Released from credit check - CMFRE

Hi All,
Is there a difference between VBAK-CMFRE and LIKP CMFRE,
Date credit Release Sales order and Delivery ? Is a delivery also checked for credit? How can I view this date?
Thanks,
Dwain

Hi,
You can do the credit check at three levels: -
1. Sales Order
2. Delivery Creation
3. PGI
So based on your configuration system will block the document for further processing. Once it's blocked for credit then you have to release the document to move ahead further. In that case there might be chances that you will get different credit release date on Sales Order and Delivery.
Thanks
Suneet

Similar Messages

Sales order released from Credit block, but Purchase Requistion not created

Hi,
In third party sales scenario based on Scheduline Line category configuration purchase requistion creates when the order is created. If order is blocked for credit check then purchase requistion will not be created until order released from credit.
Here my scenario is
I have two users like A and B. When A releases the order from credit block by using transaction VKM1, Sales order releasing from credit and creating Purchase requistion. But, if the order is released by B, Sales order is getting released from credit but purchase requstion is not getting created.
There is no issue from security side, we activated trace and analysed everything it is not security issue.
Thanks and Regards
Alokam Chandra Sekhar

Hi Lakshmi,
Thanks for reply. I followed your instructions, pls find my observations below.
1. Can you check the below settings:
What is the Credit status in the header status tab page of the sales order for the B's sales order?
Is it "Not approved or releasedu201D If it is not approved, you might have released the sales order in VKM3, but you might not have saved it.
Reply: We are releasing order through VKM1 and after releasing the order the status is showing as "Released".
2. Did you use the same material for B's Sales order? If it a different material check the Item category and Schedule line category whether these are same with A's sales order.
Reply: Both the orders has same information, like material Item category and scheduline category
3. Check in the Schedule line tab page --> Procurement button whether you have maintain vendor, Source determination and Info record.
Source list has been verified through ME03 transaction and vendor data maintained correctly.
I really appreciate your time and efforts on this.. looking forward some more suggestions...
Thanks and Regards
Alokam Chandra Sekhar

How to exclude invoice from credit check?

Hello,
I use 11.5.10.2
I have credit check rules with include open receivables balance. Now I want exclude some invoice with one AR transaction type from exposure.
How to exclude invoice from credit check?
Regards,
Łukasz

Hi a®s ,
thanks for your suggestion.
I tried your first suggestion with the object set:
- unforunatly the check runs still with the includes.
- I can't not use the Object Set for a direct check in the ABAP Workbench (with the user variant DEFAULT)
For the second suggestion we have to modify the Include.
That would be not so good for us, because the include is deliverd from a software distributor.
Additional we have the set the #EC-Command for every statement.
Isn't it possible to set a pseudo command or something at begin and end of a block of coding, that
has the be exludes from the check?
So we could set this pseudo command before the INCLUDE-Statement to switch the check off and after the the INCLUDE-Statement to switch the check on....
Many greetings,
Stefan

Releasing the document from credit check

Hi,
I had a credit check at delivery level and its working fine. Now an order was blocked for delivery. Now I want to release this particular order manually for delivery. Can anyone help me out.
Ramesh

The Delivery Block needs to be manually released in the Sales Order.
On the Initial Screen of Sales Order, remove the Delvery Block
or
Remove the Delivery Block in the Sales Order Header --> Shipping Tab.
Regards,
Praveen
Pl reward if helpful

It is possible to know the code from credit check feature?

<p>
Hi Community,
Scenario:
We know that when we created a Sales Order, when the user click on the "Book Order" button, the system starts up the Check Credit Process against the customer for whom the sales order is created.
At this moment, the system checks if the customer have any overexposure on its credit and if the Sales Order jumps over the limit, the system put a check credit hold over that Sales Order.
Due to Business procedures we need to:
See if the Credit Check Process could be called on the "Shipping Transactions" Form when the user "send" the sales order to Pick Release (when the user selects the "Go" button, and the Action Selected will be "Pick Release")
Which is the code called (function or procedure) on the button "Book Order", to see if it is transportable to the "Shipping Transactions" Form, in order to call the function from this Form.
Where can we locate that code?
Thanks a lot for any help that you can give us.
Luis Montalvillo.
</p>

Hi Nagamohan,
Actually we have setting up the credit checking rule in the Ordering and Picking/Purchase Release fields on our Transactiion Types; so if we are not wrong, the system is checking the credit exposure when we book the Sales Order, and if the sales order overexceed the credit limit, therefore the sales order had a credit check hold. When the user tries to make the Pick Release, we believe that the system checks if the Sales order have a hold and then advise to the user to Release it; and not to check again which is the credit situation of the customer in that moment.
That is the reason why we are asking toe location of the code of Credit check feature.
Rgds.
Luis.

