Item credit price changed in Sales order - credit management.

Dear Friends,
In Sale order item change log shows ' item credit price changed' . Item credit price  comes from 'Total ' value line in pricing which is the sum or prices and taxes. But where as none of prices and taxes that contribute to this total have been changed,  the change long shows item credit price as changed from a value to other .
This sale order has many items and for most items same is the case. For some items it looks like quanity got confirmed eventually through back order or availability check from VA02. The  change log for the document also shows 'credit released value' also as changed.
User wants to know how item credit price which is nothing but total value line is shown as changed when none of the prices and taxes have been changed
Could someone throw light on this?
Regards
Mahesh.

Hi Murali ,
      First, Thanks for the reply .
    In this issue what happened is,  after couple of items  added, the sales order was released for credit check. Later changes have been made to this credit released document either by way of adding new items or by confirming the availability check for some items . Because of this change log is showing ' realeased credit vlaue' as changed from certain vlaue to the other . How this could have affected change in item credit price    which is coming form toal value line which is nothing but netvalue ( price -disccount+ taxes assingend with subtoal 'A' ) ?
What exactly is the concept of released credit value and its relation to item credit price ?
As per releasing the document that is not a problem but user's request is he  wants to know why this is happening .
Please help me in understanding this better.
regards
Mahesh

Similar Messages

  • Credit status change through Sales order - change log

    Hi Friends,
      I'm currently facing a scenario were it was reported by the client that
      credit release is happening automatically.
      Brief details : 
       Order was created on 4th Of Oct and it was blocked (reaches the VKM1 bucket )
       since the customer reaches the credit limit.The same order on 5th Oct was not in VKM1
       bucket were the status of order in Sales document header states that it's  released.
      Initial check : (Sales order change log)
      1, I've checked the change log on 5th Oct were the  field VBUK - CMGST  "Overall status of credit checks changed"  from  B to A.
       ((  Status and details below
          A - Credit check was executed and document is OK.
          B - Credit check was exectued and Document is not OK (credit block).
          C - Credit check was executed document not OK, Partial release.
          D-  Document released by Sales representative. ))
    2, I tried to replicate the order status for block and release, But when I release through  VKM1 / VKM3
         the change logs are getting updated with Status - D .(ie from B to D) .
      I'm  wondering that  what could be the reason that causes the system to update in the table - VBUK  - CMGST from A to B
      or because of what change from the client in the sales document header level could impact this changes.
      Note - There is no payment which received from customer on that day.
      Please let me know in case if you are getting the clue...
      Thanks in Advance..
      - Pugal stalin

    Hi
    A simple credit check, as the name suggests, is very simple in nature. The functionality is limited and considers only open A/R items and open items from special G/L and sales orders for performing the credit checks. When you create/change a sales order that is relevant for a simple credit check, SAP calculates the payer/customeru2019s credit exposure by adding the open A/R balance for the customer, open item balances from the special G/L, and the net sales order value. This credit exposure is then compared against the customer credit limit maintained in the customeru2019s credit master. If the credit exposure is greater than the credit limit, the system sets the credit check status as u201Cfailu201D and shows a warning, generates an error message, or performs a delivery block
    Regards from Pakistan

  • Cannot set item's price in new sales order using E-Commerce for ByDesign.

