Automatic credit control and simple credit control

[Former Member]

There is automatic credit control and simple credit control. The limit amount is defined at FD32 (at the credit control area data - "credit limit" field) for simple credit control. At where do we define the credit limit amount for automatic credit control?

Also, what happens if I assign a credit limit for a sales document type by both automatic credit control and simple credit control?

[Former Member · Accepted solution]

Dear Yasir,

In transaction OVAK - will be assigning either simple credit check or automatic credit check to the order types.

Only one can be assigned at a time (either simple or automatic)..

Credit limit for the customer will be set in FD32 in case of both simple and automatic checks.

thank you

S.P.Venkatesh

[Former Member]

Hello,

Difference Between Simple and Automatic Credit Check Types

Explain in detail difference between simple and automatic credit check types. In automatic check, difference between static and dynamic checks.

SIMPLE CREDIT CHECK : Tr.Code - FD32

It Considers the Doc.Value + Open Items.

Doc.Value : Sales Order Has been saved but not delivered

Open Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but not received the payment from the customer.

Eg: Customer Credit Limit is Rs.1,00,000/-

Suppose Doc.Value + Open Item Value is Rs.1,10,000/-

Here credit limit exceeds then system reacts.

Options : A) Warning Message

B) Error Message (Sales Order won't be saved)

C) Error Message with Delivery Block

AUTOMATIC CREDIT CHECK : Give extra credit facilities to the particular customer.

STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory + Credit Control Area.

A) Credit Checking Groups : Types of Checking Groups.

01) Sales

02) Deliveries

03) Goods Issue

At all the above 3 levels orders can be blocked.

B) Risk Catageory : Based on the risk catageories company decide how much credit has to give to the customer.

HIGH RISK (0001) : LOW CREDIT

LOW RISK (0002) : MORE CREDIT

MEDIUM RISK(0003) : Average Credit

Static Credit Check it checks all these doc value & check with the credit limit

1) Open Doc.Value / Sales Order Value : Which is save but not delievered

2) Open Delivery Doc.Value : Which is delivered but not billed

3) Open Billing Doc.Value : Which is billed but not posted to FI

4) Open Item : Which is transfered to FI but not received from the customer.

DYNAMIC CREDIT CHECK : 1) Open Doc

2) Open Delivery

3) Open Billing

4) Open Items

5) Horizon Period = Eg.3Months

Here the System will not consider the above 1,2,3& 4 values for the lost 3 months

Then assign the Sales Doc & Del Documents.

Sales Doc.Type(OR) + credit Check(0) + Credit Group (01)

Credit Limit Check for Delivery Type : Del.Type (LF) + Del Credit

Group (02) + Goods Issue Credit Group (03)

http://www.magnatraining.com/sap/sap-tutorials/sap-sd/sap-credit-management?ml=5&mlt=rhuk_milkyway&t...

Thanks

venkat

Edited by: yanamadala venkataswamy on Mar 3, 2011 5:01 PM

[PhaniKalvagunta]

> At where do we define the credit limit amount for automatic credit control? 
In FD32 only.
> Also, what happens if I assign a credit limit for a sales document type by both automatic credit control and simple credit control ?
System will not accept.You can either assign Simple Credit or Automatic Credit Control.

Regards,

Phani Prasad.