Programme SDV03V02 changes Overall status of credit check in table VBUK

Dear All,
I happened to go through the previous threads pertaining to this program on rescheduling the sales orders. Adding to that too
i have an important aspect which needs the suggestion of you legends. As in my support this jobs runs every day night and reschedules all the open / back orders and it is found to change one key field "CMGST" (overall credit status) from parameter
B-Credit check was executed, document not OK to A- Credit check was executed, document OK. in the table VBUK.
Due to which the blocked sales orders for delivery against credit checks were being released and hence getting the goods issue and billing done. Users are panic on this and it created a lot of mess. Can any one suggest how to get rid of this please so that the program should not change the delivery block while it runs the batch job.
An earlier solution might be definitely of great help for me.
Thanks & Regards
Krishna.K

Dear Krishna,
The backorder rescheduling program SDV03V02 can change confirmed quantities. The system uses confirmed quantities to calculate the credit value of the sales order. This change of the credit value can lead to a credit block or in your case a credit check where the document is ok.
To stop SDV03V02 triggering a new credit check you could implement your own 'no credit check' routine 901 in transaction OVA8. Notes 895630 and 502930 provides more information on this.
I hope this information helps.
Best regards,
Ian Kehoe

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Credit Check Problem - Incorrect status in VBUK after items are rejected

Hi All,
I create a sales order initially and if it goes on to a credit block, the field VBUK-CMGST (overall status of credit checks) is set to B or C and an entry is made in the table VAKCR. However, when I reject all the items of that order, the entry in VAKCR is deleted but VBUK-CMGST is not reset. I assumed that if all the items are rejected then the crdit check should run again and reset VBUK-CMGST as not relevant. This is causing problems as lot of orders are showing up in V23 report as blocked for billing even though there is nothing to deliver or bill.
Can any one help with proper config to over come this or with any OSS Note that you may know. We are on ECC 5.0
Thank You,
sckr

I tried what you suggested and it seemed like the most reasonable thing to do. However, I was told that unrejecting a line item will not do the credit check again and any credit blocks should be removed using VKM3. I have also moved from my previous job so I no longer need to look into this. I am sorry for not replying earlier.
Thanks for your suggestions

Credit check status in MV45AFZZ

Dear All expert,
I want to do update a custom table in MV45AFZZ when the order passed credit check.
But I do not know , is there any indicator about the result of the credit check?
I mean some field or table stored those kind of data.
Many thanks in advance!

Hi,
We do have this data available. Check the field VBUK-CMGST(Overall status of credit checks). You can directly use work area VBUK.
Below are different statuses.
space               Credit check was not executed/Status not set
A     Credit check was executed, document OK
B     Credit check was executed, document not OK
C     Credit check was executed, document not OK, partial release
D     Document released by credit representative
There are different types of credit checks. Just search in table VBUK with "credit check". You can see different fields. But in your case, you need overall status i hope.
Table VBUP gives you item level statuses.
Thanks,
Vinod.

