Tracking Credit Limit Change History

Hi,
Does anyone know what tables I would need to look at to track changes to a customer's credit limit?  Also any key fields I would need to take note of?
I need to create a SQL query to report on credit limit changes per customer.
Thanks,
Michael

Hi Michael,
This needs to be written a little better but try this!
SELECT     derivedtbl_1.CardCode, derivedtbl_1.CardName, derivedtbl_1.DebtLine, derivedtbl_1.Updated, dbo.OUSR.U_NAME AS [User Name]
FROM         (SELECT DISTINCT CardCode, CardName, DebtLine, MIN(UpdateDate) AS Updated, MIN(LogInstanc) AS Instance
                       FROM          dbo.ACRD
                       GROUP BY CardCode, CardName, DebtLine
                       HAVING      (CardCode = '1000049')) AS derivedtbl_1 INNER JOIN
                      dbo.ACRD AS ACRD_1 ON derivedtbl_1.CardCode = ACRD_1.CardCode AND derivedtbl_1.Instance = ACRD_1.LogInstanc INNER JOIN
                      dbo.OUSR ON ACRD_1.UserSign = dbo.OUSR.USERID
See if its what you are looking for!
Kind regards,
Ben
Edited by: Ben Holmes on Aug 20, 2009 7:55 PM
Edited by: Ben Holmes on Aug 20, 2009 7:56 PM

Similar Messages

  • Credit Limit Change in Customer Master

    Hi,
    I have a customer in 4 credit control areas. Details are as follows:
          Each limit in each credit control area is 10Milions....total limit each 50Milons
    When i am making change in one CCA through FD32 i.e from 10 Milion to 1 milion
    Getting below error:
    <b>Total limit (  41,000,000.00 USD) should only be   10,000,000.00 USD</b>
    Pls guide me.
    Regards,
    Venkat

    A customer has a total credit limit, held in KNKA and a credit control area limit.
    The sum of the CCA limits cannot exceed the total.
    I would suggest you change all of the CCA values first and then the total amount.
    Award points if this is useful to you.

  • Prevent Credit Limit Change

    How can i restrict some users from editing/changing credit/commitment limit (feild)value in BP Masterdata and still allow them to create new BP or edit other feild?
    The reason for this is because some users are responsible for creation of BP Customer i.e. Sales and Marketing,but they're not supposed to be permited to change or set Credit limit for BP. Since they can change the Credit Limit to allow Documents with Credit Limit check restriction to be saved and return it back. OR is there is any other way i can handle this?

    Hi Adegoke,
    As suggested by Gordon you can achieve it through SDK.  Alternatively you can use Transaction Notification stored procedure to restrict the update. 
    Define a user table where you have to list the users who are authorized to update the business partner fields.  Or as an alternative to this you can use hard coded user names in stored procedures.  SAP Business One maintains the change log for few of the entities.  So here you can query the change log table for Business Partner; to identify if the value for Credit Limit field is updated.  Once you find a change here you can verify if the user who is updating the record is authorized user and accordingly bypass the update.  
    I hope the above solution works for you!
    Regards
    Nitin
    Manager, SAP Business One
    Greytrix
    It's time to think outside the box.
    Email: sap at greytrix.com | Web: www.greytrix.com
    u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026u2026
    Development Partners for SAP B1

  • Defect Message Change history

    Hi,
    I need to have the status change history for the all the defects.
    Currently we check it by EXTRAS -> CHANGE HISTORY.
    Its time consuming while checking it for many defects.
    For example, for a defect, we have many status changes from open->retest->fixed->completed.
    How to view all the changes for all the defects in a instance.
    Al tables/std reports or any other methods?
    Kindly help me out ASAP.
    Thx,
    Waseem.

    Hello Rajesh,
    Hope this is possible thru some tables.
    but am not aware of those tables and their links.
    Could anyone guide me on how to track the defect change history thru CRM Tables.
    Thx,
    Waseem.

  • Want to change payer and update credit limit data with out delete documents

    Hi Expert,
    I have a problem that user feed 50-60 documents ( Sale order & delivery ) with wrong payer. Now we want to change payer and shift credit limit data ( open sale order , open delivery ) from old payer to new payer is any option for this.
    Thanks in advance
    Regards
    Suresh Kumar

    Hi
    Ideally in your case, you may have to delete the delivery documents and then recreate the deliveries after updating the payer in the sales order. This is because the source for the partner function in Delivery will be mostly updated as "from sales order" and hence it is not possible to change the payer in the delivery document.
    In this case, you have to first find out the relevant delivery documents and delete them
    Then you can change the partners in the sales order
    Finally you can recreate the delivery documents.
    However I would request you to do the following test before following this.
    In the SO, change the payer without deleting the delivery. If the partner in delivery gets changed automatically then it is fine. You can ensure this by checking the delivery in DISPLAY mode.
    If payer is not changing automatically then go to delivery in CHANGE mode and now check it. If the payer changes automatically now, you are spared with the pain of deleting and recreating deliveries once again.
    If both of them fails, then the only way is to delete deliveries first, change payer in SO and then recreate deliveries.
    This is applicable only if PGI is not yet done.