    Hello,
    I'm working on a program to create zero value sales orders in my companies SAP system to help track warranties.  Every portion of this program is straight forward except for setting an item's list price to zero.  I'm using C# .NET.  Below is my code to create the SalesOrderMaintainRequestItem. Any advice would be greatly appreciated.
    private SalesOrderMaintainRequestItem[] GetItems(Warranty warranty) // Custom Warranty Object
        int count = warranty.LineItems.Count; // Warranty object has an array of line items
        SalesOrderMaintainRequestItem[] item = new SalesOrderMaintainRequestItem[count];
        for (int i = 0; i < count; i++) // for each line item in the warranty object
            item[i] = new SalesOrderMaintainRequestItem();
            item[i].BuyerID = _ID;
            item[i].ItemProduct = new SalesOrderMaintainRequestItemProduct();
            item[i].ItemProduct.ProductID = new NOCONVERSION_ProductID();
            item[i].ItemProduct.ProductID.Value = warranty.LineItems[i].ReplaceWith;               
            item[i].PriceAndTaxCalculationItem = new SalesOrderMaintainRequestPriceAndTaxCalculationItem();
            item[i].PriceAndTaxCalculationItem.ItemMainDiscount = new SalesOrderMaintainRequestPriceAndTaxCalculationItemItemMainDiscount();
            item[i].PriceAndTaxCalculationItem.ItemMainDiscount.Rate = new Rate();
            item[i].PriceAndTaxCalculationItem.ItemMainPrice = new SalesOrderMaintainRequestPriceAndTaxCalculationItemItemMainPrice();
            item[i].PriceAndTaxCalculationItem.ItemMainPrice.Rate = new Rate();
            item[i].PriceAndTaxCalculationItem.ItemMainPrice.actionCode = ActionCode.Item01; // tried all the options for this one
            item[i].PriceAndTaxCalculationItem.ItemMainPrice.Rate.DecimalValue = 1.0M; // trying to set it as $1  just for testing, will be 0 when live
               // past tests that didn't work
            //item[i].PriceAndTaxCalculationItem.ItemPriceComponent = new SalesOrderMaintainRequestPriceAndTaxCalculationItemItemPriceComponent[1];
            //item[i].PriceAndTaxCalculationItem.ItemPriceComponent[0] = new SalesOrderMaintainRequestPriceAndTaxCalculationItemItemPriceComponent();
            //item[i].PriceAndTaxCalculationItem.ItemPriceComponent[0].Rate = new Rate();
            //item[i].PriceAndTaxCalculationItem.ItemPriceComponent[0].Rate.BaseDecimalValue = 1.0M;
            //item[i].PriceAndTaxCalculationItem.ItemPriceComponent[0].Rate.DecimalValue = 1.0M;
            //item[i].PriceAndTaxCalculationItem.ItemPriceComponent[0].Rate.CurrencyCode = "USD";
            //item[i].PriceAndTaxCalculationItem.itemPriceComponentListCompleteTransmissionIndicator = true;
            item[i].ItemScheduleLine = new SalesOrderMaintainRequestItemScheduleLine[1];
            item[i].ItemScheduleLine[0] = new SalesOrderMaintainRequestItemScheduleLine();
            item[i].ItemScheduleLine[0].Quantity = new Quantity();
            item[i].ItemScheduleLine[0].Quantity.Value = warranty.LineItems[i].ReplaceQty;
        return item;

    Hi Joshua,
    it's a long time ago and I hope you were able to solve your issue. For others who want to change prices in sales orders the following might be helpful:
    It is not possible to set the price of a sales order in the create webservice call. You need to create the sales order first and then call the webservice a second time with actionCode="02" (Update).
    The following is an extract from the sales order webservice documentation:
    Node – PriceAndTaxCalculation
    A price and tax calculation is the summary of the determined price and tax components for a business case. A specification of the general procedure for price and tax determination and valuation using attributes those are characteristic or relevant for the whole object.
    Note: PriceAndTaxCalculation cannot be created but can only be modified. So this means that if the customer wishes to change the Discount or Freight charge, then the customer has to create the order first and then make a second web-service request to the update this sales order with the pricing information that is to be changed.
    For the update you only need to send the ID of the sales order, the IDs of the items and the PriceAndTaxCalculation node.
    The following would be an easy XML example for the update call:
    <soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:glob="http://sap.com/xi/SAPGlobal20/Global">
       <soapenv:Header/>
       <soapenv:Body>
          <glob:SalesOrderBundleMaintainRequest_sync>
             <SalesOrder>
              <ID>1234</ID>
                <Item actionCode="02">
                   <ID>10</ID>
                   <PriceAndTaxCalculationItem actionCode="02">
                      <ItemMainPrice>
                         <Rate>
                            <DecimalValue>5.00</DecimalValue>
                            <CurrencyCode>USD</CurrencyCode>
                         </Rate>
                      </ItemMainPrice>
                   </PriceAndTaxCalculationItem>
                </Item>
             </SalesOrder>
          </glob:SalesOrderBundleMaintainRequest_sync>
       </soapenv:Body>
    </soapenv:Envelope>
    If you need further help with webservices or C#, let me know.
    Best regards,
    Felix

