Release of customer after Automatic Credit Control
Hi friends,
I have configured Automatic Credit control during Sales Order entry. In OVA8 I have set the Dynamic Checks, Document Value and Oldest Opne Item with value of 30 days. Based on the outstanding the Sales Order creation is blocked with a message 'Credit check oldest open items overdue (Cannot be saved). Does this create a block against the customer at any place? In case unde special circumstances an order is to be created against the Customer how do i create an order for this customer.
Checked via FD32, there is no block for the customer
Please suggest.
Regards,
Uday
Hi Basavaraj,
Thanks for the reply. I think i have not expressed my requirement correctly. Let me explain it like this :
Today 09.06.2008 when I am trying to create a sales order for a customer, since there are document outstanding for more than 30 days the system correctly gives the message 'Credit check : Oldest open items overdue (cannot be saved). Since in OVA8 for Oldest item I have used the reaction as Error, rightly I am not able to save the order.
But if i come across an exceptional case wherein the management decides to allow transaction to be carried out for this customer, how do i go about it?
Since the order is not saved, cant use vkm4.
Regards,
Uday
Similar Messages
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We use in our company automatic credit control. For one of our customers not credit control data have been maintened (fd32) therefore there is no credit group assigned to him.
When I try to make a sales order for this customer, the automatic credit control is turned on and I am unable to save the order since the next review data has passed (it is a check field in the automatic credit control for all customers that have credit control data).
Any opinions?Hi,
If the customer concerned is not relevant for credit check,please remove the risk catigory under status screen in FD32
Regards,
Phani Prasad -
Credit management automatic credit control use of credit group
Hello gurus
1)In the credit management we have credit groups( which enables us to combine different sales
document types for the purposes of credit management).
In the simple credit check also we will assign the doc types to check the credit. Then please tell me why we need credit groups in automatic credit control? Here also we can assign the doc types to check the credit ?then what exactly is the use of credit group ?
2)where will we specify the total credit amount allowed of the credit control area?
3)In the automatic credit control (ova8) against to static check box option we have open orders and open delivers checkboxes. is this two boxes only specific to static or it also belongs to dyanic?
Is it necessary to check this boxes?
4)is any one have used any of the routines in automatic credit control( document controlling tab we have no credit check field here we specify the routine? If any business need please share with me
Thank you in advance for all the repliesHi
For your 1st query , In credit mgmt we assign credit grps to sales document type. So as you said we will assign credit grps at simple credit check and coming to the Automatic credit check we assign credit grp for the sales document type also .But the difference is credit grp can be at order level or Delivery Level or PGI level in OVA8 in Automatic credit check .
Coming to your 2nd Query , we will specify the total credit limit in FD32.
For your 3rd query , In OVA8 apart from the static check we check the boxes open orders and open deliveries also because once you activate Automatic credit check and once you maintain credit limit for any customer then system will check the open orders and open deliveries also of that customer
Coming to your last query the routine feild can be used when some requirements have to be fulfilled then only automatic credit check should work for customers. or else the sales order ->delivery->PGI will happen normally
Regards
Srinath -
Urgent: Need help in automatic credit control
Hi SD Seniors
Please help me in the URGENT Credit check Control Configuration.
According to the user requirement, need to have simple static credit control in the place of sales order & delivery.
When credit check fails during the order creation,
1. Wants to popup the warning message without blocking the delivery
2. And wants to block the delivery from the PGI process.
I have already done the necessary credit check configuration in my test system. Based on the simple credit limit check,
System issues the warning message correctly at the time of order creation.
And I have configured the automatic credit check control configuration for the blocking the delivery PGI steps. But system doesnt block
The delivery and it still allow proceeding for PGI without any error message.
Please refer by below automatic credit control check for blocking the delivery. Please let me know, is there any other step I missed out here.
1. Credit control area is assigned to the company code.
2. Credit control area is assigned to the sales area.
3. Credit control area is assigned to the payer.
5. OBZK: Assigned
7. Risk category for each credit control area.
8. OVA8: -Credit control area + Risk category + Credit group
9. FD32: -Credit limit, Risk category, Currency: assigned
10. OVA7/VOV7: - Activated correctly
11. V/08: - Pricing Procedure subtotal set to A
12. OB45: - Update Group 00012
Your help is very much appreciated.
Thanks in advance
Regards
PriyanKaran, Thanks For you Quick Response.
OVO8: Cr.Ctrl.Area + Rick.Catg + Credit.Group (03)
The same credit group was assigned to the OVAD also.
