Credit Group-Document type settings.

[former_member242511]

Hi All,

i have created one order document type ZFAC for sale from mfg. plant.

company has 5 plants(each plant manufacures different products)

i need to have product division wise credit check.

ZFAC- credit Group- 01 for order -> Plant 1(Product A)

ZFAC- credit Group- 02 for Delivery -> Plant 2(Product B)

ZFAC- credit Group- 03 for PGI -> Plant 3(Product C)

how to achieve this? i cannot create 3 different order document types for 3 different plants.

Reg,

Amol

[former_member209761]

Dear Amol Tamhane ,

You have mentioned product A , B and C..

Will the same be in different divisions or in the same division.

I.e, there is a division XX and in the XX all the product A,B and C can be there ?

Thanks & Regards,

Hegal K Charles

[former_member242511]

Hi Hegal,

products A,B,C belong to three different divisions.

Reg,

Amol

[former_member209761]

Dear Amol,

As per your requirement, please test after doing the following settings.

You have to create 3 CCArea based on your business requirement.

lets say it is 1000, 2000 and 3000

lets say we have 3 risk category 001/002/003

We have 3 credit groups 01(sales order /02 delivery /03 PGI)

You can find the configuration for credit management in the WIKI or in FORUM itself.

Hence i will be mentioning only the deviations which you need to make from those standard configuration.

ccarea to company code assignment need to be done based on the configuration steps.

In ovfl, you need to specify the credit control area for the sales areas.

you have to assign different credit control areas created for the 3 sales areas (division)

Now in ova8, there is a combination of credit control area / risk category / credit group.

For the division which needs check in sales order level, in OVA8 for the combination 1000/003/01

check the required checks / blocks and reactions (you can decide whether the check need to be on credit amount or oldest open item or any other factor -- refer the configuration for credit management)

for the remaining combination ie, 1000/003/02 and 1000/003/03 do not maintain any checks.

For the division which needs check in delivery level, in OVA8 for the combination 2000/003/02

check the required checks / blocks and reactions (you can decide whether the check need to be on credit amount or oldest open item or any other factor -- refer the configuration for credit management)

for the remaining combination ie, 2000/003/01 and 2000/003/03 do not maintain any checks.

For the division which needs check in PGI level, in OVA8 for the combination 3000/003/03

check the required checks / blocks and reactions (you can decide whether the check need to be on credit amount or oldest open item or any other factor -- refer the configuration for credit management)

for the remaining combination ie, 3000/003/01 and 2000/003/02 do not maintain any checks.

check and revert back after testing.

One limitation of this scheme (if it works as per requirement ) is that we need to maintain seperate credit limit for the customer in all the 3 divisions.

Thanks & Regards,

Hegal K Charles

[Former Member]

Hi

plz first ask ur mangement and clear that should the credit block be kept at order level or delv or issue level 2} point want to extend to under different sales order plz go vkm1 and if u want to keep block for diff products u have plz keep block at sales area level at vkm5

[former_member209761]

Dear Amol,

i need to have product division wise credit check.

What do you mean by the above statement?

As per my undertanding you want to have seperate limits for each prodct division.

For eg: 1000 for div a, 3000 for div b and 5000 for div c

If this is the requirement , why are you using different credit group?

Credit group is used to define in what level the check should happen.

If credit group is A, it means system will perform credit check in sales order level.

If credit group is B, system will do it in delivery level and if its C system will do it in PGI.

Hence first discuss with business on which level you need the check.

Then create 3 or 5 (based on the no of product divisions) credit control area.

Assign it respetively against the sales area in OVFL.

Then maintain the FD32 for each credit control area.

Check and revert back , if there is any issues.

Thanks & Regards,

Hegal K Charles

[former_member242511]

Hi Hegal,

thanks for replying back,

i mean to say as product division wise check is

For some products credit Block should be at Sales Order,

For some products credit Block should be at Delivery,

but document type is same for all the products. -ZFAC(Sales Order,Delivery)

[Former Member]

Hi Amol,

As per my knowledge you have to create different credit control areas and assign it to the sales area in Enterprise Structure-Assignment-Sales & Distribution.

Assign Sales Area to Credit Control Area

Sales Area -

---

> Credit Control Area

1000/10/Product A -

---

> 1000

1000/10/Product B -

---

> 1001

1000/10/Product C -

---

> 1002

Credit Control Area should also assigned to Company code...

Sales Area -

---

> Credit Control Area -

---

> Company Code

1000/10/Product A -

---

> 1000 -

---

> 1000

1000/10/Product B----

---

> 1001 -

---

> 1000

1000/10/Product C----

---

> 1002 -

---

> 1000

Go to FD32 enter your customer no & credit control area and enter the credit limit amount.

Regards

Pradeep