  • Manual price change on Sales Order line

    Hi everyone,
    Say I have a product A and have entered this in the price list Product A = USD 100 per unit.
    I create the order and process the order, do ship confirm, but at the time of creating the invoice, I want to change the price to 97. or 95 or whatever. This is not fixed and depends probably on various business factors not in anyone's control.
    I tried to manually change the price on the sales order line, but it is not allowing me to change, saying 'no manual discounts available'. My questions are :
    1. How can I manually change the price of a product at the time of invoicing?
    2. I have not defined any modifiers or qualifiers. Is this required, and if yes, what type and how to do it.
    3. At what level can the price be changed? at order booking or even after ship confirm?
    4. If I change the price today, this price change will be applicable to what orders? All orders with booked statuses, or all orders which are not yet ship confirmed, or all orders not interfaced or all future orders entered after this price change is saved?
    5. Do I need to make this price change in the price list also?
    Pls reply asap.
    Thanks a lot in advance.
    Sudhindra Desai

    Hi Sudhindra,
    Check out if this helps:
    1. How can I manually change the price of a product at the time of invoicing?
    You cannot change the price once invoicing is done or when the Order Line Status becomes 'Closed' . Any change at the order entry level can only be effected till the Order Line Status is in 'Entered' Stage.
    2. I have not defined any modifiers or qualifiers. Is this required, and if yes, what type and how to do it.
    We have defined a modifier for our business purpose where by we can manually change the Price at the order entry level. If you require I can send you the screen shots of the setups we have done. I would need your e-mail id for that.
    3. At what level can the price be changed? at order booking or even after ship confirm?
    Price can be changed till the order is in 'Entered Stage'. It cannot be changed once it is 'Booked'
    4. If I change the price today, this price change will be applicable to what orders? All orders with booked statuses, or all orders which are not yet ship confirmed, or all orders not interfaced or all future orders entered after this price change is saved?
    I did'nt understand this question actually. I think the price change is done on an order to order basis, if it is done for a particular order I don't think so it would affect further orders. If i'm changing the price in my price list then surely it would affect future orders.
    5. Do I need to make this price change in the price list also?
    This depends on ur business situation. If the price change is permanent u can make the changes in the price list also. Our business situation demands a base price to be defined in the price list even though the price we enter at the order entry level is always different from what comes from the attached price list.
    Hope this helps you.
    Regards,
    Anil Wadhwa

  • Price change summary report & approach of price change on Sales Orders

    Hi,
    I have made the setups for updating the price on Sales Order via profile options (i update the list price field on SO line the SO line price gets updated). The Customer have manual price overide in their existing system in place so they want same in oracle system as well. Their price change doesn't have any serious logic,,it is quite erratic based on market condition on that day.
    (1) How can I get the report fro the changed price wrt price on price list for all the items on Sales Orders (during a period). It seems, Audit trial functionality for changing list price is not available.
    (2) For the system whether required price change as above is better approach or maintaining new price list all the time is preferable option. In case of new price list, do we have any standard report which fetches itemwise price change details on Sales Orders for a period.
    Thanks.
    With Best Regards,
    Nirabh Nayan

    Nirabh,
    Did you say you update the List Price itself in the Order Lines? In my opinion you should never update List Price. Set the profile OM: Discounting Privilege to 'Unlimited' to allow update of Selling Price, but switch off 'OM: List Price Override Privilege' for the responsibilities so that List Price field is not Editable. So that List Price always reflect the price with which Order Line was created (From the price List). Now create a custom report wherever Unit Selling Price does not match Unit List Price.
    If you really want to go a little further then create a modifier with Application method 'New Price' that should kick in everytime the Unit Selling Price is updated. Let me know if that helped.
    Dipanjan
    Edited by: Dipanjan Maitra on May 25, 2012 2:25 PM

