Sales order exit to bypass credit check

Hi ,
AS IS : if the customer exceeds the credit exposure a pop up for static credit check comes while saving the order  and the order gets blocked , and every time it has to be unblocked manually.
To BE : Our client wants that Credit check should only happen when the customer is changing the quantity field of the order and should not get blocked every time when he is making any other change in the order and saving it .
Please help me with this: Is this feasible ? If yes then how can I do this is, any Exit /Badi where I can actually change the way this functionality work by SAP .
Thanks in advance
Gaurav Deep

Well, yes, it's possible.  Have you reviewed the documentation in the IMG, both the basic configuration section as well as the section on credit management user exits?

Similar Messages

  • Without exceeding the credit limit sales order is blocked for credit check.

    Dear Experts,
    In my production server as well as quality server sales order is blocked for dynamic credit check.But the fact is that the credit limit is not exceeded.only 18% of the credit limit is used by the cutomer.The same problem is there in quality server also.
    Kindly help.
    Best Regards
    Biju

    Dear Biju,
    Check whether the customer code has exceeded credit limit in any other credit control area.
    Run the following programs.
    RVKRED77 , RVKRED88 , F.28
    After credit re-organisation, please check again and revert back.
    Also would like to ask you whether you have made any recent changes in the credit master data [FD32].
    Thanks & Regards,
    Hegal K Charles

  • Sales order- Warning msg Static credit check

    Hi, SAP Guru,
    When I create a order & saving it ...a POP UP comes with warning msg the static credit limit exceeds..... Can any one please let me know the how I can remove the warning POP UP . As client do not want any pop up should come while saving the order.
    Please help.
    Thx & regards

    Hi,
    If you remove the entry from the field "Check credit" in "OVAK" T.Code,the credit check will not happen for this order type.Which we don't want.
    We need that the credit check should happen but the pop-up is to be removed.right?
    For this goto the T.Code "OVA8".
    Select your valid entry.Details.
    Remove the value as "blank" for the field "Reaction".Press F4 for more options.
    Beside this there is one more field "status/block" which is ticked means the order will be blocked for further transactions.And also status will be updated accordingly.
    These blocked order have to be released either by using the T.Code "VKM3/VKM1".
    Regards,
    Krishna.

  • Sales Order Free item and Credit Limit Checking

    Hiii Guys,
    need your help,
    How to release Sales Order free item when credit limit exceeded ?
    Here some info :
    Customer : ABC
    Credit limit : 50,000.00
    Credit Exposure : 52,000.00
    Risk Category : 003 High Risk
    My user want to create sales order for free item for customer ABC, the customer abc credit limit already exceeded .and the item in sales order not contain any value, it should past the sales order creation. how to allow Free item past the credit limit checking ?

    To reslove this issue,
    I. you can create a new sales order type. for which you make the credit control de-active.
    2. If you can't create a new order type and this cotrol should happen at item category level.
    then try config at the IMG>Sales & Distribution>Basic function>creditmanagement>credit management/riskmanagement setting>Determine Active Receivables Per Item Category.
    Regards/Rakesh Jindal

  • Insert code in prgram to check sales order exits in your own program

    Hi Experts
    I want to insert a coding in IDOC , can anyone write in abap coding and show .....The program is to check if sales order for category PSTYV ( CATEGORY ) for items ...
    if found set flag true else set flag false...
    Eg
    clear flag
    insert code
    to check s/o for ZTAC item found
    if found
    set flag = true
    else
    set flag = false
    So how can I write a a code in ABAP
    Thanks in advanced
    Piroz

