How to set credit limit to customer?

the credit limit for customer- X is 200000/-
if more than 2lacs dont allow sales to that customer ..how to set these rules?
thanks in advance

The forum [FPM - General|Enterprise Performance Management (SAP EPM); in which you originally posted your question deals mainly with the financial performance applications otherwise known as Enterprise Performance Management (EPM) carrying the BusinessObjects brand. Your question pertains to SAP [ERP Financials|SAP ERP Financials; which is covered by another forum. Therefore your message has been moved. Please adjust any bookmarks you might have and post to the appropriate area in the future, that way you are assured you will have the right audience reading your posts.
Thanks and best regards,
[Jeffrey Holdeman|http://wiki.sdn.sap.com/wiki/display/profile/Jeffrey+Holdeman]
SAP Labs, LLC
BusinessObjects Division
Americas Customer Solutions Adoption (CSA) team

Similar Messages

How to assign credit limit to customer group

hi,
sap gurus,
how to assign credit limit to customer group.
can we do that
if we can
plzhelp me
regards,
balaji.t
09990019711.

hi,
You can assign a credit limit to a group of customers, as well as to an individual customer. If a company has different branches, you would define the credit limit for just one customer in this group (the head office) and this customer account then becomes the credit account.
Procedure
To assign a credit account to a branch account, from the Credit Management screen, choose Master data - Change.
Enter the name of your customer, the corresponding credit control area and select the Status indicator.
The system displays the Change Customer Credit Management: Status screen.
Choose the function Edit - Change credit account. In the dialog box that appears, you can enter the credit account (the account number of the customer you are using) to set the credit limit for the entire group.
After you choose ENTER, the system contains the credit limit of the branch as 0.00. The Credit account field displays the account number of the customer for which the reference credit limit is defined.
You can only specify a credit account within a credit control area.
The accumulating total of receivables is recorded both for the reference customer and the "dependent" customer. However, the system checks only against the reference customer as to whether the credit limit has been exceeded.
When displaying the credit account, you can view which customers are referenced to this account. To do this, from the credit account master data screen, choose Edit - Cust. for credit acct.
regards,
Siddharth.

How to set credit limit on Agent

Hi All
In My scenario Liability is generated on Customer but i want to consider agent as well for credit limit.
As i know credit limit is set on the payer partner function but here i have created Agent as a partner function who is not the payer.
How to set credit management settings on agent.
Do i need to take help of an Abaper for this.
regards
Prabhakar

hi,
this is to inform you that,
what is the business logic on the same. please let me know.
1. if your customer as well as Agent is one and the same that means customer then you can have credit limit on the same as per your requriment.
2. if your AGENT is not playing a role of a customer but a partner then speak to your ABAPER by giving PARTNER INDEX NUMBER which will generate on including the AGENT in the sales order.
3. please ask your whether it is not possible or not:
3.1. create a Z table with maintaince views with the list of partner's to consider for credit limit.
3.2. assign or link this Z table to the credit limit creation program or include.
please check and confirm
balajia

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

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

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

How to change credit limit used % in fd32

Hi all,
Credit limit has been maintained to customer with max of 2,00,000 inr previously. Now Credit exporsure is 1,50,000 inr. credit limit used is 75%.
But we are going to set new credit limit to a particular customer with 1,00,000 inr.
We have changed credit limit to 1,00,000 in FD32. Now credit limit has been changed to 1,00,000.
But the problem is credit limit used percentage 150%. I want to reset the credit limit used to 0%.
How to make credit limit used from 150% to 0% without any FI adjustment? ( since this has to be done in production server)
Thanks in advance,
Babu

How is the Credit Exposure of Rs. 1,50,000 calculated?
Is it outstanding Invoices to be paid by the Customer? Then once the Customer pays the amount the % would come to 0.
Is it due to Open sales order or Open Deliveries or Open Invoices? Then once the entire cycle is completed then the % would come to zero.
Hope this helps..
Thanks,
Jignesh Mehta

Block Service Order if Credit limit of Customer Exceeded

Dear All,
Is it possible to block service order if credit limit of customer exceeds its credit limit in customer sevice module. If it is possible please the process to do. Presently am able to just get a message " Credit limit successfully checked" but not controlling service order by any other way.
Thanks & Regards,
Kartheek.

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

Credit limit of customer should be maintained as per division wise.

Hi All
Here requirement is that The credit limit of customer should be maintained as per division wise.
Means Here there are two divisons Foods and Personal care.
So One Customer will have different credit limit in each division*(Ex Foods it may be 100000 USD and Personal care it may be 20000 USD)
It is possible
Ahmed

Hi Ahmed,
You could consider the following process.
1.Create two different credit control area A and B.
2.XD02->maintain customer master data for sales area of the first division and assign credit control area A on
Billing documen tab
3.XD02->maintain customer master data for sales area of the second division and assign credit control area B on Billing documen tab
4. FD32->maintain different credit master data for the two credit control areas.
Thanks and regards,
Smile

How to inactive "Credit Limit" field under "Payment Term" tab of BP Master

Hi,
Can anyone tell how to inactive "Credit Limit" field under "Payment Term" tab of BP Master Data in BP module?   I'd prefer to revise SAP SP (store procedure)...
Thanks in advance

