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

Similar Messages

Credit Management in CRM - transfer of blocked documents to ECC

Hi,
we want to implement credit check in CRM using CRM.
Our client requirements are:
- Sales order is created in CRM
- Credit check is executed in CRM, using information from ECC
- If result is negative, sales order credit status must be updated to "no Ok"
- User continue processing sales order in CRM until he decides it can be transferred to ECC
- Sales Order is transferred to ECC, where ECC users initiate credit release.
After reading Credit Management SAP documentation, we have an important doubt:
- If we want that ECC sends correct information about credit check, we need to have a "B" or "D" in column reaction in ECC.
- Documentation says that CRM can transfer a sales order with credit status to No Ok because it is not considered as an error
But if we have a B or D in ECC, it implies that ECC won't save a new document with credit check no ok. So if CRM sales order sends a slaes order that has been updated to "credit checK no Ok" by RFC user, it won't be transferred to ECC: Bdoc will error.
So, it seems as it was something that is not consistence
Does anybody can help me to clear this up?
Thanks and regards

Hi Sana,
Since CRM using R/3 credit check functions (thru RFC), have you
check that this credit check properly run in R/3?
You need to make sure this first.
Assume you already maintain RFC in CRM to call credit check function in R/3,
Then try to check whethere your transaction type for Service and Sales
already check / set the Credit Check is active?
Hope this could helps.
Gun.

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).

Automatic Credit Check FI-AR-CR from CRM

Hi,
when creating a sales order, the credit limit check in CRM gives a positive result, but the order is blocked for credit limit check in ECC (which is actually correct).
Why does the check not work in CRM? We have set up the middleware, changed all automatic credit check reactions to "B" etc.
Which setting is wrong?
Rgs
Anke

Hi Anke,
   Did you specified the ECC RFC Destination value in CRM SMOFPARSFA table ?
PARSFAKEY     CRMCREDCHE
PARNAME       CRMCREDCHE
PARVAL1        <ECC RFC DESTINATION>
REMARK        CRM: DESTINATION FOR CREDIT CHECK
//Bhanu

How to Block a Quote on Credit check and prevent suseqquent functions

Hi,
The client wants to prevent the Quotations which are blocked due to credit check to be turned in to sales order.
We are maintaining credit group 40 , assigned it to quote, and maintained records in Fd32 and ova8.
The item categories have been checked for credit check.
After all these, when a quote is blocked, we can see it in vkm1 for release.
But, it allows to create the sales order with reference to the blocked quote.
Can anyone please help me in resolving this?
P.S. The client wants to do this at Quote level because they are using Assembly processing. Since it is not possible to prevent creating a production order even though the credit check has been set for sales order (Client uses 90% of KMAT's (Item cat-TAC) and Assembly processing (Strategy group 82) with VC.)
Any suggestion to achieve either one of the above will be appreciated and Rewarded.
Thank You,
Manoj.

Hi
Please try this way...this is a guess and let's see if it works.,
Define a new Credit Group (say 04) for Quotes.
Assign the new Credit Group for the QT document type
In the Define Automatic Credit Control - make the necessary assignment for the combination of
CCA - Risk Category - Credit Group
Check the functionality by creating the Quote for an amount exceeding the credit limit and referring it for creating the sales order, which shouldn't be allowed.
Thanks,
Ravi

Simple credit check for service orders(TAD)

hi
we have configured simple credit check for ZOR and with delivery block. since TAD is order related billing even though credit limit exceeds they can bill the customer.Now I have to configure simple credit check for serive orders with item category TAD and it should give billing block.please give me the details on this.

