Setting up sales order to credit a vendor

Hi. I have a new process request that I'm not sure how to fulfill...
We will be selling product to a customer. A third party is rendering a standard service (same charge) for every delivery to that customer.
Is there a way to structure the sales order or delivery (conditions, etc...) so that the 3rd party is credited for his efforts?
Sorry if this is a basic question - most of my background is PP.
Thanks!

does the vendor's account get a credit automatically
As and when you generate SD documents, there will be a corresponding credit entry for that vendor but it will not knock off automatically.
do we need to do manual journal entries?
Yes
thanks
G. Lakshmipathi

Similar Messages

Credit sales order with credit check without top up limit

Hi Experts,
I have a silly question, just wanted to confirm is this possible in SAP system?
I have check thru seem no such function.
My user requested a requirement is credit sales order with credit limit check however without top up credit limit to specific customer. eventually allow this specific customer sales order, delivery order without blocking and created succesfully?
Thanks & Regards,
Yong Kok Wah

Hi,
Use a seprate risk category for such customer. In OVA8 Setting for the given risk category set the Credit Limit Seasonal factor.
By means of above setting system will support the concept of TOP Up credit limit (for a given time period) for given customer against said credit limit.
Regards
Digambar Pandey

Block return sales orders or credit notes?

Hi,
Could someone please explain how I block return sales orders or credit notes?
Also is there a way of searching which sales order documet types have been used for credit notes?
Thanks

Hi Friend,
The billing block is comming from the tx. VOV8 -> choose the Order type -> billing
block -> you could set billing block here.
In Shipping column, there is also a field Delivery block where you could set delivery
block for the order type.
Or you could also set delivery block and billing block manually when you create the order.
You could check order type which is used as return or credit memo request by following way:
SE16 -> TVAK -> use selection criteria VBTYP = H and K
H Returns
K Credit memo request
Then excecute, you could get the order type you want.
Best regards,
Alex

Copy control from Sales order to Credit memo-VTAA

Hi
We have a below requirement..
While copying from sales order to Credit memo order type,defualt payment terms in credit memo order type should be always change to NT00(payable immdtly due date)
So we had written a routine under sales order copying .VOFM-901
In VTAA we have set 901 instead of 101 under Copying requirements for transferring business data-under change header view..
But while creating sales order type CR with reference to normal sales order,it is not copying the NT00 payment term..
Can u tell us whether any other settings required in VTAA.
Note:We had copied existing 101 to 901 with addition logic -
IF VBAK-AUART = 'CR'.
VBKD-ZTERM = 'NT00'.
ENDIF.
Regards
Sudha

Hi Sudha,
The coding added in 101 is not enough to achieve your requirement, because of the fact that the VBKD-ZTERM will be filled again with the original value from CVBKD in the copy routine on the item level. (For example 102 for OR to OR in standard system)
Could you please create another routine 902(adding the addition coding to 102) and replace it on copy control for item level?
It should work then.
Regards,
Smile

How to list Sales Order with credit block

Hi, Gurus,
I really don't know how to list sales orders with credit block?
Is there any way for end user to do it?
If so, is it possible to list SO with credit block for certain period of time such as one month?
Any help would be appreciated.

HI
Check T-Code VKM2 (Released documents)
You need to check VKM1 (Blocked Documents)
Sorry before i gave wrong information , myself i corrected VKM2 for released not for blocked list (Due to non Availability of SAP access )
Regards,
Prasanna
Edited by: prasanna_sap on Feb 7, 2012 7:12 AM

Balance sales order in credit management

HI all,
   I need to exclude the sales order in credit management. This order was been created last year and the billing document was been canceled last year too.
   Now, the sales document has been concluded and outbound delivery has been in process. The post goods issue has been confirmed.
   Someone knows how do I exclude this balance?
Best regards,
Julio César

Dear,
         If Accounting done=When you cancel the invoice, system automatically reverse the debit balance into credit balance in party account balance.
         If Accounting Not done = when you cancel invoice there are no account document. so that's why no effect on party account.
Regards,
Sandip Shaktavat

Check if the Sales Order is credit block.

