Trigger standard credit check on order after it is Booked

Hello,
The sales order is interfaced from Siebel and other third party systems and imported in "Booked" status. Is it possible to trigger standard credit check for such an order/customer and place the order on credit hold if the credit limit has been exceeded? To be noted - the order is NOT being booked in EBS; it is being brought in as Booked, and we still need to do a credit check. Can this be achieved with standard functionality? Is there any standard way to start credit check other than order booking event
Thanks in advance!

Current credit check at Booking event is not working ?
My first guess is that 'Booking' should be working same irrespective of UI or API call(so Credit check must be happening if there are credit check rules).

Similar Messages

How oracle standard Credit Check considers amounts

Hi All,
We have an order, as per our calculations it should get booked successfully. But a credit check failure hold is placed on that order. We consider the booked orders (booked and shipped quantities), outstanding RA balances (from ra_payment_schedules_all table) to derive the available credit limit for a particular customer.
Any body please explain how Standard Credit Check works, what are the various sources that a credit check searches for amounts to derive whether the order amount exceeds the limit or not.
Thanks in advance.
Regards,
Chaitanya.

Hello,
I think you set credit check rule. Did you set Use pre-calculated exposure?
When SO is going hold you have message. In this message you have reason why credit check rules applied hold.
Regards,
Luko

Credit Check/Online Order Charges

I just placed an order around 425pm pacific time for a new phone. I am a new user signing up for a brand new account. Shortly after I placed my order I noticed that they charged my debit card already. They also updated my order status to shipped, but do not show any tracking number.
I called VZW and spoke to several customer service representatives, and also TeleSales department and they told me that my order could not be looked up due to the fact that it was placed online today. They also said that my order would not be in the system until monday, my card would not be charged until monday, and it would not be shipped until monday.
I am concerned because I have a sketchy credit history with cell phone bills and a prior VZW account from several years ago.
My questions are these two:
1) Do they only charge your card if the phone ships the same day?
2) I assume I passed the credit check for them to charge my card, or somehow there is an error in the system to let me get through
I really did not think they would approve the credit but thought it would be worth a shot to try with the sales going on.
Any insight would be great, thanks.

Thanks for the insight. According to my bank, Bank Of America. It specifically lists the charge as an "Authorization". Not a hold. The money has been taken out of my account. Sure, if it never ships, they can reverse the transaction. But thats not the point.
We can argue about words all day. All I posted was a question for some insight as to why they AUTHORIZED a charge and updated my order status to shipped without a tracking number. If they havent shipped it yet, they should not have authorized a charge on my account and updated its status to shipped. This is what VZW Customer Service Reps told me. They will not authorize a charge or update it to shipped until it ships. I was told twice from 2 different Reps, that if these two things happened then IT MUST HAVE SHIPPED.
But, only time will tell. If they dont ship it until monday then I have no problem with it. I just need to know when to be home to sign for it. Or I need a tracking number so I can authorize FedEx to leave the package with no signature.

Static Credit Checks - Open orders - Confirmed quantity vs total quantity

We are using static credit checks. Credit currently only sees open orders with a confirmed quanitity.
Customer orders 10 items we have 5 in stock. Credit check runs, credit is evaluated basd on the confirmed open quanitity of 5. The order gets a credit block. Credit rep releases the order.
A few days later the balance of the order arrives in the warehouse. The remaining 5 are confirmed on the order. Since the confirmed quantity has been increased and subsequently the confirmed open value, the order goes back to credit.
We frequently encounter this situatuion and are looking for ways to reduce the number of credit round trips.
If we wanted to base the credit check on the total quantity / order value, as opposed to the confirmed quantity / value what do we need to change.
Insights are appreciated.
Edited by: tooCann on May 14, 2008 2:30 PM
Edited by: tooCann on May 14, 2008 2:31 PM

Hi cann
As you are going with static credit checks, system will check the order and if it exceeds it will throw an message (error , warning )
Now again , if you create another sales order , that value will not be taken into consideration , system again will check for the credit limit amount
For example :
credit limit - 10000
sales orders - 1010, 1011
1010 sales order value - 11000
1011 sales order value - 10500
Now when you create a sales order system will check the credit limit 10000. and once you save it and create another sales order (1011), again system will check for the same credit limit 10000.
The credit limit gets reset once the order is saved ,in static check
Now any open quantities are there means and when it gets confirmed then system will check for those open quantity also
To minimize all these use dynamic credit check
Regards
Srinath