Hello Chait
To release credit block from CRM GUI, please go to header status tab here is the button 'Credit Release'.
To release credit block in WEBUI, please check the items block, in more functions you can find the 'release credit block' link.
Best regards,
Maggie

Customer Credit Limit on CRM Sales Order

Dear All,
Can the customer credit limit be displayed on CRM Sales order(Customer from ECC, we use simple credit check on SAP ECC)
Regards,
Ahmed

Hi,
The standard credit check in SAP CRM calls up the automatic credit check in SAP R/3. You must define an RFC destination, and specify this destination for the credit check.
· To define RFC destinations in CRM Customizing, choose Customer Relationship Management ® CRM Middleware and Related Components ® Communication Setup ® Define RFC Destinations.
· To specify destinations for the credit check, choose Customer Relationship Management ® CRM Middleware and Related Components ® Communication Setup ® Middleware Parameters ® Define Middleware Parameters. Then choose the activity Credit Check and enter an RFC destination for the parameter CRMCREDCHE.
You can also carry out an initial data transfer for credit data.For transactions that are still open for which you are reactivating update of credit data, you can initially transfer the credit data for a reorganization of data in SAP R/3. To do this, start the initial data transfer for object CMDOC_NOTIFY using transaction R3AS.
When setting up credit limit check, refer to SAP Note 568157, 570155 and 619500.
With Regards
Selvam T

AR credit check

Hello,
Can someone tell me how do we do credit check at sales order in credit management. Is this credit check at sales order level same in both AR credit mgmt and FSCM credit mgmt?
Definite points.............
Regards,
Sriram

Hi Anke,
   Did you specified the ECC RFC Destination value in CRM SMOFPARSFA table ?
PARSFAKEY     CRMCREDCHE
PARNAME       CRMCREDCHE
PARVAL1        <ECC RFC DESTINATION>
REMARK        CRM: DESTINATION FOR CREDIT CHECK
//Bhanu

Excluding order-related billing from credit check

We have service contracts with billing plan that is order related. We found that during the dynamic credit checks, the system will include the full amount of these contracts and therefore, every time we create a new ordersfor these customers, the orders are put on hold.
I believe that it is standard SAP to include the contracts full amount in credit checks, but does anybody know of a workaround? The main issue is we already have more than 1200 contracts in the system which are valid for another 4-5 years, so we are looking for a solution that will be 'retroactive'.
thank you.

Hello,
The value of the open invoices will be always taken in account during the
standard dynamic credit check in R/3. Althrough you can swith off the
dynamic credit check for the order-related billing- you need to develop
your routine, which will be put in the field no_check in the
transaction OVA8. Please review the note 895630.
The another posssibility could be to develop your own credit check
(user1 user2 or user3 in the transaction OVA8) for the CRM sales
orders.
Kind regards,
Zsuzsanna

Status of transaction or transaction item prevents credit check

Hi,
While performing credit check in Quotation showing Below error messge
"Status of transaction or transaction item prevents credit check"
Please help me to solve this issue
Currently working on C

hi, you can check the credit check configure in crm basic function path, if your trans type and item be assgined to the credit check.
Furthermore, you can login the SAP GUI, do the some action in CRMD_ORDER tcode, if the same error message appear, you can find out the error trigger place by where used search , and debug the programe.

When is credit check API called as part of the OM workflow ?

I want to know when is the credit check API called as part of the OM workflow ? Any suggestions on how to know when is the call to the credit API is made ?
Thanks in Advance.

Thanks Rick, hopefully I can get that to work properly for me...
And thanks for the link Todd, though it doesn't mention anything about the issue I'm curious about...
One more related question... If I turn off the Ray Traced 3D renderer after I've created an object, and then turn it back on at a later point, will it remember the settings of the 3D object?

Credit Check with Third Party Process

Hi Gurz,
I know about third party process but my problem is with credit check of the customers.
If customer has not got enough credit limit to process the order in normal senario credit controller has to manually release the order as system blocks it. In third party process system will give you warning message when saving sales order about customer credit limit but allows you to save sales order. Once saving sales order it authomatically creates Purchase Requisition. From PR purchasing creates P.O. with out knowing about customer credit limit issue. and so on. In other words goods supplied to customer even though credit limit has exceeded. This user don't know untill raising the invoice to the customer which is too late.
Can we stop creating Purchase requisition or block purchase requistion for credit check ? or there are better way of handling the process for credit check?
Thanks in advance

