credit management

[mukesh_kumar23]

Hi

i have done the credit mangement for my order i maintained the credit limit in FD32 for credit control and customer , my problem is when i checked the limit its exceeded but when am creating its allowing me to save i want when this order being save its throw a error and block the delivery for that what i need to do the config .

thanx

[former_member217082 · Accepted solution]

Hi Mukesh

Just maintain the following data if you are using automatic credit check

In OVA8 , maintain B or C for the reaction feild at check the box dynamic credit check.

In FD32 , check wheatehr you have assigned Risk category or not

In your pricing procedure for the Net Value step check wheather Subtotal A has been maintained or not

Also assign credit group to the sales document type and delivery doc type and at PGI level

Regards

Srinath

[mukesh_kumar23 · Accepted solution]

Hi

Thanks for your input , i have done all the setting in OVA8 and F32 ,

as i set total credit limit for customer 100000

individual credir limit 50000

credit limit used 119000

credit exposure 59,500

defined risk category as H

but still order allow me to save which i dont want i want it should give error message

Thanx

[former_member217082 · Accepted solution]

Hi Mukesh

Check wheather you have assigned credit grp to sales doc type or not

Also check In your pricing procedure for the Net Value step check wheather Subtotal A has been maintained or not

In OVA8 , have you checked open sales orders , open deliveries and dynamic credit check

I suppose the problem is with the subtotal only , so check your pricing procedure

Assign credit control area in the CMR also

Regards

Srinath

[sarthak_mohantysd · Accepted solution]

Hi Mukesh,

Kindly check the setting in the T-code "VOV8". Select the Sales Document type used by you and then in general control option we have a dropdown option called "CHECK CREDIT LIMIT". Set this option to B or C depending upon your requirement.

Option B - Run Simple Credit limit check and error message.

Option C - Run Simple Credit limit check and Delivery Block.

Please let us know after making these changes if you still face the issue.

Regards,

SARTHAK

[Former Member]

Hi ,

See if this helps:

Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.

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.

Sincerely

Sabby

[former_member550050]

Hi

In t code OVA8 for your combination you can maintain this settings

If limit is exceeded do you want to save the order with warning message? with reaction status

If limit is exceeded do you want to discard the order with error message with reaction status

Regards

Raja

[Former Member]

Hi

If u have activated automatic crdit check then check u r settings in OVA8

for the combination of U r credit control arearisk categorycredit group if it is dynamic credit check

then in the reaction field maintain "B" or "D" and also tick the check box of STATUS

If it is simple credit check then in OVA8 in the field credit check maintain "B" or "c" for u r document types

regards

[Former Member]

HI

Also check whether you have maintained the credit control area in Billing tab in CUSTOMER MASTER

XD02

regards