Next int.review date in credit management

Dear all,
In FD33 you have a field called Next int.review date (field name NXTRV)
This in combination with the settings that are done in OVA8 will block all new sales orders once the date in the next int. review date has expired.
My question to you is do you know where in the sales order the block will be visible. Is that header or item level or both. Do you know in what field I can find the block in the sales order that has been triggered by the next int. review date?
Kind regards

For credit mgmt, we have last review date and next review date. What happens is whenever a credit limit for a customer is approved, the date on which it is approved becomes the last review date and then this limit is approved for a certain period, the date on which its validity is going to end or a day before that depending on your business requirements becomes the next review date, i.e. on that particular date again that customer's credit limit is reviewed as to whether to maintain the same limit or there is a need to make any changes to it.........
This date has nothing to do with static or dynamic checks, i.e it is not dependent on them......
The effect of mantaining this is whenever there is a credit check for a customer, it'll check these dates, if the next review date is in past, that limit is not effective for that customer.....
Hope this is of some help........
Reward, if useful......
Regards,
Noopur

Similar Messages

Next int. review date

Hello all,
I have a question for you about the functionality of the u201CNext int. review dateu201D in credit management which I hope you can help me with.
If I understand correctly then basically when the next int. review date is reached then all the sales orders that are created will be blocked. Is this correct?
Does this apply only for new sales orders that are created or will the sales orders that were created before the next int. review date was reached blocked as well?
If the sales orders are blocked and the next internal review date has been changed to a date in the future is there a program that unblocks all the sales orders that were blocked as result of the next int. review date?
We are using the dynamic credit check process.
Thanks,

hello, friend.
1. you can change credit limit en masse by -
     a. using t-code MASS and choosing Customer credit - central data, and Customer credit - status
     b. using LSMW to automate FD32
2. to assign a customer as reference for credit control for several customers (let's say Customer A with credit limit of 100,000. Customers B, C and D share in the limit), you can do the following:
     a. execute FD32 and enter Customer B
     b. on status page, click EDIT > CHANGE CREDIT ACCT. a message will appear advising you to reorganize data.
     c. on the next screen, enter Customer A in credit account. save.
     d. repeat for Customer C and D.
     e. now run t-code F.28 for these customers.
      f. when you create sales transactions, you will notice the credit data of only A is updated, while the rest will have zero.
regards.

What is next review date in credit management

hi gurus
my question what is next review date. Is it correct if we marked this filed in ova8 number of days means 30 if we maintained in that. After raising a sales order how will be the effect
2) should we maintain this along with stataic or dynamic or separate

For credit mgmt, we have last review date and next review date. What happens is whenever a credit limit for a customer is approved, the date on which it is approved becomes the last review date and then this limit is approved for a certain period, the date on which its validity is going to end or a day before that depending on your business requirements becomes the next review date, i.e. on that particular date again that customer's credit limit is reviewed as to whether to maintain the same limit or there is a need to make any changes to it.........
This date has nothing to do with static or dynamic checks, i.e it is not dependent on them......
The effect of mantaining this is whenever there is a credit check for a customer, it'll check these dates, if the next review date is in past, that limit is not effective for that customer.....
Hope this is of some help........
Reward, if useful......
Regards,
Noopur

How to use due date in credit management

hi,
i want to calculate my credits according to net due date
how can i use due date in credit management?
thank you

Not sure what do you mean by "use due date in credit management".
If you want to calculate due date per billing document, for example, for such as customer statement, you may use "BSID-ZFBDT + BSID-ZBD1T" (Baseline date + Cash disc day 1).

Next Salary Review Date

Can I update the Next Salary Review Date using an API from PL/SQL?

Yes, you can use the salary API (HR_MAINTAIN_PROPOSAL_API) to update the new salary review date.

Next internal review date in status view

Hi,
Customer credit management transaction FD33, in status view, we have field "Next internal review". Can any one let me know how this data is populated automatically.
And how the documents will be selected for report "RVKRED08"
Thanks
Alokam Chandra Sekhar

Hi,
In OVA8 automatic credit contol settings, there you can define next review date. If you maintain number of days here it will be copied to credit maseter...
regards
sankar
Edited by: sankar sankar on Jul 9, 2008 1:48 PM

Arrear after net due date - FD33 Credit Management

Arrears after net due date is not appearing in the payment history of FD33 customer credit management report(it is showing as zero days), bur the same is appearing in the FDL5N report.
The credit control area and payment terms are same as other customer wherein the arrear days are getting appear properly

Hi,
I moved your question tnto this forum.
Mario

F-21 is not updating last payment date in Credit management report

HI Gurus
I am working on 4.6C system . Here I am posting incoming payment through F-21 t.code. Here system not updating for last payment run in Credit management reports.
Pls advice me in this regard.
Thanks in advance
Sneha

