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Credit management

Former Member
0 Kudos

Dear All,

Scenario in credit management :

I have different payment terms for different customers .How to relate this to credit management in OVA8 settings.??? I need to block customer for exceeding credit limit and credit period in days as well at sales order level.

Please guide on this.

Thanks

Umesh Karanth

Accepted Solutions (1)

Accepted Solutions (1)

Former Member
0 Kudos

Hi,

The requirement can be acheived by using user exit. ( LVMPTZZ, LVKMPFZ1). In transaction OVA8 check the USER1 and ask the ABAPer to code the logic based on the Payment terms and credit limit assigned to the customer.

regards

prasad

Former Member
0 Kudos

thanks

Umesh

Answers (3)

Answers (3)

former_member209761
Active Contributor
0 Kudos

Dear Umesh,

Do the following steps for configuring the credit management based on ur requirement.

1) Define the payment terms for the customer based on the requirment & enter them in the customer master : sales area tab : billing

2) For credit management , after the risk category has been maintained for the credit control area , do the following steps

a) Assign sales document types to Credit Check & Credit Group in OVAK

b) Remove the assignment of the Credit Group for delivery type in OVAD.( since your requirement is to

check the credit in sales order level)

c) In OVA8 ( maintenance of Automatic Credit Control),

--> Enter the DYNAMIC u2018REACTIONu2019 as u2018Du2019.

--> Enter the OLDEST OPEN ITEM u2018REACTIONu2019 as u2018Du2019 with u2018Days oldest Itemu2019 as u20180u2019 Days.

d) In OVA7, Check the TAN Standard Item as CREDIT ACTIVE.

now

3) maintain the credit limit value in FD32 for the customer and the credit control area.

(dont forget to maintain the risk category in FD32)

now the system will issue warning/error message during the sales order creation ( the action is based on whether u have given a,b,c or d in ova8 for dynamic check) based on the credit limit.

now if the customer has a open billing document which was due yesterday & if we are trying to create another sales order today , the system will not allow the sales order to be created based on the credit check.

I hope this will help your requirments.

Thanks & Regards

Hegal K Charles

Former Member
0 Kudos

Hi,

This requirment can be met by dyanmaic credit check.

while configuring risk category check the open items also and set the recation

Former Member
0 Kudos

Hi,

For the new customers u need to check credit limit u have maximum document value option is avilable

other wise u need to check credit limit based on payment terms for that u need to use user-exit and assignd in ova8 in no credit check area.

Hope it will slove the problem other wise please inform .

Best regards,

venkataswamy.y