Credit Management

[Former Member]

Hi

We have activated Credit Management in our Scenario.

In standard scenario , Credit Exposure takes into account Total Receivables + Open Sales Orders + Open deliveries if any .

We want Credit Limit Check should be aginst Receivables only.

for ex :

Credit Limit : 100

receivables 30

Open Sales Orders 50

New Order : 50 (this order will get blocked)

But here what we want is since receivables are only 30 order should not get blocked

[jignesh_mehta3 · Accepted solution]

Hello,

Go to Credit Control Area Defination:

IMG - Enterprise Structure - Definition - Financial Accounting - Define Credit Control Area - Select Required Credit Control Area.

Here under "Data for updating SD" there is a box to enter Update (most probably 00012 will be mentioned in your case), keep this Update Box blank. (means - No update from SD documents).

This would make sure that there is no update from SD Documents in Credit Management & only FI documents would be considered.

Hope this helps...

Thanks,

Jignesh Mehta

[Former Member · Accepted solution]

SOLVED JIGNESH. INSTEAD OF BLANK WE SELECTED 0015 WHICH IS CALCULATES OPEN DELIVERY AND BILLING DOCUMENTS.

[Former Member · Accepted solution]

Hi

We have credit management activatded in our scenario.

In the configration of Credit Control Area we had selected value as 0012 which included Sales Order Value + Delivery Value + Receivables.

After one month now we have changed the value to 0015 which includes only receivables + open delivery value.

Now the problem is credit exposure to the customer account doesnt get revalidated after the changes are done.

i.e for the given customer credit exposure still shoes old value which included receivables + sales order value + delivery value, whereas what we want is it should show only receivables + delivery value.

pls guide

[Former Member · Accepted solution]

Hi,

If you activated automatioc credit control for your sales document type, you have an option to ignore open sales orders and open deliveries amount calculation i.e uncheck open sales orders and deliveries in OVA8 transaction for your credit control area,risk category and credit group combination.

Regards,

Gali

[Former Member · Accepted solution]

If the inconsistencies are due to change in update groups ob45. infostructures are not getting updated.

I ran this report RVKRED07 with NOBLOCK OPTION AND I GOT GET THE CORRECT CREDIT EXPOSURE VALUES i.e withourt sales order values.

@Balaji : Although my query is solved i couldnt undersatnd the solution . Can u pls guide me...

[Former Member]

If the inconsistencies are due to change in update groups ob45. infostructures are not getting updated.

I ran this report RVKRED07 with NOBLOCK OPTION AND I GOT GET THE CORRECT CREDIT EXPOSURE VALUES i.e withourt sales order values.

@Balaji : Although my query is solved i couldnt undersatnd the solution . Can u pls guide me...

[Former Member]

How about in OVA8 and do not select the check box open orders and open deliveries ?

[Former Member]

hi,

then SD & FI credit management will not suit your requriment.

you can use AR component to manage the Credit Management which enables you to issue a credit limit for each customer. Every time you post an invoice system checks whether the invoice amount exceeds the credit limit or not.

please check and confirm

balajia

[Former Member]

Can u please elaborate with steps further on this.

[PhaniKalvagunta]

Hi,

This is not possible in standard SAP.You may need to go for a development.

Regards,

Phani Prasad.

[Former Member]

hi,

please go through this path:

SPRO - Financial Accounting NEW - Accounts Receivable & Payables - Credit Management - credit control account.

PLEASE check & confirm.

balajia

[Former Member]

Dear,

You can change the credit limit as per your requirement then may be it will work.

Regards,

Sandip