Overall credit status for a sales order

Could you please let me know over all credit status depends on which all parameters. I have an issue where over all credit status has become A(credit check passd, document ok), though there credit limit for that customer is 0 (ZERO). In ideal case that should be B (credit check passed, document not OK.)

Dear,
Do following settings,
1) Deactivate Dynamic Check Field
2) Activate Static Check field and
3) Maintain Zero Days as HORIZON PERIOD.
Regards
Ajit K Singh

Similar Messages

  • Credit status and overall blocked status of a sales order

    Is there a sap delivered business object that has a method to get credit status and overall blocked status of a sales order?

    Hi,
    Thanks for the suggestion. I have been looking at BUS2032. It does not give me a method that has the values of credit status  and overall blocked status of a sales order. I now am kind of convinced that I will have to extend this object. Can anyone please tell me the steps that I will have to go through to do this. I would like to know if I should write a new function module that gets the required data from tables like VBAK and VBSTT. Should I then call the function module in a method.
    Or should I use the getStatus method that BUS2032 provides and get my values from there. A little more detail to this is greatly appreciated.
    Regards,
    Gayathri

  • Credit Block for released sales order

    Dear All,
    I have got one issue. There is a sales order which was created earlier say 15 days back. It went into the credit block at the time of saving it. It was released through VKM3 too.
    Now when i change any field in the sales order today, it is going into the credit block. We are not changing any value of any of the item. Just maintaining the Billing block in it or remobving the Billing block.
    The number of days maintained in the OVA8 are 182. So as per the standard functionality it should not go into the credit block for any change in the sales order like changing the billling date or changing the billing block.
    Can you please let me know what might be the reason for this sales order to go into the credit block..??? Any help is very much appreciated.
    Thanks and regards,
    Vishi.

    Dear Vishi
    Please check if you have checked the critical fields option.
    Credit check against critical fields (fixed value dates)
    The indicator controls the critical field check. If the field is selected, the system checks whether critical fields have been changed.
    Use
    If a check is carried out, the following fields are relevant:
    Payment terms
    Additional value days
    Fixed value date
    Note
    Use this type of check for sales documents only.

  • Credit management for Old sales orders

    Hi experts,
    pls consider the follwing example where i am facing some problem.
    I activated the Credit lock system in Sales order level (Warning message with release strategy)and in PGI. (Warning message with release strategy).
    Customer A
    C.limit : 10000
    Outstanding : 7000
    Sales value(Without pending sales order value): 2000
    Eli gable new sales order value  1000
    Pending sales order value 5000(Sales order no 111)
    Now if i process this old SO no 111 in VL01N i am getting error that Order blocked due to credit limit. But i activated dynamic credit control only in sales order and in PGI.Not activated in VL01N level.
    Awaiting for your valuable reply.
    Thanks
    SR

    Hi
    1.KIndly check in the sales order that you have maintain the payment guarentee procedure because of this the system is not allowing to do the delivery
    PATH: VA02sales order no-Go toItembilling document---payment guarentee procedure
    so kindly check that and remove or assign the financial document to that for processing the billing
    2.Check the credit lock procedure is release or not
    By doing above the issue will be resolved,kindly check and confirm.
    if you have any further clarifications let me know
    REgards
    Damu
    KIndly check the belwo

  • 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

  • Repeat credit checking for released sales orders

    Hi,
    We are implementing FSCM Credit management in our project. In our system, when the sales order is created, the credit check will happen and the failed orders will go to VKM1. Till the order is released, any change to that order will trigger the credit checking process.
    But once the credit block is released in VKM1, Credit checking is triggering only for
    Quantity change
    Adding new line items
    Credit checking is not triggering for any other changes to the SO like deleting the line item changing the payment terms etc..
    I would like to know if there is any control in FSCM Credit management to repeat the credit checking process for the released sales orders.
    Appreciate any help in this regard.
    Thanks
    Prabhakar

    Hi Prabhakar,
    Navigate to Financial Supply Chain Management--> Credit Management--> Integration with sales and distribution-->define automatic credit control.
    Over there you need to check critical fields check box for this to happen. Hope this helps