Hello Everyone,
I have a requirement related to third party sales order and delivery. In the first system, a sales is created and then the PO gets created. Upon the creation of the PO a IDOC gets generated. The inbound IDOC in the other system triggers and a sales order gets created. The requirement is that if sales order in the first system is on credit block then automatically the sales order in the second system should go on delivery block.
The solution that I have thought is that when the IDOC gets created after PO generation there itself add a flag to IDOC in case of credit block in sales order. BUT HOW TO CHECK CREDIT BLOCK of the SALES ORDER IN THE CUSTOMER EXIT?
Any help is appreciable.

Hi Rahul,
Need some more clarification on why sales order is created in the second system, if it is a third party process ?
are you creating delivery from the corresponding sales order of second system to replenish sales order of first system ?
are you using standard IDOC type for creating Sales order from PO ?, if so check the Corresponding Function module which may have user exists
check Function module : IDOC_OUTPUT_ORDRSP
At first system, if the sales order is credit block you can restrict creation of PR-->PO in the first system itself, this is a standard Functionality
This would be easier than looking for user and coding in IDOC function module
try and revert
thanks
santosh

Difference between sales order and credit order

Hi friends,
can any explain about difference between sales order and credit order in SAP.
Thanks and Regards.

Hi Narayana,
This Depends upon your Client Requirement.
If you are using the Credit Management to your client. then you maintain certain checks like Simple Credit, Automatic Credit at Sales Order Level.
If the Client want a seperate Document type for Credit Sales and Normal Sales if having Purpose.
Other wise you can use only one Document type for both,because in Standard Sap, For Cash Sale have seperate Document type.
Please Reward If Really Helpful,
Thanks and Regards,
Sateesh.Kandula

Link between Sales order and Credit master sheet

Hi,
Plz explain the link between sales order and credit master sheet.
Thanks and regards
CSR

Hi,
Credit master is related to Customer.
Credit limit will be assigned to a customer by using the T.Code FD32.
Credit control area will be assigned to a customer.
You can the credit control area for a customer in the table "KNVV".
Goto the T.Code "FD32".Enter your customer number and credit control area.Select the status tab.
Here you can maintain the credit limit.If you leave blank means the limit is 0.00.
Next thing is goto the T.Code "OVAK".
Select your sales order.Maintain the "Credit limit check" for your order type.
Goto the T.Code "OVA8".Select your valid combination.Here,you can activate either the static or dynamic credit limit checks.
If you create the sales order by using the customer,initially the system will check for the credit limit.If it is 0.00 and credit check functionality is activatd in the above specified T.Codes,then creditcheck will happen and order will be blocked for releasing of credit by using the T.Code "VKM3".Authorised persons have to release this credit block.Suppose,you have maintained this credit limit as "1000Rs/-" and you are creating the order of value "550Rs/-",then your order will not be blocked even though the credit check functionality is activated for your order type.
In this way,sales order is in turn related to credit master.
Regards,
Krishna.

Sales order Header Credit status showing as Approved

Hi all,
My User created a Sales order with 200 tones with around 5700 USD but while saving it did not block sales order for credit but the customer was over their credit limit.in FD32 it already exceed 152 % Further orders have blocked with other customer is was blocking
i check in FD32 it showing Cred.limited used 152%
and the sales order header status showing as - Approved
when the sales order status shows as approved
can any one guide me what could be problem
Thanks
Rajesh

Hi
CHeck with the order, see who has changed it
salesorder- goto - environment- click changes and check it for that.
Check on - how it is released
who has changed
take the log and time
if all the congi
config
fine...then check the change log
or go to table CDHDR
Revert if you have further queries.

How to Modify the standard layout set for Sales Order

Hi all,
Do we have any sap defined standard to modify the sales order,if no How to Modify the standard layout set for Sales Order,an also plz send me the step by step procedure for the same.
Thanks in advance
Santosh R

Hi, Dear Ferry Lianto,
Thank you very much.
Commonly I know the total pricing procedures.
But, would you please tell me how to control the CURRENCY for the subitem of a condition type as follows?
For example, I can see the following kind of
contents in the Tab:condition of a sales order:
PR00     Price     130.00000      TEST     100
     Gross Value     20.12      USD     100 <-how to
     Discount Amount     0.00      USD     100
     Rebate Basis     20.12      USD     100
     Net Value for Item     20.12      USD     100
     Net Value 2     20.12      USD     100
     Net Value 3     20.12      USD     100
VPRS     Cost     27.22      HKD
     Profit Margin     16.61      USD
The currency of PR00:price can be controlled via tcode VK12; but how to control the currency of its subitem such as gross value, discount amountm, net value for item, net value 2, & net calue 3...
Thanks and regards.

