Help on alerts/warehouse/credit limit

Dear Experts,
I need help on the following:
1) As soon as the invoice is generated it should send a one-time alert immediately to the conecerned authority (user). Is it possible through the alerts management as there is no functionality of giving the alert just one time as and when it is generated. Also please give the query to do the same.
2) Stored procedure to check that at the time when the PO is added then all the warehouses at the line level should be same.
3) I want to block all deliveries/invoices where the credit limit exceeds. Can it be done through the standard system or the same can be done through SP_Notification stored procedure.
I am using SAP 2007 B PL 15.
Regards,
Rahul

Thanks Cliff,
I am acquainted with the SP_Transaction notification procedure. So there woul be no problem in adding that quey to stotred procedure.
I need the queries for the below:
1) Blocking deliveries and invoices where credit limit exceeds.
2) Blocking all PO's/GRPO's where the warehouses at line level are different.
Regards,
Rahul

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Help on user exit (credit limit blocking)

Hi,
Currently, my user exit checks the order value in va01, va02 against the remaining credit and puts a credit block on the customer/order if the order value is higher than the credit limit.
However, it should only take confirmed order values. For example, if the user entered 10 qty, but only 1 qty exists, then only 1 of the values should be considered when it against the credit limit.
Please help.
Thanks,
John

Hello John,
Use MV45AFZF Include
here look at documentation top of the form routine
FORM USEREXIT_AVAIL_CHECK_CREDIT USING    US_VBAK STRUCTURE VBAK
                                          US_VBUK STRUCTURE VBUKVB
                                          US_VBAP STRUCTURE VBAPVB
                                          US_RELEASE
                                          US_RECHECK
                                 CHANGING CH_CHECK.
DATA: CON_CHECK_STANDARD LIKE SY-SUBRC VALUE 4,
        CON_CHECK_NO       LIKE SY-SUBRC VALUE 8,
        CON_CHECK_YES      LIKE SY-SUBRC VALUE 0.
CH_CHECK = CON_CHECK_STANDARD.
CH_CHECK = CON_CHECK_NO.
CH_CHECK = CON_CHECK_YES.
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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.
You may post a DRQ here: /community [original link is broken]

Credit Limit and Balance dispalying on different lines

HI Gurus,
I have 0FI_AR_4 populating AR line items DSO, cube and on top of it is a multiprovider
I have 0FI_AR_9 populating a DSO, cube and is included in the same multiprovider as above.
Now when I am loading data and running the report I see companycode,netduedate,customer,balance on a dirrent row and for the same customer I see another line with customer,creditlimit data
How can I get all in to one row
In both my DSOs 0Customer is one of the key fields
I have read someposts on the forum and some suggest to lookup companycode and load the customer and credit limt based on companycode by creating a new Zinfoobject in the cube based on the 0FI_AR_9 DSO.
Is there any other solution?
If that is the only solution then please suggest the steps to implement this process along with the ABAP code.where to write the code and what to write.
I am not good at ABAP.
Thanks for all your help!
Thanks
Madhu

For credit limit data,
create a master data info object for Customer compounded with Credit Control Area and attribute should be credit limit.
(ii) create transformation from DSO based on 0FI_AR_9 to this master data info object so that data can be loaded for Credit Limit value.
(ii) This info object should be added to cube based on 0FI_AR_4 and map Customer and Credit Control Area to Customer and Credit Contrl Area coming from DSO for 0FI_AR_4.
(iii) you can remove the other cube from info provider
(iv) create a formula variable in query designer to read the master data attribute - Credit Limit
(v) use this formual variable in a CKf and diplay it in report
This way you can show the balance and credit limit for a customer in single row.
Regards,
Gaurav

Email Alert in Credit Management when Invoice Desptact Exceeds Partic Limit

Dear All,
I need an alert email from SAP system forthe customer credit based on dispatch exceed a particular amount
The email should be marked to partilcular person who has been configured in SAP.
Please could you let me know the neccessarry config and customisation needed for the same.
I have set the Credit Limit for the Customer already in FD32. Please let me know the Workflow Transactions and where the Amount Needs to be sit.
Regards,
Parag

Hi Parag
Maintain KRML Output type with Transmission Medium Email. Also maintain Credit representatives, Credit Mgr and also maintain condition record for KRML Output type at order level only
Thanks and Regards
Srinath

