Credit check by just saving the delivery

[Former Member]

Good afternoon,

Currently our system is configured to perform a credit check both at sales order and delivery. Although, when the check occurs in the delivery, it happens only in the moment of the PGI.

Is there anyway to configure the check to take place by just saving the delivery?

Any ideas will be welcome.

Adriano Cardoso

[Former Member · Accepted solution]

Hello all.

Based on the input of you all, I could make the check to happen at the delivery prior the PGI. Anyway now we have a different requirement: the user should not be able to actually create a delivery document (the one starting with 800....). The system should issue and error message instead (red).

Is it possible to configure or should I go for user exits?

Adriano

[former_member365422 · Accepted solution]

dear Adriano,

No need for user exit, Just change the Block to D for your delivery check in OVA8.

Regards

Mayank

[former_member365422]

Hi Adriano,

I assume that you have configured Automatic credit check and you have properly configured credit groups for Sales order, Delivery and PGI and Relevant setting are maintained in OVA8.

I think when you create a sales order credit check triggers and it blocks for credit, then you release the sales order using VKM3 and you create delivery same day and save it then you do PGI and credit check triggers again.

If my above stated understanding is correct then I think this is because you are trying to create delivery same day when you released the sales order and you are creating PGI after the date you released the sales order.

This is because system does not triggers credit check again if the release date is current date. that is if you release the sales order today system will not perform credit check if you do delivery and PGI same day. but if try to create delivery next date after release, system will perform credit check again at delivery and will block delivery due to credit, after releasing the delivery document if you do PGI same day then system will not perform credit check at PGI, but if you do PGI at later date then system will trigger crdit check again.

Hope this helps.

Regards

Mayank

[Former Member]

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

[Former Member]

Adriano,

First set the Credit limit (under IMG -> LE -> Shipping -> Delivery -> Deliveries: Blocking Reasons/Criteria) to Conf ('Confirmation block), then assign this credit limit to your delivery type (under Delivery Blocks in IMG). Now, when the sales order is confirmed the quantities will be reset to zero thus not allowing for the delivery to be created.

- Nanda

[moazzam_ali]

you can block delivery settings in VOV8 sales order settings. Select credit limit in delivery block.