Link between sales order to Credit management

Where can we link between sales order to Credit management?

HI Gopala rao.,
In VOV8 sales document type there is <b>credit limit & Credit group</b> Where we asign the credit mage,ment data to Order
The configuration part of credit managemnt is
CREDIT MANAGEMENT:
A credit limit may be a customers credit limit, which is the permitted limit of value of open items, such as invoices not yet paid, plus the value of open sales orders.
The credit limit is the total combined value of the following documents:
Net value of sales order
Open Sales order: order created, but not delivered
Open deliveries: delivered, but not invoiced
Open billing doc: value of billing doc, which has not yet been forwarded to accounting
Open items: forwarded to accounting, but not settled.
Types of Credit Check
Simple Credit Check
Automatic Credit Check
o Static
o Dynamic
Simple Credit Check:
SPRO- IMG- SD- Basic Functions- Credit Mgmt/ Risk Mgmt- Simple Credit Check- Assign Credit Check to Doc Types.
Based on sales doc types
It will check all the above-mentioned docs & if the credit limit exceeds, the system responds in the way defined by you in the configuration menu.
Cannot differentiate according to customer
3 ways to Control the Simple Credit Check:
A: warning
B: error message: the doc cannot be saved
C: warning message with delivery block: the doc can be saved but is automatically blocked for delivery.
Automatic Credit Check:
This credit mgmt control is maintained by using the automatic credit control functionality. The automatic credit control divides the sales doc types, the delivery doc types, & goods issue into specific credit groups. It also uses the customers risk category as assigned to the CMD of the payer & assigns an outcome proc to the combination of the above 2 objects, i.e. the credit group & customer risk category along with the credit control area. The definition of customers risk category is carried out in the fin accounting module.
A customers risk category is a grouping category that controls the credit check when automatic credit control takes place. Thus one can assign high-risk customers to risk category for e.g. A01, medium risk to B01 and low risk to C01.
Automatic credit check divides customers in to 3 categories:
High-risk customers,
Low risk customers &
Medium risk customers.
A credit check can only occur at 3 places: Credit Group
Sales order: for high risk customers
Delivery: for medium risk customers
Goods Issue: for low risk customers
Credit Control Area (CCA): highest organizational element in credit management. A credit control area is an organizational unit that is comprised of one or more company codes. A company code can have no more than one credit control area. Defined by FI.
Menu Path to create Credit Control Area: OB45: FI people.
SPRO- IMG- Enterprise Stru- Definition- Fin Accounting- Define Credit Control Area
Credit Control Area Description
0001 Credit control area 0001
1000 Credit control area Europe
Menu Path to Assign Company Code to Credit Control Area: OB38: FI people.
SPRO- IMG- Ent Stru- Assignment- Fin Accounting- Assign Comp Code to CCA
It is possible to assign Credit Control Area to a Sales Area. This is more specific assignment than the assignment to Company Code.
Company code Company name City Credit Control Area Over write CCA
Menu Path for Defining Risk Categories: OB01: FI people
SPRO- IMG- Fin Accounting- Account Receivables & Payables- Credit Mgmt- Credit Control Account- Define Risk Categories.
Risk Category CCA Name
001 4500 Low risk
002 4500 Medium risk
003 4500 High risk
Menu Path for defining Credit Groups: OVA6
SPRO- IMG- SD- Basic Function- Credit Mgmt/ Risk Mgmt- Credit Mgmt:
Define Credit Groups: OVA6
Assign Credit Groups to Sales Docs & Delivery Docs
o Credit Limit check for Order Types: OVAK
o Credit Limit check for Delivery Types: OVAD
Define Automatic Credit Control: OVA8
Define Credit Croups: OVA6
One merely creates a credit group for each differentiation in the doc type. You enter the credit groups when you configure the sales doc types for credit management & define the automatic credit check. The following credit groups are contained in the standard R/3 system:
01: credit group for sales order
02: credit group for delivery
03: credit group for goods issue
CG (Credit Group) Doc Credit Group
01 Credit group for sales order
02 Credit group for delivery
03 Credit group for goods issue
Assign Sales Documents & Delivery Documents:
