Table for credit limit for risk category for all CCA

Hi All,
I want to know in which table I can see default credit limit which is associated to particular risk category for all credit control area.
Regards
Nidhi

Hi Nidhi Srivastava,
Check in SE16
KNKA - Customer Master Credit Management
KNKK - Customer Master Credit Control Area Data (credit limits)
Regards
Pradeep

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Tables for Profit center and Risk Category

Hi,
Can anyone please tell me in which tables the values for profit center and risk category is maintained at.
Thanks
Lilan

Hi Lilan,
Profit Centre's Data element is PRCTR. You can just press Where used button by going into SE11 and see in what scenario you need this field.
Because PRCTR field is maintained for Sales Order, Production Order tables and many other tables.
You need to look into ur requirement that what scenrio u are working in.
Please award points if helpful.
Regards,
Himanshu.

Does Simple Credit Limit Check Include Checking for Open Orders

Hi all,
I have this issue here where I have configured the system to use simple credit limit check with error message. I did not use the standard/common automatic credit limit check since user insist on a pop-up warning and that the order could not be saved. But, I realized that it does not take open orders into account too although I have set the risk categories. Is it true and what solution is there for this issue then.
Thank you for all your help in inputs.
Regards,
Yvonne

Hi,
Please follow the below configuration settings for Simple credit check process.
Simple credit check: In simple credit check the system compares the credit exposure with payers credit limit. The
credit exposure results from the total of the net document value and the value of the open items.
We can set the following system responses at when the credit limit has been reached.
A u2013Warning message
B u2013 Error message
C u2013 Delivery block
Specify in VOV8  Credit limit [C]
Configuration settings:
Sales documents types u2013 Credit limit check: Transaction code: OVAK
Path:
 IMG
 Sales and Distribution
 Basic functions
 Credit management/Risk management
 Simple credit limit check
 Choose sales document type OR
 Specify value
[ ] = No credit limit check
[A] = Run simple credit limit check and warning message
<b> = Run simple credit limit check and error message
[C] = Run simple credit limit check and delivery block
 Save and Exit
Define credit control area: Transaction code: OB45
Credit control area is an organizational unit that specifies and checks the credit limit for customers. A credit control
area can include one or more company codes. It means we can assign one credit control area to number of company
codes.
NOTE: Within credit control area the credit limit must be specified in the same currency.
Path:
 IMG
 Enterprise structure
 Definition
 Financial accounting
 Define credit control area
 Go to new entries
(OR)
 Choose existing credit control area
 Select it and click on copy icon
 Rename it and click on details icon
Specify currency [INR]
257
Data for updating SD fields
Update [000012]: Open order value on time axis, delivery and billing document value. This field value controls
when the values are open sales orders, deliveries, billing documents are updated in LIS. We can specify the
following update groups for updating credit related statistics.
 Update group 000012:
Sales order: Increase open order value from delivery relevant schedule lines.
Delivery: Reduces open order value from delivery relevant schedule lines.
Increases open delivery value
Billing document: Reduces the open delivery value, increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000015:
Delivery: Increases open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value
Increases open items.
 Update group 000018:
Sales order: Increases open delivery value
Billing document: Reduces open delivery value.
Increases open billing document value.
Financial accounting document: Reduces open billing document value.
Increases open items.
Fiscal year variant [K4]: It indicates specific fiscal year variant for particular credit control area. The fiscal year
variant is essential when a credit control area covers multiple company codes whose fiscal years are different. Then
the values of the open orders are updated by posting period.
Specify risk category [001]: 001 = High risk
002 = Medium risk
003 = Low risk
This risk category entered in the related control area of the customeru2019s credit master record, which is automatically
created when a customer is created in a company code.
The credit master record is automatically maintained when at least one of the below fields is maintained for the
corresponding control area.
(A) Risk category
(B) Credit representative group
(C) Credit limit
Credit limit: The credit limit that we enter here in the specific credit control area of the customeru2019s credit master
record. This is automatically created when a customer is created in a company code (in XD01).
NOTE: This credit limit is not a total credit limit for the control area.
Representative group [001]: Define credit representative group in IMG.
 All company codes: If we want to tell to the system that, this credit control area is permitted for
postings in every company code we have defined.
 Save and Exit
NOTE: After this create Risk categories and Credit representative groups and come back to this step and assign
these values to our credit control area.
Risk category and Representative group defined and maintained by FI/CO consultants in IMG.
258
Assign company code to credit control area: Transaction code: OB38
Path:
 IMG
 Enterprise structure
 Assignment
 Financial accounting
 Assign company code to credit control area
 Choose our company code from position button
 Click on assign button on the application tool bar
 Select our credit control area from the list and assign it
 Save and Exit
 Go to FD32 and check whether system created customeru2019s credit master data automatically or not.
System creates customers credit master data automatically when we (FI/CO) people) configure credit control area in
IMG.
So as to perform simple credit check we have to specify customer master payers limit in the credit control area, and
create customer master in XD01 transaction code.
 Specify reconciliation account number (GL account number)
 Payment history record: Check payment history record control in payment transaction tab. It is the
control parameter to update the payment details that are made by customers and system will show the
payment details in the FD32.
 Specify the credit control area in credit control area field in billing document tab.
 Save and Exit
 Go to VA01 and raise the sales order
Check the system responses in each and every level of sales document processing and check whether the system
blocked the delivery document (due to the setting in VOV8 of OR in check credit limit field [C] = Blocked for
delivery).
 To release the delivery go to VKM4 and release the delivery document.

