How configure the credit limit at sales order level

Hi
how can i configure the credit limit at sales order level..
ex: when i create sales order ... if exceeds the sales order value to  credit limit value ...sysyem does not accept to save this sales order ...is it possible...pls help me in this issue
regards
sesidhar

Hiiiii
It is very much possible in SAP
first you have to create credit control area
then assign your company code to your credit control area
then create your customer and assign credit control area in billing tab (for that u have to activate credit control area for your transaction by OB20)
Then go to t-code VOA8
assing credit check to your sales document type
create credit control area automatic with your credit control area.
Regards
Shambhu Sarkar

Similar Messages

  • How to Find  Credit Check Released Sales Orders /Deliveries?

    Hi Gurus,
       How to Find Credit Check Released Sales Orders /Deliveries for a particular Customer.
    Regrds,
    Binayak
    Message was edited by:  Binayak
            Binayak Ghosh

    Hi,
    You can chech inthe Tcode VKM2 Released SD documents, and VKM4 SD documents.
    reward if useful
    Regards
    syed

  • Credit check at sales order level?

    Dear experts
    I want to set credit check at sale order level with following conditions
    consider open deliveries for credit exposure
    consider billing documents for creadit exposure
    do not consider any open orders
    Also if oldest items are open for more than 7days then block the sale order creation
    e.g suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-. In this case system should block the new sale order created of value more than Rs.50000/-
    plz suggest the configuration steps
    regards
    kailash

    dear friend
    For i am already having the same setting but still my scenario is not working. i will explain my scenario again
    suppose customer is having credit limit Rs.100000/- and open deliveries against this customer is having the value Rs.50000/- i.e. credit exposure is Rs.50000/-.
    In this case system should block the new sale order created of value more than Rs.50000/-
    But with the said settings purpose is not getting solved.
    my settings are;
    In OVA8 ;
    Update: 000015
    Static check: TICK
    Status: TICK
    open deliveries: TICK
    Plz suggest
    kailash

  • SPL block when changing the Address manually at Sales order level

    Hello all,  I hope every one doing well
    I am facing one problem in SAP system, when I am chanigng the Partner address at sales order level , system giving the SPL block , without screening even though the customer is a good customer.
    I checked in Img: GTS -> SAP Compliance Management->"Sanctioned Party List Screening" Service->Control Settings for "Sanctioned Party List Screening" Service->Sanctioned Party List Screening Strategy for Customs Docs tested with  as " Status check of unchanged Addresses( Partner Address) and New check of changed Addresses.
    I didn't find any difference. Sales order getting block for the above cases when changing the Address at Sales/Create document level.
    Please let me know  how to resolve it.
    Is it related to configuration  if yes how  ? pr
    do we  have any OSS Notes to Rescreen the Sales orders with compliace even though changing the Address at sales order level ( ship to party address changes like Name, city, email id, of fax )?
    or
    do we need to do the Enhancement for Rescreening when changing the ship to party adress (changes like Name, city, email id, of fax )
    manually at sales order level ?
    Thanks in Advance
    NVR

    hello Sameer,
    1. Whether your Embargo service is activated for the Country of Plant from which your order is getting shipped. -- Yes I have activated the Country under Embargo list.
    2. Whether the partner function for which you changing the county detail has been added in into the Partner group which is assigned to Embargo services.( GTS)-- Assinged the Sold to Party ( AG) for PGEMB2- Partner group
    3. Whether the country which u putting as Embargo has been maintianed under Embargo country list,
    - yes
    What I am doing exactly is , I am creating sales order with US customer master , but I am chaning the Country Key as Embargo country ( Ex: CU, SY, IR) at VA01 , or VA02 level Sales order header Partner tab level for Sold to party address ( changing only country key as embargo country) , not to ship to party  ( ship to party still US country key only), at that time system not blocking the sales order as embargo.
    please let me know if any once come across this sistuation..
    Thanks in advance
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  • Implications of changing credit check from sales order level to delivery

    Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
    What are the implications of changing credit check from sales order level to delivery

    >
    Mangesh Desai wrote:
    > Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
    >
    >
    > What are the implications of changing credit check from sales order level to delivery
    Hi,
    No Implications simple credit check will not happen order level it will happen delivery level .
    *system will not conceded at order level open order will not be calculated
    Best Regards,
    venkataswamy.