OVAD: Dely.credit.grp = 03 (Credit group for goods issue)
AND
GI.Credit.group = 03 (Credit group for goods issue)
Is it correct?
My doubt is where exactly, we are telling the system to block the delivery.
In OV08, could you please tell me what are all the settings need to be done for
block delivery PGI
Regards
Priyan -
Use of customer hirearchy in credit control
Dear Friends,
Good evening.
I would like to know whether we can use customer hirearchy for credit control purpose.
If answer is yes how it can be done ?
Scenrio:
One company code,4 sales areas.
The objective is define seperate credit limit and risk profile for each sales area in which customer is extended.
May Kindly suggest solution keeping in view following entries hiting customer account:
1.Invoices
2.Payments (specialy advance payments)
3.Credit & debit note passed through FI (tcode FB70)
4.Validation to ensuer that Invoice/Debit note of one credit control area shall not be knocked off through payment/credit note of different control area.
Regards
SanjayHi chandershaker,
Thanks for your suggestions.
I had thinking on same line though have configured system accordingly.
I need an alternate solution to evaluate and expert advice of the forum.
The objective is in one line that we need single customer code with AR & credit control division wise.
May pls advise.
Regards
Sanjay -
Update group in automatic credit control
Hi Everybody,
Can anyone explain me the meaning of update group in automatic credit control screen OVA8.
Do we have to set this update or it happens when we start usinng?
Regards,
raghuHi,
More info on this ,
<b>Credit update for open order/delivery/billing document value</b>
The credit update controls when the values of open sales orders, deliveries, and billing documents are updated.
Note
The open order value is only updated for schedule lines that are relevant for delivery.
Use
You can specify the following update groups for updating credit-related statistics:
<b>Update group 000012</b>
Sales order
Increases open order value from delivery-relevant schedule lines
Delivery
Reduces open order value from delivery-relevant schedule lines
Increases open delivery value
Billing document
Reduces open delivery value
Increases open billing document value
Financial accounting document
Reduces open billing document value
Increases open items
Update group 000015
Delivery
Increases open delivery value
Increases open billing document value
Financial accounting document
Reduces open billing document value
Increases open items
Update group 000018
Sales order
Increases open delivery value
Billing document
Reduces open delivery value
Increases open billing document value
Financial accounting document
Reduces open billing document value
Increases open items
<b>Note</b>
If a document cannot be processed with the update group you specify, the system determines the next possible update it can carry out. For example, you select Update group 000012 which, at delivery, reduces the open order value and increases the open delivery value. Assume that one item in the order is not relevant for delivery. In this case, the system automatically determines Update group 000018 for this item. Update group 000018 increases the open delivery value for the order item. The system uses the confirmed quantity of delivery-relevant schedule lines to update the order value.
Hope it adds. Pl reward if helpful.
Thanks & Regards
Sadhu Kishore -
Additional Customer Fields in Trans. OVA8 Define Automatic Credit Control
Hi,
I must add a customer field in the transaction OVA8 for the credit control but I don't want to make a standard modification.
There are some alternative possibility ?
Best regards.Many Thanks for your suggestion but with smod i don't find a screen exit for my transaction.. I am mistaking something?
Thanks -
Business model mapping query (High sea sales) - automatic credit control cn
Our Client imports goods(chemicals & liquids) in bulk... on ships .. (to india)
It sells (the sale is made) before the ship enters the indian waters (territory).. (on the sea itself)
Practically this is what happens: (HIGH SEA SALES)
Invoice is done ( with all the statutary docts), as soon as the sales order is created. Lastly, the delivery happens.
Now, the client wants automatic credit check at DELIVERY LEVEL. ( After the invoicing is done, legally the goods belong to the customer, but our client wants to have a control on delivery, if at all any payment issue arise....
How to do this?
any ideas?
Rgds
Sumanth.GururajHi,
Please go through this
Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.
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.
I hope this will resolve your issue
Thanks
Anil Hooda -
FI-AR-CR Customer Sales per Credit Control Area
Hi,
Do you know any table or funtion that may calculate the Customer Sales Volume per Credit Control Area? I need to calculate a customer specfic DSO (Day Sales Outstanding) figure. The standard AR Summary doesn't return such information. This nay be obtained via BSEG, but it requires a complex query.
I have found the function module CUSTOMER_BALANCE, but it returns customer sales per company code, which still requires additional calculation to totalize the balances for all the company codes that belong to a credit control area which the customer is assigned to.
I appreciate any input that may provide a simplier solution for this question.