Automatic V simple credit check

what r the advantages of automatic over simple credit management

Simple credit limit check
A credit limit check can be carried out when sales documents are created or changed. The check is carried out within one credit control area. When changing a document, the check is repeated if changes regarding quantity or value are made. A credit control area consists of one or more company codes. A sales document belongs to one credit control area depending on the allocation of the sales organization to a company code. The SAP System checks the credit limit which was granted to the customer in this credit control area. The credit control areas and the credit limit of a customer are defined in financial accounting and entered in the customer master record. During the check, the SAP System totals the receivables, the open items from special G/L transactions and the net value of the sales order for every item of a sales document. The open items take into account obligations bound by contract which are not recorded for accounting purposes but which involve expenses through diverse business transactions. The total is compared with the credit limit. If the limit is exceeded, the system responds in the way defined by you in the configuration menu.
Automatic Credit Check
The automatic credit check can target certain aspects during a check and run at different times during order processing. In this menu option, you can define your own credit checks to correspond to your requirements in the area of Credit Management.
You can determine an automatic credit check for any combination of the following:
Credit control area
Risk class (classifying attribute for your customers from the viewpoint of credit risk which is maintained in FI Customizing)
Credit group
Example
You can define a credit check for a certain credit control area and for all sales orders in which the customer has risk class 2 (RK2).
It is possible to define a system response for each credit check (for example, warning message). In the case of a warning message, a block can be set in the credit status of a document.
When you define automatic credit checks, you can also freely define requirements which cause a document or the forwarding of the material requirements to MRP to be blocked. This is described in the IMG section "Make default settings for Credit Management".
If you define your own credit checks, proceed as follows:
specify type of check
specify scope of check
specify system response to check
allocate credit control areas
define and allocate risk classes if necessary
allocate credit group
assign description to the credit check
Types of credit check
The following types of credit checks can be carried out:
Static credit limit check
Credit allocation depends on the total value of open orders, deliveries, billing documents and open items.
Dynamic credit limit check
The dynamic check includes both a static part which checks all open items, deliveries and billing documents and a dynamic part which checks all outstanding order values, that is, all orders not yet delivered or partially delivered. The value resulting from the checks is accumulated up to the shipping date in the information structure "S066" in freely definable time units or periods (day, week, month). This information structure is entered in Logistics Controlling and described in the section "Carry out default settings for credit management" under Basic functions.
To define the credit check, you specify a certain number of relevant periods from which a date in the future can be calculated (for example, 10 days or 2 months depending on the selected period). This ensures that sales orders which lie further in the future are not used to determine the credit exposure.
The total of the static and dynamic part of the check must not exceed the granted credit limit.
Credit check on the basis of the maximum document value
The sales order value or the value of goods to be delivered must not exceed a certain value defined for the credit check. The value is stored in the currency of the credit control area. In particular, this check is useful if the credit limit of new customers has not yet been specified. This check can be accessed explicitly by a risk class reserved for new customers.
Credit check when changing critical fields
The credit check is started when changes are made to credit-relevant document fields so that they differ from the default values proposed from the customer master record (terms of payment, value days and fixed value date).
Credit check at the time of the next internal check
The credit check is started automatically on a certain date. All sales orders entered up to this time are regarded as not critical.
Credit check on the basis of overdue open items
The ratio between open items, which are overdue by more than a certain number of days, and the customer balance must not exceed a certain percentage.
Credit check on the basis of the oldest open items
The oldest open item may only be a certain number of days overdue.
Credit check against maximum allowed dunning levels
The dunning level of the customer may only assume a certain maximum value.
Customer-specific credit checks
If you require further checks to those defined in the standard system, you can define them in the corresponding user exits (LVKMPTZZ and LVKMPFZ1).
Regards
Nadarajah Pratheb

Re: Sales Order Output trigger after Overall status is Complete

Hello Friends,
We have a requirement where in , we want to trigger the Sales Order Ouput once the overall status is completed.
Basically , the print program should trigger only when Overall status of Sales Order is Complete.
Can anyone suggest any way to achieve this requirement ?
Thanks in advance.
Julie.

Hi,
For this we have to go for ABAP development/a "Z" program.
This program/conditions will be maintained at the smart form level.
This has to be triggered only when the over all status is complete.
This thing we have to check in table "VBUK".
Pass your order number into "VBELN" and check for the field "GBSTK".If it is "C" then only it should be triggered.
We have to write a small line before this triggering program or condition is to be maintained in smart form if you are using it.Contact your ABAPer.
Regards,
Krishna.