[CRM] Check the order after adding line items

As an enhancement, I've created a piece of code that determines the default quantity for an item. On its own, it works as intended.
When creating a new contract based on a template, the same default quantity coding is being executed, thereby - in most cases - adding the quantity of 1 for the items.
Without that coding, a user would have to enter a quantity and press <enter> to confirm. At that moment a couple of checks are being performed on the items, which can result in errors.
The problem is that when the default quantity is filled in for the user, there is no need to press <enter> and so those checks are skipped. Even though there should be an error (at least in the test case), we see nothing.
The default quantity is being called from a CRM event (after creation of an item) and used the CRM_SCHEDLIN_I_MAINTAIN_OW function to change the quantity. After that, control is turned over to the system once again.
Is there any way of forcing the same checks on the order without having to hit the <enter> key?

As an enhancement, I've created a piece of code that determines the default quantity for an item. On its own, it works as intended.
When creating a new contract based on a template, the same default quantity coding is being executed, thereby - in most cases - adding the quantity of 1 for the items.
Without that coding, a user would have to enter a quantity and press <enter> to confirm. At that moment a couple of checks are being performed on the items, which can result in errors.
The problem is that when the default quantity is filled in for the user, there is no need to press <enter> and so those checks are skipped. Even though there should be an error (at least in the test case), we see nothing.
The default quantity is being called from a CRM event (after creation of an item) and used the CRM_SCHEDLIN_I_MAINTAIN_OW function to change the quantity. After that, control is turned over to the system once again.
Is there any way of forcing the same checks on the order without having to hit the <enter> key?

Sales Order Credit Check after Booking

Hi Gurus,
I have to meet the below requirement in Sales order entry:
Credit Check is enabled during Booking of the sales order. A sales order is entered now with one item and 10 numbers as quantity. While booking, the system checks for credit limit and the order is now in 'Booked' status. Now, when I change the quantity to 15 from 10, the system has to again do the credit checking process. Can this be achieved using functionality like processing constraints or any other? If so please elaborate me the setup required for the same.
Thanks
Best Regards,
Prasad Dhanakodi

Hi Prasad,
When defining the Transactions Type, you need to define the Credit Check Rule when it fires like BOOKING/PICKING/SHIPPING/PAKCING.
Navigation--> Order Management Responsibliity-->Setup-->Transaction Types-->Define
Thanks & Regards,
Srinivasulu Vakati

Repeat credit checking for released sales orders

Hi,
We are implementing FSCM Credit management in our project. In our system, when the sales order is created, the credit check will happen and the failed orders will go to VKM1. Till the order is released, any change to that order will trigger the credit checking process.
But once the credit block is released in VKM1, Credit checking is triggering only for
Quantity change
Adding new line items
Credit checking is not triggering for any other changes to the SO like deleting the line item changing the payment terms etc..
I would like to know if there is any control in FSCM Credit management to repeat the credit checking process for the released sales orders.
Appreciate any help in this regard.
Thanks
Prabhakar

Hi Prabhakar,
Navigate to Financial Supply Chain Management--> Credit Management--> Integration with sales and distribution-->define automatic credit control.
Over there you need to check critical fields check box for this to happen. Hope this helps

Sales orders from CRM are not getting blocked with credit check

Hi All
I have configured ECC in such a way that , if cutomer does not have enough creditlimt, then those sales order will get blocked. Our orders will come from CRM, and some times some orders are not getting blocked with credit check even though the customer does not have credit limit. And at the same time some orders are blocked with credit check...what are all the things that should be checked to diagnose the problem.
Thanks in advance for looking into this

Please check if you have any custom code/user exit in ECC which uses transaction code (VA01 , VA02 or VA05 etc) prior to invoking credit checks.
Orders created via CRM will not have transaction code set (SY-TCODE).

Credit Check Issue in R12.1.2

Hi,
I just want to have a test for the standard credit check process in EBS and then consider the customization to it. But I failed to finish the standard process test. Could you please help me to identify my issue?
Below is the setup i did for the credit check:
1. credit rule
2. transaction type with the credit rule above associated
3. payment term credit check box checked
4. customer bill-to site , credit check check box checked and order limit, overall order limit are both set to 50 EUR
after the setup I create a sales order using the customer and transaction type and payment term setup above, and the total amount for the order is over 10000EUR, but it successfully booked without any credit hold.
I wonder is there anything I miss to setup?
Best Regards
Terrence