Hi Michelle,
You could use the sample codes available while installing the SDK setup.
like in this path C:\Program Files\SAP\SAP Business One SDK\Samples\COM UI\VB.NET
Add this code under SBO_Application_ItemEvent which will disable the field.
        If (pVal.FormType = 134 And pVal.EventType = SAPbouiCOM.BoEventTypes.et_FORM_LOAD And pVal.Before_Action = False) Then
            Dim oforms As SAPbouiCOM.Form
            Dim oitems As SAPbouiCOM.Item
            oforms = SBO_Application.Forms.GetFormByTypeAndCount(pVal.FormType, pVal.FormTypeCount)
            oitems = oforms.Items.Item("85")
            oitems.Enabled = False
        End If
Note that the above is only a sample code and you have to track other events as well to disable this field like in add mode, browsing records
If you need help with SDK, post it in SDK forum.
Regards,
Vijay kumar
SAP Business One Forums Team

How to set approvals limit in SRM.

Hello Experts.
I would like to know how to set approval limit in SRM. I know in R/3 it is done at release startegy level. We will have class and rerlease strategies with number of characteristics and it will be subjected to approval.
But I would like to know how it is handled in SRM. and also I would like to know it is varies with respect to scenarios (Classic, extended classic) or same for all the scenarios?
Kindly help me to understand.
Thanking you
Regards
Sharan

Hello Sharan,
Approval limit is managed with "Extended attributes" tab, radio-button "PO Value limits" for Organizational Unit (object 'O') or Position (object 'S'). This is for all SRM releases and you can use it for all document category wokflow.
Then, in SRM 7.0 (don't remember for lower releases), use method GET_APPROVAL_LIMIT from class interface /SAPSRM/CL_WF_RULE_CONTEXT.
Regards.
Laurent.

Credit limit of Customer

Hi all,
can anyone tell me how to change or increase the credit limit of a customer.
Thanks
and i will assign points.

FD32.
A credit limit can be set against a customer, the highest level or at Credit Control Area.
The Customer level has to be greater than or equal to the Credit Control Area level.
Please assign points if useful.

How to manage credit for same customer in different sectors

Dear Gurus,
Here is the scenario,
My client have four different sectors but a customer can buy from multiple sectors.The credit management for the same customer must be handled differently for each sector.The credit exposure for all sectors should be different
So how can we segregate this in sap credit management for only one customer master
Regards,
Sam Ahmed

Credit Control Area Is set at 2 places:
- @ Company Code (OBZK)
- @ Sales Area (OVFL)
You need to have different Credit Control Area based on your requirement, align with the sales areas you want differentiate.
To do so, follow IMG in following path or use TCode OVFL.
SPRO - Enterprise Structure - Assignment - Sales & Distribution - Assign Sales Area to Credit control area
Also, make sure in
- Customer Master (XD02) for the desired sales areas you need specify the credit control area in the sales area data.
- And in FD32, maintain different credit limit based on Customer & Credit Control Area.
For reference you can refer consulting for configuration SAP Note 18613 - Checklist for Credit Management.
And SAP Note 425483 - Consulting note collection: Credit checks.
With Best Wishes
JP

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

Credit limit on customer which cross multi-operating unit

if we have two operating units under one set of book, these two operating units(OU) owns a common customer. i wants to setup a single credit limit, and let system calculate all open uninvoice shipment & unpaid amount of these two OU, and decide if hold the new shipment.
now we are using 11.5.10 ebs, i want to if the standard function could do that.
BTW, if there is a SO with credit hold, the system will calculate in planning module or not.
Edited by: user12050014 on Aug 3, 2011 6:51 PM

Hi
While carrying out the dynamic credit check, the system considers the Horizon period while calculating the open items also just like the open orders. The system will not take the entire open item value and on that value which falls due within the horizon period will be considered.
Thanks,
Ravi

How to Set Item limit for Picture library Slideshow webpart in SharePoint 2013

Picture library Slideshow webpart is using the default view "All Pictures" and if I set a filter condition in the view, the images are displaying based on it but if I set an Item limit as "5" or any number in the "All Pictures"
view it is not reflecting in the slideshow webpart.
Any suggestion would be a great help as the users want to see only the latest 5 images in the slideshow webpart.
Thanks & regards,
Asha

I don't think so there is any way to set a item count limit on Picture Library Slideshow web wart.
Web Part setting only allows to provide library and View, In List view also you can only set Item Limit to be shown on the 'List View'. Slideshow web part take all the items in the list and show, view is only used to provide which field needs to be shown.
There could be 2 options:
- Write a JavaScript to limit the count, and in the view add Sorting by 'Created' date. You can get some example on how to modify "Library Slideshow web part" javascript here: http://blog.vgrem.com/2013/04/27/beyond-the-slideshow-web-part-capabilities-in-sharepoint-2010/
This link does not have solution of what you want, but it gives a very well idea on what you can look and modify. It will not be that straight forward for sure.
- Create a custom webpart, it could be a easier approach. As there are many slideshow Javascript library present, and through code you will just need do a query and pull data from library with required number of items to be shown.
get2pallav
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Create customer and more site with credit limit by customer interface

hi everyone
I want to create customer with more site with credit limit by interface
I mean i have one customer but it has a lot of site with different credit limit
how to do this by interface
plz

Thanks

How to set credit limit to customer?

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