Reg Credit Management fd33

Hi,
in fd33 there is a field credit exposure if we want get break ups for that how its possible .
Thanks

Credit Exposure = Open sales + Open Delivery + Open Billing + AR + Special Liab.
AR and Special Liab. is available in FD33 and other values can be obtained by clicking
Extras > Sales Value and you will get the value for the rest of the items.
Hope this helps.

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Sales value showing 3000Rs in credit management FD33 as open delivery value

Sales value showing 3000Rs in credit management FD33 as open delivery value, I want to get the delivery document numbers.

Hi Friend,
open delivery value in credit management will updated in SO67 AND this is information structure.
Please find the below link to which is similar to your issue
Open Delivery Value - Credit Mgt
Thanks
Dasaradha

This is reg credit management

this is regarding credit management.
the requirement is there are 4 line items in the order.
now if i want to take into consideration the first 2 line items only for credit check. the remaining line items r not to be taken for credit check
how i can configure this can any one tell me

Hi,
You van do this by taking into acount the line item number..
Or you could also have a flag for the line item for your reg credit management.
You could then build a mask specifying the condition based on the flag or the line item number.
The items in the mask are to be taken for reg credit management.
Regards,
Tanveer.
<b>Please mark helpful answers</b>

Reg : Credit management upload

Hi All,
Can we haev any BAPI related to the uploading of the credit mangement details?
Could please let me know the transaction for credit management?
Regards
Abhilash.

The following thread might be related to what you are looking at:
Re: Change terms of payment and credit limit
~Ian

Reg: credit management

Dear Friends,
In the credit management, is there any option that open item of 2006 will not be considered?That means open billing document which is not posted to accounts is exist,but the client wants it should not be considered.
Regards,
Trinath

hello, friend.
in OVA8, you can choose the horizon to specify a time period beyond which sales orders are not included in check. however, i currently don't have the info whether you can specify the same for billing documents.
regards.

Arrear after net due date - FD33 Credit Management

Arrears after net due date is not appearing in the payment history of FD33 customer credit management report(it is showing as zero days), bur the same is appearing in the FDL5N report.
The credit control area and payment terms are same as other customer wherein the arrear days are getting appear properly

Hi,
I moved your question tnto this forum.
Mario

"Sales value" in FD33, credit management

Hi Experts,
I have configured Credit management.
After creating a sales order. The field "Sales value" (RF02L-SAUFT) in FD33 is NOT getting updated. It remains 0,00.
After I have created a bill, field "Receivables" gets updated.
Could you please advise how field "Sales value" could be correctly updated (i.e. with values of the sales orders that have not yet been transferred to FI )?
Because of the above, I can not get a warning or error message, at creation of sales order stage, when credit exposure > credit limit.
PS - I have tried VKM3, releasing sales orders, but issue still persists.
I have also executed RVKRED77

Hey!
Go to transaction VOV7 and make sure of the following:
n item is relevant for billing
n item is relevant for credit
n the item does not have a check mark in ‘item relv for delv’. This is for text and value items which have no value in R/3 – see note 67748
n the item is not statistical
If these are not configured correctly, the item will have no value.
Go to the sales order and make sure that the items have a confirmed schedule line. Without a confirmed schedule line, the item will have no credit value. Next check the pricing procedure. You can go to the analysis button to find out which pricing procedure is being used. Go to transaction V/08 and go to the details level of the pricing procedure. Make sure that an ‘A’ is set in the ‘Sub to’ column for something reasonable like the total of the document.
Hope it helps.

Credit Management Check - Sales Value not updated in FD33

Hi,
We have configured Credit Management checks in our system.
When we create a Sales Order that has exceeded the Credit Amount for a Customer we get a pop up saying "Credit Limit Exceeded by XXX amount. We proceed to save the sales order.
By my understanding this amount XXX should get get updated in Transaction FD33 - Customer Credit management Display Status in the column "Sales Value". But this does not happen. The value remains as zero.
What could be wrong here. Should this field not be updated with the credit value that the customer has exceeded?
Thanks and Regards,
Ashwin

The Sales Value in FD33 transaction is the value of open sales orders as of that point. Now in your case if you are creating the first sales order and the value of that order is going beyond the allowed credit limit then and as per setting if system is blocking that order for credit faliure in this case system does not consider this order as open untill it blocked for credit.
Check if the order is blocked for credit. Also see the status of the order in VBUK (status table).
Hope this helps.

Credit Management Approval-Reg

Hi,
I am in a implementation of SD. where in we have credit management is activated. Here the requirement is like as follows:
Client Wanted the three approval Hierarchy Like Credit Control Manager, Finance Manager & Managing Director.
These three levels will have the certain limit. Like Over all limit to Customer is
$ 20000/-
Credit Control Manager : $5000
Finance Manager : $5001 to $15000
Managing Director:$15001 t0 $20000
Can we have the above mentioned way to know the appoval process for Credit limits.Can any one list and provide the solution to my requirement.
Thanks & Regards
Srinivasa Rao P

Have a same requirement. Keeping myself posted on this thread. Thnks!