Modify the Overall credit check status in Sales order

Dear all,
Good morning/afternoon/evening!
I have a question that how to modify the Overall credit check status (VBUK-CMGST) in sales order when the order saved?
I try to do this in USEREXIT_SAVE_DOCUMENT_PREPARE, but it does not works.
Maybe I need to do this in USEREXIT_SET_STATUS_VBUK ? But i also face the problem ........
Anybody who can give me a sufficient solution? I promise reward to you!!!
regards,
Brian Liu

Hi,
user function 1 in credit management by using
LVKMPFZ1 (FORM USER_CREDIT_CHECK1). If you branch into function module SD_ORDER_CREDIT_CHECK you can use the coding of FORM OLDEST_OPEN_ITEM_CHECK.
Reward points
Regards

Open sales order value for credit check need to be changed (S066)

Hi all,
I need to change open sales order value which is already there in S066 table.
Previously we had used open order value for credit check. Open order values are already updated in the S066 table.
Now we dont want to consider open order value for credit check (which is already included in the credit exposure field in FD32).
When we create sales order system is taking old open order value for credit. Now i have changed not to update open order value for credit check. Now its not updating open order value. But my issue is how to change existing or (previous) open order value for credit?
Can i change S066 table data directly to '0'. Is it advisable to chage open order value directly from this table?
Please advise me.
Regards,
Babu
Edited by: babs on May 19, 2010 4:26 PM

Hi Babs,
If you doesn't want to reflect the open order value in the structure for this order value ,If the order is not processed kindly delete the line items and the order. Then save the document. Then try to see the structure S066.. This will be modified.
If you want to modify the value then follow the below process.
Otherwise delete the line item in the order and change the pricing date and the document date. Re enter the line item again so that it will take it up the new changes.
I hope it will help.
Regards,
SK

Change due date in receivables for credit check

Hi Sappers!!
Scenario: When SAP performs a credit check for a customer we need that pending receivables
(open items) for this customer which have a concrete payment method, don't use due date
for calculation, instead we want to use invoice date for carrying out the credit check
calculation.
Is that posible? Is there any user-exit where we can change this date to be used during
credit check control for documents which fulfill this requirement?
We don't want to change permanently the due date for this kind of documents, we only need to take another date into account when performing credit control.
Thanks so much in advance & best regards

Thanks so much for your quickly answer.
Creating a new payment term is not a valid solution because, we don't want to change any date in the financial document. We just only need to use another data only for credit check. Here you have a concrete example:
Invoice created with invoice date 01/12/2009
Payment method confirming 90 days.
Base line calculated: 01/03/2010
If we create a new sales order, this open item will not be considered exceeded because due date is still in the future.
We want to consider it as exceeded and the due date would be 01/12/2009 but only for credit check. This "new" due date must not be stored anywhere.
Thanks so much once again & best regards

" change" button not visible in check status ?

HI,
We are under upgrade of SRM 4.0 to SRM 5.0 . In SRM 4.0 "change" button
is visible in check status even if shopping cart is under approval
state.
But in SRM 5.0 "change" button is not visible in check status if
Shopping cart is under approval state.
Please let me know if any one face this issue.

Hi,
Goto SU01 and fill in the user ID for which the button is greyed.
Navigate to role tab
Double click on the role so that the system opens transaction PFCG
Select the "personnalization" tab where you will find the WFL security... (don't remember exactly the name as i do not have any system right now)
This WF security has 4 level.
By default it is set to none
Select level 4 for maximum authorization.
Save, log-off from ITS access et relogon.
Then the button won't be greyed anymore
Kind regards,
Yann

SD OVERALL STATUS CHANGE

Hi Gents,
The requirement is that, there is trial Sales Order is there, which will not be invoice nothing will happen, it will just for trial...
So what i need is that once that trial is expire (7 days assumption), is there any way that this sales order should not show in Open Sales Order.
Rejection line item will not work for this as client not required.
So what i am trying that, is there any way to change the OVERALL STATUS to COMPLETE manually. So that i can go for back ground scheduling.
hope you will gents will respond asap.
Thanks in Advance !!!!
Regards,
Kundan

to create events from a status change use transaction BSVW see Maintaining the Assignment Between Status Change and Event - Roles in Workflow - SAP Library.
use the event to start a workflow, after approval/rejection use a background method to change the user status.