    Hi Fracis
    Thanks for your advice I did in this way ,  Is there any correction required
    form look_sap_saleord  using    p_in_string
                                    p_material_in          " Material No exits
                                    p_site_in              " plant
                           changing p_out_saleord_e        " sales order
                                    p_out_material_e       " Mat No
                                    p_out_order_e          " Prod Order
                                    p_out_wemng_e          " QTY goods received for order item
                                    p_out_psmng_e.         " Ordered Qty Item
      data: lva_prodord like afpo-aufnr,   " Production Order
            lva_prodmat like afpo-matnr,   " Material Number
            lva_saleord like vbkd-vbeln,   " Sales Order
            lva_pstyv   like vbap-pstyv,   " Category
            lva_wemng   like afpo-wemng,   " Quantity of goods received for the order item
            lva_psmng   like afpo-psmng,   " Ordered Qty Item
            lva_count   type i.            " counter validation
    CHECK FOR SALES ORDER IN VBAP IF EXITS
    GO TO DELIVERES
    ELSE CHECK REQUIRED PRODUCTION ORDER
           ihrez_e Ship to party
    check single if the sales order exits
      select vbeln from vbkd into vbkd-vbeln
        where ihrez_e eq p_in_string.
      Is the sales order exits for ZTAN Category ?
        select vbeln from vbap into vbap-vbeln
          where vbeln eq vbkd-vbeln and
                werks eq p_site_in and
                matnr eq p_material_in and
                pstyv = 'ZTAN'.
        The sales order is for the specified plant.
          lva_saleord = vbap-vbeln.
          lva_prodmat = vbap-matnr.
          exit.
        endselect.
      when an order for this plant has been found.
        if not lva_saleord is initial.
        exit.
        endif.
      endselect.
      check not lva_saleord is initial.
      select count(*) into lva_count from vbap
        where vbeln = lva_saleord.
      if lva_count eq 1.
        select vbeln matnr aufnr pstyv
        into (lva_saleord, lva_prodmat, lva_prodord, lva_pstyv) from vbap
          where vbeln = lva_saleord and
                matnr = p_material_in and
                pstyv = 'ZTAN'.
          exit.
        endselect.
      else.
        select vbeln matnr aufnr pstyv
        into (lva_saleord, lva_prodmat, lva_prodord, lva_pstyv) from vbap
          where vbeln = lva_saleord
          and matnr   = p_material_in.
          exit.
        endselect.
      endif.
       move: lva_saleord to p_out_saleord_e,           " sales order
             lva_prodord to p_out_order_e,             " production order
             lva_prodmat to p_out_material_e,          " material no
             lva_psmng   to p_out_psmng_e,             " QTY Ordered
             lva_wemng   to p_out_wemng_e.             " Qty Received goods
            lva_wemng   to p_out_wemng_e.             " Quantity of goods received for the order item
    endform.                    " look_sap_sales ord
    Regards

  • Check sales order exits for category ZTAC

    Hi Experts
    I have a requirement to modify the iDOC interfaced program,
    In the routien which checks for the existence of a production order, I have to modify the following
    1.  Inspect each item on the sales order
    2. If (and only if) there is atleast one item with a category of "ZTAC" then check for a production order otherwise processing the order in the usual manner.
    Could anyone tell me how to check (Is there a sales order) if no then display error message if yes then is there a production order if no display error message if yes Create confirmation .......................
    I want to know how to write a coding to check sales order exits from table VBAP,VBAK Etc., .
    Thanks in Advanced
    Regards
    Piroz

    Hi Prabhu
    Thanks for your email and response but I need to check this in program for IDOC ....Modification
    Insert code in this way
    check sales order for category = 'ZTAN' inspect for each item on sales order
    and if you found item with cateogry ZTAN then check for production order otherwise go asual manner
    I WANT TO WRITE A CODING HERE **********************
      if production order required then check
                    for each item on sales order item list
                          with item category = 'ZTAC' then
                                     return true
                                next
                                  end function
      VBAP TABLE field VBELN and PSTYV (ZTAC,ZTAN Etc)
    Eg of coding
    if lva_saleord is initial
            select single * from vbap into l_saleord
              where vbelv = lva_saleord
              and   vbeln = lva_vbeln and
              exit.
            endselect.
          endif.
    I want to write a small program in between to check the sales order exits if it is then I have to go to deliveries ...................
    Regards
    Eslam

  • Sales Order released even though Credit limit exceeded VKM1

    Hi,
    I have got a scenario where a Sales order has been released(Delivery,Invoicing has taken place) even though the credit limit of the Customer has exceeded.
    Steps:
    The user check the order from VKM1 (push button check and save), but he didn´t release it, then checking the order changes we found that it was released by his user number.
    The order at the begining was blocked but after running just the check it was released automaticly.
    Checking from OVAK the document type has Automatic credit control.
    On OVA8 the static check is activaded and also the open orders and open deliveries
    What could be the reasons as to release of Sales order even after exceeding Credit limit????
    Thanks