  • Price change in Sales Order not incorporated in Delivery

    Hi All,
    We are facing a problem, when creating Delivery against the Sales Order, changed Price in Sales Order is not being copied.Pricing is activated in Delivery.Condition record is maintained for Price.Condition type for Price is same in both Sales Order and Delivery.
    In Delivey the system is picking the condition record Price and not the changed Sales order Price which we want along some other condition types.
    kindly suggest some solution soon.
    thanks and regards

    Hi Adams
    I suspect what is happening is that the pricing procedure is getting re-determined in the delivery document.
    How many such condition types are there? If there are a few, then you can create new pricing condition types for the deliveries. Dont assign any access seq to them. Further, define a new Alt cal Type for these condition types to copy the value from the corresponding condition type in sales document.
    e.g.
    Reward points if thi helps you
    Rgds

  • Price changed in Sales order.

    Hi,
    Is there any T- code which will tell me that in How many Sales order price is changed   after entering the price initially????
    regards,
    Amol

    Hi,
    Go to Transaction code se16n. Enter the table name as CDHDR. In the field, change document object enter VERKBELEG and also enter VA02 ( For changes done in order ) or VF02 (for changes done in Invoice). Once you execute this, you will get a list of change document numbers. Copy the same and pass the 'change document numbers' in the table CDPOS ( again using SE16N ). This will now give you the list of sales orders ( or invoices) and also the relevant changes done. This should suffice your requirement.
    Regards,
    Anil Kumar

  • Sales order Price change while releasing the credit block using VKM3

    Hi,
    Please advice me on the following issue I am facing:
    I am creating a sales order, which is having automatic pricing. The price is getting picked up using the condition records correctly in the order. The pricing condition can be manually changed in the order (setting according to the condition type).
    So I am changing the price manually in the sales order (system determined price $230 and I changed it to $270) and saved the order. Cross checked the order while saving to make sure the price of the order is now $270.
    As the customer credit limit is exhausted, the system blocked the sales order (credit block). I released the sales order using VKM3, but when I checked the sales order, the system reset the price back to $230 (condition record value).
    Is this a standard SAP behavior?
    My requirement is: the system should not change the value back to the original condition value while releasing the sales order using VKM3.
    Please guide..
    Regards,
    Prasanth

    In the condition type definition T Code V/06, fin your manual condition type definition- for the field "Manual Entries" - Have option C "Manual entry has priority".
    In the pricing procedure, T Code V/08 in the initial screen - for your pricing procedure - under the column "pricing Type" have Option C - copy manual pricing elements and redetermine others.
    Try with these settings. Hope this helps
    Regards
    Sai

  • Price is not changing in sales order in line item

    dear all.,
    price is not changing in sales order on line item,error comes "CHECK ORDER STRUCTURE.
    Regards,
    Praveen

    Dear
    You can go into VA03 --> Menu --> Environment --> Partner --> display credit account (if the data is maintained, than the system springs into FD33). Another way is to check if the sales order type is assigned to credit management in the transaction OVAK (should be D for aut. credit management).
    Did you enter the pricing date , prcing condition and press enter , so  that it should pick the correct price?
    Check this and come back
    Regards
    JH

