Re: stoping sales to customer when credit limit exceeds

Hai
The credit limit for a customer is fixed at certain amount.Also credit period is fixed at a certain no of days say 30 days.Both these conditions are cumulative. Whichever happens earlier further sales to that particular customer should be blocked.How to set up this?I would like to know what changes should be made in business partner master data or in any other window.Is it available insapB1 8.8 by default .Can this be done in sap B18.8 without coding ?
Edited by: aruntb on Jun 17, 2010 10:23 AM
Edited by: aruntb on Jun 17, 2010 10:24 AM
Edited by: aruntb on Jun 17, 2010 11:04 AM

Hi,
Please check your Online Help (F1) !
General Settings > BP Tab
===
Customer Activity Restrictions You can restrict the creation of sales documents for customers and prompt a warning message according to the following parameters:
Credit Limit u2013 Checks whether adding the sales document for the customer causes deviation from the credit limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).
A warning message appears if <the customer's account balance> + <the amount of the current document> exceeds the customer's credit line.
Commitment Limit u2013 Checks whether adding the sales document for the customer causes deviation from the commitment limit defined for the customer (Payment Terms tab in the Business Partner Master Data window).
A warning message appears if <the customer's account balance>+ <the total amount in undeposited checks> + <the amount of the current document> exceeds the customer's commitment limit.
Once you select the required option(s) described above, select the type of documents to which the restrictions apply and for which a warning message is launched:
- A/R Invoice
- Delivery
- Sales Order
These setting are updated immediately per company, for all users.
===
Cheers

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VA02: Production order/ plan order not processed when credit limit exceeds

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In VA02, when I try to process a Production order/ plan order from sales document , i get an information message saying that ' Subsequent function not possible due to credit block.' It is going into the incomplete logs. But as per my client's requirement, the order should be processed even if the credit limit exceeds though the message pops up. the message number is V1849. Can you please tell me how to do that?
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hello.
stop the credit check for particular order type.
VOV8-order typeCheck credit limit--choose option
No credit limit check
A Run simple credit limit check and warning message
B Rund simple redit limit check and error message
C Run simple credit limit check and delivery block
D Credit management: Automatic credit control
for particular item category
choose item category : uncheck credit check active check box
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write coding
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Approval Procedure not triggered when Credit Limit Exceeded

Hi,
I've defined an approval procedure which I would like to launch when a clients Credit Limit has been exceeded. I've checked the required fields on Administration > General Settings > BP tab (credit Limit, Commitment Limit, AR Invoice, Delivery, SO). I've also checked the Activate Approval Procedures on the same tab.
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There is a system-message when I am creating a Delivery Note for a customer indicating that the credit limit for this customer has been exceeded. But still, the system allows the user to add the document without triggering the approval procedure....
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Could you clarify what you mean by "The credit limit exceeded is in negative numbers"
Negative number: the system message I get when I create a delivery note for a customer, exceeding the credit limit is the following:
Customer has exceeded credit limit - 95.479 EUR
Customer has exceeded commitment limit - 95.479 EUR
Continue (Y/N)
Make sure the Credit Limits are set in the BP Master. --> OK, credit limit is set to 100 EUR, Commitment limit to 100 EUR
Also use Great than in Ratio and try to use a small number like 10 in the value --> I am using 1 EUR
Also, check in System Initialization > General Settings..BP Tab Activate approval procedure is checked. --> it is checked.
Using the range option does not solve the problem, in fact even if I use 'Deviation from Credit Limit does not equal 1 EUR' the approval is not triggered. When I use the same Approval template, but I alter the terms to Total document greater than 1 or Discount% greater than 1 the approval is triggered.
Edited by: Rui Pereira on Apr 29, 2009 1:19 PM

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Dear Guru,
Problem 1:
1. In the sales order, there are 3 lines items. As per there requirement each line item they want enter diffrent payment term.
for example
        Material code                                              Payment terms
1.      Fixed                                                               z045
2.     Variable                                                           z030
3.    Pipes                                                                 z015
how you can archive this goal. In customer master payment term is maintained only one. Please suggest me.
Problem 2:
1. Credit managment, If the credit block is there in the sales order(Due to credit limit exceed) order confirmation is no goes to customer.
how we can archive this goal by using the standard functionality.

