Prevent Credit Limit Change

How can i restrict some users from editing/changing credit/commitment limit (feild)value in BP Masterdata and still allow them to create new BP or edit other feild?
The reason for this is because some users are responsible for creation of BP Customer i.e. Sales and Marketing,but they're not supposed to be permited to change or set Credit limit for BP. Since they can change the Credit Limit to allow Documents with Credit Limit check restriction to be saved and return it back. OR is there is any other way i can handle this?

Hi Adegoke,
As suggested by Gordon you can achieve it through SDK. Alternatively you can use Transaction Notification stored procedure to restrict the update.
Define a user table where you have to list the users who are authorized to update the business partner fields. Or as an alternative to this you can use hard coded user names in stored procedures. SAP Business One maintains the change log for few of the entities. So here you can query the change log table for Business Partner; to identify if the value for Credit Limit field is updated. Once you find a change here you can verify if the user who is updating the record is authorized user and accordingly bypass the update.
I hope the above solution works for you!
Regards
Nitin
Manager, SAP Business One
Greytrix
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Tracking Credit Limit Change History

Hi,
Does anyone know what tables I would need to look at to track changes to a customer's credit limit? Also any key fields I would need to take note of?
I need to create a SQL query to report on credit limit changes per customer.
Thanks,
Michael

Hi Michael,
This needs to be written a little better but try this!
SELECT     derivedtbl_1.CardCode, derivedtbl_1.CardName, derivedtbl_1.DebtLine, derivedtbl_1.Updated, dbo.OUSR.U_NAME AS [User Name]
FROM         (SELECT DISTINCT CardCode, CardName, DebtLine, MIN(UpdateDate) AS Updated, MIN(LogInstanc) AS Instance
                       FROM          dbo.ACRD
                       GROUP BY CardCode, CardName, DebtLine
                       HAVING      (CardCode = '1000049')) AS derivedtbl_1 INNER JOIN
                      dbo.ACRD AS ACRD_1 ON derivedtbl_1.CardCode = ACRD_1.CardCode AND derivedtbl_1.Instance = ACRD_1.LogInstanc INNER JOIN
                      dbo.OUSR ON ACRD_1.UserSign = dbo.OUSR.USERID
See if its what you are looking for!
Kind regards,
Ben
Edited by: Ben Holmes on Aug 20, 2009 7:55 PM
Edited by: Ben Holmes on Aug 20, 2009 7:56 PM

Credit Limit Change in Customer Master

Hi,
I have a customer in 4 credit control areas. Details are as follows:
Each limit in each credit control area is 10Milions....total limit each 50Milons
When i am making change in one CCA through FD32 i.e from 10 Milion to 1 milion
Getting below error:
<b>Total limit ( 41,000,000.00 USD) should only be 10,000,000.00 USD</b>
Pls guide me.
Regards,
Venkat

A customer has a total credit limit, held in KNKA and a credit control area limit.
The sum of the CCA limits cannot exceed the total.
I would suggest you change all of the CCA values first and then the total amount.
Award points if this is useful to you.

Want to change payer and update credit limit data with out delete documents

Hi Expert,
I have a problem that user feed 50-60 documents ( Sale order & delivery ) with wrong payer. Now we want to change payer and shift credit limit data ( open sale order , open delivery ) from old payer to new payer is any option for this.
Thanks in advance
Regards
Suresh Kumar

Hi
Ideally in your case, you may have to delete the delivery documents and then recreate the deliveries after updating the payer in the sales order. This is because the source for the partner function in Delivery will be mostly updated as "from sales order" and hence it is not possible to change the payer in the delivery document.
In this case, you have to first find out the relevant delivery documents and delete them
Then you can change the partners in the sales order
Finally you can recreate the delivery documents.
However I would request you to do the following test before following this.
In the SO, change the payer without deleting the delivery. If the partner in delivery gets changed automatically then it is fine. You can ensure this by checking the delivery in DISPLAY mode.
If payer is not changing automatically then go to delivery in CHANGE mode and now check it. If the payer changes automatically now, you are spared with the pain of deleting and recreating deliveries once again.
If both of them fails, then the only way is to delete deliveries first, change payer in SO and then recreate deliveries.
This is applicable only if PGI is not yet done.

Change terms of payment and credit limit

Hello, i need to change the terms of payment of a customer as well as his credit limit.
CUSTOMER - terms of payment
KNB1-ZTERM
KNVV-ZTERM
CUSTOMER - credit limit
KNKA-KLIMG
KNKA-KLIME
KNKK-KNKK
any idea of how to do this (bapi or FM) besides of doing a BDC

Try function "BAPI_CUSTOMER_CREATEFROMDATA1"
First look at it seems to show that it might work. It calls function "SD_CUSTOMER_MAINTAIN_KNKA_K":
    (iv) insert the credit control data
IF CREDIT_CONTROL_FLAG = 'X'
AND SY-SUBRC = 0.
    CALL FUNCTION 'SD_CUSTOMER_MAINTAIN_KNKA_K'
        EXPORTING
            PI_REF_CUSTOMER   = I_BAPIKNA102-REF_CUSTMR
            PI_CUSTOMER       = I_BAPIKNA103-CUSTOMER
        EXCEPTIONS
            KNKA_INSERT_ERROR = 23
            KNKK_INSERT_ERROR = 24.
ENDIF.
Would still require some investigation. But seems like it might be a good starting point for you.
~Ian

Changing Credit limit of Business Partner

Hello Guys,
I have a requirement in which I need to calculate the credit limit of a particular business partner and display it in 'Limit' field under the Credit Segment data. problem is I am not able to find any badi which will allow me to change the limit field.
Please provide me the badi in which I can do this.
Thank you.
Regards,
Saurabh

Hi,
pls. refer this:
Enhancements required in MIGO
Regds,
Rakesh

Mass Change in Credit Limit

Dear All
I have four company codes and i each company i have lot of customers and i have to increase the credit limit of customer at each company codes so plz tell me how to do this at mass level.
Looking Forward
Shujaat Abbas.

