Repeat credit checking for released sales orders

Hi,
We are implementing FSCM Credit management in our project. In our system, when the sales order is created, the credit check will happen and the failed orders will go to VKM1. Till the order is released, any change to that order will trigger the credit checking process.
But once the credit block is released in VKM1, Credit checking is triggering only for
Quantity change
Adding new line items
Credit checking is not triggering for any other changes to the SO like deleting the line item changing the payment terms etc..
I would like to know if there is any control in FSCM Credit management to repeat the credit checking process for the released sales orders.
Appreciate any help in this regard.
Thanks
Prabhakar

Hi Prabhakar,
Navigate to Financial Supply Chain Management--> Credit Management--> Integration with sales and distribution-->define automatic credit control.
Over there you need to check critical fields check box for this to happen. Hope this helps

Similar Messages

  • Credit Block for released sales order

    Dear All,
    I have got one issue. There is a sales order which was created earlier say 15 days back. It went into the credit block at the time of saving it. It was released through VKM3 too.
    Now when i change any field in the sales order today, it is going into the credit block. We are not changing any value of any of the item. Just maintaining the Billing block in it or remobving the Billing block.
    The number of days maintained in the OVA8 are 182. So as per the standard functionality it should not go into the credit block for any change in the sales order like changing the billling date or changing the billing block.
    Can you please let me know what might be the reason for this sales order to go into the credit block..??? Any help is very much appreciated.
    Thanks and regards,
    Vishi.

    Dear Vishi
    Please check if you have checked the critical fields option.
    Credit check against critical fields (fixed value dates)
    The indicator controls the critical field check. If the field is selected, the system checks whether critical fields have been changed.
    Use
    If a check is carried out, the following fields are relevant:
    Payment terms
    Additional value days
    Fixed value date
    Note
    Use this type of check for sales documents only.

  • To release credit check while creating sales order

    Hi,
    I have a requirement of releasing credit check for list of open sales orders of a customer while creating a new order in VA01 for a customer.
    E.g in va01,i'm creating sales order for kunnr ABC
    for kunnr ABC, open sales order existing in database are 1,2,3,4
    So i need to release credit check for 1 2 3 4 while creating a new sales order in VA01.
    If i use FM 'SD_ORDER_CREDIT_RELEASE' in VA01 user exits it again call standard program and gives some error.
    I need to know the exact point to implement the code if someone can help and also if there is another way of releasing credit check other than above FM.

    Hello,
    Why don't you use the include MV45AFZZ, userexit USEREXIT_SAVE_DOCUMENT_PREPARE.
    You can write your code to identity all the sales orders that are due to be released for a customer and then release them.
    Edited by: Kanwardeep Singh Gill on Apr 8, 2010 5:28 AM

  • Credit check for Partially delivered order

    Dear Gurus
    We have a scenario where we are releasing a sales order (vkm3) forcefully since it is exceeding the dynamic credit check.
    Now when we do a partial delivery for the first time it is working fine, But when we again try to create a delivery for the remaining qty it again gives the error of "dynamic check exceed".
    My question is : why is it again showing the error msg at the time of delivery inspite of the sales order being released once. We have not made any changes in the Sales order. still we have to relaese the sales order everytime we create a new delivery for that released sales order,
    Can anyone suggest anything
    Regards
    DDP

    Hi DDP,
    Info structures are updated daily/weekly/monthy basing on your configuration. The Info structure S066 in Transaction OMO1 is for credit. These Info Structures are used for different purposes eg reporting, for updating credit records etc. So once you release the order, the release would hold for one day, so you can do any number of partial deliveries on that day. But again on the second day it would be blocked for credit and updated in S066. For more information on Infostructures, you can search forum.
    regards,
    prasad

  • Credit management for Old sales orders

    Hi experts,
    pls consider the follwing example where i am facing some problem.
    I activated the Credit lock system in Sales order level (Warning message with release strategy)and in PGI. (Warning message with release strategy).
    Customer A
    C.limit : 10000
    Outstanding : 7000
    Sales value(Without pending sales order value): 2000
    Eli gable new sales order value  1000
    Pending sales order value 5000(Sales order no 111)
    Now if i process this old SO no 111 in VL01N i am getting error that Order blocked due to credit limit. But i activated dynamic credit control only in sales order and in PGI.Not activated in VL01N level.
    Awaiting for your valuable reply.
    Thanks
    SR

    Hi
    1.KIndly check in the sales order that you have maintain the payment guarentee procedure because of this the system is not allowing to do the delivery
    PATH: VA02sales order no-Go toItembilling document---payment guarentee procedure
    so kindly check that and remove or assign the financial document to that for processing the billing
    2.Check the credit lock procedure is release or not
    By doing above the issue will be resolved,kindly check and confirm.
    if you have any further clarifications let me know
    REgards
    Damu
    KIndly check the belwo

