How do we configure in credit management

Hi Gurus,
My client have a scenario like particular products (Some Mateials) the customer wants
business dont give any credit limit for that products. Like certain period of time like 45 days payment of terms once he crosses 45 days the system should block the sales orders with the settings. Where do we maintain particular products with payment terms. where do we configure for that particular products for that particular customers. in credit management.
Thanks & Regards
Points will be rewarded.

Hi,
Define Payment Terms,refer to this website
http://www.saptechies.com/payment-terms-plus-no-of-daysmonths-2/
In payment terms, there is one payment term 001-pay immediately, for 45 days there is another payment term, you can use that.In fact, you can use sap standard payment terms.
Regarding credit credit management, a company gives its customers credit for certain period of time.If the credit exceeds,
the system shows a warning message or error message to the user that credit limit has excedded. I suggest you configure only warning message, for error message, you have to go for configuration change.
For Credit Management, refer to below weblinks.
http://www.sap-img.com/sap-sd/credit-management.htm - For SD & FI
http://www.sap-basis-abap.com/sapfj006.htm - For FI
Please let me know if you need more information.
Assign points if useful.
Regards
Sridhar M

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[ -x "$f" ] && . "$f"
done
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~/.zshrc (probably irrelevant)
# PATH
# System executables
PATH0="/usr/bin:/bin:/usr/sbin:/sbin:/usr/local/bin"
# My executables
PATH1="$HOME/bin"
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setopt hist_ignore_space
setopt hist_verify
setopt inc_append_history
setopt share_history
setopt prompt_subst
setopt correctall
setopt auto_menu
setopt complete_in_word
setopt always_to_end
setopt extendedglob
# ALIASES
alias rezsh='. ~/.zshrc'
alias _='sudo '
alias l='ls -lh --color'
alias la='ls -lAh --color'
alias -- -='cd -'
alias ..='cd ..'
alias df='df -h'
alias g='git'
alias tmux='tmux attach'
alias cp='cp -v'
alias mv='mv -v'
alias rm='rm -v'
alias rmdir='rmdir -v'
alias d='dirs -v'
bu(){cp -v $1 ${1}.backup}
cmds(){history | awk '{print $2}' | sort | uniq -c | sort -rn | head}
md(){mkdir -p $1; cd $1}
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if [[ $(uname) == "Darwin" ]]; then
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alias pkgs='port search' # Search
alias pkgi='sudo port install' # Install
alias pkgu='sudo port selfupdate && sudo port upgrade outdated' # Update & Upgrade
alias pkgr='sudo port uninstall --follow-dependencies' # Remove package and unused dependencies
alias pkgl='port installed' # List installed packages
alias python='/usr/local/bin/python3'
alias pip='pip-3.2'
alias pips='pip-3.2 search'
alias pipi='pip-3.2 install'
alias pipu='pip-3.2 install -U'
alias pipr='pip-3.2 uninstall'
alias pipl='pip-3.2 freeze'
alias v='mvim'
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alias pipi='pip install'
alias pipu='pip install -U'
alias pipr='pip uninstall'
alias pipl='pip freeze'
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alias pkgi='sudo pacman -S' # Install
alias pkgu='sudo pacman -Syu' # Update & Upgrade
alias pkgr='sudo pacman -Rns' # Remove package, configuration backups and unused dependencies
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alias pkgd='whoneeds' # List packages depending on specified package
alias poweroff='sudo systemctl poweroff'
alias reboot='sudo systemctl reboot'
alias nw='wicd-curses'
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alias poff='sudo /sbin/write-magic 0xdeadbeef && sudo /sbin/reboot'
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# TAB COMPLETION
autoload compinit
compinit
# Case-insensitive (all),partial-word and then substring completion
zstyle ':completion:*' matcher-list 'm:{a-zA-Z}={A-Za-z}' 'r:|[._-]=* r:|=*' 'l:|=* r:|=*'
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[ -r ~/.ssh/known_hosts ] && _ssh_hosts=(${${${${(f)"$(<$HOME/.ssh/known_hosts)"}:#[\|]*}%%\ *}%%,*}) || _ssh_hosts=()
[ -r /etc/hosts ] && : ${(A)_etc_hosts:=${(s: :)${(ps:\t:)${${(f)~~"$(</etc/hosts)"}%%\#*}##[:blank:]#[^[:blank:]]#}}} || _etc_hosts=()
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"$_global_ssh_hosts[@]"
"$_ssh_hosts[@]"
"$_etc_hosts[@]"
`hostname`
localhost
zstyle ':completion:*:hosts' hosts $hosts
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bindkey '^[[A' history-beginning-search-backward
bindkey '^[[B' history-beginning-search-forward
bindkey "^[[H" beginning-of-line
bindkey "^[[1~" beginning-of-line
bindkey "^[OH" beginning-of-line
bindkey "^[[F" end-of-line
bindkey "^[[4~" end-of-line
bindkey "^[OF" end-of-line
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bindkey '^?' backward-delete-char
bindkey "^[[3~" delete-char
bindkey "^[3;5~" delete-char
bindkey "\e[3~" delete-char
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tmux_title="%16<..<%~%<<"
term_tab_title="%m"
term_title="Terminal"
function title(){
if [[ "$TERM" == screen* ]]; then
print -Pn "\ek$tmux_title:q\e\\"
elif [[ $TERM == rxvt* ]] || [[ "$TERM_PROGRAM" == "iTerm.app" ]]; then
print -Pn "\e]2;$term_title:q\a"
print -Pn "\e]1;$term_tab_title:q\a"
fi
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title $tmux_title $term_tab_title $term_title
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emulate -L zsh
setopt extended_glob
local tmux_title=${1[(wr)^(*=*|sudo|ssh|-*)]}
title $tmux_title $term_tab_title $term_title
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autoload -Uz vcs_info
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zstyle ':vcs_info:git*:*' unstagedstr ' (unstaged)'
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zstyle ':vcs_info:git*:*' check-for-changes true
zstyle ':vcs_info:git*+set-message:*' hooks git-stash git-untracked
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vcs_info
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function rou(){
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echo "%{$fg[magenta]%}"
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Credit management urgent

