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.

Similar Messages

  • 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

  • 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

  • Removing Credit Check at Sales Order& Delivery

    Dear SAP Gurus,
    i am want remove credit check from Sales order , Delivery & activate the same at PGI level.
    i have search the forum for this query but could't find good answer.
    Hope u all will guide me to remove credit check
    Thanks & Regards
    Vishal

    Vishal,
    For removal of credit check at sales order, For the sales order type , in VOV8,in General control tab, keep the Check credit limit field as empty.
    For configuring credit check at PGI, you can search the forum for config docs.
    Thanks,
    Raja

  • Changing Availability Checks in Sales orders

    hi there,
    Can i easily change the Availability Check in a sales order?
    i have 5 sales orde rtypes, and I sometimes want to change the Availability Check, how can i manage this?
    thanks

    There are three types of availability checks
    1. Availability Check with ATP Logic or Against Planning
    2. Availability Check Against Product Allocation
    3. Rule-based Availability Check
    For ATP logic, the Checking group and Checking rule combination determines the availability check parameters. The checking group is maintained in the material master, and not to Sales order type. Hence you can control by having different groups attached to different materials.
    If you have Advanced Planner Optimiser (APO) then you can use the Rule based availability check. You can attach a Business transaction to a Sales document type and thus control the availability check in sales order level also.
    Refer the below extracts:
    <b>Define business transaction</b>
    Path : spro -- img -- sd -- BF -- Av chk and TOR --- Rule based availabilty check
    In this step you can define the business transactions. These transactions must also be available in the APO planning system. Here the availability check control is carried out for the transactions.You can find the business transactions in the APO planning system (Field BPROC) under:
    Global ATP -> Settings -> Rule-based ATP -> Conditions -> Assign rule strategy.
    <b>Assign business transaction to sales order type</b> t code VOV8
    In this IMG activity, you assign the actions you defined previously to the order types. This activates the availability check settings for this order type, that were maintained in the APO planning system.
    Regards,

  • 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 in Sales order and available stcok

    Dear all,
            Now we have credit check in sales order, i found that only when i release credit control in VKM4, available stock will be reduced. How can it reduce available stock in the time when i save a sales order not matter it have or not pass credit check ??
          Thanks in advance!!

    The Price procedure has a subtotal ("A" ?) this is what's reported as Credit. Move this to an area that includes the taxes and you should be all set

  • 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 Check on Sale Order

    Dear Friends,
    Right now the credit check is on Delivery Order. It displays error message when doing PGI for Gross Value (Price + Tax). Now I want to do it for Sale Order Level.
    I did all changes according to the following; but on sale order the error message is only for (Price). It is not including tax value. Your assistance is required....
    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_SAPFV45K_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:
    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. You can
    use Transaction FD32 to assign this risk category to a credit account.
    10. Transaction OVA8
    Here, the individual credit checks for key fields
    - credit control area
    - risk category
    - 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. You want the item to be relevant for billing. If an item is not
    relevant for billing or for pro forma billing, no update occurs.
    14. 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:
    15. 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':
    16. 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:
    17. 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.
    Regards,
    Shahbaz

    Dear Lakshmipathi,
    Yes, "A" is there.
    Regards,
    Shahbaz

  • Credit Check in Sales order with partner other than payer

    Hello,
    We have typical business scenario in the sales process in yarn industry. Details are mention below:
    - Complete sales process starts with agent and ends with agent but payer(debtor) are always the end customer(Form C customers) which are also provided by Agents
    - Credit Limit are maintained with respect to Agents and there is no possible combination is to which customer will order goods via which agents
    - Major issue we are facing how to perform credit check as at Agent level bcoz invoices are created for end customer
    Options:
    - In order to use Standard functionality is that created multiple payers in the system belonging to combination of agent and customer and use A/R parent customer concept in credit master data were we can map them as Agent.
    But issue with this solution is lot of payers will be created in the system.
    Not sure if customer hierarchy concept can be useful.
    So kindly request to suggest best possible solution available for above process.
    Regards
    Sagar