    Hi Randall,
    From your description it is clear that the sales order was released by the user unknowingly, so when ever you release sales order all the sudsequent documents (deliveries&billing) would be relesased. There is no fault with the process, the user would be hidding some facts, so there is no way out. If you want to block the order again, you make some changes at the delivery level or sale order level and save it, the sale order will be blocked again. Next time see that the release strategy should be restricted for the limited users only. This can be done by BASIS consultant.
    regards
    prasad

  • Accounting No not Created For Sales Orders when Processed thru Credit cards

    Hi Experts,
    I was able to successfully post FI document through Billing document in SD.
    The Problem is encountered when a Sales Order is created
    for Credit Card customers.
    When the sales order is created the credit card information we are prompted with an error message Payment terms is a required field for G/L Acc so and so...
    The payment terms field in the posting key 01 is marked required and the same field for the reconcilation account is optional. However this config has not created any problem for the Non credit card sales orders.
    If any one has faced the same problem. Please help me out in this issue.
    Thanks,
    Chaitanya

    Hi Friends,
    Please refer SAP OSS Note 119047.
    In the OSS Note they have mentioned..
    Pass the payment terms to the field
    xaccit-zterm = '0001'. in the User Exit.
    Program : LV60BF0C,
    Customer Function '002'.
    Include File ZXVVFU02.
    SE 37:- EXIT_SAPLV60B_002
    Still I don't understand why SAP doesn't support payment terms for Credit Card. But when a Sales Order is  created without credit card the field xaccit-zterm  has a value.
    Thanks,
    Chaitanya K

  • Workflow identification in Sales Order Exit

    Hi,
    In my Sales order exit, under some conditions Iam raising an error message, when the order is being created in background this order will move to workflow. Now if any one process this order through the workflow i want to allow the order to get posted with out raising my exception.
       So I would like to know how I can identify whether my order is being posted through the workflow or directly, in the Sales order exit code.
    Thanks in advance friends,
    Anvitha.

    Hi friends,
    Thanks for your response.
    Checking whether the order is posted in Background or foreground doesn't solve my problem, because my order may be posted in Background or foreground. But when the order is processed through workflow, the processing option depends on the configuration of the Workflow object type. So SY-BATCH doesn't serve my purpose.
       Coming to using SY-UNAME, I observed that the value during the Order process through Workflow is the UserID who process it. So i can't distinguish it.
    Friends, any one had any other option to identify whether the order is being posted through Workflow.
    please help me out.
    Regards,
    Anvitha.

  • Ignore Production order if sales order exits

    Hi Experts
    I want to check some validation for sales order , The system goes in this way  ...I have to modify in this way
    we are extracting the command orders from Command QC System and inserting into SAP . Once it is extracted the Interface coding was written.....to extract sales order, production order etc.,
    Now I want to check only those records in which category are ZTAN. because some time in our company they will sold pigments which does not contain production order directly it will check for qty and delivered to customer.
    Select * from VBAP where VBELN = 'SALES ORDER' and
             MATNR = 'Material nO' and
             PSTYV = 'ZTAN'
    This is because it should not check the production order in AFPO table it must directly go to create deliveries etc for that I created to check sales order ignoring production order So can anyone help me to modify the below coding to check only sales order bu
    SALES ORDER EXITS MODIFICATION****************
    *&      Form  find_sap_salord Exits
          Find an SAP production order for a material.
         -->P_IN_STRING    COMMAND order number
         -->P_MATERIAL_IN  Material number in
         -->P_SITE_IN      Material number in
         <--P_OUT_SALEORD  Sales order number
         <--P_OUT_MATERIAL Material number out
         <--P_OUT_ORDER    Production order number
    form look_sap_saleord  using    p_in_string         " 
                                    p_material_in       " Material No exits
                                    p_site_in           " plant
                           changing p_out_saleord       " sales order
                                    p_out_material      " Material No
                                    p_out_order         " Prod Order
                                    p_out_wemng         " Qty of Goods Rec for Order Item
                                    p_out_psmng.        " Ordered Qty Item
      data: lva_prodord like afpo-aufnr,   " Production Order
            lva_prodmat like afpo-matnr,   " Material Number
            lva_saleord like vbkd-vbeln,   " Sales Order
            lva_pstyv   like vbap-pstyv,   " Category
            lva_wemng   like afpo-wemng,   " Quantity of goods received for the order item
            lva_psmng   like afpo-psmng,   " Ordered Qty Item
            lva_count   type i.            " counter validation
           ihrez_e Ship to party       
      select vbeln from vbkd into vbkd-vbeln
       where ihrez_e eq p_in_string.
      select vbeln from vbap into vbap-vbeln
        where vbeln eq p_in_string.
      Is the order for the specified plant?
        select vbeln from vbap into vbap-vbeln
          where vbeln eq vbap-vbeln and
                matnr eq vbap-p_material_in and
                pstyv in ('ZTAN')
          and   werks eq p_site_in.
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          lva_saleord = vbap-vbeln.
          exit.
        endselect.
      Exit when an order for this plant has been found.
        if not lva_saleord is initial.
          exit.
        endif.
      endselect.
      check not lva_saleord is initial.
      select count(*) into lva_count from afpo
        where kdauf = lva_saleord.
      if lva_count eq 1.
        select aufnr matnr wemng psmng
        into (lva_prodord, lva_prodmat, lva_wemng, lva_psmng) from afpo
          where kdauf = lva_saleord.
          exit.
        endselect.
      else.
        select aufnr matnr wemng psmng
        into (lva_prodord, lva_prodmat, lva_wemng, lva_psmng) from afpo
          where kdauf = lva_saleord
          and matnr   = p_material_in.
          exit.
        endselect.
      endif.
      move: lva_saleord to p_out_saleord,
            lva_prodord to p_out_order,
            lva_prodmat to p_out_material,
            lva_psmng   to p_out_psmng,
            lva_wemng   to p_out_wemng.
    endform.                    " find_sap_prodord
    END OF MODIFICATION 22/09/2008*******