  • Credit card handling using sales order change BAPI

    Hi all,
      Currently, I am working on creating a custom BAPI for changing the sales order information. I am having a scenario where I need to handle multiple credit cards during the change of the sales order data. For example, if I have created a sales order  with a credit card A and a bill amount of 100. Now, in the change BAPI, I need to handle the situation like I would be getting two credit cards data out of which I need to Bill against credit card A with 200 and credit card B with 300. I need to see the entries in the sales order processing in the following fashion:
    During the creation:
    Credit card type    Credit card number    Maximum amount  Limit To
    AMEX                   A                             100                        Flag checked
    After performing change order:
    Credit card type    Credit card number    Maximum amount  Limit To
    AMEX                   A                             100                       Flag checked
    VISA                    B                              300                       Flag checked
    AMEX                   A                             100                       Flag checked
    Which implies that I am billing 200 against card A and 300 against card B.
    I want to acheive this functionality. Can any one throw some light in order to accomplish my task?
    Thanks in advance,
    From,
    Adithya

    i already used same But it's not working
    s_order_header_inx-updateflag = 'U'.
    Line items
      REFRESH: i_order_item_in, i_order_item_inx.
      LOOP AT t_data INTO wa_data.
        LOOP AT t_data_item INTO wa_data_item WHERE vbeln = wa_data-vbeln. .
    BAPISDITM
          i_order_item_in-itm_number = wa_data_item-posnr.
          i_order_item_in-profit_ctr = wa_data_item-profit_ctr.
    BAPISDITMX
          i_order_item_inx-itm_number = wa_data_item-posnr.
          i_order_item_inx-updateflag = 'U'.
          i_order_item_inx-profit_ctr = 'X'.
          APPEND: i_order_item_in, i_order_item_inx.
        ENDLOOP.
        CALL FUNCTION 'CONVERSION_EXIT_ALPHA_INPUT'
          EXPORTING
            input  = wa_data-vbeln
          IMPORTING
            output = wa_data-vbeln.
        CALL FUNCTION 'BAPI_SALESORDER_CHANGE'
          EXPORTING
            salesdocument     = wa_data-vbeln
            order_header_in   = s_order_header_in
            order_header_inx  = s_order_header_inx
            behave_when_error = 'P'
          TABLES
            return            = it_return
            order_item_in     = i_order_item_in
            order_item_inx    = i_order_item_inx.

  • Check Credit and Stock on Sale Order

    Hi All
    Could you please tell me how to check Credit and Stock on Sale Order.
    Thank and Best Regard
    Thang

    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
    Regards
    Raja
    Edited by: ramanathan raja on Jul 25, 2008 4:37 PM

  • Sales order credit control area

    Hi,
    How can i identify the credit control area the sales order belongs to?
    Is there any way to identify in the SO itself?
    (not checking the sales org and checking the cc ar)