> I have four company codes and i each company i have lot of customers and i have to increase the credit limit of customer at each company codes so plz tell me how to do this at mass level.
Hi Shujaat,
Try the following:
T.code: MASS
In the new screen, give business object as KNA1 (for customers), and click on execute.
Under the tab "Tables", select the table KNKA (Customer master credit management: central data) and click on the tab "Fields".
You will be routed to a screen where you have to give all the customer numbers and their respective credit control areas, for whom who wish to change the credit limit. Then click execute.
In the new screen, there will be an icon "Select fields". Click on it, and select the field "Individual limit" and press enter. Beside "New values" give the new credit limit. Finally click on "Carry out a mass change"
Save the changes.
Hope this helps. Do get back if further clarification is needed.
Regards,
Swapna

Changing Customer Credit Limit

Hi All,
Could you please let me know how to change the Credit Limit of a Customer?
I know that we can view these changes in FD24 or S_ALR_87012215 transaction code.

Thanks a lot!
I got this!!!
Regards,
Suman

How to change credit limit used % in fd32

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

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

Change in credit limit : mass upload

Hi,
I want to change credit limit of 2000 odd customers through MASS or MM17. The table and field name for this is knkk-klimk . The table is listed there but the field is not. Could somebody please help me in this.
Thanks in advance
Hrishi

> I have four company codes and i each company i have lot of customers and i have to increase the credit limit of customer at each company codes so plz tell me how to do this at mass level.
Hi Shujaat,
Try the following:
T.code: MASS
In the new screen, give business object as KNA1 (for customers), and click on execute.
Under the tab "Tables", select the table KNKA (Customer master credit management: central data) and click on the tab "Fields".
You will be routed to a screen where you have to give all the customer numbers and their respective credit control areas, for whom who wish to change the credit limit. Then click execute.
In the new screen, there will be an icon "Select fields". Click on it, and select the field "Individual limit" and press enter. Beside "New values" give the new credit limit. Finally click on "Carry out a mass change"
Save the changes.
Hope this helps. Do get back if further clarification is needed.
Regards,
Swapna

Sending automatic e-mail after change credit limit

Hi All,
I need to send an external e-mail after a change credit limit happened.
If the credit manager changes the credit limit credit-KNKK KLIMKE (via FD32 tcode), when he click on "save" I need to send an automatic e-mail to the the customer manager.
I didn't find any user-exit or enhancement.
Can anyone help me or show me how to solve the problem?
Thanks in advance
Leo

Hi,
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Block outbound delivery when customer exeedes credit limit

hi gurus
my client have a scenario:
his customer pays for sales order before set the order (pays down payment by order amount). customer balance is now credited with sales order amount so if he set the order his balance logically will decrease by sales order amount. now my client needs when creating outbound delivery if the employee increase the quantity will be delivered system will popup an error due to credit limit and prevent to saving the outbound delivery.
i hope get help ASAP

Hi,
at which point the employee changes the quantity , in sales order or in delivery?
in order to check your deviveries
see your customizing settings for deliveries credit , its is the 02 Credit Group for Delivery in OVA8.
except other setting check field Deviation in %
Best Regards.

I am using MS XP Professional Ver. 2002 Service Pack 3. I have created a Limited User Account for my nephew because he tends to experiment and screw up the computer quite often. I would like to know if there is a way to prevent him from changing any setti

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''"...although I've explained to him that he should not change anything in the Options area, he continues to do it. If there is not a way for me to prevent him from changing anything in Options, then I have no alternative than to prevent him from using the computer at all."''
Maybe taking away his privileges will could teach him a valuable lesson------respect other people's property!

Free Goods Sales Order for Charities with Credit Limit

Dear All
I have a scenario where POS (Point of Sales) has been implemented,the process of POS is ok,but the requirement of the client is they are giving some goods to charity,when ever a person comes with a special card (Issued by the company) the outlet will create a sales order for the same without any charges with a credit limit of 1000 SAR (saudi arabian riyal).
Requirement
1) Creation of sales order with delivering goods but without any charges.(should have effect in Stock)
2)These charities is been treated as Customer with a credit limit of SAR 1000 (whenever the credit limit exceeds system should block the order)
how this scenario can be mapped in SD,
Thanks in advance
Malik

Dear Malik
keep the process regular, which will help in blocking the charity customer when reached 1000 SAr at order level itself.
As customer need to be shown that he is not charged.
you can work on changing the display of output determination .
You can take the help of Ababer and display what ever client is asking for.
I think this may solve your query without disturbing you regular business process.
Regards
Pavan Kumar

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

Prevent Credit Limit Change

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