  • Credit Management for different Sales Order Types

    Hello All,
    The problem is related to Credit Management for Sales Order which is explained below with an example -
    We have separate Sales Order Types for New Launches (ZNLS) & Normal Depot Sales (ZDPS) but both the Order Types are assigned with same pricing procedure and respective orders will be raised against the same party code.Now automatic credit check is only active for order type ZDPS where the credit limit had been set to Rs.1000. Now Rs,.500 had already been raised using order type ZDPS, then another sales order of Rs. 500 is raised using order type ZNLS.But when a sale order of Rs. 550 is raised using order type ZDPS the sales order is getting blocked, because the system had taken into consideration & added up the Rs. 500 value of ZNLS with previous value of Rs. 500 against order type ZDPS as a result of automatic credit check though it is not active for order type ZNLS.Point to be noted that Credit exposure is  also not active for Order Type ZNLS.
    How is this taken into consideration & what are the steps need to be configured so that the credit limit check will not get automatically activated for order type ZNLS  and  only remain active for order type ZDPS  despite they are assigned to same pricing procedure and used for invoicing same party code?
    Please suggest.
    Thanks & Regards
    Priyanka Mitra

    Hi Mitra,
    The issue occurs because of the fact that credit check and the
    update of the credit values are separate processes which are also
    controlled separately by the respective customizing:
    1. credit check is controlled by transactions OVAK and OVA8.
    According to the attachment, you have already refered to note 18613 to
    check the customizing settings.
    2. update of the credit values is controlled by VOV7 or OVA7: "credit
    acttive" flag. The 'Credit active' setting only affects the credit
    update of the SD credit values (open orders, open delivery and open
    billing documents). This flag has no control on the credit check. So
    if for an order type, there is no credit check in OVAK and OVA8 but
    the "credit active" flag is set for the item category, the order will
    update the credit values even if no credit check is performed for the
    order.
    If the flag "credit active" is not set, the system will not update the
    open credit values. On the other hand, the system ALWAYS updates the FI
    credit value 'Open receivable' when the billing document is transferred
    to Accounting. So, although you deactivated the "Credit active" flag in
    in OVA7 or VOV7, such an item will increase the 'Open receivables' and
    thus the credit limit used when the corresponding billing document is
    posted to Accounting.
    If you would like the value from sales order type  ZNLS is excluded from credit update, you could consider set the "Credit Active" field as blank in VOV7 for the item category used for ZNLS.
    Best regards,
    Smile

  • We create proforma invoice for a sales order.If the object status for the sales order is changed we have to add an output type that is record should be added to NAST table.User exit/Function Module/program .

    Please provide me with a solution

    Q1.  will it charge material price to work order automatically ?
    No you have to go with user exit for this
    Q2.  Unless the business is so specific such that they would like to treat this activity via sales, there is no significance in capturing the activity via SD.  Perhaps, I would say, MM route is more appropriate.
    Q3.  The above holds good.  That you go with MM route.
    G. Lakshmipathi

  • Changing the status of the sales order item based on reason for rejection

    Hi All,
    When a Sales order item is rejected then the status at the item level is changed as 'TECO'.When the reason for rejection is removed the status 'Teco' is reset.This status change can be achieved using the user exit 'MV45AFZZ'.But the exit does not allow re-atp calculation whenver a blocked item is release.I have use the exit 'MV45AFZB' ,through this the status change as well as re-atp calculation takes place.But the status changed(Based on reason of rejection) does not appear in the same screen.The change gets reflected only when the sakes order is saved and i open it again.
    I want the status change to appear in the same screen.I am doing my code in the form 'userexit_check_vbap' of the exit 'MV45AFZB'. Please let me know if there are any user exits or BADI's available for the same(Changing the status of the sales order item based on reason for rejection ).
    Regards,
    S.Subasree

    Hi subburamaiah
    If you want the report you can create a separate SIS report . In that take the input field  as a Reason for rejection.. and ask for the output the list of sales orders .Now when you check this user defined report you will give the reason for rejection and check what all orders got rejected on that reason for rejection.
    Regards
    Srinath

  • Prevention of delivery when using "user status profile" for a sales order?

    Hi,
    I have used "user profile status" in the sales order "as a work flow" for releasing the sales order.
    The user profile are as follows
    a) 10: created
    b) 20: Released
    But I believe I am still able to create the delivery when the order status is still "10" created.
    Any advise, user exit or workaround or should this happen.
    Usefull answers will be rewarded.
    Thanks

    Dear Rajiv,
    Please go through this SAP help link it will help you about Status Management in the sales order processing.
    http://help.sap.com/saphelp_47x200/helpdata/en/dd/560629545a11d1a7020000e829fd11/frameset.htm
    I hope htis will help you,
    Regards,
    Murali.