Dear sap gurus,
after implementing credit management in middle or not from beginning and if you want to have the history a particular customer updated in LIS or if we want to know about his credit exposure.
What should be done.Kindly help me.
regards,

How To Do Configuration For Credit Management
Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.
An organizational unit that represents the area where customer credit is awarded and monitored. This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.
For example, if your credit management is centralized, you can define one credit control area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
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.
Difference Between Simple and Automatic Credit Check Types
In automatic check, difference between static and dynamic checks.
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.
Eg: Customer Credit Limit is Rs.1,00,000/-
Suppose Doc.Value + Open Item Value is Rs.1,10,000/-
Here credit limit exceeds then system reacts.
Options : A) Warning Message
B) Error Message (Sales Order won't be saved)
C) Error Message with Delivery Block
AUTOMATIC CREDIT CHECK : Give extra credit facilities to the particular customer.
STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory + Credit Control Area.
A) Credit Checking Groups : Types of Checking Groups.
01) Sales
02) Deliveries
03) Goods Issue
At all the above 3 levels orders can be blocked.
B) Risk Catageory : Based on the risk catageories company decide how much credit has to give to the customer.
HIGH RISK (0001) : LOW CREDIT
LOW RISK (0002) : MORE CREDIT
MEDIUM RISK(0003) : Average Credit
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
Then assign the Sales Doc & Del Documents.
Sales Doc.Type(OR) + credit Check(0) + Credit Group (01)
Credit Limit Check for Delivery Type : Del.Type (LF) + Del Credit
Group (02) + Goods Issue Credit Group (03)
Set Up for Credit Card Payment Processing
Given below is the set up for credit card payment processing:
Set Up Credit Control Areas:
Define Credit Control Area
Transaction: OB45
Tables: T014
Action: Define a credit control area and its associated currency. The Update Group should be u201800012u2019. This entry is required so the sales order will calculate the value to authorize
Assign Company Code to Credit Control Area
Transaction: OB38
Tables: T001
Action: Assign a default credit control area for each company code
Define Permitted Credit Control Area for a Company
Code
Transaction:
Tables: T001CM
Action: For each company code enter every credit control area that can be used
Identify Credit Price
Transaction: V/08
Tables: T683S
Action: Towards the end of the pricing procedure, after all pricing and tax determination, create a subtotal line to store the value of the price plus any sales tax. Make the following entries:
Sub to: u201CAu201D
Reqt: u201C2u201D
AltCTy: u201C4u201D
Automatic Credit Checking
Transaction: OVA8
Tables: T691F
Action: Select each combination of credit control areas, risk categories and document types for which credit checking should be bypassed. You need to mark the field u201Cno Credit Checku201D with the valid number for sales documents.
Set Up Payment Guarantees
Define Forms of Payment Guarantee
Transaction: OVFD
Tables: T691K
Action: R/3 is delivered with form u201C02u201D defined for payment cards. Other than the descriptor, the only other entry should be u201C3u201D in the column labeled u201CPymtGuaCatu201D
Define Payment Guarantee Procedure
Transaction:
Tables: T691M/T691O
Action: Define a procedure and a description.
Forms of Payment Guarantee and make the following entries Sequential Number u201C1u201D
Payment Guarantee Form u201C02u201D
Routine Number u201C0u201D Routine Number can be used to validate payment card presence.
Define Customer Payment Guarantee Flag
Transaction:
Tables: T691P
Action: Define a flag to be stored in table.
Create Customer Payment Guarantee = u201CPayment Card Payment Cards (All Customers can use Payment Cards)u201D.
Define Sales Document Payment Guarantee Flag
Transaction:
Tables: T691R
Action: Define the flag that will be associated with sales document types that are relevant for payment cards
Assign Sales Document Payment Guarantee Flag
Transaction:
Tables: TVAK
Action: Assign the document flag type the sales documents types that are relevant for payment cards.
Determine Payment Guarantee Procedure
Transaction: OVFJ
Tables: T691U
Action: Combine the Customer flag and the sales document flag to derive the payment guarantee procedure
Payment Card Configuration