Hello,
1. Do you calculate exposure "online" or by request( pre-calculated in rule definition)?
2. Look at ORDER MANAGEMENT CREDIT CHECK / EXPOSURE SETUP [ID 444837.1] note from 11.5.10 but process is the same.
3. It is hard to find what is wrong and I had solution:) How to generate the Tax debug file for transactions in Sales Order form [ID 791080.1] After this you will know what standard pck you should customize( I had to exclude some translation types from AR during booking and this worked).
Regards,
Luko

Turn on Credit Check in CRM 5.0

Hello friends,
I need to active credit check in CRM 5.
I followed SAP HELP, and configured just
"Customer Relationship Management, CRM Middleware and Related Components, Communication Setup, Define Middleware Parameters" and I defined the parameters as follow:
key: CRMCREDCHE, parname: CRMCREDCHE, rfcdest: ZLT100
In sales order clicking on credit check button didn't anything happened. No Status change, no error message, nothing.
Removing this parameters and clicking on credit check button the system show message that RFC destination is missing.
In ECC system credit check is working OK.
Do I need additional configuration in CRM to credit checks work ?
Very thanks for your help, and any help will be rewarded
Lalas

Hi Praveen Rangineni
We gave up to use standard credit check because didnu2019t work.
We created a abap program with rfc connection to ECC to do the credit check.
Details to construct this abap program we got here at SDN, unfortunately I donu2019t have the link to the message, and I not working for the same company, so I donu2019t have access to the program.
Sorry, I canu2019t help you more.
Lalas

Automatic Credit check.

Dear Gurus,
While running the Automatic Credit we have the Options like we can control the customers at Order level,Delivery level and Goods Issue Level. Suppose if we want control at delivery level,How system checks the Value of the delivery while creating? In delivery document there is no pricing conditions?
Regards
jyothi.
Edited by: jyothi. on Nov 21, 2008 5:10 AM

Hello
Order level means whether you want to save the order or not ,that is done after credit checking the order value
Delivery level means whether you want to save the delivery or not
Here also the credit check is based on sales order only
It is like blocking or checking at the second level
The base for credit check is Sales order value only
This is not only in SAP ,but Business logic too
so delivery doc does not have pricing conditions doesnot carry any meaning here
Regards
Raja
Edited by: ramanathan raja on Nov 21, 2008 10:01 AM
Edited by: ramanathan raja on Nov 21, 2008 10:03 AM

Credit Checking Functionality in OM

Hi All,
Could you please advise us regards this ...whether the Credit Checking validation for a given Customer could be triggerred at the order line level.
Currently in the Order Mgmnt setup for the Transaction Types ( order types ) we have mentioned the Credit Check rule at the Ordering stage. So as soon as we book the order the Credit Check rule gets triggerred.
How could we setup so that we trigger the Credit Check rule at the order line level...
Thanks

Hi,
Could someone please advise regards this, is this requirement could be made possible.
Thanks

POWL for Credit Check in Business Package Internal Sales Representative

Hi,
Need some Help!
We are into implementation of Business Package Internal Sales Representative (Provided as a separated role in Portal).
I have a requirement where I need to Add some functionality into standard Credit Check SAP Screen (Delivered via POWL).
For this Perticular screen,
1) Sold to Party IDs in Query result table appear as Links. On Click of these IDs (links), I need to open a new custom WD Component:
2) I have to add few new Columns to Query results.
I have identified following about this Query:
Query: O2C_LIST_CUSTOMERS_CCOCKPIT
Type: O2C_LIST_CUSTOMERS_COCKPIT
Feeder:CL_O2C_POWL_CUSTOMERS
Also, when I checked in SPRO, following BADI is also provided for this query:
BADI_FEEDER_CUSTOMERS of enhancement spot ES_BADI_O2C_POWL_FEEDER.
Looks to me that, for adding new Columns in the query results, Get_Objects method of this BAdi should be implemented.
I guess this kind of things can also be done in Feeder Class Enhancements.
How should I go about doing this stuff?
Thanks,
Saumil Jyotishi
Edited by: SaumilJ on Apr 5, 2011 12:02 PM

