Sales Order credit release from VKM3

Hi Gurus,
I am trying to configure the system , for a senario wherein in case of credit limit exhaust of a cust, system should block sales order for delivery and it should be approved / released by a manager or superior through transaction code VKM3
I have configured the credit management but somehow , my sales order VKM3 release fuctionality is not working .
can you pls specify all the config steps so that i can check and validate if in case I am not missing something
Thanks

Hi umang bhur
check wheather the following assignment has been done or not as you are getting the error
1)For the problem you are facing check in FD32 wheather you have assigned any authorization person or not
2)For every credit limit you will be assigning a authorization person with some credit limit
3)Check wheather the conditon record with KRML output has been maintained or not
Check the following steps for configuration
Step1 : SPRO-ENTERPRISE STRUCTURE-Assignment- financial accounting-Assign company code to credit control
Step 2 :SPRO-ENTERPRISE STRUCTURE-Assignment- financial accounting-Assign sales area to credit control area
Step 3 : spro- financial accounting u2013 accounts receivable and account payable u2013credit control account u2013 Define Risk categories
Step 4 : Spro- sales and distribution u2013 basic functions u2013 Credit/Risk management - Credit/Risk management Settings
Step 5 : Check in the settings you need to do the following things
Step 5a) In our pricing procedure we will be assigning subtotal to the net value .
Step 5b) Spro- sales and distribution u2013 basic functions u2013 Credit/Risk management - Credit/Risk management Settings- configure partner determination procedure , We will be assigning partner functions credit Representative (KB) and Credit Manager (KM) to our account grp so that once the total credit limit exceeds we can put a mail to them
Step 5c) : Maintain KRML output type and maintain condition record for this output type , so that Once the net value exceeds the mail should go to the credit mgr or credit rep
Step 6) Spro- sales and distribution u2013 basic functions u2013 Credit/Risk management - Credit/Risk management Settings- Determine active receivables per item category
Step 7) Spro- sales and distribution u2013 basic functions u2013 Credit/Risk management u2013 Credit management u2013 Define Credit groups
Step 8) Spro- sales and distribution u2013 basic functions u2013 Credit/Risk management u2013 Credit management u2013Assign sales documents and Delivery documents
Step 9) Spro- sales and distribution u2013 basic functions u2013 Credit/Risk management u2013 Credit management- Define Automatic credit control (T.code u2013 OVA8)
Step 10 : In FD32 we maintain the credit limit for the payer (T.code FD32)
Regards
Srinath

Similar Messages

Idoc sales order credit release.

Hi friends,
Is there any standard Idoc for releasing the sales order, if we get the details of the credit release from the external system(say for EX insurer who insures the goods we sell).
Regards,
Ven.

Hi friends,
Is there any standard Idoc for releasing the sales order, if we get the details of the credit release from the external system(say for EX insurer who insures the goods we sell).
Regards,
Ven.

How to summarize Open sales order credit value

Hi, friends.
I am designing Add-on report about credit exposure.
I found the relevant tables of Credit Limit in FD32
KNKK
S066
S067
Then, I would like to show the document details of open sales order credit value in the report.
I tried to summarize the open sales order amount from VBAK, VAUK, VBAP, VBUP.
However, it doest match to the amount in S066 table.
Can anyone tell us how to summarize Open sales order credit value from SD documents?
Regards,
Yu

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

RFC/BAPI For Sales Order Credit Block Release like vkm3 (very urgent )!!

hi experts,
I need the RFC/BAPI For Sales Order Credit Block Release like vkm3 function ,please help
thanks
Godspeed

hi
can get the list of all the bapis..
http://www.planetsap.com/LIST_ALL_BAPIs.htm
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To release the sales order credit block by Customer Group

Hi,
1. I want to release the sales order credit block based on the Customer Group.
Normally we release the credit block using the t.code VKM3.
2. When i am maintaining the credit using the FD32, under the status screen of Credit control area Tab, the field "Credit Horizon Date", when i am creating the credit limit on 17/05/08, the system will take this field by default ie 16/07/08. I have maintained as 12 months in horizon ie OVA8.
If any one could let me know, how the system is taking this date.
Regards
Ravishankar M

Hi Ravi
Sap default horizon time is 2 month,thats why systym is taking two months time,so if you want to change this as 12 month you can go to
OMO1 and select S66 then change it as month you want.
Reward if it helps you
thanks
Utpal

Invoke IDOC ORDCHG whenenver credit block of sales order is released.