Change of risk category for a customer

Hi all,
i made a change to the risk category of the existing customer, but my sales order created earlier, in change mode for qty or value reacts in different on the credit management perspective, it does not react specific to the old risk category nor it does not react specific to the new risk category. Please let me know on the possible cause.
also please let me know on where can i find the risk category for a sales order.
Thanks & Regards
ilango

Hello Ilango,
Senthils has made a valid point.
As the Credit Management data is changed after the Sales Order is created the system will not automatically update the Risk Category in Sales Order.
As suggested run T-Code - F.28 & select recreate FI & SD Data.
This will ensure that the change of Risk Category is reflected in your open Sales Order.
Hope this helps...
Thanks,
Jignesh Mehta

Delivry/PGI Block for Credit limit

Hi All,
As per my client Credit management Requirement we have configured like ........
For High, Medium and New Risk customer we have configured Automatin credit control at both Credit Group levels 01-Sales Order and 02 - Delivery).
Now based on this at Sales order creation level it is giving the warrning message with value. once i saved the document and release the Credit block I am able to create the Delivery but it is not showing warrning message and it is not blocking the PGI.
My question was as per the configuration (Delivery type has assigned for both Credit groups 02 and 03) it will not work at the Delivery creation lavel once i releases the Credit block at Sales Order level ?
Please let me know your views.....
Thanks & Regards,
Jayalakshmi

Hi jayalakshmi
please check with all the configaration it suppose to work.
check correctly once again in 1) ob01 t.code
                                            2) ova6 t.code
                                             3) ovak t.code
                                             4) ovad t.code
                                             5 ) ova8 t.code
i think last T.code you might have slipped out OVA8
1) credit control area + risk category + credit group 01 =low risk sales orders.
2) credit control area + risk category + credit group 02 =deliveries.
3) credit control area + risk category + credit group03 =post goods issue.
in the customer master also please check credit control are and credit groups aare appring or not.
i hope you have understood.
if it is solved don't forget to reward.
thanks
surya

Expiraition date for credit limit

Hi all,
can I set an expiration date for customers credit limit?
Business requirement is as follows:
In my company we grant the customers their credit limit every quarter. I want to be sure that only a deliberate action could renew the customers credit.

hi , if every quarter you revise credit limit of the customer, You can define effective dates for credit limit in CREDIT USAGE RULES for a customer, so that when Effective Date To is expired credit limit usage cannot be perfomed for that customer. Hope this could solve your query. please let me know if wrong or right.
thanks.
RAM.....

Customer order credit block on Risk Category

Hi,
We have a scenario where order of all customers belonging to a specific Risk Category should go into credit block, irrespective of the Customer account balance, credit limit set in FD32 and Credit exposure.
The detailed case is mentioned below.
Customer Risk category = C8
Credit limit = 1 euro
Customer recievable (in FD33 ) = 2776.17- (Dta migration line items w/o Special G/L)
Sales value (in FD33) = 2237.73
Credit Exposure (in FD33) = 538.44-
For above scecnario, order are not going into credit block ,as the credit exposure is ( 538.44- ). Client wants that for Customers with risk category C8, all the orders should go into credit block.
Please guide for solution.

Hi
If the order has to get blocked for a specific risk category then you have to with the user exits only.So kindly use anyone of the following user exits.
1) LVKMPFZ1: USER_CREDIT_CHECK1
2) LVKMPFZ2: USER_CREDIT_CHECK2
3) LVKMPFZ3: USER_CREDIT_CHECK3
Thanks and Regards
Srinath

Authorization for credit limit - risk categoryu200F

Hi All,
I would like to control field risk category by authorization.
I have configure in Field Groups and assign it to user roles using object
F_KNKA_AEN.
and below for the authorization objects for credit management:
1)V_VBUK_FRE
2)V_KNKK_FRE
3)F_KNKA_KKB
4)F_KNKA_MAN
5)F_KNKA_AEN
But the fields are still not grey out.
Is there any other configurations not completed?
Is there any alternative methods?