  • Credit Management for different Sales Order Types

    Hello All,
    The problem is related to Credit Management for Sales Order which is explained below with an example -
    We have separate Sales Order Types for New Launches (ZNLS) & Normal Depot Sales (ZDPS) but both the Order Types are assigned with same pricing procedure and respective orders will be raised against the same party code.Now automatic credit check is only active for order type ZDPS where the credit limit had been set to Rs.1000. Now Rs,.500 had already been raised using order type ZDPS, then another sales order of Rs. 500 is raised using order type ZNLS.But when a sale order of Rs. 550 is raised using order type ZDPS the sales order is getting blocked, because the system had taken into consideration & added up the Rs. 500 value of ZNLS with previous value of Rs. 500 against order type ZDPS as a result of automatic credit check though it is not active for order type ZNLS.Point to be noted that Credit exposure is  also not active for Order Type ZNLS.
    How is this taken into consideration & what are the steps need to be configured so that the credit limit check will not get automatically activated for order type ZNLS  and  only remain active for order type ZDPS  despite they are assigned to same pricing procedure and used for invoicing same party code?
    Please suggest.
    Thanks & Regards
    Priyanka Mitra

    Hi Mitra,
    The issue occurs because of the fact that credit check and the
    update of the credit values are separate processes which are also
    controlled separately by the respective customizing:
    1. credit check is controlled by transactions OVAK and OVA8.
    According to the attachment, you have already refered to note 18613 to
    check the customizing settings.
    2. update of the credit values is controlled by VOV7 or OVA7: "credit
    acttive" flag. The 'Credit active' setting only affects the credit
    update of the SD credit values (open orders, open delivery and open
    billing documents). This flag has no control on the credit check. So
    if for an order type, there is no credit check in OVAK and OVA8 but
    the "credit active" flag is set for the item category, the order will
    update the credit values even if no credit check is performed for the
    order.
    If the flag "credit active" is not set, the system will not update the
    open credit values. On the other hand, the system ALWAYS updates the FI
    credit value 'Open receivable' when the billing document is transferred
    to Accounting. So, although you deactivated the "Credit active" flag in
    in OVA7 or VOV7, such an item will increase the 'Open receivables' and
    thus the credit limit used when the corresponding billing document is
    posted to Accounting.
    If you would like the value from sales order type  ZNLS is excluded from credit update, you could consider set the "Credit Active" field as blank in VOV7 for the item category used for ZNLS.
    Best regards,
    Smile

  • Increase credit limit to release sales order

    Dear
    We are using the dynamic credit control. When one sales order was blocked for exceeding the credit limit.
    Can we increase the credit limit in credit master data(TCODE: FD32), and then sales order will be released automatically, and do not need to use TCODE: VKM1/VKM4 to release the sales order?
    Thank you.
    Guoyu

    Increase Credit Limit through T.Code: FD32
    or
    Release the sales order through T.Code: VKM3
    Regards,
    Rajesh Banka
    Reward points if helpful

  • 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.
    <b>Reward points</b>
    Regards

  • Overall credit status for a sales order

    Could you please let me know over all credit status depends on which all parameters. I have an issue where over all credit status has become A(credit check passd, document ok), though there credit limit for that customer is 0 (ZERO). In ideal case that should be B (credit check passed, document not OK.)

    Dear,
    Do following settings,
    1) Deactivate Dynamic Check Field
    2) Activate Static Check field and
    3) Maintain Zero Days as HORIZON PERIOD.
    Regards
    Ajit K Singh

  • Credit Limit check on Delivery:: Sales order blocked

    Dear Friends,
    We have implemented credit limit check with delivery Block option in Sales order. After revising Credit limit, while user is creating Delivery again, system prompts for Delivery Block in Sales order i.e, reson for Block is Credit limit in Sales Order. then user removes resason and proceeds further.
    Is there any way by which system doesn't put reason for rejection in sales order and just not allow to create delivery in system. i.e. we want to remove the step of removing reason from sales order.
    Regards Krishan Raheja

    Dear Krishan,
    As per my understanding you require just a credit check in the sales order level, which can be implemented using credit management in sales order level . In that case system will automatically block the sales order if the credit limit is exceeded.
    So you do not need a DELIVERY BLOCK reason assigned to your SALES ORDER TYPE in VOV8.
    Please clarify, whether you need to block the sales order and delivery due to credit limit...
    or is it just sales order which need to be blocked ?
    you can get the detailed configuration steps in SDN or the same is as follows.
    http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf
    Thanks & Regards,
    Hegal K Charles

  • Custom program for availability check and update for existing sale order at Item level(VA02)