VKM1-- Released from Credit Block...But unable to delivery

Hi,
We have credit check activated at sale order level. Due to credit limit, few of sales order blocked for delivery. As of now confirm qty is zero ony.
We have increased credit limit and released sales order from credit block through VKM1 and got successfull messages saying "Sales Order has been released".
But in Sales order, at Header level, its still showing credit block against delivery and unable to make delivery. ( Confirm qty is zero only). Here i am just checking whether block removed or not from VKM1.
Kindly explain and confirm the above process is correct or not.
Guide us the cycle how to release zero confrimed qty SOs.
Regards,
Venkat

Hi Venkat,
It is Right to use VKM1 because where ever i faced this issue a lot while doing PGI in the Outbound Delivery.
just go to VKM1 and give the customer number and Sales Organisation and Distribution channel and Press Execute Button.
The Specific Row of Data which displays your Sales Order Number and Outbound Delivery Number.
Check the Green Color Flag to release the Block on the Sales Order and then try your rest of processing.
Thanks & Regards,
S.Saravanan.
Sap SD - Team.
Edited by: Saravanan Sambandam on May 28, 2008 9:21 AM

How to Avoid Open Sales Order Value from Credit Check

Hello Everyone,
We have a problem with Credit Management, When my user run the execute credit master sheet, system is considering open sales order value under Credit limit used. My user do not want consider open sales order value, they want only Open delivery and Open Billing value need to appear in Credit limit used.
Is it possible to avoid open sales order values, if yes what setting i need to do....please help me.
Thanks
Sudheer

Sudheer,
You need to check the update rule given in the definition of the Credit control Area which you are using for credit management. If you want only the open deliveries then you need to have update rule 15 in the credit control area.
In the credit controal settings, you need to have settings for the credit check at the delivery level.
Hope this will solve your issue.
Regards,
Chetan
Edited by: Chetan Gupte on Jul 15, 2010 8:56 PM

Excluding order-related billing from credit check

We have service contracts with billing plan that is order related. We found that during the dynamic credit checks, the system will include the full amount of these contracts and therefore, every time we create a new ordersfor these customers, the orders are put on hold.
I believe that it is standard SAP to include the contracts full amount in credit checks, but does anybody know of a workaround? The main issue is we already have more than 1200 contracts in the system which are valid for another 4-5 years, so we are looking for a solution that will be 'retroactive'.
thank you.

Hello,
The value of the open invoices will be always taken in account during the
standard dynamic credit check in R/3. Althrough you can swith off the
dynamic credit check for the order-related billing- you need to develop
your routine, which will be put in the field no_check in the
transaction OVA8. Please review the note 895630.
The another posssibility could be to develop your own credit check
(user1 user2 or user3 in the transaction OVA8) for the CRM sales
orders.
Kind regards,
Zsuzsanna

Incoming orders in COPA not working if Sales Order blocked for Credit Check

Hi all,
We need to build a report showing all incoming sales order by entry date and/or change date (change of values or quantities later on). COPA allows to do this, but the problem is that COPA line item table is only updated if the sales order is released from credit check (VKM3). I am looking for a solution to be able to record sales orders in COPA even if they are still blocked for credit check. By doing that we will be able to report all sales orders entered from COPA and provide basis for commissions calculation to the business.
I have investigated possible COPA enhancements like COPA0005 but it doesn't seem to be used at the time of sales order save.
Thanks.

Hello ,
Thanks for the reply
As you said , the credit check in the service order is information message "Credit check (maximum percentage for ope
exceeded)" .
If you enter and come out this message then one more message will come , i.e., "The business transaction can not be carried out" detail message - System status CNOK is active (ORD XXXXXXX).
with the above message , system will not allow to do the Service order release.
In this particular case , we have done the VKM1 for the sales order to unblock the order from credit check . But again system is checking the credit check at service order (created w.r.t sales order) . we are not able to control this .
we also suggested the solution to the customer , saying removal of credit check for service orders . But customer requires credit check to happen at both the documents.

Problem with document going back into credit check

Hi Gurus,
I have a scenario where the document that is released from credit check is coming back into credit check before the stipulated time.
Further information:
1. OVA8 for the particular credit control area and risk category has the settings as follows:
        a. Released documents are still unchecked: Deviation is blank and number of days = 30
        b. Checks: Static credit check is enabled and includes open orders and open deliveries, Max.doc.value, number of days
             are blank,
2. Value of the document is not increased and the dates are not advanced however there is a open delivery and the value of the SO + Open delivery would increase the Limit set for the customer..
But my question is once the SO is released through VKM3 why is it coming back into static credit check.. Request your inputs.
regards
Joseph