    Credit Control
    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.
    Credit Management
    All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria. You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
    u2022 SM30 - Table/View
    u2022 V_TVTW - Define Distribution Channel
    u2022 V_TVTA_KKB - Assign sales area to credit control area
    u2022 V_T014 - FI - Define Credit Control Area
    u2022 T001CM - FI - Assign Permitted Credit Control Area to company code
    OVXG - Set up Sales Areas
    e.g. Sales Organization
    Distribution Channel
    Division
    Distribution Channel
    Division
    FD32 - Customer Credit Management
    OVAK - Define credit limit check by sales document type
    u2022 Check Credit
    o A - Credit limit check and warning message
    o B - Credit limit check and error message (no sales order can be created)
    o C - Credit limit check and delivery block (block delivery if hit credit limit)
     Options B and C -> used for checking open order values (when you create/change the sales order)
    o D - Automatic credit control with open order values
     More control in transaction OVA8 - Automatic credit control
     You check for open orders and deliveries, or just open deliveries.
     or open order values with other options
    u2022 Credit group
    o Allows you to combine different sales document types for the credit limit check
    VKM1 - Blocked SD Documents - Finance have to released the delivery block
    OVAD - Define credit limit check by delivery order
    u2022 whether the automatic credit check occurs at the time of delivery creation and/or goods issue
    OVA7 - Define credit limit check by item category
    u2022 Set whether to include/exclude item category for credit limit check
    OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
    You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
    u2022 SAP default credit groups
    o 01 - credit group for sales order
    o 02 - credit group for delivery
    o 03 - credit group for goods issue
    OVA8 - Automatic credit control - Double click on the line items you can have the followings credit limit check:-
    u2022 Static
    Depends on the customer total value of open orders, deliveries, billing documents and open items.
    u2022 Open items
    No of days open
    Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.Max open items %
    The customer balance must not exceed a certain percentage.
    u2022 Oldest open items
    If you donu2019t want to deliver to the customer at all when even only 1 invoice is overdue.
    Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.Days oldest item
    No of days allowed for overdue or payment terms.
    Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
    that was previously blocked, it would be reblocked again by the system. The system only reblocks the sales document if the new order quantity is above a certain % amount.
    u2022 Released documents are still unchecked
    The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
    u2022 Next Review Date
    If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.You can use the u201CNextReview dateu201D and u201CNumber of daysu201D fields and combined it with the u201CLast int.reviewu201D field in customer credit master u201CStatusu201D view (FD32).
    VOKR - Display of work list for credit management (configure the display variant)
    Releasing the Credit Block
    These are the three transaction code you can used for releasing the SAP credit management block.
    VKM3 - Sales Order
    VKM5 - Delivery Order
    VKM4 - Both Sales Order and Delivery Order
    There are basically two types of customers:
    1)Credit worthy
    2)Normal customers
    Coming to credit worthy customers these customers we can believe and we will give some credit ness for them.For such a type of customers we are going to set them some credit limit.Based on that we will give service to them till that limit.It the limit crosses we will get the messages while creating orders for them.
    Their credit limit can be set in FD32 T.Code.
    Automatic credit check will be maintained in OVA8
    Follow these steps:
    1. Go to IMG - enterprise structure - definition - financial accounting - define credit control area.
    2. Assignment of company code to credit control area & sales area to credit control area.
    3. Go to OVAK select ur sales document type and in the check credit column choose from A B or C. D is for automatic credit control for which you have to maintain the credit group and risk categories.
    4. In FD32 you select your customer and click on STATUS icon and press enter. here u maintain the credit amount allowed. but this is done by the Finance people.
    5. Now when you create the sales order and if the amount exceeds the credit limit then u will get the message as you maintained in the TC OVAK.  Normally the system starts doing credit checks from the second sales.
    order.
    What are the different types of credit checks?
    By Sunilmadho
    Credit Check can be :
    1) Simple Credit Check
    2) Automatic Credit Control
    Automatic Credit Control can be at various levels :
    1) Order
    2) Delivery
    3) Goods Issue
    Automatic Credit Check is of many types :
    1) Static
    2) Dynamic
    3) MaximumDocument Value
    4) Maximum Open Items in percentage
    5) Oldest Open Item in number of days
    6) Crtitical fields change
    7) Highest dunning level, etc.
    You can create more.
