text (short description), target quantity, unit of measure, and price. As soon as a contract release order is created, the material number or a short text is entered (e.g. the exact type of paper, say, two-hole punched). The system determines the net price on the basis of the gross price entered, less any discounts.
Item Category W (Material Group)
Item category W allows you to enter a material group without entering the value or quantity of the contract item. Item category W is for value contracts only.
Example
Consider a contract for cable. The contract covers every type of cable on the vendor's price list. The exact type of cable is known only at the time a specific cable is ordered.
Instead of entering an item for every type of cable the vendor is able to supply, you could enter item category W and the material group (say, CABLE). The short text would indicate that the contract item covers all types of cable supplied by the vendor.
Each release order issued against this contract would then specify the actual type and quantity of cable (for example, double-shielded coax, 1 spool) as well as the price.
How Do You Use Item Category W?
When you create the contract item, enter the item category W, the short text, and the material group. You do not enter a price or conditions for the item. However, it is possible to specify conditions in the document header. For example, you can enter a discount in the header conditions if the vendor grants a discount on all Pos relating to the contract. The discount is automatically taken into account when the release order is created.
You can enter a material number in the contract release order. The corresponding material master record must be assigned to the same material group specified in the referenced contract item. If the release order does not have a material number, then it must contain a valid account assignment, such as a cost center.
Also refer following link;
[Item Category/Account Assgt. Category in Contracts|http://help.sap.com/saphelp_erp60_sp/helpdata/en/75/ee1fa755c811d189900000e8322d00/frameset.htm]

Extend credit limit for particular term

On credit management,
If I want to extend credit limit for only particular from-to date, how can i do it?
I know about "credit limit seasonal factor" on OVA8, but this customization can give
only percentage base. I want to extend by amount base.
BR
Y.Kaneko

Hi,
Std SAP provides credit limit to be maintained as a seasonal factor only in %.
In case of amount based maintenance, the same has to be maintained/developed using a custom modification described in [this|credit limit; thread.
Regards,
Amit
Edited by: Amit Iyer on Sep 20, 2010 11:26 AM

Total Credit Limit for Co. code

Hi sappers,
I want to fix a total credit limit for Co. code sothat the aggregate of credit limit fixed for every Customer cannot exceed that total credit limit.

There is nothing as standard that will allow you to do this.
Not sure why you would want to restrict this.
However it can be done with a bit of coding.
You will need to make sure you Credit Control Area only had the single Company Code.
You would then need to store the total amount of the Company Code in a Z table.
You would then need to use a user exit in the change and create credit master record in FD32 to check the total of all credit limits for the credit control area was not greater than your total for the Company Code.
if this is too much for you, you will have to manage this manually and report on the total credit limits for all customers in the credit control area.

Credit limits for the same Customer for different countries.

Hi SAP Gurus,
A customer belongs to 2 different countries, the credit limits are maintained in FD32 for one country.
But basing on the "country" the credit limits should change for the same customer.
So how we need to handle FD32 in this scenario. Is there any option to maintain credit limits basing on the "Country"?
Thanks and Regards
Sunil
Edited by: Sunil.kds on May 27, 2011 9:37 AM

Hi ,
sales area wise , you can differentiate the credit limit . In this case , you can have one more credit control area and assign it to new sales area. it the same customer comes under diff country , extend the customer to the new sales area . By doing so, you can have 2 credit limits for the same customer.
With Regards
S.Siva

Additional Credit Limit for certain period

Dear Friends,
My Client want a functionality where we can give additional credit limit for particular customer for particular duration.
Since the value for each customer will vary we cannot use credit limit seasonal factor in OVA8.
I want to maintain a Z Table with Customer No., From Date, To date and additional limit.
But how can I force the system to add this value in credit limit given in FD32 while performing credit check in sales order.
We are using the static credit check and in same functionality this additional limit value should be added if customer is maintained in Z table and if it falls within specified date.
Please advice.
Regards
Mayank

Dear Mayank
If possible make different credit control areas.
decentralised credit management.
for each credit limit , set the credit amount.
change the credit control area for the customers as per additional credit limit .
A proper setting in FD32 , OVA8 and horizon period may give the results,
just an example-
                                 ex1      / ex2
credit controlarea - ABC      / xyz
Credit amount      - 100$     / 150$
horizon period     - 2months / 1month
-Jay

Credit Limit for 2 customers

How do you setup an approval procedure to check a shared credit limit for 2 customers simultaneously? The credit limit is shared between the 2 customers which can be linked thorugh a UDF.
Example: Joint credit limit Cust1 and Cust2: $10,000
Outstanding orders for Cust1: $5,000
Outstanding orders for Cust2: $3,000
Available credit for any of them: $2,000.
If an order exceeds $2,000 in this example, it should trigger the Approval Procedure.
Cust1 and Cust2 can be linked through UDF U_CustGroup (or any other suggested field)
What would be the Query to use please?
Thanks,
A Castri

Hi Gordon, thanks again for response. The UDF will link a customer to its sibling (and back). Credit limit will be set at the same value for both customers. This is how I visualize it, but I don't know if a Query would be enough:
TotAvailCredit = CreditLimit - (Balance Cust1 + Balance Cust2)
If Total from Quote or Invoice > TotAvailCredit then trigger approval procedure.
Do you still think an SDK-based development would be needed, or just a Query would be sufficient?
Thanks,
Andres

Can v set credit limit for a vendor? if so, how?

can v set credit limit for a vendor? if so, how?

Hello
the two replies are correct that the redit limit is always used for customers. but i can give you the scenario as per the request and Amrita please correct me if i am making something wrong.
as per vendors there are three to four vendors are available for buying a material. we are not using quota arrangement but we just distribute the order based on the situations. the order is given to a vendor who is quoting low price, giving the required quality and quantity and supplying as per our need. there is one more criteria for choosing this vendor. the outstanding balance for this vendor should not cross some limit.
the limit may be based on negotiations and the some contracts' terms and conditions.
the solution for this may be that there should be one report where you can see how much we owe to each vendor. this could be possible only when we know the Vendor g/l account and the corresponding balances.
i think i have cleared the credit idea as well as given the solution. please reward if found it helpful.

Separate credit limit for separate division

Hi,
Our client wants to provide separate credit limit for newly created division to their existing Dealers. How it could be possible through standard functional way. I thought of creating sepatrate credit control area . will it be help full ?
Regards
kaushik

Hi Kaushik
Maintaining the separate credit control area is also not a problem. But make sure that you are extending the customers into the new division sales area and in CMR data assign the credit control area also
Regards
Srinath

FSCM-Credit limit for group of customer

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