Hi,
1. You can achieve it through manual entries
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If it is through simple mail then go to
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for condition type MAIL maintain requirement 9/11
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kapil

HOW TO BLOCK CUSTOMER AT TIME OF BILLING WHEN CREDIT LIMT EXCEEDS

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I want to block billing (A/R Invoice) of particular customer whose credit Limit exceed from the defined.
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Hi Anirudh,
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Path is : Administration >>>> System Initialization >>>> General Settings
Please check below link for More Information.
How to block issuance of invoices if the credit limits are reached?
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OB45 Completed
FD32 Completed
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This relates to SD - Credit Management. Please remember to post at correct forum for prompt answers.
However, in this case please check transaction OVAK. Credit check seems configured with Warning message for the relevant Sales Document Type. Change it to Error message.
Regards
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Hello,
I'm encountering the following issue for one customer:
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Credit Limit - $80,000
Credit Exposure - $110,000 (i.e. credit exposure exceeds credit limit for not only CCA1, but for the entire customer credit limit)
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Credit Limit - $20,000
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Hi,
Pls check if the risk category is assigned in FD32 and the relevant combination exist in "Define Automatic Credit Control".
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Edited by: Mauryan on Apr 25, 2011 5:22 PM

Credit Limit Exceed

Hi All
I was trying to figure out where the amount by which credit limit exceeded is stored and finally came to the conclusion, I have to do an enhancement to BAdI UKM_R2_ACTIVATE. Accordingly I used T-Code SE18 and created implementation under Classic BAdI and came upto METHOD IF_EX_UKM_R3_ACTIVATE~SET_ACTIVE
ENDMETHOD
screen.
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while creating order error comes credit limit exceeded , evevt sufficiant amount in his account.
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Vikas,
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We are encountering a credit limit exceeded error in delivery creation for a consignment issue.
but user cannot release the order in any VKMx transactions as no credit limit check is assigned to the order type.
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Regards,

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replies appreciated
thaq

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Regards
Mano

hello, friend.
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Thanks & Regards,
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Edited by: anand k on Nov 23, 2011 11:27 AM

I remember we used VKM3 transaction to clear/add some checkbox related to credit limit and saved the document. Then it allows. Try it out.
Regards,
Ganga

Client wants to block the order if customer's credit Limits exceeds.

Dear All,
Client wants to block the order if customer's credit Limits exceeds. But Sales order no. is to be generated.Later on that blocked order is to be released by Authority.
I did all the configurations. Order is blocked if the customer credits exceeds, but order no is not get generated. Without order no, Authority can not release.
Kindly guide me where i have gone wrong.
Awaiting for your quick reply
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umapathy

HI,
Please do not put a credit block in the Credit Management settings. Instead check in the CMR and the VOV8 sales order setting. Also if possible maintain an incompletion procedure wherein SO number would created but the document would be blocked for delivery creation.
Usually the SO would be released using v.23 by the proper authority,that should work fine and would not hamper SO creation process.
Thanks
Reward points if helpful

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I too have similar problem. Monthly credit limit exceeded. I have numerous business calls to make today and for the balance of the month. Unable to buy new credit (using credit card) . I can't find any other way around it (noting that other payment options are not available to me) apart from finding an alternative to SKYPE. SOLUTIONS anyone please

Hello,
Using some else's thread is not only unfair to the thread starter but can lead to confusion and cause difficulty for those who are trying to assist you.
You have a different issue.
ALWAYS start your own thread.
Thank you.
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Re: stoping sales to customer when credit limit exceeds

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