Productwise credit limit for a customer

Hi All,
Is it possible to maintain credit limit productwise (Divisionwise )for a customer.
we sell different products like Washing machine,Air conditioner ,Refrigrator etc which we classify as division in SD Module . we want to maintain credit limit for a customer productwise.ie seperate limit for Washing Machine, Air Cond and ref etc .
same should be checked at the time of creating sales order (VA01).
If some one have any solution for the above scenario please let me know.
Thanks & Regards
Meenakshi

Hi,
There is no standard functionality available to have the credit limits at product level, but try to build the logics and process through the three exits available in credit Management.
Also,
You can do is set credit limit, Credit control area wise.
You can use multiple credit control area, and assign the CCA to separate sales areas ( That will represent the different Region / Products, as per your requirement).
The assignment can be done in the below path:
IMG> Enterprise Structure>Assignment>Sales and Distribution>Assign sales area to credit control area
Here for combination of Sales Organisation , Distribution channel and Division you can assign separate credit control areas.
While the Distribution channels can be defined Region wise, the Divisions can be defined Product wise.
Now in FD32, Set the Credit limit of the customer , Credit control area wise.
regards,
Siddharth.
Edited by: Siddharth Dabhowale on Jan 9, 2008 12:40 PM

Similar Messages

I want to set dynamic customer credit limit for a customer

Hi,
I want to set a dynamic credit limit for a customer which should trigger during the time of Sales Order Creation.
Can anyone please let me know the settings one has to do to implement this process in the system ?

Hi Below is the whole process for confign.
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.
Regds
MM

Credit limit for the customer hierarchy

Hi All,
Our client needs a report to show the total Credit Limit assigned to Global customer as shown below. It will be the summarization of individual credit limits of all the customers linked to this Global Customer. It will be a BI report.
Can someboby please tell me as to how to create the credit limits for the customer hierarchy? Also, hoe to fetch these valus in the report?
Customer No     Customer Name      Total Credit Limit     Individual Credit Limit
1000000             Carrefour                      970,000,000.00
1000001             Carrefour France                             300,000,000.00
1000002             Carrefour Spain                                             200,000,000.00
1000003             Carrefour Belgium                             90,000,000.00
1000004             Carrefour Greece                             85,000,000.00
1000005             Carrefour Italy                                             200,000,000.00
1000006             Carrefour Turkey                                             50,000,000.00
1000007             Carrefour Poland                             45,000,000.00
2000000             Metro Group                      290,000,000.00
2000001             Metro Austria                                             25,000,000.00
2000002             Metro France                                             53,000,000.00
2000003             Metro Spain                                             48,000,000.00
2000004             Metro Germany                                             63,000,000.00
2000005             Metro Switzerland                             15,000,000.00
2000006             Metro UK                                             60,000,000.00
2000007             Metro Portugal                                             26,000,000.00
Regards,
Raghav

Hi,
Credit limit is maintained on payer level and you are not able in standard to split it between sold-to or assign N sold-to to one global limit. You have to extend the credit control functionality to check the credit limit additionally for the global limit customer. Unfortunatelly you cannot implement it without development.
Regards,
Marcin

How can i maintain seasional wise credit limit for the customer

please
help me the scenario
regards
ram

hello, friend.
you can do this in OVA8.
let's say the usual business cycle is that sales always grows to 20% above normal during the month of december. your company decides to increase the customer's credit by 5% during this period.
for this, go to OVA8. in the 'Credit limit seasonal factor' enter '5%' and specify from 01 december 2008 to 31 december 2008. then assign the risk category to the credit account via FD32.
the date range is specific and is not automatically renewable. you must also remove the entries here if the requirement is no longer active.
regards.

Credit limit for new customer

Hi Gurus,
My scenario is
in cerdit control area i have given update group 000012 and risk category is 001 and credit limit is Rs 0.01, this amount is eligiable for all new cus but my prrob is when i am creating the SO for new cus it is not showing the error message in sales order level, after then i am creating delivery and billing also.when i am doing the second time SO for that cus it is showing the error messageand delivery block will happend,settings every thing is fine
it is not showing the error message when i am creating the first time
pls correct me if i am rong any settings
giri

Dear Mr. Reddy,
Please find the link which deals with SAP SD Credit Management.
http://www.sap-basis-abap.com/sapsd012.htm
Hope this helps you.
Do award points if you found them useful.
Regards,
Rakesh

Additional Credit Limit for certain period

Dear Friends,
My Client want a functionality where we can give additional credit limit for particular customer for particular duration.
Since the value for each customer will vary we cannot use credit limit seasonal factor in OVA8.
I want to maintain a Z Table with Customer No., From Date, To date and additional limit.
But how can I force the system to add this value in credit limit given in FD32 while performing credit check in sales order.
We are using the static credit check and in same functionality this additional limit value should be added if customer is maintained in Z table and if it falls within specified date.
Please advice.
Regards
Mayank

Dear Mayank
If possible make different credit control areas.
decentralised credit management.
for each credit limit , set the credit amount.
change the credit control area for the customers as per additional credit limit .
A proper setting in FD32 , OVA8 and horizon period may give the results,
just an example-
                                 ex1      / ex2
credit controlarea - ABC      / xyz
Credit amount      - 100$     / 150$
horizon period     - 2months / 1month
-Jay

Temporarily Increase Customer credit limit for va01

Hi,
My requirement is we want increase credit limit for customers for 1 or 2 days in temporarily basic or va01 order release purpose .
I maintained customer wise temporary credit & valid from and to dates in a z-table. How to solve this problem without using credit management FD32.
regards,
moon.