Sales Doc Type Descp Check Credit Credit Group
OR Std Order D 01
Delivery Type Descp Del Credit Group GI Credit Group
LF Delivery 02 03
Define for each sales doc type whether a credit check should be carried out. Enter D if an automatic credit check should be carried out.
Specify a Credit Group
Specify a Credit Group for the Delivery Type for which you want to carry out a credit check
Specify a Goods Issue Credit Group for the Delivery Type for which a credit check is to be carried out for goods issue.
SIMPLE CREDIT CHECK CANNOT BE ASSIGNED TO DOCUMENTS.
Define Automatic Credit Control:
One can now assign settings to the combination of the Credit Control Area, the Customer Risk Category & the Credit Group.
CCA Risk Cat Credit Group Credit Control
4500 001 01 Low risk sales orders
4500 001 02 Low risk deliveries
4500 001 03 Low risk goods issue
4500 002 01 Medium risk sales orders
4500 002 02 Medium risk deliveries
4500 002 03 Medium risk goods issue
4500 003 01 High risk sales orders
4500 003 02 High risk deliveries
4500 003 03 High risk goods issue
Select line item and go to details, you can decide whether to do Static or Dynamic Credit Check. Credit Horizon can also assigned here. Additional function checks can be performed here:
A credit check when the maximum document value is exceeded.
A credit check when changing critical fields.
The risk category assignment occurs in the same place as the customers credit limit, which is the customers credit management screen. That is, the risk category is assigned to the customer by the Finance in transaction code FD32.
The customer credit master record is divided in to 5 views:
Overview Screen: gives an overview of credit settings in relation to the customer, including his credit limit, credit exposure, the %tage of credit limit used, his payment data & his risk category.
Address: view gives the customers address details as they appear in CMD
Central Data: is a view that shows the total credit limit the customer can receive across all credit control areas as well as the maximum limit he can receive in one credit control area.
Status: view shows the customers actual individual details according to particular CCA being investigated. This includes his credit limit, percentage used, credit exposure, risk category, whether he is blocked due to credit or not.
Payment history: view displays the payments made by the customer for a particular credit control area where a comp code is assigned.
Static Credit Check Dynamic Credit Check
Net Doc Value Net Doc Value
Open Order Open Order
Open Delivery Open Delivery
Open Billing Open Billing
Open Item Open Item
Compares the total combined values of the above-mentioned documents to credit limit. Plus credit horizon. Compares the values of the following documents to credit limit + credit horizon.
Credit horizon has an attached time period that states that the system is not to include sales orders in the total of outstanding items created after that specified period i.e. for the purpose of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. Maintained for low & medium risk customers.
Update Groups
Basically it is a info structure where system stores all the data about credit limit. The credit relevant data is updated in a info structure, where it is accessed & updated. Thus each automatic credit control must be assigned an update group.
Update Group 000012
Update Group 000015: delivery & billing
Update Group 000018: sales order, delivery & billing.
Update group 000012, updates at:
Sales doc: increased order value
Delivery: decreased order value & increased delivery value
Billing: decreased delivery value & increased billing amount
Invoice: decreased billing amount & increased open item value.
Release Blocked Sales Order/ Deliveries:
VKM3: sales order
VKM5: delivery
VKM4: both
One can see the offending document. Note on the right hand side, the Status Field. This shows the check, the doc failed. If this field is empty, the doc did not fail a credit check, even though it may be in the list of SD documents that are required to be released.
To release the doc, one indicates the doc to be released and then clicks on the Release Button. The result is the offending doc entry, highlighted green. One then proceeds to save, after which you are informed the doc number has been released.
Net value with sub total A, in pricing proc, will be the basis for credit limit.
REWARD if helpfull
Thanks & Regards
Narayana
Message was edited by:
manam narayana