  • 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

  • Credit mgt. at sales order level

    Hello Experts,
    Wish You All a Happy New Year.
    There is one credit managment requirement, the User wants only a warning message at the sales order and not error message. i.e, he should be able to process the order and the delivery only to be stopped not the order. what is the setting in ova8 for this?
    Regards,
    Raj

    Dear Raj,
    Try this.
    1.Warning message at sales order
    Go to OVAK transaction maintain A-Run simple credit limit check and warning message for your sales document type under Check Credit colomun.
    2.Delivery need to be stopped
    Go to OVAD transaction maintain credit group for your delivery type by assigning Delivery credit group or GI credit group.
    I hope this will help you,
    Regards,
    Murali.

  • Credit management at sales order level

    Hello Gurus
    i have  requirement for creditmangement : credit limit should be checked at order level, but for  my  customer in first  order itself  the  limit is exceeding  is it possible to block order here itself for not processing furthur .
    note-only without posting  orders to FI   for intial order itself?
    Regards
    ravi

    Hello Gurus,
    The scenario is this: I have customer  for him credit management is activated but i don't post any documents and nor  did any sales transaction for that customer previously.
    Now the  question is:My client want if the customer credit  limit crossed in the first order itself ( transaction) then that sales order should not be processed  for that customer and it should be blocked there itself( sales order levvel) . Is it possible to do this? if yes please give some inputs.
    Hope i am clear with my  question.
    Thanks in advance
    Regards
    Ravi.M

  • Customer Credit Block at Sales Order Level

    Dear Experts,
    We have requirement,
    Example:
    If we received the Bank guarantee from customer(Berry) $10000,till $10000 it should able create the sales order, more than bank guarantee system should block the sales order creation.For same customer(Berry) some times will receive the cash instead of Bank guarantee.in this case system should not block the sales order creation and this sales order value should not update in FD33. Please guide, what configuration needs to be done to full fill this requirement. Thanks in Advance.
    Regards
    Shankarappa H L

    Dear shankarappa HL
    Please post this question in FI Forum may be it will help , i hope

  • How to block planned order when there is a credit block in sales order

    Hi Experts,
    Planned order should not be created when there is a credit block at sales order level. Can someone help me in solving this?
    Expecting for your valuable comments.
    Regards,
    JANA

    Go to t.code OVB8 and add routine 101 under routine column and routine 1 under system routine column and then create new document and test.
    Regards,

  • Credit group in sales order

    Hi
    How we link credit group to sales order ?
    Regards
    Prabudh

    hi,
    it is done through ova6 Transaction code.  more over i am sending you the screen shot of credit check managment stps. follow this u will not get any error while u r determining the order.
    pl. follow the steps of credit check.
    1. Define the credit control area under img=definition=financial accounting= define cr.control area.
    2.assign it your company code and ur sales area under assignment under img screen.and assign it your sales document types and delivery types and pgi.
    3. create the credit groups for your customers. it can be determined or happen in three stages either in Sales order , or else in delivery or in Post goods issue (PGI).
    the menu path for credit groups as IMG= SD=BASIC FUNCTIONS= CREDIT MANAGEMENT AND RISK SETTINGS= DEFINE CREDIT GROUPS.
    ex: Z1 - credit groups for sales order
    Z2 - credit groups for delivery
    Z3 - credit groups for PGI
    4. define the risk categories. it is required b'coz the customer is of high risk, or medium risk, or low risk customer.
    it is under IMG= FINANCIAL ACCOUNTING= FINANCIAL ACCOUTING AND GLOBAL SETTINGS= DEFINE RISK CATEGORIES.
    ex: Z1- LOW RISK CUSTOMER
    Z2 - MEDIUM RISK CUSTOMER
    Z3- HIGH RISK CUSTOMER.
    5.maintain automatic credit control check for ur credit control area and credit groups of the customer and risk categories. so that the credit check will determines automatically. menu path is IMG=SD=BASIC FUNCTIONS= CREDIT MANAGEMENT AND RISK CATEGORIES= DEFINE AUTOMATIC CREDIT CONTROL.
    6. while u r creating automatic credit control, pl. copy from the std. one and make changes. so that all the existing details will copy and fine tuning have to be done by the SD consultant. basically this is integration with FICO.
    So copy it from any one of the 1000 credit control area and make changes like
    dynamic credit as C and activate the open for order and deliveries and save
    i.e maintain credit control area + risk categories+ credit groups for the customer.
    7. finally maintain the credit limit thru FD32 for ur customer. activate everything on that screen.
    if you follow those rules, definetely cr. limit will determine for you.
    pl. reward point if it is helpful.
    regards
    KR

