How to Avoid Open Sales Order Value from Credit Check

Hello Everyone,
We have a problem with Credit Management, When my user run the execute credit master sheet, system is considering open sales order value under Credit limit used. My user do not want consider open sales order value, they want only Open delivery and Open Billing value need to appear in Credit limit used.
Is it possible to avoid open sales order values, if yes what setting i need to do....please help me.
Thanks
Sudheer

Sudheer,
You need to check the update rule given in the definition of the Credit control Area which you are using for credit management. If you want only the open deliveries then you need to have update rule 15 in the credit control area.
In the credit controal settings, you need to have settings for the credit check at the delivery level.
Hope this will solve your issue.
Regards,
Chetan
Edited by: Chetan Gupte on Jul 15, 2010 8:56 PM

Similar Messages

  • Open sales order value for credit check need to be changed (S066)

    Hi all,
    I need to change open sales order value which is already there in S066 table.
    Previously we had used open order value for credit check. Open order values are already updated in the S066 table.
    Now we dont want to consider open order value for credit check (which is already included in the credit exposure field in FD32).
    When we create sales order system is taking old open order value for credit. Now i have changed not to update open order value for credit check. Now its not updating open order value. But my issue is how to change existing or (previous) open order value for credit?
    Can i change S066 table data directly to '0'. Is it advisable to chage open order value directly from this table?
    Please advise me.
    Regards,
    Babu
    Edited by: babs on May 19, 2010 4:26 PM

    Hi Babs,
    If you doesn't want to reflect the open order value in the structure for this order value ,If the order is not processed kindly delete the line items and the order. Then save the document. Then try to see the structure S066.. This will be modified.
    If you want to modify the value then follow the below process.
    Otherwise delete the line item in the order and change the pricing date and the document date. Re enter the line item again so that it will take it up the new changes.
    I hope it will help.
    Regards,
    SK

  • Exclude sales order value from Credit exposure

    Hi Experts:
    Can I only credit limit for a customer by Receivables(AR)??
    Shwan

    Desh Shwan
    Check the configuration Credition Control Area, you will find update group. Each Update group has different meaning and updates the document accordingly
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    000012     Open order value on time axis, delivery and bill.doct value
    000015     Open delivery and billing document value
    000018     Open delivery value for sales order, open billing doct value
    blank means No Update from SD Documents and
    and 000015 open sales orders are excluded, but as delivery are commitments and which should have been billed it takes into account delivery.
    I think 000015 will suit your requirement
    Regards
    Jitesh

  • Open Sales Order Values in Credit Managment

    Hi,
    1. I want to include the open sales orders that were created before implementing the functionality of  Credit Managment.  How to check the credit limits for that sales orders.
    Fro Example. If i want do the credit checks for 1000 open sales orders.
    2. How to reset the customer credit limit in FD32. I tried using the t.code f.28, but it will not be reset to zero(0).
    Thank you,
    Ravi

    Hello Ravi,
    You can try this: in table VBAK, you might have the date when this a particular order was created( ERDAT or sometihng like that..). You'll have to join table VBAK/VBAP/VBRK(billing table)/VBFA and the logic should be that the program should pick up all the orders created before 1 yr and should also check that the items are not rejected, and the delivery not yet created.
    Check the following fields:
    VBAK-ERDAT, VBAP-ERDAT, VBAP-ABGRU, VBAP-AEDAT.
    Regards,
    Raghu.

  • Where is Open Sales Order Value coming in Credit Master sheet?

    We have a customer whose credit exposure is below credit limit. I'm in Customer Credit Management overview screen and I ran Credit Master sheet report (for this CMR) under Environment -> Reporting -> Credit Master Sheet.
    I see value in Receivables and Open Sales Order Value which sums up to Credit Exposure Value. I'm wondering which sales orders are considered to calculate open sales order value?
    I ran different order reports like VA05 and some custom reports available, but I could not find a direct report that matches the open sales order value.
    I manually compared Open Sales orders based on Horizon date, the value that I'm arriving is kind of close of Open Sales Order Value in Credit master sheet report.
    Update rule used is 000012 in automatic credit control screen.
    Please let me know if there is an easiest way to find data behind Open Sales Order Value in Credit master sheet report.
    Appreciate any help!