    Hi,
    I came to know Bapi_Saleorder_Simulate can be used for availability check and update an existing sale order.but there is no sample program explaining the process.I have tried this by passing parameters ORDER_HEADER_IN , ORDER_ITEMS_IN  ,ORDER_PARTNERS and ORDER_SCHEDULE_EX(for getting details),also i have assigned the sale document number ,custom document type(ZSO) in ORDER_HEADER_IN . while executing the BAPI I am getting the error external number range is not assigned for the document type ZSO . I am confused on seeing this error. It is possible to do availability check for existing sale order using this BAPI. Please explain how to achieve this.It will be really helpful if it is expalained with an example.   
    Regards,
    Shanmuga

    Hello, I think you may have been misinformed about this BAPI updating a sales order at item level. As far as I understand it this BAPI can be used to simulate the creation of a sales order which obviously would include and ATP check. This is why it is giving the error because it is simulating creation but you are entering a value in a field that should be automatically generated (i.e. the sales order number). For change the sales order at item level have you looked at BAPI_SALESORDER_CHANGE? I pretty sure this BAPI both updates sales order (header or item level) and can do an ATP first.
    Points are always welcome if you feel an answer has been helpful.

  • Over due items are not considered in credit check for customer

    Hi Gurus;
    We have static credit active for the sales order which is blocking  if the  sales value is more than the customer credit balance   but it is not checking for over due item i.e the billing document  whose accounting document  hasn't been cleared yet .Though i have maintained same number days for payment terms and risk category  for the customer .
    Kindly guide me if have missed out any configuration or setting .
    Thanks in advance .

    Hi Nuru,
    Hope you are using automatic credit check and not simple crdit check ..Check that.
    Is ur update group a standard one..?
    Please paste screenshots of FD33, credit status, OVA8 etc.
    Regards
    Jobi

  • Credit management module at Sales order creation

    Hello Folks,
    Can I confirm that when a sales order is created and customer master data code entered, eg , Payer or sold-to party or ship-to party, SD will integrate with Credit management module and do a credit check even before sales order is saved?
    Likewise, at order creation stage, SD can also integrate with Project system for milestone billing?
    With MM, SD checks the availabilty of material at order creation.
    SAP SD integrates with CO only at PGI  (via table 30 of MM ) and billing stage.
    regards
    Tom

    The Credit Management check only for the payer's credit. The Credit Check can be configured to check even before the sales order is saved.
    Goto T.Code OVA8 or SPRO>Sales & Dist>Basic Functions>Credit Management/Risk Management>credit management>Define Automatic Credit Control
    Here you can configure. Check the field Item Check on the top left hand side.

  • Repeat credit check does not happen for already released sales orders when CMGST =D, for the second time using FM SD_ORDER_CREDIT_CHECK

    Hi,
       I have written a routine which will call the FM SD_ORDER_CREDIT_CHECK whenever there is a rejection and again unrejection of a same sales order, we are only concerned about already credit released sales orders, the scenario is as follow
    1). Sales order created in the system --> Credit check --> Credit blocked
    2). Release credit block manually CMGST =D
    3). Reject sales order then unreject the same
    4) Routine will determine rejection and unrejection of the order while saving and will call the FM SD_ORDER_CREDIT_CHECK
    5)   The order is credit checked and blocked if necessary
    All goes well till this point
    but when the same sales order is rejeceted and unrejected multiple times either partially/ fully then the Custom routine calls the FM for credit check but the FM fails to put the order back on credit hold
    in short the FM works only for the first time incase of mutiple rejection and unrejection of teh same sales order then the FM SD_ORDER_CREDIT_CHECK fails to put the order back on credit hold from the second time onwards
    if some one any idea of the behavior of this FM please share your thoughts and inputs . thanks !!

    Issue resolved
    The Standard FM “SD_ORDER_CREDIT _CHECK” uses the field  “Release date of the document determined by credit management  VBAK – CMFRE”
    For any sales order that is manually credit released in a single day, Only one credit check is triggered (per day) if there is any change in the sales order and then the order goes back to credit hold and if again the order is manually credit released for the second time in a single day there will be no credit check  (still the order will pass into FM but  the update entry in the internal table will be blank)this is a standard functionality
    Process of rejection and unrejection :
    Blocked order -->released-->blocked again (first time after manual release same day) unrejected (same day) -->but no credit check  (all this in a single day)
    note : OVA8 - released document still unchecked = 0 Days , Deviation %= blank

  • How to Find  Credit Check Released Sales Orders /Deliveries?

    Hi Gurus,
       How to Find Credit Check Released Sales Orders /Deliveries for a particular Customer.
    Regrds,
    Binayak
    Message was edited by:  Binayak
            Binayak Ghosh

    Hi,
    You can chech inthe Tcode VKM2 Released SD documents, and VKM4 SD documents.
    reward if useful
    Regards
    syed

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