    Credit Check happens only in SD module, never in FI. Because the stage of the check is in the sales cycle, which exists in SD. FI guys will check the credit master sheets of the customer, the MIS, the analysis etc, review the credit limits of customers. But the check will happen only in SD, while creating order, delivery or doing the goods issue.
    All business have their own credit management needs, SAP allows you to specify your own automatic credit checks based on a variety of criteria.  You can also specify at which critical points in the sales and distribution cycle the system carries out these checks.
    SM30 - Table/View
    u2022     V_TVTW - Define Distribution Channel
    u2022     V_TVTA_KKB - Assign sales area to credit control area
    u2022     V_T014 - FI - Define Credit Control Area
    u2022     T001CM - FI - Assign Permitted Credit Control Area to company code
    OVXG - Set up Sales Areas
    e.g.  Sales Organization
                      Distribution Channel
                                  Division
                      Distribution Channel
                                  Division
    FD32 - Customer Credit Management
    OVAK - Define credit limit check by sales document type
    u2022     Check Credit
    o     A - Credit limit check and warning message
    o     B - Credit limit check and error message (no sales order can be created)
    o     C - Credit limit check and delivery block (block delivery if hit credit limit)
         Options B and C -> used for checking open order values (when you create/change the sales order)
    o     D - Automatic credit control with open order values
         More control in transaction OVA8 - Automatic credit control
         You check for open orders and deliveries, or just open deliveries.
         or open order values with other options
    u2022     Credit group
    o     Allows you to combine different sales document types for the credit limit check
    VKM1 - Blocked SD Documents - Finance have to released the delivery block
    OVAD - Define credit limit check by delivery order
    u2022     whether the automatic credit check occurs at the time of delivery creation and/or goods issue
    OVA7 - Define credit limit check by item category
    u2022     Set whether to include/exclude item category for credit limit check
    OVA6 - Define credit group. You can groups together different business transactions which should be dealt with in the same manner with regard to the credit check.
    You enter the credit groups when you configure the sales document types for credit management and define the (D - automatic credit check).
    u2022     SAP default credit groups
    o     01 - credit group for sales order
    o     02 - credit group for delivery
    o     03 - credit group for goods issue
    OVA8 - Automatic credit control - Double click on the line items
    You can have the followings credit limit check :-
    u2022     Static
    Depends on the customer total value of open orders, deliveries, billing documents and open items.
    u2022     Open items
    No of days open
    Overdue open items checks is based on the ratio of open items that are overdue by a certain number of days.
    Max open items %
    The customer balance must not exceed a certain percentage.
    u2022     Oldest open items
    If you don't want to deliver to the customer at all when even only 1 invoice is overdue.
    Tick the Check for Oldest Open Item and Set the field Days oldest item = 1.
    Days oldest item
    No of days allowed for overdue or payment terms.
    Use of the credit check Oldest Open Item. If a user attempts to alter the order quantity of a released sales document
    that was previously blocked, it would be reblocked again by the system.  The system only reblocks the sales document if the new order quantity is above a certain % amount.
    u2022     Released documents are still unchecked
    The preset % is whatever you want to set it as when configuring your automatic credit processing. You enter a deviation % and number of days,eg, you can set it so that an order can be changed by up to 10% within 30 days of original order entry date without it going back on credit block.
    u2022     Next Review Date
    If a customer has a credit limit of 1000 USD, and you would like to restrict this credit limit only to be available in current month (say March). If the document day is in April then the credit limit is zero.
    You can use the "NextReview date" and "Number of days" fields and combined it with the "Last int.review" field in customer credit master "Status" view (FD32).
    VOKR - Display of work list for credit management (configure the display variant)
    In credit mgmt how the Amount & limit can be can be configured at sales order,delivery & PGI Level.
    Please give me the solution .
    1)First create Credit control area
    Path:IMG\ES\Definition\FA\Define Credit Control Area
    2) Assign your credit control area to your company code
    Path:IMG\ES\Assignment\FA\Assign Company code Credit Control Area
    3) And enter the credit limit using above mentioned transaction code FD32.
    4) And assign this credit control area in your customer master Sales Org Data (XD02)
    5)if you have maintained the credit control area for your customer then goto T.Code FD32.
    6)Enter your customer number and the credit control area.
    7)Select the status tab.Press enter.
    8)Maintain the credit limit in the field.Save.
    9)Go to OVA8 T.Code and then click on open orde

