Regarding credit Mgmt in Delivery document

[Former Member]

HI Gurus

Regarding credit management in the Delivery document

the requirement is what ever the value in the sales order

but when is go for delivery creation and once i do PGI it should block based on the value given in the FD32

screen how to do that

Thanks in advance

Rajesh

[Former Member]

Crdit group not properly configured

done that settings it is working fine

Thanks for the Inputs

Rajesh

[Former Member]

Done that setting but it is not getting blocked

and allowing the PGI to be done

Any solutions

Rajesh

[former_member188076]

Hi

Check your entire customising of Credit management.

I am reproducing the steps for customising, hope it will help you:-

*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_SAPFV45K_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. You can

use Transaction FD32 to assign this risk category to a credit account.

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. You want the item to be relevant for billing. If an item is not

relevant for billing or for pro forma billing, no update occurs.

14. 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:

15. 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':

16. 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:

17. 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.*

Regards

Amitesh

Edited by: AA on May 30, 2009 1:15 PM

Edited by: AA on May 30, 2009 1:17 PM

Edited by: AA on May 30, 2009 1:18 PM

[former_member188076]

Hi

Go to:

IMG>sales & Dist>Basic Function>Credit Management/Risk management>credit management-->assign sales doc and delivery doc. (transaction :OVAD)

there you should not maintain anything for your Sales document, but for delivery document maintain 03 in GI credit group.

This will resolve your issue.

Regards

Amitesh

Edited by: AA on May 30, 2009 11:25 AM