Define Card Types
Transaction:
Tables: TVCIN
Action: Create the different card types plus the routine that validates the card for length and prefix (etcu2026)
Visa , Mastercard, American Express, and Discover
Create the following entries for each payment card
AMEX American Express ZCCARD_CHECK_AMEX Month
DC Discover Card ZCCARD_CHECK_DC Month*****
MC Mastercard ZCCARD_CHECK_MC Month
VISA Visa ZCCARD_CHECK_VISA Month
The Routines can be created based on the original routines delivered by SAP.
*****SAP does not deliver a card check for Discover Card. We created our own routine.
Define Card Categories
Transaction:
Tables: TVCTY
Action: Define the card category to determine if a
payment card is a credit card or a procurement card.
Create the following two entries
Cat Description One Card Additional Data
CC Credit Cards No-check No-check
PC Procurement Cards No-check Check
Determine Card Categories
Transaction:
Tables: TVCTD
Action: For each card category map the account number range to a card category. Multiple ranges are possible for each card category or a masking technique can be used. Get the card number ranges from user community. Below is just a sample of what I am aware are the different types of cards.
Visa Credit Expires in 7 days.
400000 405500
405505 405549
405555 415927
415929 424603
424606 427532
427534 428799
428900 471699
471700 499999
Visa Procurement Expires in 7 days.
405501 405504
405550 405554
415928 415928
424604 424605
427533 427533
428800 428899
Mastercard Credit Expires in 30 days
500000 540499
540600 554999
557000 599999
Mastercard Procurement Expires in 30 days
540500 540599
555000 556999
American Express Credit Expires in 30 days
340000 349999
370000 379999
Discover Card Credit Expires in 30 days
601100 601199
Set Sales Documents to accept Payment Card Information Transaction:
Tables: TVAK
Action: Review the listing of Sales Document types and enter u201C03u201D in the column labeled u201CPTu201D for each type which can accept a payment card
Configuration for Authorization Request
Maintain Authorization Requirements
Transaction: OV9A
Tables: TFRM
Action: Define and activate the abap requirement that determines when an authorization is sent. Note that the following tables are available to be used in the abap requirement (VBAK, VBAP, VBKD, VBUK, and VBUP).
Define Checking Group
Transaction:
Tables: CCPGA
Action: Define a checking group and enter the
description. Then follow the below guidelines for the remaining fields to be filled.
AuthReq Routine 901 is set here.
PreAu If checked R/3 will request an authorization for a .01 and the authorization will be flagged as such. (Insight does not use pre-authorization check).
A horizon This is the days in the future SAP will use to determine the value to authorize
(Insight does not use auth horizon period).
Valid You will get warning message if the payment card is expiring within 30 days of order entry date.
Assign Checking Group to Sales Document
Transaction:
Tables: TVAK
Action: Assign the checking group to the sales order types relevant for payment cards
Define Authorization Validity Periods
Transaction:
Tables: TVCIN
Action: For each card type enter the authorization validity period in days.
AMEX American Express 30
DC Discover card 30
MC Master card 30
VISA Visa 7
Configuration for clearing houses
Create new General Ledger Accounts
Transaction: FS01
Tables:
Action: Two General Ledger accounts need to be created for each payment card type. One for A/R reconciliation purposes and one for credit card clearing.
Maintain Condition Types
Transaction: OV85
Tables: T685
Action: Define a condition type for account determination and assign it to access sequence u201CA001u201D
Define account determination procedure
Transaction: OV86
Tables: T683 / T683S
Action: Define procedure name and select the procedure for control. Enter the condition type defined in the previous step.
Assign account determination procedure
Transaction:
Tables:
Action: Determine which billing type we are using for payment card process.
Authorization and Settlement Control
Transaction:
Tables: TCCAA
Action: Define the general ledger accounts for reconciliation and clearing and assign the function modules for authorization and settlement along with the proper RFC destinations for each.
Enter Merchant IDu2019s
Transaction:
Tables: TCCM
Action: Create the merchant idu2019s that the company uses to process payment cards
Assign merchant idu2019s
Transaction:
Tables: TCCAA
Action: Enter the merchant idu2019s with each clearinghouse account
Reward points if useful.
Regards,
Anbu