    . I'm wondering which sales orders are considered to calculate open sales order value?
    Those customer orders which are relevant for credit limit. Please let me know if you are talking about something different?
    I ran different order reports like VA05 and some custom reports available, but I could not find a direct report that matches the open sales order value
    .You can not compare the VA05 open sales order report with FD32 open sales order report.
    You can find out the open order values of Credit manangement(FD32) in S066 table.
    Please let me know if there is an easiest way to find data behind Open Sales Order Value in Credit master sheet report.
    For open sales order you can find out  in S066 table and sales values in KNKK table

  • How to summarize Open sales order credit value

    Hi, friends.
    I am designing Add-on report about credit exposure.
    I found the relevant tables of Credit Limit in FD32
    KNKK
    S066
    S067
    Then, I would like to show the document details of open sales order credit value in the report.
    I tried to summarize the open sales order amount from VBAK, VAUK, VBAP, VBUP.
    However, it doest match to the amount in S066 table.
    Can anyone tell us how to summarize Open sales order credit value from SD documents?
    Regards,
    Yu

    Sudheer,
    You need to check the update rule given in the definition of the Credit control Area which you are using for credit management. If you want only the open deliveries then you need to have update rule 15 in the credit control area.
    In the credit controal settings, you need to have settings for the credit check at the delivery level.
    Hope this will solve your issue.
    Regards,
    Chetan
    Edited by: Chetan Gupte on Jul 15, 2010 8:56 PM

  • SQL Open Sales Orders Value using today's currency rates

    Hi experts,
    I am creating a report for displaying the open sales order values (and other fields) using current currency rate (where applicable). I developed the below query. The only problem with this query is that it ignores the order rows in which the currency field is blank (Don't understand why this happens in SAP). Do you have other ideas?
    Thanks & Regards,
    IC
    SELECT 
    T0.DocNum as 'Sales Ord No', T0.DocDate as "Ord Date",  T0.CardCode as "Cust Code",  T0.CardName as "Customer Name",  T1.ItemCode, 
    T1.Dscription,  T3.ItmsGrpNam,  T1.U_SU,  T1.U_SULEN,  T1.U_SUQTY,  T2.InvntryUom as 'Stock UOM',  T1.Quantity as 'Ord Qty', T1.Quantity*T2.U_ITWTSTU as 'Weight (KG)', T1.Quantity-T1.OpenQty as "Qty Delivered", T1.OpenQty as 'Bal Qty', T1.Price*T1.Quantity/T4.Rate AS "Ord Value (GBP)", T1.Price*T1.OpenQty/T4.Rate  AS "Open Qty Val (GBP)", T1.Price/T4.Rate  AS "Price (GBP)", T1.Price*T1.OpenQty as "Ord Value (BP Currency)", T1.Price as 'Price (BP Curr)', T1.Currency as 'Cur Ind', T4.[Rate] AS 'Curr Rate', T0.DocDueDate as "Due Date",  T1.WhsCode as 'Del WHG'
    FROM ORDR T0  INNER JOIN RDR1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode INNER JOIN OITB T3 ON T2.ItmsGrpCod = T3.ItmsGrpCod, ORTT T4 WHERE T0.DocCur <> 'GBP' AND T1.Currency=T4.Currency AND T4.[RateDate] = [%0] AND T1.OpenQty > 0
    UNION ALL
    SELECT
    T0.DocNum as 'Sales Ord No', T0.DocDate as "Ord Date", T0.CardCode as "Cust Code", T0.CardName as "Customer Name", T1.ItemCode, T1.Dscription, T3.ItmsGrpNam, T1.U_SU, T1.U_SULEN, T1.U_SUQTY, T2.InvntryUom as 'Stock UOM', T1.Quantity as 'Ord Qty', T1.Quantity*T2.U_ITWTSTU as 'Weight (KG)', T1.Quantity-T1.OpenQty as "Qty Delivered", T1.OpenQty as 'Bal Qty', T1.LineTotal AS "Ord Value (GBP)", T1.LineTotal/T1.Quantity*T1.OpenQty AS "Open Qty Val (GBP)", T1.LineTotal/T1.Quantity AS "Price (GBP)", T1.Price*T1.OpenQty as "Ord Value (BP Currency)",T1.Price as 'Price (BP Curr)', T1.Currency as 'Cur Ind', T1.[Rate] AS 'Curr Rate', T0.DocDueDate as "Due Date", T1.WhsCode as 'Del WHG'
    FROM ORDR T0  INNER JOIN RDR1 T1 ON T0.DocEntry = T1.DocEntry INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode INNER JOIN OITB T3 ON T2.ItmsGrpCod = T3.ItmsGrpCod WHERE T0.DocCur = 'GBP'  AND T1.OpenQty > 0 ORDER BY 2,1

