credit management

[Former Member]

Dear Sir,

We are running credit management in that we are facing one issue.

we have material substituion scenario in that when we cretae sales order in that system creates second line time of substitude material and then create delivery.

we have config such that system should check credit in delivery but in this scenario system does not check credit and create the delivery.

Item catergori used TAX  and TAPS.  and shedule line PP and CX

Sandeep

SD consultant

[kalyan_mokirala · Accepted solution]

Hi Sandeep,

First check the credit analysis of the delivery created using the program CHECK_CM in SA38 or SE38 transaction by inputing the delivery number. This will give you the details of credit control area, risk category, credit group and the type of automatic credit contol check which system evaluated . Based on the above  data you can get an idea of what is missing or why system is bypassing the document for credit.

Further in case of root version substitution among the 2 item categories of a line normally the item category of second line will be credit acitve and credit wil be evaluated for the substituted line only

Hope this helps..

[sridhar_v]

Hi,

Have you done all the assignments for the credit group and related factors in OVA8 ?

You have two points to check.

1- Item category as every one suggested above

2- check in OVA8

Regards,

Sridhar.

[jignesh_mehta3]

Hello,

Firstly go to T-Code VOV7 & check whether Item Categories TAX & TAPS are marked Credit Active.

Then go to IMG - Sales and Distribution - Basic Functions -  Credit Management/Risk Management- Credit Management - Assign Sales Documents and Delivery Documents - Credit limit check for delivery types. Here make sure that Credit Group 02 is assigned against your Delivery Type.

Then go to OVA8 & check whether Credit Management Settings are maintained for combination of Credit Control Area + Risk Category + Credit Group (02 - Delivery).

Hope this helps,

Thanks,

Jignesh Mehta

[prasanna_kumar4]

HI

I think you Tick the Field Credit Active Field in VOV7 for that Item category

Decheck - Credit Active  and try

Regards,
Prasanna