Credit Manager

Dear SAP Experts,
PLease tell me how do I configure Industry Credit manager for my system.
I want Bussiness Partners in the Customer master as Credit Manager.
Who will only have the authorization to release a failed credit check.
I have configured Automatic credit check and its working fine.
The credit manager would be a person form management in payroll, the employee number would be taken from the employee master.
CAN ANYONE EXPLAIN THE WORK FLOW CONFIGS STEPS
Edited by: EXPLORING MULTIDIMENSIONAL SAP on Sep 6, 2008 4:00 PM

This is workflow. The procedure is as follows:
The organisation management should have been implemented. This is a prequesite since the levels will be defined there.
Next yu need to define the sender and the receiver and the credit manager authorisations.
When you create a credit memo request, the created event is triggered for object BUS2094 and the workflow template 20000009 is started.
The system checks how high the net value of the credit memo request is. If the net value is below limit 1 (minimum limit), the system automatically releases the credit memo request in background processing.
If the net value of the credit memo request is over limit value 1, the system terminates workflow template 20000009 and initiates workflow template 20000019.
The relevant employee, depending on the value of the credit memo request and the organizational structure in use (sales organization, distribution channel, division), is then informed of this by the arrival of a work item in their integrated inbox. If the employee releases the credit memo request, the system ends the workflow and deletes the work item from the inbox.
If the employee stops processing the work item, it remains in the inbox until it has been
completed and only then is the workflow finished. If the employee changes any of the determining factors in the credit memo request (such as net value), the net value of the credit memo request has to be re-checked. The system deletes the work item from the inbox.
Workflow template 20000009 receives a terminating event and workflow template 20000019 is triggered. Depending on the value of the item, the relevant employee is informed and receives a work item in their integrated inbox. Once the employee has finished processing the work item (by rejecting or releasing the credit memo request), the workflow is concluded. If the credit memo
request is changed, workflow template 20000019 is called up. Processing continues until the credit memo request has either been rejected or released.
This is very technical. It would be better to consult a workflow or a basis consultant for this.
regds
Jude

SD CREDIT MANAGEMENT - CUSTOMER AND PERIODWISE

Dear All
We need to maintain the PERIOD WISE as well as CUSTOMER WISE Credit Management , If it is possible ,please sent us the complete config document of the same.
Regards
Animesh Chakraborty

Hi,
period wise u can use in ova8 .in sesional factor can be used .u have to do customer wise u can do with FD-32 .
PLEASE REFF THE NOTES IT MAY USEFULL FOR U.
How To Do Configuration For Credit Management
Credit and risk management takes place in the credit control area. According to your corporate requirements, you can implement credit management that is centralized, decentralized, or somewhere in between.
An organizational unit that represents the area where customer credit is awarded and monitored.   This organizational unit can either be a single or several company codes, if credit control is performed across several company codes. One credit control area contains credit control information for each customer.
For example, if your credit management is centralized, you can define one credit control area for all of your company codes.
If, on the other hand, your credit policy requires decentralized credit management, you can define credit control areas for each company code or each group of company codes.
Credit limits and credit exposure are managed at both credit control area and customer level. You set up credit control areas and other data related to credit management in Customizing for Financial Accounting. The implementation guide is under Enterprise Structure -> Definition or Assignment -> Financial Accounting and then Maintain credit control area. You assign customers to specific credit control areas and specify the appropriate credit limits in the customer master record.
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
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.
Best regards,
venkataswamy.y
Edited by: yanamadala venkataswamy on Dec 10, 2008 3:11 AM