  • Static Credit Limit Check for Sales Orders - Net Value vs Credit Value

    We are testing order credit check and we have run into a problem with the Static Credit Limit Check.  The Static Credit Limit Check is set to use both Order and Delivery Values.  SAP uses the values in S066 and S067 to determine what values it uses to check against the credit limit.  Standard SAP uses the confirmed quantity times the credit price to get the order values - this is the credit value. 
    So the problem is, once an order is released it is set up so it does not go back on credit hold, so anything which is not confirmed (but could be) it a potential credit value which is unaccounted for in the credit exposure and the customer can go over the credit limit.
    Additionally, we run AFS and have items which are rejected with a J0 rejection code (unconfirmed) which have the potential of being confirmed and shipped and we want to include these items in the value of the order which is being checked against the credit limit (along with the deliveries, invoices and receivables).
    Here is a quick example.
    Customer has a credit limit of $100 (no deliveries, invoices or receivables - to keep it simple)
    Order 1 is placed with a credit value of $50.00 but a potential value of $100 (the other half is J0) - this passes the credit check since $50.00 is less than the limit.
    Order 2 is placed for $50.00 and has a credit value of $50.  This also gets approved.
    At this point, the credit limit used is 100% (based on standard SAP)
    Then Order1 backorder is confirmed and the new credit value is now $100.  This order now puts the customer over their limit and if the order had been released would not go back on credit hold and therefore the customer is not over their credit limit by 50%.
    What I want is for Order1 to be credit checked for the $100 not the $50 so the exposure is correct.
    Does anyone have any suggestions as to how we could use the Net Value of the order to perform the static credit check?  And any thoughts on how to determine the correct credit exposure (open order value plus items which are J0, plus deliveries, plus invoices, plus receivables)?
    I am thinking about a Z table to track the adjusted values on the orders and then use one of the customer checks to do a static credit check with the adjusted value.  And for the exposure, use the adjusted value to recalculate the values in F.35 to show a more accurate view of the credit exposure.
    Does anyone have an easier way to do this?  Any advice is appreciated.
    Thanks,
    Suzanne

    Hi Suzzane,
    In the scenario that you have provided, in the first order items worth 50$ are rejected. Hence standard SAP will not take this into account as this item is rejected.Two solutions can be provided here:
    1) The line item can have a delivery block instead of  a reason for rejection.This way the 50$ will get accounted.However, if this is against customer norms as this will appear in the order acknowledgment, this cannot be used.
    2) User exit can be used where a credit check can be triggered once the document value changes, even though the document has a released status.
    Hope this helps.
    Thanks,
    Vinu

  • Cost center in Sales Order/Credit memo request

    Hi SAP Gurus,
    There is a requirement from our client. They are processing Credit Memo from SD VF01 via Credit memo request. The want to assign Cost center in the line items which is greyed out at the time of processing in VF01.
    I also verified in the Credit memo request in VA02 even there is no field available for to maintain  Cost center in line item so that at the time of billing it can  derive.
    Please advice whether can we assign the Cost centers in Sales order/Credit memo request line items?.
    Regards
    NTH

    Hi NTH,
    In the standard system, the field cost center is only ready for input
    if the sales document category is VBAK-VBTYP= I (that is, order without
    charge). For all other order types, you can make it visible by entering
    an order reason provided that the combination of the sales area and the
    order reason has a cost center assigned in OVF3. To change this standard
    behaviour, USEREXIT_COBL_SEND_HEADER can be used. There you can find a
    short example on how to make a field visible and modificable in the
    account assignment screen.
    Moreover, please take into account that the account assignment to a cost
    center is possible only at header level. So it is not possible to
    insert the cost center at item level, you can only insert it at header
    level.
    The cost center determination takes place in
    FV45KF0V_VBAK-KOSTL_ERMITTELN and is reading from table TVAUK.
    This table can be maintained in transaction OVF3.
    If you wants to be able to enter the cost center manually in the
    account assignment screen (header level), you can use  the user exit
    FV45PF0C_COBL_SEND_PBO_VBAK (SAPMV45A) - there you can find a short ex
    ample on how to make a field visible and modifiable in the account
    assignment
    I hope that this information is of assistance to you. Thanks!
    Regards,
    Alex

  • Open sales order credit value (S066-OEIKW)

    Hello experts,
    I need to update the table S066 with the Open sales order credit value when an item has no confirmed quantity (VBEP-BMENG). So I have created the new rountine under
    VOFM -> Requirements -> Credit checks -> new include RVKMP901. But I don't know how to update this table.
    From the note 377165, the same is explained. But I am niot able to achieve my requirement.
    So please help me in this regard.
    Waiting for your reply.
    Any Suggestion...
    With regards,
    Vasanth M
    Edited by: Vasanth M on Feb 15, 2010 8:21 PM

    Hello Jack,
    Thanks fo your answer. But I have to update the credit amount to the table S066.
    This credit limit could be viewed in the TC FD33. So please suggest me what to do.
    Thanks in Advance
    Best Regards,
    Vasanth M

Maybe you are looking for