Hi All,
Scenario : In the business process, whenever a sales order is created then a Purchase Order is created. And then an outbound ORDERS03 IDOC gets created. Now if the Sales Order is on credit block then a custom segment is dynamically created and sent through the IDOC. But if the later on the Sales Order credit block is released then I need to again send the IDOC with custom segment IN IDOC ORDCHG. As the change in credit block status in Sales Order does not reflect in the PO, so the IDOC doesnt get created. Please advice how to get the IDOC created even in case of credit block status change.
Thanks in advance..
Rahul.

Hello,
As you said the customer is over limit, after you release the order and do avialability check again, the order will again get blocked because of credit check. The system is behaving correctly as per standard SAP.
Check the credit limit of the customer and the credit availed in FD32. If you want to deliver the order, you will need to release the credit block again.
Prase

Spare Sales order stealing stock from a Released production order

Hi Gurus,
This is not a new problem. I read the below link only a hundred time now.
Sales order stealing components from Production order
Business scenario-
Top Assembly material - XYZ (Let's say Desktop PC), Proc type - E, Plng Strat - 40 (regular MTS scenario)
Sub Assembly material - ABC (Let's say Monitor), Proc type - F, Plng Strat - blank. But we sell this part sometimes (Let's say - customer wants an additional monitor).
Roy is a shop supervisor working on a $1 million Sales order for Top assembly XYZ which is already late and customer is screaming.
He released the production order with no missing parts, printed and fretting to finish this order.
After couple of hours of setup & machine prep - Roy went to pick up the parts and to his surprise material ABC is not available.
Tina is at shipping department working on a $1000 Sales order that arrive today. System said 'sure you can ship it 3 days in advance'. So created a delivery and shipped it to the customer.
Now, Roy ran TCode: MB52 and found out that Tina just shipped his component ABC.
SAP gave the part ABC to a $1000 sales order and business lost sales on a $1 million order.
Please find the attachment for config screen shots TCode: OPJJ
Sales order Checking rule
Production order Release checking rule
Please help me resolve this issue.
Let me know if you need more info.
Thanks,

Praneeth,
There are two separate concepts here. "How do I ensure that production orders and Sales orders are on an equal footing" and "what is the purpose of 'check without RLT'.
You have an ATP check relevant for Sales orders (checking rule "A" for Make To Stock). You have an ATP check for production orders (I assume it is checking rule "PP"). If you want these two objects to have equal priority on stock and supplies, then make the two rules (OVZ9 for A and PP) identical.
Now, to RLT.
Prod Order Release has 'Check without RLT' active, that means - it'll let the sales orders (also that are outside the RLT) steal the stock.
Sales orders that are outside RLT will automatically confirm. "Stealing" stock is a result of combination of the ATP for the sales orders, plus the ATP for the sales order delivery, combined with the ATP for production orders. and any ATP you may have on Goods Issues against a production order. I cannot possibly tell you what you should do to prevent stealing stock, since there are so many permutations of scenarios that can affect the outcome.
I suggest instead that you give me concrete scenarios, telling me of specific problems, illustrated with screenshots of CO09, and I will help you through one or two specific scenarios.
Best regards,
DB49

Item credit price changed in Sales order - credit management.

Dear Friends,
In Sale order item change log shows ' item credit price changed' . Item credit price comes from 'Total ' value line in pricing which is the sum or prices and taxes. But where as none of prices and taxes that contribute to this total have been changed, the change long shows item credit price as changed from a value to other .
This sale order has many items and for most items same is the case. For some items it looks like quanity got confirmed eventually through back order or availability check from VA02. The change log for the document also shows 'credit released value' also as changed.
User wants to know how item credit price which is nothing but total value line is shown as changed when none of the prices and taxes have been changed
Could someone throw light on this?
Regards
Mahesh.