  • Change terms of payment and credit limit

    Hello, i need to change the terms of payment of a customer as well as  his credit limit.
    CUSTOMER - terms of payment
    KNB1-ZTERM
    KNVV-ZTERM
    CUSTOMER - credit limit
    KNKA-KLIMG
    KNKA-KLIME
    KNKK-KNKK
    any idea of how to do this (bapi or FM) besides of doing a BDC

    Try function "BAPI_CUSTOMER_CREATEFROMDATA1"
    First look at it seems to show that it might work.  It calls function "SD_CUSTOMER_MAINTAIN_KNKA_K":
        (iv) insert the credit control data
      IF CREDIT_CONTROL_FLAG = 'X'
      AND SY-SUBRC = 0.
        CALL FUNCTION 'SD_CUSTOMER_MAINTAIN_KNKA_K'
            EXPORTING
                PI_REF_CUSTOMER   = I_BAPIKNA102-REF_CUSTMR
                PI_CUSTOMER       = I_BAPIKNA103-CUSTOMER
            EXCEPTIONS
                KNKA_INSERT_ERROR = 23
                KNKK_INSERT_ERROR = 24.
      ENDIF.
    Would still require some investigation.  But seems like it might be a good starting point for you.
    ~Ian

  • Changing Credit limit of Business Partner

    Hello Guys,
    I have a requirement in which I need to calculate the credit limit of a particular business partner and display it in 'Limit' field under the Credit Segment data. problem is I am not able to find any badi which will allow me to change the limit field.
    Please provide me the badi in which I can do this.
    Thank you.
    Regards,
    Saurabh

    Hi,
    pls. refer this:
    Enhancements required in MIGO
    Regds,
    Rakesh

  • Mass Change in Credit Limit

    Dear All
    I have four company codes and i each company i have lot of customers and i have to increase the credit limit of customer at each company codes so plz tell me how to do this at mass level.
    Looking Forward
    Shujaat Abbas.

    > I have four company codes and i each company i have lot of customers and i have to increase the credit limit of customer at each company codes so plz tell me how to do this at mass level.
    Hi Shujaat,
    Try the following:
    T.code: MASS
    In the new screen, give business object as KNA1 (for customers), and click on execute.
    Under the tab "Tables", select the table KNKA (Customer master credit management: central data) and click on the tab "Fields".
    You will be routed to a screen where you have to give all the customer numbers and their respective credit control areas, for whom who wish to change the credit limit. Then click execute.
    In the new screen, there will be an icon "Select fields". Click on it, and select the field "Individual limit" and press enter. Beside "New values" give the new credit limit. Finally click on "Carry out a mass change"
    Save the changes.
    Hope this helps. Do get back if further clarification is needed.
    Regards,
    Swapna

  • Changing Customer Credit Limit

    Hi All,
    Could you please let me know how to change the Credit Limit of a Customer?
    I know that we can view these changes in FD24 or S_ALR_87012215  transaction code.

    Thanks a lot!
    I got this!!!
    Regards,
    Suman

  • Help:: Tracking the change history for a BP

    Hi All..
    I really need ur help.. Somebody please..
    I'm making a prog. to update BP (TCODE: BP) & it run well. But now, i'm getting to make report for change history in BP. As for it, i look up it in table CDHDR & CDPOS, but i didn't find it :(.
    I use these FM to update:
    1. BUP_BUPA_UPDATE.
    2. ADDR_SAVE_INTERN.
    Even i have tried to run FM ADRESSE_WRITE_DOCUMENT, but it still didn't work well.
    The questions are:
    1. Am i right for using FM ADRESSE_WRITE_DOCUMENT in order to get the history change in CDHDR & CDPOS.
    2. How to use FM ADRESSE_WRITE_DOCUMENT? What should i fill up in parameter: OBJECTID,PLANNED_CHANGE_NUMBER,PLANNED_OR_REAL_CHANGES,
    and NO_CHANGE_POINTERS ???
    3. Why do always i got the exception NO_POSITION_INSERTED in using FM ADRESSE_WRITE_DOCUMENT? How to solve it?
    4. Or are there any ways how to update well where i'm able to track the change history for BP? / Is that any functions to update BP like FM CRM_ORDER_MAINTAIN.
    Thx so much.. for ur attention
    Ur guidance is so much needed.
    Best Regards
    Daniel N.

    Hi Daniel,
    You can refer to table TCDOB for object class, it has a list of object class to which you can refer to and also the text description for each object class exists in that table.
    Regarding the object id, you need not pass the value of the object id unless and until you want to read the change history of a particular Business partner.
    Pass the value of the object class and if required the date of change to track the changes made to the BP's in that particular time period.
    Hope this helps.
    Regards,
    Karthik.

