Credit Limit Check at delivery document level

[Former Member]

Hi Experts,

We have client requirement as follows for creditmanagement

We have activated automatic (static) credit limit check

1) status is C, activated block for credit group 01 (selected open orders, open deliveries)

2) status is D, activated block for credit group 02 ( selected open deliveries only)

3) status is D, activated block for credit group 03

System checks credit limit of the customer at sales order level, if credit limit exceeds it blocks the order.

After releasing the order we can create the delivery document.

Since credit limit check is activated at delivery document level, system should throw a error Mssage. Here system doesnot check the credit limit check.

What settings should be done to achieve this requirement

Kindly share some light on this issue.

Thanks in advance

VNR

[former_member648947]

Hi Viswanandha,

Settings you have made look ok and system should give you error message.

But what comes to my mind is, it is worth while to check following.

1) Go to IMG >> SD >>Basic func >> Credit Management/Risk Management >> Determine Active Receivables per Item Category. and see if the Item category which you have activated in Delivery is relevant for Credit limit functions

2) Go to IMG >> SD >>Basic func >> Credit Management/Risk Management >> Credit Management >>Assign Sales Documents and Delivery Documents.....here please check for the delivery type which you are using...the credit grp 02 is assigned.

3) Check if there is any requirment maintained in OVA8 for the combination of 02 credit grp in "No credit Check" field

If these settings are maintained then system should throw an error message.

Please revert back

Hope to resolve your problem

Regards,

Paresh

[Former Member]

Hi,

As you are aware that credit block can be at three levels as following.

01.At sales order level i.e 01 credit group

02.At delivery creation level i.e 02 credit group

03. At delivery PGI level i.e 03 credit group

In your requriement the following settings need to be done.

01. assigne Sales Order document type with 01 credit group.

02. assigne Delivery document type with 02 credit group & 03 credit group (if requried at PGI level).

03. go to OVA8 and maimtain the the settings for all the credit groups.

With the above settings we need to release the credit blocked documents with VKM1, VKM3 or VKM5.

Hope this is in line with your requriment.

Bye & Enjoy SAP.

Koganti

[Former Member]

Hi Reddy,

Sales order and delivery cannot be blocked on the same day. Because when the Sales order is released all the subsequent documents will be released for that day( if infostructure S066 is in date format, transaction OMO1).

1. When the sales order is released, you can have the block for deliveries on the next day only as per the configuration done by you( this will not solve your purpose).

regards

prasad

[Former Member]

Viswanadha Reddy ,

In the case of a warning message or Error Message , a block can be set in the credit status of a document.

1. Execute Tcode VOV8, in Sales document, Details screen Under "General Control" header we have Check Credit limit, Credit Group listed.

Check Credit Limit = "C"

Credit Group = 02

If you want to block credit limit for deliveries and wish th system to throw a delivery block if credit limit is exceeded. For item Category Group 0002 for deliveries

Activate "Static"

Reaction = C

Activate Open Orders and Deliveries.

Note: At a time you can apply for one Credit group. So please check whether you want to carry at order level or Delivery level

2. Moreover IN FD32 Screen you carry out setting limits. ENter

a. Customer

b. Credit Control area

Activate all the indicators menttioned below and press Enter or Tick mark.

The Credit limit is set in Status Screen.

After performing the following config details and then check thetransaction flow.

Regards

Sathya