customer credit limit update at quotation

[Former Member]

Hi,

My requirement is when i am creating a quotation for a customer system should update the credit limit of that customer and give a error or warning according to the situation.

Please respond.

[Former Member]

Hii vinayak4all,

Check all the below steps and complete if missed.

Check which credit control area is assigned to the company code (OB38)

Check which credit control area is assigned to the sales area (OVFL)

Check which credit control area is assigned to the payer (XD02 or VD02)

Is user exit EXIT_SAPFV45K_001 being used? (SE37)

Permitted Credit Control Areas per Company Code (OBZK)

Settings for the credit limit checks for sales document type (OVAK)

Settings for the credit limit checks for delivery document type (OVAD)

Credit management/Change risk category (OB01)

Maintenance for automatic credit control (OVA8)

Credit master data for the payer of the relevant document (FD32)

Settings for updating the credit values (static or dynamic credit limit check)

You want the item to be relevant for billing

Update of the credit value is active for the corresponding item type if the check box is marked (OVA7)

Maintain Item category (VOV7)

Pricing (V/08)

Credit control area details with update (OB45)

Updating sales and distribution info structures (OMO1)

Thanks and Regards,

Santanu

[Former Member]

Hi,

Go to OVAK

And activate for quotation type

[Former Member]

Thnks for your immediate responce,it is help full and one more the system should show the credit limit of the customer.

[PhaniKalvagunta]

Hi,

In the Quotation Screen goto Environment-->Partner --> Display Credit account after entering Sold to Party

System will take you to FD33 screen and you will find the credit limit details there.

Regards,

Phani Prasad

[murali127]

Hi Vinay,

In OVAK itsself radio buttons are available, if you want to block the quotation if the credit limit exceeded with warning message,

and other options also available, please look into the same and make it according to your requirements,

Thanks and Best Regards,

Muralidharan S