Your requirement to increase Credit LImit of Customer for 1 - 2 days based on a Z-Table is not possible in SAP Standard. Also you dont want to use FD32.
Now in OVA8, Under Checks you have three Boxes for User 1, 2, & 3. There are the Enchancement Points give by SAP for you to implement your Z-Requirment in Credit Management.
You Requirement will have to be mapped in a Z-Development, speak to your ABAPer & he can write a code in User Exit which will refer your Z-Table & do the needful.
Hope this helps,
Thanks,
Jignesh Mehta

FSCM-Credit limit for group of customer

Hi all,
    Please advised how to set up in FSCM-CR for the following scenario.
    I would like to set up credit limit for a group of customer. such as BP A is subsidiary of BP B.
    BP B have credit limit 100,000 USD. BP A have no credit limit, but using credit limit of BP A.
    I known in SD-credit, we can set up credit account of customer A in FD32 equal to customer B.
Regards,
Jenny

Hi Jenny,
'Credit account' concept in FD32 acts as credit delegation to parent account.
- this delegation turned out to be simple tool, but vulnerable to hedge group-wide credit risk.
In FSCM version, SAP has strengthen this 'week form' of risk management, which sometime has troubled us.
FSCM has two kinds of credit control models for group-level credit control;
one is main/sub model and another is business partner relationship
Suppose you prefer to 'business partner relationship model'.
* Scenario and expected result;
'business partner relationship model' is different from 'credit account' concept, in that it both credit- checks for 'BP A' and 'BP B'. However, I guess that you could achieve goal if you set as below;
firstly, map BP A and BP B as business partner relationship
(BP A is lower, BP B is higher)
Secondly, assign to different risk category; BP A to no risk category, BP B to high risk category
(I supposed both A and B has same CCA(credit segment))
Thirdly, maintain 'OVA8'(Define Automatic Credit Control) differently
eg. no risk category => no message, high risk category => error message
wish your test and verification.
Best regards,
TED

Credit Limit based on customer and material?

Hello Gurus,
I've 2 diff types of goods..
1) fast moving/ selling goods
2) slow moving goods.
For a particular customer, I've assigned certain credit limit of say 10,000 EUR via FD32.
My question is, for the slow moving goods or one particular material/certain goods, I want to have higher limit--is it possible to configure to assign credit limit per customer/ material?
Rgds,
Raghu.

Hi,
As preceding answer, it's not possible in standard SAP.
The credit check is on the totallity of sales order, not by item.
If you are in the same sales order different materials, what is the reaction of system ?
But, you have different options to check this :
- Exclude material in credit check (according to material group for example) by using requirement in OVA8.
- Create a new condition type to check the credit limit in Ztable for customer/material. When you create sales order, a message is displaying according to your configuration (or blocking status for item).
You can compare Ztable (credit limit for customer/material) and another table for open orders.
Just an idea.
Regards,
Lionel

Extend credit limit for particular term

On credit management,
If I want to extend credit limit for only particular from-to date, how can i do it?
I know about "credit limit seasonal factor" on OVA8, but this customization can give
only percentage base. I want to extend by amount base.
BR
Y.Kaneko

Hi,
Std SAP provides credit limit to be maintained as a seasonal factor only in %.
In case of amount based maintenance, the same has to be maintained/developed using a custom modification described in [this|credit limit; thread.
Regards,
Amit
Edited by: Amit Iyer on Sep 20, 2010 11:26 AM

Total Credit Limit for Co. code

Hi sappers,
I want to fix a total credit limit for Co. code sothat the aggregate of credit limit fixed for every Customer cannot exceed that total credit limit.

There is nothing as standard that will allow you to do this.
Not sure why you would want to restrict this.
However it can be done with a bit of coding.
You will need to make sure you Credit Control Area only had the single Company Code.
You would then need to store the total amount of the Company Code in a Z table.
You would then need to use a user exit in the change and create credit master record in FD32 to check the total of all credit limits for the credit control area was not greater than your total for the Company Code.
if this is too much for you, you will have to manage this manually and report on the total credit limits for all customers in the credit control area.

