Credit check

[Former Member]

Hi SAP expert,

as per SAP practice if any customer exceeds credit limit based on background setting system put on credit hold and further it relased by concern.

Now business wants that shud not done manually by VKM3/4. instead they want once any order for customers exceeds limit based on FD32/OVA8 setting system put those orders on hold and that should be released automatically in background where limitation to be set as well in terms of value.

could you please throw your light that how to attain this functionality. please breif about

[od_manikandan]

Dear Mahesh,

In a curiosity am asking,

when system is checking a credit limit and if exceed it put order in block,

And a VKM3 is given to release after deciding whether to release or NOT.

If you want system should release automatic, then why are you putting block.

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If a sales order is in block (may be payment not received) so it is in block, now in case credit limit or payment received the a user can go to sales order and he can change the qty.

By this system will do credit check and update the block status.

Regards,

Mani

[Former Member]

Thanks alot to all of you.

mk

[former_member209761]

Dear Mahesh,

Can you explain what you mean by where limitation to be set as well in terms of value.

Thanks & Regards,

Hegal K Charles

[Former Member]

Dear ALL,

thanks a lot for your prompt reply.

precisely, reuirement is like as below:

Business does not want to retain conventional way of Credit release , since it require Manual execution.

Hence , now business want to adopt automation process of customer credit release.

Thanks in advance

MK

[kalyan_mokirala]

Hi Mahesh,

Normally credit block are released by credit managers of the organisation. This will be based on credit worthiness of the customer.

If you want to have the credit block released automatically you can set background job for the program of the transactions VKM3 (RVKRED04) or VKM4 (RVKRED01)and get that executed. This is simple background job scheduling.

Further order and delivery user user exits have to be modified and code must be validated against the value of a field.

If for example the requirement is net value of the order is less than $100 then pass the order for credit automatically; In such case maintain a Ztable which has net value field and maintain value for the field in SM30 transaction. Then lines of code must be written in the sales order user exit such that when the net value of the order is less than the value maintained in the Ztable for the z-field then, execute the program RVKRED04 in background.

Hope this explains.

[Former Member]

Hi,

There is no standard way to acheive your requirement.

You would have to use e.g. the coding in the user-exits of MV45AFZZ. additionaly put screen to enter the credit value

hope this helps

regards,

Ramana

[Former Member]

Hi,

You can address the requirememnt as follows,

A. Remove authorization for the T-Code VKM3 & VKM4 and

B. Develop a Z screen which controls the background process for release of the sales orders based on a certain value.

The following could be some of the hindarances for this proccess

A. The user will have to wait for the background job to finish for processing the sales order

Discuss with the business the above point and since the values are going to picked up from FD32, authorization to this T-Code also should be controlled.