    Hi,
    Try:
    SELECT 
    T0.DocNum as 'Sales Ord No', T0.DocDate as "Ord Date",  T0.CardCode as "Cust Code",  T0.CardName as "Customer Name", 
    T1.ItemCode,  T1.Dscription,  T3.ItmsGrpNam,  T1.U_SU,  T1.U_SULEN,  T1.U_SUQTY,  T2.InvntryUom as 'Stock UOM', 
    T1.Quantity as 'Ord Qty', T1.Quantity*T2.U_ITWTSTU as 'Weight (KG)', T1.Quantity-T1.OpenQty as "Qty Delivered",
    T1.OpenQty as 'Bal Qty', T1.Price*T1.Quantity/T4.Rate AS "Ord Value (GBP)",
    T1.Price*T1.OpenQty/T4.Rate  AS "Open Qty Val (GBP)", T1.Price/T4.Rate  AS "Price (GBP)",
    T1.Price*T1.OpenQty as "Ord Value (BP Currency)", T1.Price as 'Price (BP Curr)',
    T1.Currency as 'Cur Ind', T4.[Rate] AS 'Curr Rate', T0.DocDueDate as "Due Date",  T1.WhsCode as 'Del WHG'
    FROM ORDR T0  INNER JOIN RDR1 T1 ON T0.DocEntry = T1.DocEntry
    INNER JOIN OITM T2 ON T1.ItemCode = T2.ItemCode
    INNER JOIN OITB T3 ON T2.ItmsGrpCod = T3.ItmsGrpCod
    LEFT JOIN ORTT T4 ON T1.Currency=T4.Currency AND T4.[RateDate] = [%0] AND T4.Rate != 0
    WHERE T0.DocCur != 'GBP' AND AND T1.OpenQty > 0
    Thanks,
    Gordon

  • Open sales orders value not updating currectly in sales value of CM

    Hi SAP experts,
    I have an issue some of customers credit exposure value showing worng value.We are using static credit limit check.
    customers credit limit RM20000,
    open sales order valueRM6,073.77
    open delivery=0
    open billing =0
    open items(recievables)=3,464.39
    Credit exposure =9,538.16.
    But i have checked in VA05 its showing 13,001.10 value, i have checked all areas didnt get any solution.
    I have run the reports RVKRED09 and RVKRED77 , RVKRED88 also no updates in the credit management.
    is there any other areas i need to check, advise me.
    Regards,
    Nooka

    The only thing you really need to check is RVKRED88.
    It is not the correct procedure to compare the open sales order value with the sum net value of VA05.
    In VA05 open documents are displayed indifferent whether they are already part-delivered or not. That's why the open values from the VA05 are not directly comparable with the values in RVKRED77.
    As described in OSS note 716141; reports RVKRED88/77 shows the correct value which should be in your system.
    If you need to know more let me know.
    Thanks,
    Gerard

  • Open Sales Order values not getting updated after run RVKRED77 & RVKRED88

    Hiiii,
    In Production Server. We run the reports RVKRED77 & RVKRED88. Credit info structure and and Open Sales Order values not getting updated. In FD32, Status - Sales value it showing '0". At the time of creating Sales Order Dynamic Credit check not happening coz of Tables S066 not updating. Please provide me Solution.
    Best Regards,
    Sridhar . P

    Dear Heagal,
    I followed your suggestions and implemented in the Development and moved the changes in to Quality Server. I tested it thoroughly by creating New Customer and maintained Credit Limit. I come to know that Problem is in all Servers. I made 3 changes.
    1. In Pricing Procedure Sub Total A it was not maintained against Net value. I placed it.
    2. Removed Credit groups for Delivery Type.
    3. In OVA8 i maintained Max. Doc Value :99,999,999.00 before it was with 1.00
    I checked the OMO1 Settings it was Asynchronous. As SAP Notes Suggesting to use Synchronous but here it's a client setting. So, It's Can't possible to change. Changes will affect other Company Codes.
    Tested both in DVP and QTY Dynamic Credit Check is working Perfectly and Status in FD33 Sales Value field getting update.
    If i move these changes in to Production, Will i need to run the reports again or not? How it will affect on Old Cusomer Billing and  Credit Limit data. For few of the Customers the Credit Limit data it was exceeded. Please provide me advice. The issue need to be Solved immediately.
    Best Regards,
    Sridhar

  • How to find open sales orders.

    Hi Gurus,
    Can you please help me out How to find open Sales orders in SAP.
    Is there any transaction code available or we can get it through via tables.
    Your afforts are highly appriciated .
    SRavani.