Open Delivery value update error in credit management

Hi
We have credit management active at delivery level. The value of open deliveries is not getting updated correctly for items with material substitution (material determination). For all other items, its getting updated correctly.
E.g Let say the credit limit set in FD32 is 10000 and the credit limit used % is 98 and the credit exposure value is 9800.
Now when I create an order with qty 10 for mat A, it creates a sub item B due to material determination and the value of the item is Rs.1200. In our system, the sub item with TAPS item category is relevant for pricing.
Then I create a delivery in VL01N and save it.
Now if i check in FD33, the credit limit used should be 101% and the credit exposure value should be 11000, but its not updating the open delivery value correctly. Its not considering the value of the new delivery.
However, If I add a normal item (TAN) in the same sales order and create a delivery for that item and save it, its updating the credit exposure based on the value of the normal item in the delivery correctly.
How to make the system update the open delivery values correctly by taking the items with material determination also into account.??
Please advise if any specific settings need to be done.
Regards
Madhu

Hi,
the system updates open values for credit management. These are:
Open sales order credit value (S066-OEIKW)
Open delivery credit value (S067-OLIKW)
Open billing document credit value (S067-OFAKW)
The system updates the open values in standard SIS structures S066 and S067. Technically, the structures are transparent tables. You can display the contents using transaction SE16 or using table maintenance.
The S067-OLIKW will give the open delivery credit values credit.Check in you system whether this table is updated with the delivery values for the credit account(customer number)
RVKRED77 u2013 Reorganize SD credit data
When updating errors occur, it enables you to reorganize the open credit, delivery and billing document values.
If the table is not updated run this report in background.
Regards,
Saju.S

Credit Management with Letter of Credit.

Hi Gurus,
We need to consider the "Letter of Credit" amout in credit management.
ie. if there is LC created on customer worth Rs. 5lacs, system should not block the sales order unless 5 lacs is consumed.
Pls suggest any workarounds.
Reg.
Amol

Dear Amol Tamhane,
Have not worked on 'letter of credit'.
But if there is any accounting document which gets created due to letter of credit, then you can use the exit for credit management in SALES ORDER LEVEL and write the code to BLOCK THE SALES ORDER ONLY IF
(CREDIT LIMIT + LETTER OF CREDIT AMOUNT ) - (PREVIOUS EXPOSURE + SALES ORDER VALUE ) < 0
You can check BSEG, if accounting document gets created for 'letter of credit' or you can check any tables related to letter of credit based on customer code.
Thanks & Regards,
Hegal K Charles

Credit management -ve open delivery values

Hello Masters,
In S077 there are -ve open delivery values. Why -ve values are updated into FD33.
I know how to correct them with RVKRED77,RVKRED88,RVKRED07progrms. My issue is why those are updating?
I saw other forum answers about activating credit checks for return items...etc.
That's not the issue here.
Can any body help me in this issue.
Thanks in Advance

Hi
See these notes to check different points:
SAP Note 396338 - Problems in credit management - analysis help
SAP Note 400311 - RVKRED77: Reorganization credit data, new documentation
SAP Note 425483 - Consulting note collection: Credit checks
SAP Note 18613 - Checklist for Credit Management
I hope this helps you
Regards
Eduardo

Credit Management- FD32

Can anyone pls tell me, how the value against the field "Sales value" is getting calculated/reflected in FD32 , for a particular customer?
For a particular customer, there are NO open SOs ( in VA05),but still some value is reflected in FD32.
Request an expert, who has worked in credit management to help me on this.
Rgds
Sumanth G

HI
Sale Value = Open OrdersOpen DeliveriesOpen billings
If you want to know clearly
Go to FD33 , enter the details and press enter , in the overview screen , Extras-->Sales value
Regards,
Prasanna

Credit Management-Sales value updated in FD32 even though credit set up is not active

Dear Team,
We are facing an issue where, for a sample order - sales value got updated as open sales order value against a customer in FD33.
Credit set up is not active for the sales order type (OVAK) or the delivery type (OVAD). Since this has occurred in 2003, we have no clue what exactly has happened. We cannot locate any change logs in the configuration level.
1) What is the possibility for credit management to be active for a document type, which was not meant for credit set up?
2) How to remove the open order/ delivery value for the customer?
Thanks and regards.
Sivarajesh

Credit set up is not active for the sales order type (OVAK) or the delivery type (OVAD).
the above two settings are credit checks at what level( example order level or delivery etc) you what to block the customer if the customer payer exceeds the credit limit.
Where as if the credit active field is active in VOV7 in corresponding item category, system update the respective document values in to credit management (FD32/33) in your example open order value.
Even though OVAK, OVAD settings are not done still system update the document values in to FD33 subject to credit active field is active in t code VOV7 .
Please check in your item category whether credit active field active.
thanks,
Srinu.

Credit Management - Check for Item Payer

Hi All,
Credit management is checked at header payer level. For cleint requiremnt , we want this check for Item payers.
Is there any possibility for the same.
Thanks in advance
Regs
Madhu

Hi,
The credit check will happen with the credit account which you maintain in FD32, it can be any partner function. But, in standard SAP it happens for a sold-to-party.. which means we normally maintain SP as a credit account in FD32.. and logically it's the right way..
Now, coming to your query.. if you maintain the credit account for the payer then system will perform the credit check for that payer only.. it doesn't matter if it is maintained at header level or item level.
Hope this will clear your doubt along with the problem.
Do let me know.
Hrishi

Reg Credit Management fd33

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