Hi,
Try to implement OSS note -738171 - Delivery block does not influence purchase requisition.
Following is the details of the note;
Summary
Symptom
The delivery block in a sales order does not prevent the generattion of the purchase requisition in a third-party or individual purchase order item. Regardless of the Customizing settings in the delivery block, the system confirms the TAB or TAS item and generates the purchase requisition.
More Terms
Order, purchase requisition, PReq, TAB, individual purchase order, individual purchase order item, TAS, third-party, third-party item, SD order, delivery block, VBAK-LIFSK, VBEP-LIFSP
Cause and Prerequisites
Solution
Create a user-specific user requirement (for example, 902: BEDINGUNG_PRUEFEN_902 in Include LV07A902) as a copy of standard user requirement 102 and assign it to requirement 'Preq' by using Transaction OVB5.
In the source code of the user-requirement, program a check for the delivery block which, if necessary, triggers an ERROR_EXCEPTION which prevents the generation of the purchase requisition.
You can use the existing check for the credit block as a template.
Regards,

Credit check for existing Verizon customer

Hello! I am looking for some assistance. I recently received an email from BB about a 2500 point Reward Zone bonus for buying a new phone w/ a two year plan. I am currently on my mother-in-law's family plan but due for an upgrade. After going through all the checkout steps, I was met with a request for a credit check for my mother-in-law. This makes little sense to me, as we have been Verizon customers for years and have a total of four accounts with them under this plan. If we are longstanding customers with Verizon, why does Best Buy claim Verizon needs to do a credit check? I know one wouldn't be necessary if we were to go to an authorized Verizon dealer for this purchase. So how can BB claim the check isn't for themselves when Verizon already has no issue with the account's credit?
I would love the bonus points but I'm not about to dent my mom-in-law's credit with a credit check. It sours me on ever going through Best Buy for any mobile service in the future. If Verizon is fine with the account and the current credit status, why does BB force one on us while claiming it's for a company that alreayd has no issue with the account holder's credit score?

All credit checks are done through the carrier. Verizon does periodically request updated an credit report, even when performing an upgrade. This same process would take place no matter where you get your phone -- Best Buy, Verizon corporate stores, or other third-party dealers.
Dan K. | Mobile Specialty Stores
Any opinions expressed in this post are those of
the author and do not represent Best Buy Co., Inc.

Credit Check againt letter of credit.

hi,
This is regarding credit check of sales order against FD. If the letter of credit belongs to company 001 and sales order contains any line items materials other than company 001. It gives an error EI574 "Financial Doc data check result not ok". Is there any way to do credit check ignoring company? I mean financial document will be in one company but sales order items can be from multiple company. Please share your expertise.
Regards
Achuthanandan

Hi Achuthanandan,
if the credit control area is assigned at company code level then this error will appear
if the credit control area is assigned at the sales area level then this error will not come
Regards,
Santosh

Open sales order value for credit check need to be changed (S066)

Hi all,
I need to change open sales order value which is already there in S066 table.
Previously we had used open order value for credit check. Open order values are already updated in the S066 table.
Now we dont want to consider open order value for credit check (which is already included in the credit exposure field in FD32).
When we create sales order system is taking old open order value for credit. Now i have changed not to update open order value for credit check. Now its not updating open order value. But my issue is how to change existing or (previous) open order value for credit?
Can i change S066 table data directly to '0'. Is it advisable to chage open order value directly from this table?
Please advise me.
Regards,
Babu
Edited by: babs on May 19, 2010 4:26 PM

Hi Babs,
If you doesn't want to reflect the open order value in the structure for this order value ,If the order is not processed kindly delete the line items and the order. Then save the document. Then try to see the structure S066.. This will be modified.
If you want to modify the value then follow the below process.
Otherwise delete the line item in the order and change the pricing date and the document date. Re enter the line item again so that it will take it up the new changes.
I hope it will help.
Regards,
SK

Turn on Credit Check in CRM 5.0

Similar Messages

Maybe you are looking for