  • What's the name of FM for getting Sales Order Header / Item Status info

    Hello All:
    Do you know what's the name of Function Module for getting Sales Order Header / Item Status Overview ? Any sample code will be very much appreciated.
    Basically, I am trying to create a Webpage where user can enter the Sales Order document number and will return the Sales Order: Status Overview.
    Thanks,
    Dipankar Biswas

    Thanks everybody ! Appreciate for your prompt response. I was also looking for some sample code, and I did find some on. And here is one. I still have to try the code, but here is for all your reference:
    *& Report ZBAPI_SALESORDER_GETSTATUS *
    *& Read and Display the Sales Order Items and Status of the Order *
    REPORT zbapi_salesorder_getstatus NO STANDARD PAGE HEADING LINE-SIZE 200 LINE-COUNT 33(3).
    TABLES: vbap. "Sales Document Item Data.
    DATA: wa_bapireturn TYPE bapireturn,
    wa_bapisdstat TYPE bapisdstat,
    it_bapisdstat LIKE STANDARD TABLE OF wa_bapisdstat.
    TYPES: BEGIN OF ty_mat_name,
    matnr TYPE makt-matnr,
    maktx TYPE makt-maktx,
    END OF ty_mat_name.
    DATA: wa_mat_name TYPE ty_mat_name,
    it_mat_name LIKE TABLE OF wa_mat_name WITH KEY matnr .
    PARAMETERS: p_vbeln LIKE vbap-vbeln DEFAULT 5573.
    START-OF-SELECTION.
    SELECT matnr maktx FROM makt INTO TABLE it_mat_name.
    CALL FUNCTION 'BAPI_SALESORDER_GETSTATUS'
    EXPORTING
    salesdocument = p_vbeln
    IMPORTING
    return = wa_bapireturn
    TABLES
    statusinfo = it_bapisdstat.
    IF wa_bapireturn IS INITIAL. " Successful Execution.
    WRITE: / 'Document No: ' COLOR 1, 20 'PO Number : ', 40 'Status' , 50 'Delv.Stat',60 'Item No', 80 'Material', 90 'Material Description', 130 'Net Price' COLOR 2.
    ULINE.
    LOOP AT it_bapisdstat INTO wa_bapisdstat.
    WRITE: / wa_bapisdstat-doc_number. " Sales Document Number.
    READ TABLE it_mat_name INTO wa_mat_name WITH KEY matnr = wa_bapisdstat-material.
    WRITE: /20 wa_bapisdstat-purch_no, " Customer Purchase Order Number
    40 wa_bapisdstat-prc_stat_h, " Processing Status
    50 wa_bapisdstat-dlv_stat_h, " Delivery Status
    60 wa_bapisdstat-itm_number, " Item Number
    80 wa_bapisdstat-material, " Material
    90 wa_mat_name-maktx, " Material Description
    130(10) wa_bapisdstat-net_price. " Net Price
    CLEAR wa_bapisdstat.
    ENDLOOP.
    REFRESH it_bapisdstat[].
    ELSE.
    WRITE: wa_bapireturn-message.
    ENDIF.

  • Reg: function module to fetch the overall taxs for  a sales order

    Hi Experts,
    I need a fuction module which fetches all the taxes for a sales order with the tax values.
    (i.e) i need a function module with displays the overall tax values and not line itemwise..
    Regards,
    Vikram.S

    Hi,
    Check if it works
    POS_SALES_DOCUMENT_HEAD_TAXES

  • How to set the overall credit status as "partial release" on SO header?

    Hey guys,
    Do you have any idea on how did the overall credit status become "partial release" on sales order header level?
    Because as my understanding in SAP, i am not sure whether there is a way to partial release a sales order with multiple item lines.
    Jasper

    Hi balajia,
    after seeing your description i have gone to VKM4.
    i have executed OVER ALL CREDIT STATUS with A.
    then i am able to see one sales order with OVCS - 'A'.
    then i have given OVCS as 'B' & also "C' -  i am not able to see any sales order OVCS as B & C.
    that means here there are options to use if OVCS in sales order status is B or C as it has executed for A.
    so,
    some where in sales order program it is hard coded i think so - i am saying this because there is a link between sales order header:
    Delivery status      Not delivered
    Credit status        Not performed
    Overall blkd status  Blocked
    so if it is hard coded with B and C also you can use these options in VKM4.
    that's is what my R & D on this says.
    regadrs,
    balajia

  • 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

  • Delivery status of a sales order

    Hi,
    I have a requirement wherein I need to extract the delivery status from a sales order.
    VA03 --> Header Info --> Status
    In this screen you have the various processing status. From that I need to pick up the delivery status.The corresponding field data is VBSTT-LFSTA_BEZ.
    Since this points to a structure, I am not able to find out a way to get this value.
    Kindly help.
    Thanks,
    Raj.

    give the vbeln number in table VBUK
    check 
    the status for delivery as
    A /  B / C
    A not processed
    B Partially processed
    C completely processed
    GBSTK ne C will be overall processing status
    LFSTK ne C will be for delivery open
    regards,
    vijay

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