Hi,
The Sales Credit Management process is as below:
The credit limit check is carried out within one credit control area. When changing a document, the check is repeated, if changes regarding quantity or value are made. A credit control area consists of one or more company codes. A sales document belongs to one credit control area depending on the allocation of the sales organization to a company code. The SAP System checks the credit limit which was granted to the customer in this credit control area. The credit control areas and the credit limit of a customer are defined in financial accounting and entered in the customer master record. During the check, the SAP System totals the receivables, the open items and the net value of the sales order for every item of a sales document. The open items take into account obligations bound by contract which are not recorded for accounting purposes but which involve expenses through diverse business transactions. The total is compared with the credit limit. If the limit is exceeded, the system responds in the way defined by you in the configuration menu.
It can be assinged in OVAK transaction code.Net value with sub total 'A', in pricing proc, will be the basis for credit limit.
If we use 'simple' credit limit check,you can only configure one system reaction ('A' warning, 'B' error, 'C' delivery block) when the credit limit is exceeded, we have chosen to use option 'C' (delivery block).
The system provides a transaction to list all of the sales documents that have been blocked for delivery, with information about what has caused the block. The Customer's current credit situation is manually reviewed by credit department, and when the sales order is approved, the delivery block is removed from the sales order. You go directly from the list to an individual sales document by placing the cursor on the relevant document and choosing Edit sales doc
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