  • How to change credit limit used % in fd32

    Hi all,
    Credit limit has been maintained to customer with max of 2,00,000 inr previously. Now Credit exporsure is 1,50,000 inr. credit limit used  is 75%.
    But we are going to set new credit limit to a particular customer with 1,00,000 inr.
    We have changed credit limit to 1,00,000 in FD32. Now credit limit has been changed to 1,00,000.
    But the problem is credit limit used percentage 150%. I want to reset the credit limit used to 0%.
    How to make credit limit used from 150% to 0% without any FI adjustment? ( since this has to be done in production server)
    Thanks in advance,
    Babu

    How is the Credit Exposure of Rs. 1,50,000 calculated?
    Is it outstanding Invoices to be paid by the Customer? Then once the Customer pays the amount the % would come to 0.
    Is it due to Open sales order or Open Deliveries or Open Invoices? Then once the entire cycle is completed then the % would come to zero.
    Hope this helps..
    Thanks,
    Jignesh Mehta

  • Change in credit limit  :  mass upload

    Hi,
    I want to change credit limit of 2000 odd customers through ‘MASS’ or ‘MM17’.  The table and field name for this is knkk-klimk . The table is listed there but the field is not. Could somebody please help me in this.
    Thanks in advance
    Hrishi

    > I have four company codes and i each company i have lot of customers and i have to increase the credit limit of customer at each company codes so plz tell me how to do this at mass level.
    Hi Shujaat,
    Try the following:
    T.code: MASS
    In the new screen, give business object as KNA1 (for customers), and click on execute.
    Under the tab "Tables", select the table KNKA (Customer master credit management: central data) and click on the tab "Fields".
    You will be routed to a screen where you have to give all the customer numbers and their respective credit control areas, for whom who wish to change the credit limit. Then click execute.
    In the new screen, there will be an icon "Select fields". Click on it, and select the field "Individual limit" and press enter. Beside "New values" give the new credit limit. Finally click on "Carry out a mass change"
    Save the changes.
    Hope this helps. Do get back if further clarification is needed.
    Regards,
    Swapna

  • Sending automatic e-mail after change credit limit

    Hi All,
    I need to send an external e-mail after a change credit limit happened.
    If the credit manager changes the credit limit credit-KNKK KLIMKE (via FD32 tcode), when he click on "save" I need to send an automatic e-mail to the the customer manager.
    I didn't find any user-exit or enhancement.
    Can anyone help me or show me how to solve the problem?
    Thanks in advance
    Leo

    Hi,
    If the calendar is not an Exchange or CalDAV calendar try iCal Reply Checker.
    http://discussions.apple.com/thread.jspa?messageID=10256493&#10256493
    Best wishes
    John M

  • 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. 
    So the problem is, once an order is released it is set up so it does not go back on credit hold, so anything which is not confirmed (but could be) it a potential credit value which is unaccounted for in the credit exposure and the customer can go over the credit limit.
    Additionally, we run AFS and have items which are rejected with a J0 rejection code (unconfirmed) which have the potential of being confirmed and shipped and we want to include these items in the value of the order which is being checked against the credit limit (along with the deliveries, invoices and receivables).
    Here is a quick example.
    Customer has a credit limit of $100 (no deliveries, invoices or receivables - to keep it simple)
    Order 1 is placed with a credit value of $50.00 but a potential value of $100 (the other half is J0) - this passes the credit check since $50.00 is less than the limit.
    Order 2 is placed for $50.00 and has a credit value of $50.  This also gets approved.
    At this point, the credit limit used is 100% (based on standard SAP)
    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.
    Does anyone have any suggestions as to how we could use the Net Value of the order to perform the static credit check?  And any thoughts on how to determine the correct credit exposure (open order value plus items which are J0, plus deliveries, plus invoices, plus receivables)?
    I am thinking about a Z table to track the adjusted values on the orders and then use one of the customer checks to do a static credit check with the adjusted value.  And for the exposure, use the adjusted value to recalculate the values in F.35 to show a more accurate view of the credit exposure.
    Does anyone have an easier way to do this?  Any advice is appreciated.
    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:
    1) The line item can have a delivery block instead of  a reason for rejection.This way the 50$ will get accounted.However, if this is against customer norms as this will appear in the order acknowledgment, this cannot be used.
    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

  • Customer credit limit updation problem

    Hi,
    i created some customers, right now they don't have any credit limits, now by using fd32 Tcode i am trying to change the customer credit limit (creating new credit limit), but it is going to short-dump due to some time-out problem, can any one tell me for already existing users how to create credit limt.
    Thanks,
    Sreeram.

    Hi
    You need to enable the "audit trail" for this particular field
    Go to System Admin: Security:AuditTrail:Install
    Enable Audit Installation for AR
    Enabling the audit trail wil help you know the changes history.
    As far as my knowledge is concerned, there is no approval hierarchy on customer credit limit application, all you can do is to assign the responsibility to the authorized person.
    Regards
    Nouman Shaikh

Maybe you are looking for