Hi Thomas. Thanks a lot for replying!
Let me describe you what I am trying to do here exactly.
Actually, while working on Requirement 1 (Opening a new action from a link), I came across getactions method of the feeder where I found the code where relevent standard action is handled. It goes like this:
CASE i_actionid.
Ehp4 enhancement: display customer
    WHEN 'KUNNR' OR 'NAME'.
      IF mv_ehp4_active = cl_ops_switch_check=>switch_active_true.
        READ TABLE c_result_tab ASSIGNING <fs_result> casting INDEX I_ACTION_INDEX.
        CALL METHOD CL_O2C_POWL_UTIL=>GET_PORTAL_ACTIONS_CUSTOMER
          EXPORTING
            IV_KUNNR          = <fs_result>-kunnr
            IV_SPART          = <fs_result>-spart
            IV_VTWEG          = <fs_result>-vtweg
            IV_VKORG          = <fs_result>-vkorg
          IMPORTING
            ES_PORTAL_ACTIONS = e_portal_actions.
      endif.
End of Ehp4 enhancement: display customer
Now, on these actions ('KUNNR' OR 'NAME'), Instead of a new standard application, I need to open a Custom WD Application (with parameter 'KUNNR').
I need to figure out how should I go about it?
I tried to enhance the feeder and create overwrite exit where I can write my code in this CASE statement (which seemed easiest to me at first go), but seems like after creating an exit I need to do a lot of stuff (a local class is created in exit where I need to define a lot of standard stuff). As of now, its not working for me
Also, I tried to Create the BADI Implementation which gets executed after this standard code (HandleAction method of this BADI), but this gets called after e_portal_actions get populated
how to open my custom WD(Instead of standard) Application from here ?
I can create the URL for my application with WDY_CONSTRUCT_URL, but how to open this in a new window on Portal?
I have seen in some threads about using OBN. If its required, how should I use it in this case?
For Requirement 2 (Adding new Columns in POWL Results), I am planning to define and add new columns in getfieldcatalogue and getobjects method of the same badi.
Is it the right approach?
Regards,
Saumil Jyotishi
Edited by: SaumilJ on Apr 6, 2011 3:03 PM

Configuring When Credit Checks are Run

I am currently trying to find a way to change the points at which credit checks are run. I have stumbled across several documents here on the network about Critical fields etc, but have yet to find anything that explicitly shows how I may change when a credit check is run.
Currently the system is running credit checks automatically at more points than we need, and we are in need of a way to configure when a check is run in the order process or for what specific order types.
If anyone out there can help, it would be greatly appreciated.
Thanks

Hi Collins,
Pro forma invoice are either order based or delivery based. Do you mean to say you are doing credit check in transaction VF01 or VF04?
For delivered goods Invoice are normally based on delivery. Now whats situation in your case.
Standard credit check works when you create order VA01, Delivery VL01N and at the time of PGI.
What do you mean by both invoice steps? If Customer exceed credit limit Goods should not deliver to him. If once you delivered goods, then there is no use of Credit check.
Do you mean to say you are delivering goods then checking Invoice?
Regards

How to avoid a second credit check on sales order

Hi,
The sales order items had been entered. A credit check was carried out during sales order creation.
The sales order was blocked due to credit check.
The item in the sales order does not have sufficient stock available and so it was not confirmed at all in the order.
No scheduled lines was confirmed.
In order to save time, User submit the credit release forms to Finance to release the sales order.
Finance promptly released the sales order.
Now, the stock had arrived after 1 day.
Transaction, VL01N cannot convert the sales order to delivery order as the item was not yet confirmed.
To confirm the sales order item, User accessed TCODE, VA02 and does an availability check to confirm the sales order item.
The item was confirmed and the order was saved.
Now, the same sales order was blocked again due to credit check.
User had to re-submit forms to finance dept to release the order again.
Is there a better way to handle this so that it need only to be released once?
Please advise.
Thanks in advance.

The sales order items had been entered. A credit check was carried out during sales order creation.
The sales order was blocked due to credit check.
The item in the sales order does not have sufficient stock available and so it was not confirmed at all in the order.
In standard once the sales order is blocked system usually remove the schedule lines to make it zero. And once the sales order is released( approved) system automatically confirm the schedule lines.
This you can observe when you create a sales order, you can see the confirmed qty in Schedule lines, and once it is blocked automatically schedule lines become zero qty.
This is standard behaviour of the system.
Where as if the above of your above statement is true, there is no stock actually hence system is not confirming stock, and it is not because of credit block then check if there is any Exit implemented as suggested by "Eduardo".
Now, the same sales order was blocked again due to credit check.
User had to re-submit forms to finance dept to release the order again.
This is usually happens when you maintain the field "number of days" and i assume you might have maintained as 1 day in this field under the tab Release documents are still unchecked in OVA8.
thanks,
Srinu.

Trigger standard credit check on order after it is Booked

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