Hi Arun,
CHECK_CM program had thrown up one message that i need to check for the infostructures 0066 and 0067 in the transaction code MCVR and there the message it shows both these infostructures is that there is no updating!! by the way update group is 12. Am i missing something here?
As suggested by you i checked up the change document status wherein it shows that the requested delivery date & billing date have been changed and that time matches the time at which the SO went back into the credit check...The question that lingers on is why did it get into credit check and the details are as follows:
Document creation date: 21.09.2010,
Date of moving into credit check 1st time: 21.09.2010
Date of release of credit check: 27.09.2010 @ around 10.35am
Date of changes to the dates: 27.09.2010 @ 11.35 am
Date on which document came back into credit check: 27.09.2010 @11.35 am
In OVA8 it is configured as " 30 days" under released documents are still unchecked and since no changes were made to the invoice value, critical fields, next review date are not checked.. the document should've come into credit check on 27.10.2010.. Pls suggest.
Thanks
Joseph

Why Delivery doc. printed when we release credit check at VKM5.

Hi
when user1 create delivery doc. delivery note gets printed with output type WMTA after that user2 releases delivery through credit check (VKM5) this time again delivery doc. printed.
why delivery doc gets printed when user2 releases the delvery doc from credit check.
need your input
thank you

check in output procedure against your output - WMTA any routine is assigned, take help of abap and ask him t check the routine. Next check output program where system is not checking the processing status from NASt table before printing.
May you need to write logic as above.

Report for released orders from credit block

Dear Friends,
Can you tell me any report which can give us the list of released sales orders from credit block with user ID (who released) and date (when released). If no standard report is availble then please give me the table where this data gets stored, so that I can create a query.
Thanks in Advance,
Sreehari.

Dear Krishnan,
Thank you very much for your immediate response...................
With VBUK-CMGST (D) we can get the list of orders which were released from credit block, but I require the ID and Date (who released and when relaesed).
I hope my requirement is clear.
Thanks & Regards,
Sreehari.

Item having 0 price is going through credit check

Hi,
We are facing following issue-
Our sales order is having multiple line items including a line item which creates network.
When we enter the line items with price in sales order, the sales order goes into credit check. Then we review & release the sales order from credit check.
Then we enter the item which creates network. This item is having 0 price (Not relevant for pricing). However, when we enter this line item, sales order is going again in credit check.
Ideally since this item is not relevant for pricing, SAP should not again put credit block.
Have anybody faced similar issue?
Appreciate your help in advance,
Shashi

Hi Shashi,
Please check whether the "credit check" is active for the item category used for creating network. This setting is there in item category configuration. We faced the similar issue and when we removed the credit check from item category, the issue got resolved.
Thank you,
Shirish

Ignore some specific Open item in AR during credit check

Hi,
User had a customer whose AR open items are subjected to "settlement issues" and are still opened after 90 days.
The customer had been assigned a risk category that will blocked the sales order when open item is more than 90 days.
How can I configured such that the credit check will bypass the selective open item (AR) document line items for a certain customer without changing the same checking for other customer within the same credit control area.
Currently, whenever a sales order is raised, it would be blocked by the above and the documentation to releasing it can takes over a few days. Not only that, a hugh paperwork are required as stipulated by audit requirement.
Any options to bypass selectively?
Thanks

If Im reading this right you want the open AR item that is in dispute excluded from credit check thus not placing new orders on hold due to the oldest item check
Create a special G/L indicator that is excluded from credit check. During the AR process this indicator can be applied to either the total invoice or the remaining amount. The system will then exclude the disputed item from credit checks allowing all other sales to proceed as normal without affecting the way the credit check works for all customers. Once the dispute is resolved and if the amount becomes an actual outstanding recievable the indicator can be removed and will once again be included in the scope of credit check for the specific customer.

Order blocked for delivery as a result of credit check

Hell SAP Experts,
A Order is blocked for delivery as a result of credit check.
I have RELEASED it through the TCode- VKM3. But still the Order's over all credit status is ‘B’ (Credit check was executed ,document NOT OK).
I have checked if the Customer is BLOCKED for Delivery in VD05,but it is not.
Is there any other Place where I need to RELEASE such Order from Credit check?
Can anyone help me to remove the Blocked order.
Appreciating your quick reply.
Thanks in advance ,
Umesh Karane

I have RELEASED it through the TCode- VKM3. But still the Order's over all credit status is ‘B’ (Credit check was executed ,document NOT OK).
Over all status B means still the block was not released in your attempt of VKM3. Goto VA02 sales document header-status you will find credit status as blocked.
if the document is released system shows as "D" so please try to release the document once again properly with VKM3, apart from this t code you can also try with VKM1 or VKM4.
After release check once again the status it should be D
thanks,
Srinu.

Released from credit check - CMFRE

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