Hi,
Take the help of basis consultant and give authorization for display onely then it will appear as gray
Kapil

Sales Order Not Checked for Credit Limit

Most of the time, in our course of business, the customer account and BP/Credit limit are setup prior to the input of any order.
However, if in the case the customer was setup (BP created in background, but segment/credit limit not assigned yet), and an order was created immediately the order will not be checked for credit.
We are considering putting a check in the order that it must be checked or it is considered incomplete.
We have a background job that runs every few hours to assign the BP to the credit segment (we have only one credit segment, in addition to 0000) and give a default credit limit. But we need to ensure that all orders are checked.
How are others handling this situation?
Thanks

We have already put in place the use of a background job to create the BP/segment with a default credit limit.
We are hoping to come up with a method that is full proof and not manual.
Depending on how frequently the job runs and the timing between that and setting up a customer master record and entry of a sales order, there could be a sales order entered before the background job was completed.

Credit limit is not applicable for particular customer

Hi
How can we exclude the paricular cusmoter from credit limit
presently credit limit configured at deliver level ... and it is worked on particular Saleorder type
pls ..any one guide me about on this issue
thaks and regards
sesi
Edited by: sesidhar gollu on Dec 16, 2009 5:27 AM

Hi
To exclude a customer from Credit check, do not maintain the Credit data for that Customer in FD32.
Regards
Amitesh Anand

Query for credit limit of customers of a particular type

Hi,
We are using SAP B1 2007B PL04 and want to activate credit limit so that whenever a delivery or A/R breaches the credit limit then the document must go for approval. However we want this to be activated only when the customers are having group code say 110 and not for others.
So basically could you all help me with a query which would do the following
1. check whether customer for whom delivery or A/R is being generated belongs to group having croup code 110
2. check if the credit limit set in BP master for that customer will be breached if the delivery or A/R is made (ie Current A/R or delivery amount when added to current outstanding will exceed the credit limit)
3. if yes then will activate approval procedure and send the document for approval as per approval template
Thanks
regards
Pradipta

hi Gordon
Thanks for the reply
could you please tell me what does this $[$29.0.number]
signify and
secondly can i add WHERE T1.CreditLine - T1.Balance < $[$29.0.number]
and T1.[GroupCode]=122
as i want this query to only run when the customer belong to a particular group
Also please tell me how do i test this query from query manager
Thanks
Regards
Pradipta

How to consolidate group data for credit limit check

Dear All,
The question came up here how group data (open items, open orders, etc.) can be consolidated for the credit limit check. Is a hierarchy used or other master data ?
E.g.: Customer BASF has various subsidiaries. If a customer from the BASF group places an order with us there must be a check regarding open items etc. of all customers belonging to the BASF group.
Thank you.
Joachim

Create credit limit for one BASF customer in FD32.
Then enter the credit limit for other customers without amount . but in status screen goto edit-change credit acct
credit account - enter the customer number for which credit limit is maintained earlier.
repeat the same for all basf customers
by this credit limit of first customer will be shared by group of customers

Query for Credit Limit Approval Procedure

Hi experts,
Need your help with an approval procedure query. There is already the option to launch when the BP's balance exceeds the credit limit by a set dollar amount. What we would like is for the procedure to launch when the balance exceeds an additional 10% of their credit limit.
Ex: Customer's credit limit = $1,000. We want the approval procedure to kick in when the sales document causes their balance to be >= $1,100. Thanks.

Adding this to the WHERE clause will include the DocTotal
T0.Balance + $[$29.0.Number]
SELECT distinct 'true' FROM OCRD T0 WHERE T0.CardCode = $[OINV.CardCode] AND
(T0.Balance + $[$29.0.Number]) >= T0.[CreditLine] * 1.1

Enterprise Service Required for - Credit Limit Data

Hi,
Can any one tell me, is there any Web-Service available to the Credit Limit Details in the FD32 T.Code.
Thanks,
Sekhar.J

https://www.sdn.sap.com/irj/sdn/wiki?path=/display/espackages/credit%2bmanagement
https://www.sdn.sap.com/irj/sdn/wiki?path=/display/espackages/creditManagementEnterprise+Services
https://www.sdn.sap.com/irj/sdn/go/portal/prtroot/docs/library/uuid/db5a9890-0201-0010-5091-a3c483bbea7d
Hope these links helps.
Thanks,
Parvathy

Do not set check on credit limit and risk exposure when creating returns

Currently, the system checks on credit limit regardless whether it is a sales order or a return. Now, my User want the system NOT to check if it is a sales return.
Where can I turned off this checks?
Please advice
Thanks

In t.code VOV8, for the return sales document type, keep the value blank for the field Check credit limit.
Also in t.code OVA7, for return item category, remove the check mark on the field credit active.
Regards

Table for credit limit for risk category for all CCA

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