Hi Murali ,
First, Thanks for the reply .
In this issue what happened is, after couple of items added, the sales order was released for credit check. Later changes have been made to this credit released document either by way of adding new items or by confirming the availability check for some items . Because of this change log is showing ' realeased credit vlaue' as changed from certain vlaue to the other . How this could have affected change in item credit price which is coming form toal value line which is nothing but netvalue ( price -disccount+ taxes assingend with subtoal 'A' ) ?
What exactly is the concept of released credit value and its relation to item credit price ?
As per releasing the document that is not a problem but user's request is he wants to know why this is happening .
Please help me in understanding this better.
regards
Mahesh

Open sales order credit value (S066-OEIKW)

Hello experts,
I need to update the table S066 with the Open sales order credit value when an item has no confirmed quantity (VBEP-BMENG). So I have created the new rountine under
VOFM -> Requirements -> Credit checks -> new include RVKMP901. But I don't know how to update this table.
From the note 377165, the same is explained. But I am niot able to achieve my requirement.
So please help me in this regard.
Waiting for your reply.
Any Suggestion...
With regards,
Vasanth M
Edited by: Vasanth M on Feb 15, 2010 8:21 PM

Hello Jack,
Thanks fo your answer. But I have to update the credit amount to the table S066.
This credit limit could be viewed in the TC FD33. So please suggest me what to do.
Thanks in Advance
Best Regards,
Vasanth M

Cost center in Sales Order/Credit memo request

Hi SAP Gurus,
There is a requirement from our client. They are processing Credit Memo from SD VF01 via Credit memo request. The want to assign Cost center in the line items which is greyed out at the time of processing in VF01.
I also verified in the Credit memo request in VA02 even there is no field available for to maintain Cost center in line item so that at the time of billing it can derive.
Please advice whether can we assign the Cost centers in Sales order/Credit memo request line items?.
Regards
NTH

Hi NTH,
In the standard system, the field cost center is only ready for input
if the sales document category is VBAK-VBTYP= I (that is, order without
charge). For all other order types, you can make it visible by entering
an order reason provided that the combination of the sales area and the
order reason has a cost center assigned in OVF3. To change this standard
behaviour, USEREXIT_COBL_SEND_HEADER can be used. There you can find a
short example on how to make a field visible and modificable in the
account assignment screen.
Moreover, please take into account that the account assignment to a cost
center is possible only at header level. So it is not possible to
insert the cost center at item level, you can only insert it at header
level.
The cost center determination takes place in
FV45KF0V_VBAK-KOSTL_ERMITTELN and is reading from table TVAUK.
This table can be maintained in transaction OVF3.
If you wants to be able to enter the cost center manually in the
account assignment screen (header level), you can use the user exit
FV45PF0C_COBL_SEND_PBO_VBAK (SAPMV45A) - there you can find a short ex
ample on how to make a field visible and modifiable in the account
assignment
I hope that this information is of assistance to you. Thanks!
Regards,
Alex

How to upload Sales Orders into B1 from an excel file?

Hi,
I'm a new comer. I'm looking for a program of uploading Sales Orders into B1 from an excel file. Where can I find a reference book for it? Or I appreciate if someone could offer a program sample.
Thanks
ZAP

Hello ZAP.
I do not have such code, but i this link /people/janos.nagy/blog/2010/01/25/exporting--importing-authorization-using-ms-excel-in-sap-b1 you can find an excel example about authorization, and using Single Sign On (SAP B1 must have run with excel)
The method is similar, you can run any DI API operation from excel.
Here is an example to add a sales order
Dim oDoc As SAPbobsCOM.Documents = oCompany.GetBusinessObject(SAPbobsCOM.BoObjectTypes.oOrders)
        oDoc.CardCode = CUSTOMER_CODE
        oDoc.DocDate = Today
        oDoc.DocDueDate = Today
        oDoc.Lines.SetCurrentLine(0)
        oDoc.Lines.ItemCode = ITEMCODE
        oDoc.Lines.Quantity = QTY
        oDoc.Lines.UnitPrice = PRICE
        If oDoc.Add <> 0 Then
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            MsgBox("SAles order added")
        End If
You can repeat the setcurrentline section as many time as lines you have in the SO:
Regards,
J.
Ps: Reference: SDK help and sample programs, which included in every patch.
Edited by: János Nagy on Feb 10, 2010 9:50 AM