Credit Management Customizing

Hi,
I need to customize "Credit Management" as part of the FI implementation and I have no idea whether this is simple or complex.
Does anybody have a documentation explaining the transactions for this configuration? you can post here or send to [email protected] if attachment is not possible here in the forum.
Thank you
Roger

Hi Roger,
How To Do Configuration For Credit Management : (http://www.sap-img.com/sap-sd/credit-management.htm)
Its have step by step configuration details.
Hope this helps.
Please assign points as way to say thanks

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

How to configuring the download manager

RE: Firefox v22.0 | Linux Mint 15 Cinnamon v1.8 (32bit)
How can I configure the download manager to intercept "EVERYTHING" regarding the updates to the addons and plugins? I want to intercept everything and determine myself where I want the stuff to be saved. As for the addons/plugins (generally ".xpi"), I want to save them to a specific location and then I can install them into Firefox after the download(s) is/are complete. I already have the option "Always ask me where to save files" selected but any addons/plugins that are added or updated are not affected by this selected option. Instead, they are updated/added ... more or less ... with my saving them to a specific location other than in Firefox.

Firefox will not detect .xpi (addons/extentions) using the Firefox download manager to save the .xpi's. Instead Firefox is downloading the .xpi and then asking to install them or not. I already have the option "always ask where to save files" checked. As for downloading manually, nope! If using FIrefox browser, you cannot download manually and expect to save them to a different location. It appears that, at present, I will either accept the current download manager (Firefox) as is or will have to use a 3rd party download manager; either application or addon. I am looking at the Firefox addon "Download Them All (dTa)" to use for a download manager and thus bypassing the Firefox default download manager. Anyway, thanks for the responses.

How to configure the document management

Hi all,
I am new to document management system. My request is about how can we configure the document management system in our sap system, actually we are not using sap for storage of documents.
Is there some way, so that we can attached documents in the system and put some attributes with them so as to retrieve and search purpose.
Please guide.
Thanks and Regards

Hai,
See this link, it would help you
http://help.sap.com/erp2005_ehp_04/helpdata/EN/04/92718846f311d189470000e829fbbd/frameset.htm
http://help.sap.com/erp2005_ehp_04/helpdata/EN/2d/3527f6448c11d189420000e829fbbd/frameset.htm
Regards,
KK

Credit Management Process based on Terms of Payment.

Hi All,
My Client wants to use SAP Credit Managment Process. The SAP is currently being used but without Credit Management. As per my initial discussion I have enclosed the requirments below. Your Kind Help will be highly appreciated.
1.     The Process has to be implemented in a 2 Step Process.
2.     The Initial Requirement is based on Terms of Payment. If the Number of Days is Overdue for the Invoice for a particular Customer, the system should issue a warning message (in the Form of Mail or any other way) which can be shown as evidence to the Customer for collection of Payment so that further Sales Transactions can take place.
(Is there the standard Process in Credit Management based on Terms of Payment)
3.     In the next step Value Base Credit Check has to be implemented. The Value will be set for a particular Customer in Credit Master. When the Sales Order is raised and if the Credit Limit is exceeded the System should issue the warning message. Based on the Warning Message Issued an email should triggered to the particular person in Finance that the Credit Limit for a particular person has been exceeded and Credit Limit needs to be increased.
Thanks & Regards,
Sam.