Replication of Sales order with Credit Card data from CRM to R/3

Hi,
We are on CRM 4.0 version.
We are getting the sales order management system implemented in CRM 4.0.
Simulation for credit card authorization has been set up CRM system.
When we maintain the credit card in the sales order,the replication does not take place.The outbound Queue in the R/3 system is getting stuck with the error 'VBERROR'.
Can you please advice if we can replicate the sales order with the credit card maintained on them to R/3 system.
thanks
Meraj

Hi Bokhal,
Please consider my answer from your recent thread dealing with apparently the same issue :
Hi Bhokal,
For filters in uploads please consider below:
For Filtering the BP-upload, use the Administration Console
(tx. SMOEAC) in the corresponding subscription of the "All Business
Partners (MESG)" publication assigned to the R/3 site.
Some publications (and the replication objects they are based on) are
delivered as type "Simple bulk" which does not give you the opportunity
to assign criteria values for filtering.
You might have to re-create the publication. To do that:
1) First delete the subscriptions "All Business Partners (MESG)" and its
publications & the replication object.
2) Recreate the replication object as type "Simple intelligent".
3) Afterwards you can create a new publication via wizard of type
"Simple intelligent (msg)" assigned to the BDOC-Type BUPA_MAIN. Then,
you will be able to select some "filter criteria".
The reason for deleting the "old" publication is, that you
are not allowed to assign a BDOC-Type to more than one publication.
4) But please keep in mind that there is no realignment supported. So
you should only use fields for filtering, which cannot be changed
afterwards.
This is the "simple" solution for filtering on fields. This
will not provide complex filter criteria.
If you need this, you shall create a filter function in R/3- and/or
CRM-Inbound and -outbound.
If you want to keep the control about the upload trigger, you can add an
additional module in transaction CRMC_BUT_CALL_FU, position > 200000.
BUPA_MWX_BDOC_BPS_FILL_CENTRAL. Within this new module, you can delete
all partners within the complex structure that you don't want to upload.
Hoping that above will be helpful.
Best regards
Christophe Sturzel

B2CBasket- Sales Order How to add Vendor partner and new line item of SO

Hi,
I want to add the following BEFORE the sales order creation process starts:
Add a VENDOR partner
Add a new line item to ORDERADM_I
I suspect in BADI CRM_ISA_BASKET_ITEMS and CRM_ISA_BASKET_HEAD. I have user 'HEAD' to add extension fields but cant figure the creation of NEW partners and NEW line item.
regards,
Dave

Thank you for feedback Shantoor,
The CRM_ORDER_MAINTAIN need not be called as this FM is called immediately following almost all of the CRM_ISA_* BADI's.
For clarification I just want to expand on the solution..
In all of these BADI's SAP uses the CT_INPUT_FIELDS parameter. This is where you should enter WHICH fields you have made changes to in the exit. CRM_ORDER_MAINTAIN uses the same parameter.
However the challenge is .. WHAT do you enter in the CT_INPUT_FIELDS. This is where you have to follow a strategy. I yused the following:
1. Looked where the structure was used in programs/class to see how SAP used it
2. Set breakpoints at the call of the BADI. Check what CT_INPUT_FIELDS content is (SAP uses same technique)and try and replicate for your new entries.
I hope this helps those that, like me, battled a bit with the use of these BADI's.

Prevent Third Party / Sales order stock for blocked vendors

Hi Experts.
We have scenarios for Third party processing and Sales order stock. We have a scenario of a fixed vendor for a material. The purchasing function frequently does block vendors for purchasing.
However, we find that this does not prevent creation of a third party / sales order stock item in the sales order and a PR is generated. It is only found during the PR --> PO conversion that the vendor is blocked at which time someone has to manually reject the line items.
Is there a way to prevent the system from being able to generate a PR for a blocked vendor ? I guess one possibility is to enhance the requirement routine for PR creation. Is there any other approach ?
Appreciate your help
Regards
Rohit Zalani

Hi
In MK05, block vendor for all Purchasing org and Select Block Function = 03 Block quot. req., order, goods receipt
If you do this setting then user will get error message that "Vendor is blocked" and "Purchase requisition could not be generated for component".

Setting up sales order to credit a vendor

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