Free Goods Sales Order for Charities with Credit Limit

Dear All
I have a scenario where POS (Point of Sales) has been implemented,the process of POS is ok,but the requirement of the client is they are giving some goods to charity,when ever a person comes with a special card (Issued by the company) the outlet will create a sales order for the same without any charges with a credit limit of 1000 SAR (saudi arabian riyal).
Requirement
1) Creation of sales order with delivering goods but without any charges.(should have effect in Stock)
2)These charities is been treated as Customer with a credit limit of SAR 1000 (whenever the credit limit exceeds system should block the order)
how this scenario can be mapped in SD,
Thanks in advance
Malik

Dear Malik
keep the process regular, which will help in blocking the charity customer when reached 1000 SAr at order level itself.
As customer need to be shown that he is not charged.
you can work on changing the display of output determination .
You can take the help of Ababer and display what ever client is asking for.
I think this may solve your query without disturbing you regular business process.
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Pavan Kumar

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.

Credit Limit based on Open Items only.

Dear Friends,
Is it possible to set credit limit based on Open Items only ( Document Type RV)
If the credit limit is crossed for accounting documents not yet cleared, then system should allow creating sales order, but block any deliveries further.
Just to add this, we are using Oldest Open Item, to make sure system blocks deliveries if even one Billing document is overdue for payment.
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Regards
Trupti Deulkar
Edited by: Rob Burbank on Dec 16, 2010 4:02 PM

Hi,
AT FD32,
For respective customers Credit Limit should be made 99999999....(i.e maximum)
Goto OVA8. Select the respective Credit Control area, Risk category & Customer Group.
tick-> OpenItems
Max.Open items 100% and Nodays Open here you can maintain the grace days (after the payment term limit expires) is allowed to do the transaction for respective customer.
if grace days are '0', then as soon as payment term limit is expires system will block the transactions selected.
Thank You,
RB.
Edited by: RB@007 on Dec 16, 2010 3:12 PM

Static credit check: credit limit exceeded for consignment issue delivery

Hi,
We are encountering a credit limit exceeded error in delivery creation for a consignment issue.
In SPRO config "Credit limit check for order types", no credit limit check is assigned to the order type. However, there is one assigned for the delivery type. Also, for CCAr/Risk cat./CG combination in OVA8 (Auto Credit Block Delivery), static credit check has been activated with error message reaction. Open orders and open deliveries were also activated. Customer exceeded credit exposure but user cannot release the order in any VKMx transactions as no credit limit check is assigned to the order type.
Given that this is the current setup, and the following conditions:
1. Credit limit for the customer cannot be increased
2. Oldest open item cannot be cleared just yet
Is there any way that we can proceed with delivery creation for this customer? The other order types have credit limit check so credit management team was able to release them. However, we are unsure on how to proceed with this consignment order. Kindly advise and thank you in advance for your help.

We are encountering a credit limit exceeded error in delivery creation for a consignment issue.
but user cannot release the order in any VKMx transactions as no credit limit check is assigned to the order type.
Looks contradictory and it may need to run report RVKRED77 to reorganization of open credit values. Try to run the report in test system and then run in production system. After running the report, the use must be able to release in VKM* transaction.
Regards,

Static Credit Limit Check for Sales Orders - Net Value vs Credit Value

We are testing order credit check and we have run into a problem with the Static Credit Limit Check. The Static Credit Limit Check is set to use both Order and Delivery Values. SAP uses the values in S066 and S067 to determine what values it uses to check against the credit limit. Standard SAP uses the confirmed quantity times the credit price to get the order values - this is the credit value.
So the problem is, once an order is released it is set up so it does not go back on credit hold, so anything which is not confirmed (but could be) it a potential credit value which is unaccounted for in the credit exposure and the customer can go over the credit limit.
Additionally, we run AFS and have items which are rejected with a J0 rejection code (unconfirmed) which have the potential of being confirmed and shipped and we want to include these items in the value of the order which is being checked against the credit limit (along with the deliveries, invoices and receivables).
Here is a quick example.
Customer has a credit limit of $100 (no deliveries, invoices or receivables - to keep it simple)
Order 1 is placed with a credit value of $50.00 but a potential value of $100 (the other half is J0) - this passes the credit check since $50.00 is less than the limit.
Order 2 is placed for $50.00 and has a credit value of $50. This also gets approved.
At this point, the credit limit used is 100% (based on standard SAP)
Then Order1 backorder is confirmed and the new credit value is now $100. This order now puts the customer over their limit and if the order had been released would not go back on credit hold and therefore the customer is not over their credit limit by 50%.
What I want is for Order1 to be credit checked for the $100 not the $50 so the exposure is correct.
Does anyone have any suggestions as to how we could use the Net Value of the order to perform the static credit check? And any thoughts on how to determine the correct credit exposure (open order value plus items which are J0, plus deliveries, plus invoices, plus receivables)?
I am thinking about a Z table to track the adjusted values on the orders and then use one of the customer checks to do a static credit check with the adjusted value. And for the exposure, use the adjusted value to recalculate the values in F.35 to show a more accurate view of the credit exposure.
Does anyone have an easier way to do this? Any advice is appreciated.
Thanks,
Suzanne