Hi,
F-21 T.code is for Transfer Posting, best Pratice is to use F-28 For incomming Payments.even in F-21 change the documents type to DZ and try to post.
Thanks
Goutam

Next review date

Hi Experts,
My settings in customizing OVA8 for automatic credit control,
Dynamic D block
Next review date A block.(no. of days 7)
When ever I create sales oreder system shows " Credit imit(Next customer check date has bben passed) and block this in credit limit-If I maintain check in OVA8
If I maintain NO CHECK in OVA8 ,system do not block this order in credit limit.
(Customer is having no overdues ,no open orders,no open billing docs-credit limit 1400000 & sales order -10000)
So my question is what is this NEXT REVIEW DATE,where it is maintained** & how can I cusomize system in such a way that If there is no outstanding ,full payment clear-system should not show that message & donot block it in credi limit.
Please suggest & please dont give theortical answer-give some situation based answers.
Thanks in advance.
Regards,
Dharminder dalal

Dear Dharmrnder,
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).
In order to fix you issue remove the Next internal review dates in FD32.
Thanks&Regards
Raghu.k

Tables of credit Management

HI!!,
Please let me know list of tables in Credit management.
-AKASH

Hi Akash Tambi
T691F Control of Automatic Credit Control
KNKA Customer master credit management: Central
KNKK Customer master credit management: Control
KNKKF1 Credit Management: FI Status Data
KNKKF2 Credit Management: Open Items by Days in A
KLPARAM Credit Limit: Tab for Controlling Ext. Def
KLSDCPARAM Credit Limit: Controlling External Default
UKM_TRANSFER_AR Data from AR for SAP Credit Management
UKM_TRANSFER_ARV Data from AR for SAP Credit Management
VBKK SD Doc.Export Letter of Credit
VBUK Sales Document: Header Status and Administ
VBUP Sales Document: Item Status
T014 Credit control areas
T014N New credit control areas to be set up
T014T Credit control area names
T024B Credit management: Credit representative g
T024P Credit Management: Credit Representatives
T042U Block Entries for Debit Customers/Credit V
T5UDO Benefit credit grouping
Reward if useful to u

Credit check againest Next review date

Hi All,
Could you please help me the check againest the Next review date.
In my business Next review date is not maintained in the Credit master, and in OVA8 we have activated the next review dateand the status should be block?
We have maintain the buffer days as 30.
So how the system will check the next review date? If the Next review date is not exists in the credit master then which date system will take into consideration to check the date?
Kindly help...
Regards,
SK

The document date is normally delivery date.
For further info check the link, http://help.sap.com/saphelp_45B/helpdata/en/e5/0783804acd11d182b90000e829fbfe/frameset.htm
Regards,

Credit management....sales area data

hi gurus,,
I have some doubts in Credit Management>
1. In my development Server....Customer Master data > Sales Area Data > Billing Tab Page>CREDIT CONTROL AREA...is not reflecting.
using version 4.7... why is was not reflecting... any configaration settings is required??.
Anybody having configuration material of CREDIT MANAGEMENT and FREE GOODS DETERMINATION..
MAIL ID::: [email protected]

Hi ravi,
Notes on Credit mangement
SAP SD 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.
SM30 - Table/View
V_TVTW - Define Distribution Channel
V_TVTA_KKB - Assign sales area to credit control area
V_T014 - FI - Define Credit Control Area
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
Check Credit
A - Credit limit check and warning message
B - Credit limit check and error message (no sales order can be created)
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)
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
Credit group
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
whether the automatic credit check occurs at the time of delivery creation and/or goods issue
OVA7 - Define credit limit check by item category
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).
SAP default credit groups
01 - credit group for sales order
02 - credit group for delivery
03 - credit group for goods issue
OVA8 - Automatic credit control - Double click on the line items
You can have the followings credit limit check :-
Static
Depends on the customer total value of open orders, deliveries, billing documents and open items.
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.
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.
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.
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)
Free goods determination
Free Goods Determination in Sales Order
Free goods has the following limitations:
- Free goods can only be supported on a 1:1 ratio. This means that an order item can lead to a free goods item. Agreements in the following form are not supported: With material 1, material 2 and material 3 are free of charge or If material 1 and material 2 are ordered at the same time, then material 3 is free of charge.
- Free goods are not supported in combinations with material structures (for example, product selection, BOM, variants with BOM explosion).
- Free goods are only supported for sales orders with document category C (for example, not quotations).
- Free goods are not supported for deliveries without reference to a sales order.
- Free goods cannot be used in make-to-order production, third-party order processing and scheduling agreements.
- If you defined a free goods for variants in a generic article (only SAP Retail), you can only process the variants in the purchase order and goods receipt individually (as single articles). In other words, you cannot process them using the generic article matrix.
4.6x
Not all Sales Order can be used for free goods determination. You have to check the SD document category if it does not work. Only category 'C' are supported. Check transaction VOV8.
Assume that you want to configure an inclusive FREE goods routine. Customers must order a minumum quantity of 5 before any free goods can be assign. For every quantity of 3, the customer will be given 1 free goods.
WC07 - Maintain Number Range Intervals
e.g.
No   From number       To number
01    0000010000         0000099999
IMG -> Sales and Distribution -> Basic Functions -> Free Goods ->
Maintain Access Sequences
New Entries
Acsq
NA00
Save
Maintain Condition Types
New Entries
Ctyp   Name             AcSq
FREE Free Goods    NA00
Save
Maintain Pricing Procedures
Procedures
New Entries
Procedure   Description
FREE           Free Goods
Select Procedure FREE then click Control data
Step   Cntr   Ctyp
10       10      FREE
V/N6 - Activate Free Goods Determination
Assign Order Type OR with Document Procedure A with Procedure FREE
VBN1 - Create free goods determination
e.g. FREE inclusive
Material Min qty   From   are free good   Calc Rule   Free Goods
                       5           3                1                      1                1
In this example, if you create a Sales Order for a quantity of 10, SAP will prompt you 7 as the customer order qty and 3 will be free. Customer only pay for the 7 quantity.
Reward points if it helpful

