Credit Management: VKM4 (Release SD Documents)

[former_member194164]

Hi,

I have implemented Dynamic Credit Management at Delivery Level (02: Credit Group for Delivery). System is behaving also fine and is not allowing to save the delivery as soon as the credit limit of the customer gets increased.

But when I am trying to Release the sales order using Tx Code VKM4 (as an approval process), system is releasing the sales order in VKM4, but still at the time of delivery creation after releasing the sales order, it is again not allowing to save the delivery, saying that Dynamic Credit Check has been exceeded.

Can anyone help?

Regards,

Vikas

[Former Member]

I am releasing sales order from tcode VKM4.it is showing has been released but when i going back in sales order it is not removing the credit limit in delivery block.

[Former Member]

Hi Vikas!

You have set the system reaction for not to allow the Delivery Creation, if Dynamic Credit limit is exceeded. Now you have to increase the credit limit of this customer and then only system shall allow to create the delivery.

As you are releaing the Sale Order with VKM4, but you must have assigned the credit group 02 to the delivery type and not to the Sale Document Type.

In case you wish to Create but Block the delivery on dynamic check, then change the system reaction to 'C'.

Hope the above helps.

Regards

Arun

[Former Member]

Use TCode- 'OVA8'

Select the relevant combination of Cr Co Area/Risk Cat/Credit Group; then change the System Reaction from 'D' to 'C' in 'Checks---Dynamic'.

This shall allow to save But Block the delivery.

Regards

Arun

[former_member194164]

Let me re frame my question:

I am releasing the sales order in VKM3/VKM4 and then saving it and then come out of that screen. I can see the same sales order number, if I execute VKM3/VKM4 again. Why it is happening?

Regards

Vikas

[Former Member]

If you wish to see whether this document is blocked or not...then use 'VKM1'.

Regards

Arun

[former_member194164]

It is not showing in VKM1 but displaying in VKM4 or VKM3.

Regards

Vikas

[Former Member]

Hi Vikas

What I understand from this is that, even after releasing the order from, VKM4 when you do the delivery it checks again and puts the block back. So I think this should be standard behaviour of the system. It checks the credit at the time of delivery and blocking. so the only option i see is that you increase the credit limit or settle some invoices of the customer.

Regards

Yatin Thakkar

[eduardo_hinojosa]

Hi Vikas,

What is the value for the status of the documents (Sales order and delivery). You can check it in SE16N for table VBUK, check this fields before and after run VKM4. ¿Are you using a userexit for the credit check? (flags user1 ot user3 in cheks in OVA8)

Field Element Name

CMPSA CMPSA CHAR 1 0 Status of static credit limit check

CMPSB CMPSB CHAR 1 0 Status of dynamic credit limit check in the credit horizon

CMPSC CMPSC CHAR 1 0 Status of credit check against maximum document value

CMPSD CMPSD CHAR 1 0 Status of credit check against terms of payment

CMPSE CMPSE CHAR 1 0 Status of credit check against customer review date

CMPSF CMPSF CHAR 1 0 Status of credit check against open items due

CMPSG CMPSG CHAR 1 0 Status of credit check against oldest open items

CMPSH CMPSH CHAR 1 0 Status of credit check against highest dunning level

CMPSI CMPSI CHAR 1 0 Status of credit check against financial document

CMPSJ CMPSJ CHAR 1 0 Status of credit check against export credit insurance

CMPSK CMPSK CHAR 1 0 Status of credit check against payment card authorization

CMPSL CMPSL CHAR 1 0 Status of credit check of reserves 4

CMPS0 CMPS0 CHAR 1 0 Status of credit check for customer reserve 1

CMPS1 CMPS1 CHAR 1 0 Status of credit check for customer reserve 2

CMPS2 CMPS2 CHAR 1 0 Status of credit check for customer reserve 3

CMGST CMGST CHAR 1 0 Overall status of credit checks

Regards,

Eduardo

Edited by: Eduardo Hinojosa on Sep 24, 2009 9:35 AM

Edited by: Eduardo Hinojosa on Sep 24, 2009 9:37 AM

[Former Member]

Hi Vikas,

Please execute RVKRED08.

[eduardo_hinojosa]

Hi,

Perhaps you have a problem of patches, check Note 1130413 - VKM4: Risk category is incorrect after check

I hope this helps you

Regards,

Eduardo

[former_member194164]

If some customization is also needed to activate VKM4 setting? or once Credit Management is working fine with Credit Limit (FD32), should it also work for VKM4? I MEAN IS THERE ANY CUSTOMIZING THAT NEEDS TO BE DONE?

Regards

Vikas

[eduardo_hinojosa]

Hi,

The problems can come from many sources. I think that all post can be rights

Perhaps:

- IMG steps: check Note 18613 - Checklist for Credit Management

- Need to restore S066/S067 (run report RVKRED08)

- Need of patches or a correction note

Check the Note 18613 - Checklist for Credit Management, it's so useful

Regards,

Eduardo

Edited by: Eduardo Hinojosa on Sep 23, 2009 1:53 PM