  • Credit check at sales order

    Hello Experts,
    I have few questions regarding the credit check in FI-AR credit mgmt and SD.
    Currently we have a credit check in AR credit mgmt during the delivery order creation. But the management has decided to crap this and to put a credit check at sales order level.
    Can someone tell me if there is any business process change in doing this?
    Whats the concept of Horizon in dynamic check?
    Can someone clarify the concept of Business Partner in SAP FSCM credit mgmt?
    Any help in this regard is highly appreciated and duly rewarded.
    Regards,
    Sriram

    hi,
    pl check this :
    [Credit management|http://www.sap-img.com/sap-sd/credit-management.htm]
    Dynamic Credit Limit Check with Credit Horizon
    The customer's credit exposure is split into a static part; open items, open billing, and delivery values (see above), and a dynamic part, the open order value. The open order value includes all undelivered or only partially delivered orders. The value is calculated on the shipping date and stored in an information structure according to a time period that you specify (days, weeks, or months). When you define the credit check, you can then specify a particular horizon date in the future (for example: 10 days or 2 months, depending on the periods you specify). 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.
    regards
    sadhu kishore

  • Credit value in sales order

    Hi,
    How system pick the credit value in sales order.What are the different setting required for this?
    Regards
    Prabudh

    Hi prabudh,
    Creidt value is picked up from the sales order through the Pricing procedure.... While defining the pricing procedure we maintain the sub total "A" against the Total value. This value will get updated as the creidt value......
    Regards
    Harsh

  • Credit Block released Sales order report

    Hi Experts,
    My client is given few sales orders (around 4)no and requesting us, to prepare the credit block released sales orders report (include released person user ID).
    *.No change logs is existing for all sales order and deliveries.
    For above requirement I am using CDHDR table data but I am not getting credit block released sales order report.
    Below fields I am using in CDHDR Table.
    Change doc.Object (objectclas) : VERKBELEG
    Document No (CHANGENR): Sales order no XXXXXXX
    Transaction no (TCODE) : VKM1,VKM2,VKM3
    Date(UDATE) : 25.09.2011 to 09.11.2011
    Experts, Can you please help me out for this.
    Thanking you!!!!
    Regards,
    Vijaykumar Kola
    *.I'm already aware of this is a new development.

    Try this, simple report... Here we check the new value of credit  status field VBUK-CMGST and if it is 'D' we know that someone used VKM* transaction to release the document. Also you need to format the sales order number with leading zeros so it occupies all 10 digits and pass it to CDHDR-OBJECTID field (and not CHANGENR field). In the below code I am using select option for sales order number, so I know it will be formatted with leading zeros and so select on CDHDR will be successful.
    *& Report  ZTV_TEST
    REPORT  ztv_test.
    TABLES: vbak, cdhdr.
    SELECT-OPTIONS: s_saldoc FOR vbak-vbeln OBLIGATORY,
                    s_udate FOR cdhdr-udate.
    RANGES: r_objid FOR cdhdr-objectclas.
    DATA: ls_cdhdr TYPE cdhdr,
          ls_cdpos TYPE cdpos.
    IF NOT s_saldoc IS INITIAL.
      LOOP AT s_saldoc.
        MOVE-CORRESPONDING s_saldoc TO r_objid.
        CONDENSE: r_objid-high, r_objid-low.
        APPEND r_objid.
      ENDLOOP.
    ENDIF.
    CHECK NOT r_objid[] IS INITIAL.
    SELECT *
      INTO ls_cdhdr
      FROM cdhdr
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                  objectid IN r_objid AND
                  udate IN s_udate AND
                  tcode LIKE 'VKM%'.
      SELECT SINGLE *
        INTO ls_cdpos
        FROM cdpos
          WHERE objectclas = ls_cdhdr-objectclas AND
                objectid = ls_cdhdr-objectid AND
                changenr = ls_cdhdr-changenr AND
                tabname = 'VBUK' AND
                fname = 'CMGST' AND
                value_new = 'D'.
      IF sy-subrc = 0.
        WRITE:/ ls_cdhdr-objectid(10), ls_cdhdr-username,
                ls_cdhdr-udate, ls_cdhdr-utime.
      ENDIF.
    ENDSELECT.

  • Rebate settlement at Sales order level

    Insight requested..
    How to do rebate settlement at sales order level, generally rebate settlement is done after the invoice creation and with reference to accounting document.

    Dear sud
    The definition for rebate is A rebate is a special discount which is paid retroactively to a customer. This discount is based on the customer's sales volume over a specified time period.
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    For discounts, you can create a condition type and assign it to your pricing procedure.
    Incidentally, can you please let me know what warrants you to ask this question.  I am sure, the sales process won't be like that.
    Thanks
    G. Lakshmipathi

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