    Dear SRAVANI,
    You can find open sales orders from the Transaction code "VA05N", You just run this report, Below the screen you can find open sales orders radio button , you select this and give execution parameters and execute(F8).
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    Hope it fixes your issue.
    Please check it and revert.
    Thanks&Regards
    Raghu.k

  • How to create open sales order using BAPI....?

    Hi Guru's,
    please help me how to create open sales order and which BAPI i have to use for open sales order.
    please provide any program logic related to this or step by step process.....
    that would be helpful to me.
    thanks in advance...
    Srinivas....

    Hi sreenu,
    Open PO or Open sales order means that the complete cycle is not complete. That means the Sales order is not completely delievered or is not billed or is not paid for. Only once the cycle is completed the order status shows as complete untill then its Open.
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    U have table VBUP for SO status.Check out the fields in that table
    pls see the below link.
    http://abaplovers.blogspot.com/2008/02/bapi-sales-order-create-code.html
    http://msdn.microsoft.com/en-us/library/cc185190.aspx
    thjanks
    karthik

  • Update open sales order values. - Update rule.

    Hi
    In library below information given for the updation of open sales order value in infostructure. Can any one please explaing how can we configure below two rules.
    An update rule describes the set up of the open sales order value, i.e., the open sales order quantity. The second update rule describes the reduction of open sales order value, i.e., the open sales order quantity by the corresponding deliveries.
    http://help.sap.com/saphelp_47x200/helpdata/en/96/dfec3410b5f563e10000009b38f83b/frameset.htm
    Path: LIS - SIS - How the key figures are calculated - open sales order value.
    Thanks in advance.
    Raj.

    Any inputs please.....

  • Open Sale Order Value (FD33) not getting diminished even after closing SO?

    Hi,
    Upon Executing FD33 and clicking the status view for a Customer say XYZ , and then choosing EXTRAS-Open Sale Order . Say the value of open sale orders being shown is 75000. Even after closing the open sale orders (By Selecting VA05 and Putting reason for Rejection), and then also the Open Sales Order value is not getting diminished.
    What could be the reason ?
    Pls help.
    Regrds,
    Binayak

    Hi Binayak,
    As mentioned by you, running of Credit re-org program 'RVKRED77' is the only solution for this problem and it is known problem in SAP.
    Some precautions
    1. Always run the program in background by scheduling a job.
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    3. Some time the job fails as some other program may be updating same tables as this program. In such cases re-schedule the job at different time.
    4. You may run the program 'RVKRED88' which will simulate without actual updation of credit values.
    Hope this clarifies..
    Regards,
    Madhu.

  • Rajesh/Sadhu/RobertoUrgent :- Open Sale Order Value not getting Reduced?

    Hi,
       Upon Executing FD33 and clicking the status view for a Customer say XYZ , and then choosing EXTRAS-Open Sale Order . Say the value of open sale orders being shown is 75000. Even after closing the open sale orders (By Selecting VA05 and Putting reason for Rejection), and then also the Open Sales Order value is not getting diminished.
       What could be the reason ?
       Pls help.
    Regrds,
    Binayak
    Message was edited by:
            Binayak Ghosh
    Message was edited by:
            Binayak Ghosh

    Hi Binayak,
    As mentioned by you, running of Credit re-org program 'RVKRED77' is the only solution for this problem and it is known problem in SAP.
    Some precautions
    1. Always run the program in background by scheduling a job.
    2. The idle time is around midnight when no user is working on SAP.
    3. Some time the job fails as some other program may be updating same tables as this program. In such cases re-schedule the job at different time.
    4. You may run the program 'RVKRED88' which will simulate without actual updation of credit values.
    Hope this clarifies..
    Regards,
    Madhu.

  • Not Updating Open Sales Orders Value for CreditManagement

    Hi Frendz,
    This is the first time am implementing creditmanagement in my system tested simple credit limit check working fine.
    Now testing Static and Dynamic(Automatic) it also working fine but Its not caliculating open sales orders value either static or dynamic while Creating s.o, settings made clicked on open s.o, i have already created sales orders value of 10th.
    EX:- customer balance is 2lacs, credit limit is 1lac while creating s.o it always showing balance 1lac only(Instead of 1lac10th) with open sales order value  is 10th.
    Let me know Where i have missd settings.
    Hari Prasad

    hello,
    it is maintained against the cr control area in ent structure.
    one needs to change there.
    r u in prd system or development?
    becoz if prd, then this change will effect a lot of ongoing docs.
    rgs,
    AK

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