Fetch Sales Order number VBELN from Purchase requisition number BANFN

Hi,
I'm not able to find a suitable method to fetch the sales order number(VBELN) from the purchase requisition number(BANFN).
I tried using VBEP table to fetch the data, but it is giving serious performance issues, as in for fetching one record it is taking approx 20 seconds!!!
Kindly suggest a suitable method for this.
I've used the query as folllows:
select single vbeln banfn
from vbep
into (wa_vbep-vbeln, wa_vbep-banfn)
where banfn eq wa_eban_zdd1_x-banfn.
where: wa_vbep is the workarea having two fields vbeln and banfn, and wa_eban_zdd1_x-banfn is the reference preq number.
Scenario in brief described below:
Whenever a direct delivery sales order is created on a supply chain plant, a dummy purchase requisition without source of supply is created automatically at preferred supplying plant for the customer in the sales order. Direct Delivery Sales Orders which are still in Open status and for the associated dummy purchase requisitions with these sales order, the deletion flag set has to be unchecked.
in this case, only one sales order is created corresponding to a preq..
BAPI: BAPI_PR_GETDETAIL is not giving entries for the table as this is a special case of direct delivery from the production plant directly to the customer, bypassing the warehouse / distribution center...
selection screen has input fields preq, matnr(product) and plant. we fetch entries depending on the data filled in selection screen and also they should be of document type(BSART in EBAN table) ZDD1 and deletion indicator is set(LOEKZ in EBAN).
then we check if the sales order corresponding to the preq is in open status...
for this i need to programmatically fetch the sales order number corresponding to the preq...
this is causing a performance issue as i could find only one way -- fetching sales order number from VBEP table corresponding to BANFN... indexing for easier also didnt work...
no other way i could find to fetch sales order number corresponding to the preq number....
there is a bapi: BAPI_PR_GETDETAIL, but this is not fetching entries to the changing tables related to sales order...
also EBKN table doesnt have any entries as this is a special case of direct delivery preq..
Guess i couldnt find anyother way...
Thanks.

I'm not sure as to why the select query was still throwing performance issues. I could see that the index had been created on only BANFN in the DB. Prior to creating the index, it was taking approx 20 seconds per entry, but after creating the index, it took 13seconds approx.
I used the select query as follows:
select single vbeln banfn
from vbep
into (wa_vbep-vbeln, wa_vbep-banfn)
where banfn eq wa_eban_zdd1_x-banfn.
where: wa_vbep is the workarea having two fields vbeln and banfn, and wa_eban_zdd1_x-banfn is the reference preq number.
I tried a few other combinations also, but those also didnt work effectively:
select vbeln banfn
from vbep
into (wa_vbep-vbeln, wa_vbep-banfn)
where banfn eq wa_eban_zdd1_x-banfn.
without using SINGLE in the select query as the select query would implicitly pickup only a single record,
select vbeln banfn
from vbep
into wa_vbep
where banfn eq wa_eban_zdd1_x-banfn.
and another query where the INTO statement was directed directly to a workarea.
But unfortunately, nothing seemed to be working.
The index i had created was on BANFN alone in the VBEP table.

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Hi,
When i update the sales order schedule line from CN to CP , the quantity is not showing in the MDO4.
Can any one help me.
Thanks in advance
Suresh S

Once the schedule line category is changed to CP, just hit the enter key and save. Now check in MD04
thanks
G. Lakshmipathi

How to DIsable Partial Pick Release in Sales Order Pick Release

Hi Everyone,
A Basic doubt.
In Sales Order Pick Release, supposing I want to pick only if the entire requested quantity is available.
I would rather have the Order Backordered than to pick partially.
How to enable this.(similar to what we have in the COmponent Pick Release in WIP)
regards,
Karthi Sankar!

Hi Karthi,
To prevent a partial Pick Release:
1. Make each of the sales order lines a Ship Set
On the Sales Order, Lines, Shipping tab
Scroll to the right for Ship Set column
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Display invoice print (PDF) in sales order(Credit/Debit note) attachement for Validator

Hello Expert,
I would like to know if is there any possibility to display invoice print (PDF) in sales order (Credit/Debit note) as attachment.
Issue: Customer raise the credit note with the reference of invoice, sometimes user don't explain the reason for credit and don't attach any reference document in sales order(credit request).
Customer requirement: Customer want to display reference invoice print (PDF)in sales order(Credit request) for validator so validator can cross check with invoice and validate the credit note.
Could you suggest the best solution?
I am thinking to give mandatory text box (Text determination)at sales order(Credit request)
Vipin

Hi,
You can enable Document Management System (DMS)
Please refer below links for details:
http://scn.sap.com/thread/459101
http://scn.sap.com/thread/2096563

Sales Order credit release from VKM3

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