credit management

[Former Member]

Hi All,

Orders going through without being released in credit module.

What could be the reason that system is not checking the credit check.the credit limit is 0 then after systemm is not bloc the sales order as I have maintain D as credit check in

Regards

VM

[Former Member]

This message was moderated.

[jignesh_mehta3]

Dear VM,

Go To OVA8 - Select you combination of Credit Control Area, Risk Category & Credit Group & Pick tick marks in CHeck BOxes or open Orders & Open Deliveries.

This will make sure that Open Orders would be considered while doing Credit Check,

This would definitely solve your issue...

Give points if useful...

Thanks,

Jignesh Mehta

[Former Member]

Dear Vip,

Please check what reason you have specified in ova8(automatic credit control) for static or Dynamic.

If you specify

no message: system will not throw any message n simply process the orders

Warning : system will throw a Warning message

Error : System will throw error n doesnot allow furthur processing.

Regards

Vamshi

[Former Member]

Hi,

Check the assignment of risk category in FD32

Irfan

[Former Member]

Hi,

Automatic credit control settings are maintained in "OVA8".

Areas to be checked:

1. For the sales document type in VOV8, the "check credit limit" must be "D"& "credit group" is "01".

2. In the pricing procedure for the final credit price line, maintain "A" in the sub total column. This is carried over as the "credit price".

3. In VOV7, for the item category, the "credit active" field must have a tick. If there is no tick on this, then credit check will never happen.

4. While maintaining the credit limit for the customer in "FD32", in the "status" section maintain the "risk category".

5. Now in OVA8, maintain the settings for the combination of "credit control area + risk category + credit group". The credit group should be the same as maintained in VOV8 for the sales doucment type. Inside this you have ticked against "static check" & "open orders" as well as "open deliveries" have also been ticked.

Now in the same line if you see, you have a column for reaction:

" " No message

A Warning

B Error message

C Like A + value by which the credit limit has been exceeded

D Like B + value by which the credit limit has been exceeded

Select a message according to your requirement - how do you want the SAP system to behave in case of a credit failure.

There is a column for "status/block". This is basically blocking the delivery from getting created in case of a credit check failure. But this setting makes sense only if you have selected either "A" or "C" in the "reaction" column. For "B" & "D", the sales order won't be created at all.

6. Check for the assignment of the credit control area in the customer master - sales area data - billing screen. But this is not so important, without this also the system checks for the credit check.

Check following Transactions.

1. OB38- Assign Company Code to cr control Area

2. OVFL- Assign Sales Area to Cr control Area

3. XD02 -

4. OBZK

5. OB45

6. OVAK

7. OVAD

8. OB01

9. OVA8

10. OVA7

11. FD32

12. VOV7

13. V/08 Maintain Subtotal A in pricing Procedure

14. OB45- Maintain Update -12

Hope this solves your problem.

Regards

Amit Gupta

[Former Member]

Hi,

credit limit means available credit limit that is O

[Former Member]

Hi

You have maintained the "Check credit limit" option as "D" in the sales doc type( OR or something)that means you have to do configutration settings for Automatic credit control to happen.

For this you have to do the following configuration settings

1) Define credit groups

2) Assign this credit groups to sales document types or to the delivery doc types

3) Define Automatic credit control

The path for the above steps to configure is

Img> Sales & Distribution> Basic functions>Credit management/Risk management>Credit management-->

In automatic credit control you assign the "Risk Category" and "Credit group" to the credit control area.

After that go to the t.code FD32

[Former Member]

HI!

If I'm correct I think you mentioned you maintained Credit limit as ' 0'. That means you not maintained any limit. So you maintin limit for the customer, then the effect takes place.

[Former Member]

Hi

If you keep the credit limit as Zero and if you raise the order and the order value is more than Zero means, surely system throws message the customer has exceeded the credit limit.