Thanks and regards.
GonçaloHi,
I have decided to use the function module CUSTOMER_DSO_CALCULATION, and I will try get the sales volume from some internal variable that this FM uses to calculate the standard DSO. Then I'll store it on a Z table in order to compute the new specific DSO
Thanks and regards,
Gonçalo -
Automatic Credit Control Horizon change
Business manager is requesting to switch Horizon on Dynamic from 1 W to 1 Day to minimize orders showing for credit release. What are repercussions of making such a change? How does a change like this affect the S066 and S067 tables?
Is this type of change something to avoid after going live?
Thank you.What are repercussions of making such a change?
- The system will not consider any order(s), whose delivery due date falls after 1day in credit check.
How does a change like this affect the S066 and S067 tables?
- I donu2019t think any other changes will be made in these structures than the previous settings for 1W. Since the number of days are reduced, the number of sales orders read will be reduced and only these orders statistics will be available in these structures.
Is this type of change something to avoid after going live?
- No, you can make changes any time as per business requirements. Normally, the changes are made in FD32 (field risk category) and not in SPRO, if you want to change for a customer.
Regards, -
Automatic Credit Control to Block Deleveries
Hi Experts,
I have requirement for Automatic Cr Check during Deleveries.
System should not stop creation of Sales Orders at any cost, but shoud be stoped while creating or saving Delivery if Credit Limit is Exceeded. Here Credit Limit means it should consider only Delivered Items, Billed Items, Accounting Docs(which are not Cleared by customer), Should Not consider the Open Sales Orders.
Pl tell me mainly abt OVA8 Screen for the above requirement.(In Detail)
Thanks in advance,
Srinivas.Hi,
In OVA8
Please put update group as 0000012
Tick mark Static and B in reaction field and tick mark status block.. and tick mark only open deliveries..
In VOV8 credit group should be B delviery level
then try..
Regards
sankar -
OVA8 - Automatic credit control
Dear All,
Please let me know the usage of Max open item % and No of days in Open items . ( T-Code - OVA8)
Regards,
PrashantMax % of overdue open items has got to do with the number of open items.
These 2 fields are used in tandem.
So if the values are:
Max % of open item = 50%
No. days open = 60.
This means that the number of open items that are overdue by 60 days should not exceed 50% of the total open items.
So suppose if total open items = 100.
SO you can have only 50(50%) open items that are overdue by more than 60 days.
Hope this helps. -
Credit control field not visible in customer master after checking Spro
Hello Gurus,
I have configured Automatic Credit Control In IMG.
I have checked all the necessary spets required for the avtivation of Automatic Credit Control.
But I am facing in problem and will appreciate all your help for this problem.
In Customer master> Sales area data> Billing Document--> delivery and payment terms. Within delivery and payment terms the feild for credit control area is not visible.
I have checked in spro>financial accounting> Ac rec & Ac payable>customer account>master data>preparation for creating customer master> define account groups with screen laypouts (customers).
Within Define account groups with screen laypouts (customers)>account group 001(soldtoparty)details>field status>sales data>billing-->Hedging and credit contr. area I have tried it with optional as well as reuired entry and still the credit control field is not visible in customer master.
Pls provide me the steps as well as solutions for the problem.
Thanks & regards,
Dev.pls check accunt group again
rgds
nitin -
Credit control with Groups of Customers and individul customer
Hello,everyone.
I want to realize the credit control for the groups of customers and
each individul customer belongs to it.
how can i do ?
thanks firstWell you can group these customers under one credit control area Tcode OB45 , and you can define your individual customer under this credit control area.
& in OB38 assign company code to this credit control area.
Hope this fixes your Problem
Cheers -
Authorizations in Credit Control Configuration
Dear Friends
I am configuring "automatic credit control " for our client. The requirement is 4 levels of authorizations. I've completed the settings for credit check at transaction level.
Now, How do I maintain the Authorizations (4 levels) I am aware that there are 3 controls , user1, user2 & user3 in OVO8 control.
Any help/suggestion, will surely be appreciated.
Rgds
Sumanth.Gururajhi friend
You mean you want to create 4 level release authorizations, right?
As we know, user1, user2 & user3 in OVO8 control are customized credit checking user exit. we can add our specific checking logic on it.
But for credit release, there is a standard function as VKM1.
As your requirements, I think there is a standard function maybe can help u, named User Status Control.
You can add some status to control the sales document, for example, block delivery, block billing.
If document has not been approved, system will reject further action according to your status settings.
Hope this can take some help for u.
Wink.
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