How to change DTP Overall Status from Yellow to Red

Dear all,
if I choose "set overall status automatically", how can I change DTP overall status when I want to stop the DTP running? Thanks.

Folks
I know how frustrating this problem is even in netweaver 7.0 environment. I found a solution for this problem atlast and it works but a not direct way of resolving this issue.
When this request is in yellow status and not able to change / delete the request, its actually in a pseudo status and it is a bug in the program. This request sits in table RSBKREQUEST with processing type as 5 in data elements USTATE, TSTATE and this 5 is actually "Active" status which is obviously wrong.
All we need is, ask your basis person to change the status to 3 in both these data elements and then it allows to reload the delta. Once the delta is successfully loaded, you can delete the previous bad request even though it is still in yellow. Once the request is deleted, the request status gets updated as "4" in table RSBKREQUEST.
Hope this helps.
Thanks

Implications of changing credit check from sales order level to delivery

Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
What are the implications of changing credit check from sales order level to delivery

>
Mangesh Desai wrote:
> Currently the credit check is availbale at the sales order level in the system and if I want to change the credit management settings so that credit check will be available at the delivery level.
>
>
> What are the implications of changing credit check from sales order level to delivery
Hi,
No Implications simple credit check will not happen order level it will happen delivery level .
*system will not conceded at order level open order will not be calculated
Best Regards,
venkataswamy.

Credit Check during Sales Order Change (VA02)

Hi,
We have implemented a credit management system, where the sales order will not get saved if the credit limit is exceeded. Now this check is working fine during sales order creation. But in VA02 during sales order change, the system is giving an information message that the credit limit is exceeded, but is allowing to save the order, which is not desirable. Could you all please help me in finding a solution to this problem..
Thanks & Regards,
Ritam Bera

Hi
Kindly check that you are using simple credit check or automatic credit check(Statis or Dynamaic) below settings
If Automatic credit check then go to OVA8 -automatic credit control area with combination of Credit control area/Risk category /credit group,Check in the reaction field you have mentioned the error or warning (B or A) .
Prerequisites for credit management to work in Sales and Distribution:
1.Assign credit control area to company code
2.Maintain the credit limit in FD32 with details of risk category and the credit limit value
3.Do the settings in OVA8 -automatic credit control area with combination of Credit control area/Risk category /credit group,Check in the reaction field you have mentioned the error or warning (B or A) .
4.Assign the credit groups to the sales and delivery document types.
5.Maintain the Subtotal 'A' in the pricing procedure against which value the sytem should check the credit limit.
If you have any further clarifications on above let me know
Regards
Damu

Status of transaction or transaction item prevents credit check

Hi,
While performing credit check in Quotation showing Below error messge
"Status of transaction or transaction item prevents credit check"
Please help me to solve this issue
Currently working on C

hi, you can check the credit check configure in crm basic function path, if your trans type and item be assgined to the credit check.
Furthermore, you can login the SAP GUI, do the some action in CRMD_ORDER tcode, if the same error message appear, you can find out the error trigger place by where used search , and debug the programe.

Credit Check for "Not Relevant" sales order items

Hello All,
I am having a situation where my client takes advance reservations almost an year in advance.
The sales order items have schedule line category to not consume inventory and so the overall status on each line item is "not relevant". The credit status on the order is "not performed". Since the overall status is "not relevant", the sales order amount is not added to the credit master receivables.
We have around 100K orders and I am trying to see if there is a good solution to do a credit check on all these orders.
I am in a desperate situation and would really appreciate a quick response.
Thanks very much for your help.
AM

Hi Shiva Ram,
Thanks very much for your reply.
When I change the schedule line category on the items, the overall status on the line item changes to "Open". The credit status of the order will be "not performed".
If I were to create an advance order with items consuming inventory, it goes through a credit check with the existing configuration.
AM

Programme SDV03V02 changes Overall status of credit check in table VBUK

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