CRITICAL FIELDS

[Former Member]

Hi Gurus.,

Can any one explain critical fields in credit management with example,

How the critical fields in credit management work with example

Thanks in advance

Narayana

Message was edited by:

manam narayana

Message was edited by:

manam narayana

[Former Member · Accepted solution]

Hi manam,

Payment terms is one of the critical field. Assume that you have set credit management at order level and you have changed the payment terms, then the order will be blocked for credit managment.

Hope it helps. Reward if it helps.

Thanks & Regards,

CLN

[Former Member]

Hi,

Good explanation Prathebh.

The credit check is triggered by changes made in the document to values in any of the credit-sensitive fields. According to your Customizing settings, the system runs a check credit between changes or differences in the sales order data against the default values in the customer master record. Examples of such fields are terms of payment and fixed value dates.

Hope its helpful too.

Thanks & Regards

Sadhu Kishore

[Former Member]

It Considers the Doc.Value + Open Items.

Doc.Value : Sales Order Has been saved but not delivered

Open Item : Sales Order has been saved , Delivered, Billed & Transfered to FI, but not received the payment from the customer.

Eg: Customer Credit Limit is Rs.1,00,000/-

Suppose Doc.Value + Open Item Value is Rs.1,10,000/-

Here credit limit exceeds then system reacts.

Options : A) Warning Message

B) Error Message (Sales Order won't be saved)

C) Error Message with Delivery Block

AUTOMATIC CREDIT CHECK : Give extra credit facilities to the particular customer.

STATIC CREDIT LIMIT DETERMINATION :Checking Group + Risk Catageory + Credit Control Area.

A) <b>Credit Checking Groups</b> : Types of Checking Groups.

01) Sales

02) Deliveries

03) Goods Issue

At all the above 3 levels orders can be blocked.

B) <b>Risk Catageory</b> : Based on the risk catageories company decide how much credit has to give to the customer.

HIGH RISK (0001) : LOW CREDIT

LOW RISK (0002) : MORE CREDIT

MEDIUM RISK(0003) : Average Credit

Static Credit Check it checks all these doc value & check with the credit limit

1) Open Doc.Value / Sales Order Value : Which is save but not delievered

2) Open Delivery Doc.Value : Which is delivered but not billed

3) Open Billing Doc.Value : Which is billed but not posted to FI

4) Open Item : Which is transfered to FI but not received from the customer.

DYNAMIC CREDIT CHECK : 1) Open Doc

2) Open Delivery

3) Open Billing

4) Open Items

5) Horizon Period = Eg.3Months

Here the System will not consider the above 1,2,3& 4 values for the lost 3 months

Then assign the Sales Doc & Del Documents.

Sales Doc.Type(OR) + credit Check(0) + Credit Group (01)

Credit Limit Check for Delivery Type : Del.Type (LF) + Del Credit

Group (02) + Goods Issue Credit Group (03)

If this is helpful please reward points

Thanks

[Former Member]

Hi Aditya.,

Thanks for your response,i know dynamic and static checks,But i want t o know about critical fields only,Pls can you explain me with examples,where do we use credit check with critical fields and how we usewith examples,

Thanks in advance

Narayana

[Former Member]

Hi Narayana,

There are a few critical fields like terms of payment, value days and fixed value date.

Let's consider any one for our explanation.

The terms of payment is entered in the Sales Area Data -> Billing Document Tab for a Customer Master. While punching a Sales Order this value is copied by default and can be changed at the Header Level Data -> Billing Tab.

Any changes to the default value will put the order on Credit Hold and has to be released by the Credit Department. This is irrespective of whether the order falls within the Payer's Credit limit or not.

For example, i have set the payment terms as "Payable Immediately Due Net" in the Customer Master and in the Sales Order it has been changed to "Within 90 Days Due Net" then the order would be on Credit Hold.

This holds good for all critical fields.

Hope it was helpful. Reward if you felt the same.

Regards

Pratheb Nadarajah

[Former Member]

Check OVA8 (automatic credit control) and FD32 for customer master