    Thanks  thread close
    Piroz

  • How to allocate inventory on sales order saving and before credit blocking

    Hi gurus,
    Hope you can assist us in our issue.  We are a food manufacturer and we had setup our availability check to CH and our MRP Type to PD.  The problems we had encountered are : 
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    Rahul,
    Thank you, but this I need automatic as if I requiere my users to manually change the setting they will not and the order will go through. I heard somewhere that with the combination of SPs and authorizations this could be done however I don't know how.
    Any ideas?
    Thanks,
    GAC

  • Unconfirmed line items of a sales order into account in credit management

    Hi Gurus
    Updated the customer orders via prog. RVKRED09.
    There is only one open order for this customer = 720662. My question is: in the credit master the sales value/credit exposure is USD 77.100,00. The order is for USD 105,900.00 .
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    Regards
    Nalini Iyer

    Hi nalini
    Even though , you create a sales order for that line item , but if that item is not confirmed then the value  wont be considered.  into credit exposure. .
    But once it gets confirmed then the value will be taken into credit exposure..
    Regards
    Srinath

  • Error in VA01 - "Sales order cannot be processed. Check customer type."

    Hi,
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    Hi,
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  • Static Credit Limit Check for Sales Orders - Net Value vs Credit Value

    We are testing order credit check and we have run into a problem with the Static Credit Limit Check.  The Static Credit Limit Check is set to use both Order and Delivery Values.  SAP uses the values in S066 and S067 to determine what values it uses to check against the credit limit.  Standard SAP uses the confirmed quantity times the credit price to get the order values - this is the credit value. 
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    Then Order1 backorder is confirmed and the new credit value is now $100.  This order now puts the customer over their limit and if the order had been released would not go back on credit hold and therefore the customer is not over their credit limit by 50%.
    What I want is for Order1 to be credit checked for the $100 not the $50 so the exposure is correct.
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    Thanks,
    Suzanne

    Hi Suzzane,
    In the scenario that you have provided, in the first order items worth 50$ are rejected. Hence standard SAP will not take this into account as this item is rejected.Two solutions can be provided here:
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    2) User exit can be used where a credit check can be triggered once the document value changes, even though the document has a released status.
    Hope this helps.
    Thanks,
    Vinu

  • Report for Sales orders with the consumed credit limit value

    Dear Gurus,
    In my company, the credit check is at sales order level. We want a report which shows up the credit value consumed from the credit master by Sales order.
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    Is their a report in standard SAP for the above functionality. If not, any ideas of how to achieve it?
    Thank you for your responses.
    Regards,

    Hi,
    Try the following transaction codes
    S_ALR_87012218
    FDK43
    F.31
    But if you want to a report like what you explained in thread i think in standard not available we need to develop a customized one.
    Regards

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