Problem in Credit management

[Former Member]

HI ...All ...

For one paricular customer , credit limit exceeded to 500% .

But while saving order it is not showing any warning message , where as showing warning message has been configured .

I have checked in fd33.... but no clue ...

Pls Advc

[Manoj_Mahajan78 · Accepted solution]

Hi..

Below are all steps of confign of credit managment.See what you have missed-

1. Transaction OB38

Check which credit control area is assigned to the company code.

Company code:

Credit control area:

2. Transaction OVFL

Check which credit control area is assigned to the sales area.

Sales area:

Credit control area:

3. Transaction XD02 or VD02

Check which credit control area is assigned to the payer.

Payer:

Credit control area:

4. Transaction SE37

Is user exit EXIT_SAPV45K_001 being used?

5. Transaction OBZK

For the settings under items 2 - 4, field "All company codes" must be marked in Transaction

OB45, or the credit control area must be entered under the relevant company code in table

T001CM of the credit control areas allowed.

Company code:

Credit control areas allowed:

6. Settings for the credit checks

7. Transaction OVAK

Which settings do exist for the sales document type used?

Sales document:

Check credit:

Credit group:

8. Transaction OVAD

Which settings do exist for the delivery type used?

Delivery type:

Credit group for delivery:

Credit group for goods issue:

9. Transaction OB01

Credit management/Change risk category

Definition of the risk category for each credit control area. This risk category can be

assigned to a credit account by using Transaction FD32.

10. Transaction OVA8

Here, the individual credit checks for key fields

o credit control area

o risk category

o credit group are set. Take these key fields from the above settings and go to the detail

screen. In particular, check whether fields "Reaction" and "Status/block" are set

correctly. To carry out follow-up actions in case of a credit block, the credit check

status must be set (field "Status/block").

11. Transaction FD32

Credit master data for the payer of the relevant document.

Credit account:

Credit limit:

Risk category:

Currency:

12. Settings for updating the credit values Update of the credit values is required for the limit

check (static or dynamic credit limit check).

13. Transaction OVA7

Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to

field "Active receivable" in Transaction VOV7.

Item type:

Active receivable:

14. Transaction V/08, Pricing

In the pricing procedure used for pricing, subtotal "A" must be entered in a line for

determining the credit value (mark the pricing procedure and doubleclick on "Control").

Usually, the net value plus taxes is used. This way the system is determined to use this

subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for

update and credit check.

You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".

Pricing procedure:

Line with subtotal = 'A':

15. Transaction OB45

Which update group (field "Update") do you use in the relevant credit control area? The

default setting is "12". If you use another update group, check whether this is fine with

you. If you open an OSS message, please tell us the alternative update group.

Credit control area:

Update:

16. Transaction OMO1

Which kind of update did you choose for structure S066?

In any case, "Synchronous update (1)" has to be chosen as the kind of update.

All other settings will lead to errors.

Regds

MM

[Former Member]

HI ... Monoj

I got it .Sales order , itself it is not assigned with credit check

Thanks

Sundar

[Former Member]

the setting for credit management is done as shown below

1) use OB38

where u assign credit control area to the company code.

2) use OVFL

where u assign credit control area to the sales area.

3) XD02

where u check whether the credit control area is assigned to the payer

4) se37

where u check whther any userexit has been maintained or not

5) OBZK

where u check the credit control area is entered under the relevant companycode in table T0001cm

6) OVAK

where u do the settings for the sales doc. type is done

7) OVAD

which setting is used for the delivery type

😎 OB01

where u check for the risk category. this risk category can be assigned to the risk amount.

9) OVAS

here u check for the individual credit check with the key fields

credit control area

risk categry

credit group area

10) FD32

where u check for the payer of the relevant document

credit amount

credit limit

risk category

currency

11) OVA7

whether the item type is marked for the credit value

12) v/08

where the pricing procedure is maintained

13) OB45

for the update which u use for the relevant credit control area

this are the process for the credit management

if all this check doesn't solve the problem please tell me

Yogesh

[former_member50431]

Hi,

please check the document with report CHECK_CM. If there are missing customizing settings they will be marked in "red". Please also verify with this report if field CMPNT is marked with "X", if the confirmed quantity is > 0 and the credit price is > 0. The credit value is the confirmed qty multiplied with the credit price.

Regards,

Andreas

[Shiva_Ram]

Hi,

Check in transaction code OVA8, for your Credit control area + Risk category + credit group, for the fileds static and dynamic check, in the reaction boxes, value B is entered.

Regards,

[former_member217082]

Hi sundar

As per my understanding you have configured Automatic credit check So Firstly Check wheather you have maintained RIsk Category or not in FD32.

Secondly , check OVA6 (Credit Groups for Document Types) , OVA7(Credit Relevancy of Item Categories)

Thirdly , check in the pricing procedure wheather you have assigned the subtotal B to the Net value or not

Regards

Srinath