Credit limit sharing main customer and sub customers

Dear all
Credit limit sharing main customer and sub customers. we have hierarchy to identified main cutomer and sub customers and different account groups. now in system we are using main customer payer for all sub customers also. in future we are going to share the credit limit sub dealesr also. wt are the possibilities to complete my requirements.
Regards
Venkey

Hi Venky,
If i understood correctly. You wan to share main customer credit limit to all sub customer i.e. if main customer is having 5 Lacs Credit Limit the same amt you want to use for all sub customers.
If this is the scenario then assign the main customer in the sub customer Credit master as a credit account.
FD32 ---> Control Area Data ---> Status ---> Credit Account ( Under Credit Limit )....
Process to change the credit account: Perss F6 or from the status view Go to Edit ---> Change Credit acct...
Hope issue may resolve..
Regards
Durga Sana
Edited by: Durgaprasadsana on May 13, 2010 7:40 AM
Edited by: Durgaprasadsana on May 13, 2010 7:42 AM

Credit Limit for 2 customers

How do you setup an approval procedure to check a shared credit limit for 2 customers simultaneously? The credit limit is shared between the 2 customers which can be linked thorugh a UDF.
Example: Joint credit limit Cust1 and Cust2: $10,000
Outstanding orders for Cust1: $5,000
Outstanding orders for Cust2: $3,000
Available credit for any of them: $2,000.
If an order exceeds $2,000 in this example, it should trigger the Approval Procedure.
Cust1 and Cust2 can be linked through UDF U_CustGroup (or any other suggested field)
What would be the Query to use please?
Thanks,
A Castri

Hi Gordon, thanks again for response. The UDF will link a customer to its sibling (and back). Credit limit will be set at the same value for both customers. This is how I visualize it, but I don't know if a Query would be enough:
TotAvailCredit = CreditLimit - (Balance Cust1 + Balance Cust2)
If Total from Quote or Invoice > TotAvailCredit then trigger approval procedure.
Do you still think an SDK-based development would be needed, or just a Query would be sufficient?
Thanks,
Andres

Function module to find the Credit limit of a Customer based on Credit Area

hi Experts,
Is there any function module to find the Credit limit of a Customer based on Credit Area.
Regards,
Dheepak

hi
try this:
select single * from KNKK INTO zzKNKK
where KUNNR = xkunnr and KKBER = xkkber.
credit limit: zzKNKK-KLIMK...
regards,darek

Payment/Credit Limit for Vendors

Hi SAP Gurus!
Is it possible to impose a maximum payment/credit limit for Vendors in SAP?
I saw in this forums that it can be done through Contracts but in the contracts, you have to enter a material. Is it possible that you don't have a material and the contract will encompass all the transactions of the vendor?\
Hope to hear from you soon!
Thanks in advance.

Hi,
You can make use of following Features of Contract w/o materials;
Item Categories in Contracts: -
Just as with purchase orders, you can enter an item category to define the item as an external service item, a consignment item, a subcontracting item or as a free-form text item.
Item Category M (Material Unknown)
Item category M is for entering contract items without specifying the material number.
Item category M is recommended for similar materials with the same price but with differing material numbers.
Example
Consider a contract item for different types of office paper. The various types of paper have the same weight, quality, and price. However, they differ in the following respects: One type is lined, another is unlined, and another has two holes on the left side for filing purposes.
How Do You Use Item Category M?
In the case of items of category M, you enter the short text (short description), target quantity, unit of measure, and price. As soon as a contract release order is created, the material number or a short text is entered (e.g. the exact type of paper, say, two-hole punched). The system determines the net price on the basis of the gross price entered, less any discounts.
Item Category W (Material Group)
Item category W allows you to enter a material group without entering the value or quantity of the contract item. Item category W is for value contracts only.
Example
Consider a contract for cable. The contract covers every type of cable on the vendor's price list. The exact type of cable is known only at the time a specific cable is ordered.
Instead of entering an item for every type of cable the vendor is able to supply, you could enter item category W and the material group (say, CABLE). The short text would indicate that the contract item covers all types of cable supplied by the vendor.
Each release order issued against this contract would then specify the actual type and quantity of cable (for example, double-shielded coax, 1 spool) as well as the price.
How Do You Use Item Category W?
When you create the contract item, enter the item category W, the short text, and the material group. You do not enter a price or conditions for the item. However, it is possible to specify conditions in the document header. For example, you can enter a discount in the header conditions if the vendor grants a discount on all Pos relating to the contract. The discount is automatically taken into account when the release order is created.
You can enter a material number in the contract release order. The corresponding material master record must be assigned to the same material group specified in the referenced contract item. If the release order does not have a material number, then it must contain a valid account assignment, such as a cost center.
Also refer following link;
[Item Category/Account Assgt. Category in Contracts|http://help.sap.com/saphelp_erp60_sp/helpdata/en/75/ee1fa755c811d189900000e8322d00/frameset.htm]

Productwise credit limit for a customer

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