Hi Suzzane,
In the scenario that you have provided, in the first order items worth 50$ are rejected. Hence standard SAP will not take this into account as this item is rejected.Two solutions can be provided here:
1) The line item can have a delivery block instead of a reason for rejection.This way the 50$ will get accounted.However, if this is against customer norms as this will appear in the order acknowledgment, this cannot be used.
2) User exit can be used where a credit check can be triggered once the document value changes, even though the document has a released status.
Hope this helps.
Thanks,
Vinu

Block sale order in credit limit

Hi Expert,
I have configure the credit limit block.it working perfectly when customer match the credit limit..but if i use following example it didint work..
1.Customer credit limit : 100000.00
2.Total Credit Usage is 70000.00
if i am trying to create a sales order amount of 70000 it will allow to create ,according to the config which i have it should block ..
when i check the mcvr ,SO66 no data (Pl refer the attachment)

Hi Shatrughan Tomar
I liked your commitment to help others.
But, I like to know, how will your configuration can help OP? His/her customer credit limit is already utilized 70%. And OP claims his/her understanding/config is correct.
Can you elaborate with example, you configuration is achieving what?
In addition to that what all type of credits will be done?
Thanks, JP

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

Credit management - one customer for two company, different credit limit

hi,
customer A in company 1000 and 2000. for example the total credit limit is $10000 for these two companies, customer A with individual limit 6000 in company 1000 and 4000 in company 2000. If i create sales order 1 with value is $7000, then message will be displayed. however if i create sales order 2 with value $35000 , no message is dispalyed. Is it possible to display message is the total credit limit is over but not individual limit?
And if i create a new customer , and create a sales order with over credit limit and the message is displayed when I save the sales order, but the value is not upated in credit master before i release Sales order. it only happen for the first time i create customer. pls advice
thanks

Hello Jo Jo,
it is not possible to check the sales order created in one company against the total
credit limit for the customer . The system checks (in standard) always against the
credit limit maintained for assigned company. The only one way could be to develop your own credit check (OVA8 - userexit 1, 2 or 3).
The part with the credit blocked sales order is correct: if the sales order is credit blocked, it does not update the open credit values, as the credit value will be calculated according the confirmed quantities and the confirmed quantities will be removed in the sales order (in standard) due the credit block. When you release the order in VKM1 or VKM3, the ATP runs and creates the confirmed quantities - as the result the order updates the credit values in FD32.
I hope this information helps you.
Best regards,
Lela

Credit limit in sales order

Dear experts
I am facing a problem in credit control check , for a customer I have done configuration settings in SPRO sales credit management , Define automatic credit control ,in that i defined dynamic credit check .
it is working fine but the problem is when new customer is created and maintained credit limit in code FD32 , it is not checking any credit limit which have defined in FD32 ,it is allowing me to create any amount of sale invoice to customer,
Thanks in advance
Regards
SrinivasRangi

Have you assigned a risk category to your customer in FD32, which you might have defined in OVA8. Also, did you ticked against open orders and open deliveries in while defining dynamic credit check for your risk category in OVA8.
See, in OVA8 against the combination of your credit control area and risk category, define dynamic credit check, put a check against open orders and open deliveries, so that it takes them into account while calculating credit exposure for that customer. Also assign this risk category in FD32 for that customer.
Hope this is of some help for you.....
Reward, if helpful....
Regards,
Noopur

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

Help on alerts/warehouse/credit limit

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