Dear Mr F Farooq,
1. The Process has to be implemented in a 2 Step Process.
Do the following configurations for credit management :
Refer the following link.
http://wiki.sdn.sap.com/wiki/display/ERPLO/CreditManagementConfigaration
2. The Initial Requirement is based on Terms of Payment. If the Number of Days is Overdue for the Invoice for a particular Customer, the system should issue a warning message (in the Form of Mail or any other way) which can be shown as evidence to the Customer for collection of Payment so that further Sales Transactions can take place.
(Is there the standard Process in Credit Management based on Terms of Payment)
Now for this requirement, since different billing documents for the same customer can have different payment terms (whcih means different billing will be due on different date) , please make the following changes in OVA8
Check for 'oldest open item'
Now follow my reply in the below thread.
Sales order to be blocked based on customer payment terms and credit limit
You can use WORKFLOW to trigger mail when such a message is triggered in the sales order , due to credit check.
Ask your ABAP-er for details on workflow.
3. In the next step Value Base Credit Check has to be implemented. The Value will be set for a particular Customer in Credit Master. When the Sales Order is raised and if the Credit Limit is exceeded the System should issue the warning message. Based on the Warning Message Issued an email should triggered to the particular person in Finance that the Credit Limit for a particular person has been exceeded and Credit Limit needs to be increased.
Just configure according to the thread given for 1st POINT.
CHECK FOR DYNAMIC and set reaction as 'C' and check STATUS /BLOCK.
Maintain the credit limit in the FD32.
Now when the sales order value exceeds the credit limit , a message will be triggered.
Use the concept of WORKFLOW to create mail based on this message .
When the user gets mail, he can maintain the new credit limit in FD32 and release the document for delivery/billing in VKM3.
Revert back if there is any issues.
Thanks & Regards,
Hegal K Charles
Edited by: Hegal . K . Charles on Aug 7, 2011 1:19 AM

Credit management ECC 6.0 implementation

Hi Experts/Gurus,
One of our clients have done a technical upgrade from SAP 4.6c to ECC 6.0.
Now they want to know what will be the timeline required for implementation of the Integrated credit management functionality of ECC6.0 in their SAP system if they go on for functional upgrade.
Now following are my doubts:
1) How to compare their existing credit management process/Functionality with the new ECC 6.0 integrated credit management functionality?
2) How to decide upon the timeline required to implement the new credit management functionalityof ECC 6.0?
Thanks in Advance!

Hi,
Its depend on your company upgrade strategies, compair 40. credit mgt. functionality & 6.0 functionality.
then go for upgradre
Heer I some comments on upgrade
Upgrade Scenarios
Customers who are motivated to upgrade to ECC 6.0 generally pursue at least one of the four key goals just discussed as the primary goal of the upgrade.
Improved business strategy
Sustainability
Operational excellence,
Lower TCO
SAP takes three major approaches to upgrading, each driven by a different motivation and leading to a different ROI and payback periods.
u2022 Technical upgrade:
Focuses on risk mitigation and sustainability of the existing SAP solution.
u2022 Functional upgrade:
Focuses on reducing TCO by reducing system complexity u2013 for example, by returning custom modifications and custom code to SAP standard code
u2022 Upgrade with strategic business improvements:
Considers major reengineering and implementation of new strategic business applications as part of the project scope. These approaches are summarized below.
The three major approaches can be complemented by other compelling changes such as system landscape consolidation, the implementation of shared service center(s), and so forth.
In summary, the more your upgrade decision is driven by business improvement goals, the better your expected ROI. Upgrade experiences and customer statistics confirm that the decision for an SAP software upgrade is usually determined by a mix of business, technology, and strategic criteria.

Credit Management in Empties

Hi,
On this project we are having SD for Empties.
Now customer is evaluated or configured in Credit Management according to the Security deposit or money. But here the requirement is that they want to have credit management in Empties only not amount.
Is there any standard procedure or i have to apply a user exit or enhancement? What should be done to achieve this task? Help required. If u have got any query then plz do ask.
Thanks,
Usman Malik

Dear Ravi,
In Beverage industry, an item will be having a BOM as below.
ITEM XXX: 10 BTL
- Full materials
- Bottles 10 PC
Here, you will be treating BOTTEL as empty.
Please note, credit limit will be set either at the credit control area level or at the customer master level, not at the material master level. In case of maintaining the credit limit at the customer master level, we will be using the transaction FD32, and maintain the credit limit for the customer.
In order to make the EMPTIES as credit relevant - ensure that the item category determined for empties have the indicator CREDIT ACTIVE in transaction VOV7 as active.
Also, ensure that the TRANSFER OF REQUIREMENTS indicator is avitvated for your schedule line category and the requirement class determined for empties.
If you have set up the above mentioned configuration, empties will be taken into consideration for the credit checks. thanks.
Hope this clarifies.
Thank you
SP. Venkatesh

How do we configure in credit management

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