How can I create User Entered Additional Data Points in Credit Management?

I currently have a requirement to create additional data points in Credit Management (11i) that require a data analyst to input the value so that the score can be calculated.
For example: Does customer have a Qualified Audit Report?
If YES = +10 points added to score
If NO = 0 points added to score
I was able to add an additional data point and the case folder was assigned to an analyst, however when opening the case folder to input the missing data, the additional datapoint was not included in the case folder. Does anyone know what I may have missed in the setup?
Data Point was defined as follows and added to a checklist called TEST.
Data point: Unqualified
Category: (none)
Parent: (none)
Application: Receivables
Scoreable: Y
Enabled: Y
PL/SQL Package: (none)
Function: (none)
Thanks in advance.
Shauna
Edited by: sphelps on Sep 22, 2011 8:29 AM

The setup described above was correct. The datapoints did not show up in the case folder until the next day. I am assuming that maybe the changes required a bounce or a background process of some sort.

Not able to see specific tags for FSCM Credit Management on BP master data screen

Hi All,
I have already set up Collections & Dispute Management,
I am now on my way to start FSCM Credit Management setting up. I have already created the BP role (UKM000) and assigned it for direction customer to BP, but I am not able to see any specific tag on BP Master data related to Credit management, (just as I can see "Collections profile" tag, in reference to Coll. Mngmt).
So, I am not able to see these tags yet: "Credit profile", "Credit worthiness", "Cresit limit and control".....under Credit Management BP role!
What am I missing there? Have I got to activate BAdi UKM_R3_ACTIVATE in order to be able to "see" those BP tags???
....Or what else?
I will reward with points if someone can provide me any hint about this issue.
Thanks a lot.

Hi Pallavi,
Many thanks for your quick response. However, I have not succeeded in seeing that tab.
Let me tell you, I may be confused by a document I downloaded from internet about the BP master data views (as for the FSCM Credit Management role, of course) . Please find below the commented tag. It is an imaged I copy to you from that document I told you, for you to see which tag I am talking about:
I don´t know the content of that tab...but I would like to see it in place....you know..
Now, I checked you last answer and I saw that everything was already set by factory, please find below:
BUS4 view:
BUS5 view:
However, I´m still not able to see the tab I told you at the beginning (first image). Am I confused about something here? Many thanks for your patience (these things happens when you set FSCM Credit Management for the first time).
Is that tag accesible?
Many thanks!
Wilson

Date that defines credit management

How is the date configured that affects credit management? I notice that the material avaialability date is being used to determine the credit date on our system. If an order is entered for the end of the month, but the material availability date is today, it will put the order on hold today, not in the future. That doesn't seem to make sense as I would only want to consider order for credit determination when the customer wants the order. The transportation time doesn' t come into play.
Is this because the material availability date affects production so if order is not credit approved, then the production facility won't actually make it until it is approved?

Per SAP OSS Note 379007 - Dynamic credit check - point 2, yes you are correct. It is based on material availability date. The note reads as below;
2. Update of the open sales order values:
Update of the open sales order values:The basis for the determination of the correct time interval is the material availability date of the schedule line (VBEP-MBDAT).
That doesn't seem to make sense as I would only want to consider order for credit determination when the customer wants the order.
Per standard business process, this is correct. When a quantity is confirmed at schedule line level, that will not be allocated to other order/delivery/customer. This means, the quantity is blocked for the customer. Imagine, in a business if thousands of quantity is confirmed, then equivalent value is also blocked for the business. If the customer does not want immediately, then the sales order can be put with a reason for rejection and when required, the business can remove the reason for rejection.
Regards,

Next int.review date in credit management

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