    Dear Magge,
    This is the standard SAP behaviour. Please refer to SAP Note 706034.
    As per this note
    "This is required due to the following:
    During creation, the credit managment checks a document with "OK". For a
    later change of the document, the credit check is "not OK". Since the
    reaction "Error message (Error)" is set in the Customizing, the system
    could not save the document.
    Due to this, the system cannot set the credit status "not OK" for the
    document, in order to prevent follow-up activities. Therefore the system
    displays a warning message instead of the error message, so that you can
    save the document and thus set the credit status (blocked). The document is
    blocked now for follow-up activities."
    We faced the same issue in our project and found we cannot change the Warning message to Error as it is hardcoded as warning. Hence we used USER EXIT and gave the logic that if this warning message is called when in T code VA02 then throw Error Message.
    Hope this will be helpful.
    Regards
    Mayank

  • Credit Check at Sales Order Creation  & Delivery Creation levels

    Hi
    I am using Dynamic Credit check, Assigned  credit group (with block) in OVAK for Sales Orders and for delivery types also assigned credit group.
    Issue is while creating Sales Order system is doing dynamic credit check and blocking the sales order but delivery block is not happening, then i am releasing block in VKM3. but while creating Delivery system is not doing dynamic credit check.
    requirement is in both levels system should check the credit check.
    Can any plz guide me.
    Prasad

    Hi
    It is not possible in the standard. The block at different levels is configured based on the degree of risk involved with the customer. If the customer is more risky, he should be blocked at ordr livel itself. If the customer is less risky, the order should be processed , like picking, packing etc., and only Goods Issue should be stopped.
    The release will be done by a responsible person and hence it should not block again. eg., if the order is released with special approval from a higher up like Marketing - GM, then it should not block the delivery again.
    Thanks,
    Ravi

  • Credit check in sales order

    Hi all,
    Credit limi check at sales order is working fine, while i am creating a sales order it is giving popup if limit is high then system is giving error message and it is not allowing to save the document. If i save with less quantity and again VA02 with same sales document it is allowing the values if it is above credit limit.
    Can anybody suggest where do i check and give the controls
    Kindly revert back,
    Thanks,
    MSRP

    Dear Magge,
    This is the standard SAP behaviour. Please refer to SAP Note 706034.
    As per this note
    "This is required due to the following:
    During creation, the credit managment checks a document with "OK". For a
    later change of the document, the credit check is "not OK". Since the
    reaction "Error message (Error)" is set in the Customizing, the system
    could not save the document.
    Due to this, the system cannot set the credit status "not OK" for the
    document, in order to prevent follow-up activities. Therefore the system
    displays a warning message instead of the error message, so that you can
    save the document and thus set the credit status (blocked). The document is
    blocked now for follow-up activities."
    We faced the same issue in our project and found we cannot change the Warning message to Error as it is hardcoded as warning. Hence we used USER EXIT and gave the logic that if this warning message is called when in T code VA02 then throw Error Message.
    Hope this will be helpful.
    Regards
    Mayank

  • Credit check at sales order line item level

    We are trying to carry out credit checking at the line item level. Standard SD only has credit checking at the document level.
    Does anyone know of any enhancements or notes we can apply to achieve this.
    Thanks Steve

    Hi Steve,
    The field VBAP-CMGST is only at the header level that is the credit      
    status is only available at the header. So when you release a            
    sales order the entire order is released. It cannot be maintained        
    at the  item level.                                                                               
    Note 60672 explains that placing a delivery block on the schedule line   
    level will have this affect on credit management.  Credit bases things   
    on what can be delivered. Please check in the tranx OVZ7                                                                               
    In block quantity confirmation in delivery blocks there is a blocking    
    reason setup (ZI) which blocks confirmation if an item is incomplete.    
    Please see configuration in transaction OVZ7.                                                                               
    Unfortunately, in standard SAP, credit block is applicable to the        
    whole S/O document.                                                                               
    In general, credit is applicable to the customer [soldto/billto/payer].  
    In SAP, this 'customer' is part of header/document level, and not        
    item level.                                                                               
    You can not change this behaviour in IMG or userexit.  
    I hope those information can be useful
    regards
    Ruy Castro

  • Changes carry forward from sales order to Purchase order in third partysale

    Hi,
    My requirement to carry forward the changes in sales order to Purchase order in third party sale and vice versa.
    As we know most of the changes we do in sales order,get refelected in purchase requestion because PR get created automatically from SO but PO we create manually in third party scenario.
    Now my requirement to refelect the changes (changes qty, request delivery dale,adding or delition item etc.) from SO to PO and text message from PO to sales order automatically.
    Please guide me.

    Hi,
    Thanks for reply.
    In third party PR gets created automatically but PO gets create manually.So changes get refelect in PR only not in PO.
    Can you give me the solution for completing this task.
    Thanks & Regards
    Jalaj garg

  • Availability check at sales Order level

    I am working in retail project and we have Cash sales, Rush order, Standard order scenario. All articles are created as Trading articles HAWA.
    When we create a sales order with cash sales document type, Rush order the availability check happens at sales order level itself but if I use the OR document type the availability check happens at delivery document level not at sales order level
    I want the availability check to be happening at sales order level so I have marked the availability in VOV6 for schedule category CP and CV.
    I donu2019t have the stock for the material X and we have not created any purchase order for X material but system is giving the confirmed delivery date with OR document type. So I have marked the check without RTL in OVZ9. After this system shows the confirm delivery qty is 0. 
    I think if the availability check happens without replenishment lead time then only I can get the output as per my requirement
    Can anyone guide me is it the right way to address this scenario

    Hello,
    Cash sales --> The detail configuration that has to be made for Cash sales are as follows:
    1.  Create a new order type ZBV by Copying the BV Standard Order and in the functionality of ZBV activate immediate delivery.
    2.  Create a new category ZBVN by copying item category BVN and check whether credit active unchecked or not in ZBVN.
    3.  Make all the neccessay setting for the item category determination for cash sale for which u configured.
    After the delivery document is created in the background, billing document is generated wrt Order.
    Rush order -
    >
    1.  Create a new order type ZRO by Copying the RO Standard Order and in the functionality of ZBV activate immediate delivery.
    2.  Create a new category ZTAN by copying item category TAN and check whether credit active unchecked or not in ZTAN.
    3.  Make all the neccessay setting for the item category determination for Rush order which u configured.
    Please remember here the goods has to be picked and then PGI has to be posted. Then only you can bill the Order.
    And for standard order process, please refer the below link:
    [Standard order scenario|http://help.sap.com/bp_blv1600/V5600/BBLibrary/Documentation/148_BB_ConfigGuide_EN_IN.doc]
    Regards,
    Sarthak

Maybe you are looking for

  • "backup is too large" warning, yet I can't see old backups in time machine.

    I plugged my Firelite drive into my Macbook Pro and was warned that I haven't backed up in 50 days (not so). When I try to back up I get a warning that there's not enough space on the external disk. When I enter time machine there are NO previous res

  • How can I share different sources to multiple Apple TV with only one controller (Mac Mini)

    Here's the setup 3 TV's in 3 different rooms each connected to 3 different Apple TV. It is self-explanatory has how to share the SAME source to 2 or 3 of the Apple TV. What I want to know: Can we manage Apple TV's in a way that I can share 3 DIFFEREN

  • How do I add my phone number to my Face time on Ipad?

    I am a mess.  I have an iphone 4s and an ipad 3rd gen. I have been able to Facetime on my ipad since I got it. Now it doesnt show my phone number as the primary way to contact. How do I get my phone number to my ipad?

  • Query based on a view

    Hello, Software: forms 10g problem: I have one block in my form based on a view. It works fine for my English language selection. However, when I switch to French I encounter an error. Example: Block name: REQUESTS_VIEW View_name: REQUESTS_VIEW Table

  • ITunes 8 - Cannot connect to iStore - "network connection time out"

    I've been running V7 with no problems. Updated to 8 (due wanting to use ipod Touch). Cannot connect to the iStore (everything else works fine). Receive the following message "iTunes could not connect to the iTunes Store. The network connection timed