on 06-28-2007 8:27 AM
Hi Gurus,
Can anyone of you let me know some details about Credit Limit Setting
i want to set credit limit per individual customer, for this what is the t-code and procedure.
say per payer or sold to. how will i do that, please advice.
thanks in advance
Sunil
ob45
define u r credit control area
transaction OB38
Check which credit control area is assigned to the company code.
Company code:
Credit control area:
2. Transaction OVFL
Check which credit control area is assigned to the sales area.
Sales area:
Credit control area:
3. Transaction XD02 or VD02
Check which credit control area is assigned to the payer.
Payer:
Credit control area:
4. Transaction SE37
Is user exit EXIT_SAPFV45K_001 being used?
5. Transaction OBZK
For the settings under items 2 - 4, field "All company codes" must be marked in Transaction OB45, or the credit control area must be entered under the relevant company code in table T001CM of the credit control areas allowed.
Company code:
Credit control areas allowed:
6. Settings for the credit checks
7. Transaction OVAK
Which settings do exist for the sales document type used?
Sales document:
Check credit:
Credit group:
8. Transaction OVAD
Which settings do exist for the delivery type used?
Delivery type:
Credit group for delivery:
Credit group for goods issue:
9. Transaction OB01
Credit management/Change risk category
Definition of the risk category for each credit control area. You can
use Transaction FD32 to assign this risk category to a credit account.
10. Transaction OVA8
Here, the individual credit checks for key fields
credit control area
risk category
credit group
are set. Take these key fields from the above settings and go to the detail screen. In particular, check whether fields "Reaction" and "Status/block" are set correctly. To carry out follow-up actions in case of a credit block, the credit check status must be set (field "Status/block").
11. Transaction FD32
Credit master data for the payer of the relevant document.
Credit account:
Credit limit:
Risk category:
Currency:
12. Settings for updating the credit values
Update of the credit values is required for the limit check (static or dynamic credit limit check).
13. You want the item to be relevant for billing. If an item is not
relevant for billing or for pro forma billing, no update occurs.
14. Transaction OVA7
Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to field "Active receivable" in Transaction VOV7.
Item type:
Active receivable:
15. Transaction V/08, Pricing
In the pricing procedure used for pricing, subtotal "A" must be entered in a line for determining the credit value (mark the pricing procedure and doubleclick on "Control"). Usually, the net value plus taxes is used. This way the system is determined to use this subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for update and credit check.
You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".
Pricing procedure:
Line with subtotal = 'A':
16. Transaction OB45
Which update group (field "Update") do you use in the relevant credit control area? The default setting is "12". If you use another update group, check whether this is fine with you.
Credit control area:
Update:
17. Transaction OMO1
Which kind of update did you choose for structure S066? In any case, "Synchronous update (1)" has to be chosen as the kind of update. All other settings will lead to errors.
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Prashanth,
Actual problem is i have two set of customers:
1) Payers created before credit control area changes were made.
2) Payers created after credit control area was set up.
in category 1), Payers are having 0.00 credit limit and if i use FD32 to modify, system is going for a dump.
for category 2), Payers created after credit set up, no issues with it.
problem is with category 1) only;
Please tell me how to rectify; system is actually checkin VBPA table in background and going into endless loop and dump is occuring..
please advice;
Sunil
In category 1), Payers created before credit control area set up must and should have sales orders.
while making changes in FD32 system will go to VLPA table and search for SD documents based on PY and customer fields,
If it does not find details there, then system will go for a dump after entering into endless loop;
Reward if helpfull
Regards,
Syed Nasir
Hi,
In XD02, sales view, billing tab page, i am unable to see or find place to maintain credit control area;
i can see the following fields only;
Invoicing dates
InvoicingListDa
BillingPlanType
Incoterms
Terms of payment
Acct assgmt group
Taxes
Apart from this any other field in billing tab page where i can maintain credit control area
Please advice;
Sunil
Hi Prashanth,
In XD02, sales view, billing tab page, i am unable to see or find place to maintain credit control area;
i can see the following fields only;
Invoicing dates
InvoicingListDa
BillingPlanType
Incoterms
Terms of payment
Acct assgmt group
Taxes
Apart from this any other field in billing tab page where i can maintain credit control area
Please advice;
Sunil
Sunil,
Have you tried to run F.32 t-code and select the list of customers for which there is missing credit data that fall under your credit control area and company code.
Then go to F.28 t-code and update those payers for SD and FI credit changes.
Hope this will help you out !
Regards,
Syed Nasir
Sunil,
Use FD32 for changing credit details per customer
Use FD33 for displaying credit details per customer
Use F.34 for mass update of credit detais and risk category for group of customer
Use F.31 for credit overview
Hope this will help you out !
Regards,
Syed Nasir
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credit limit yu can set per individual customer with the t code FD32
You can maintain the credit limits for Group of Customers with tcode f.34
rewards if it helpful
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Hi,
CUSTOMER CREDIT INFO
Creating/Maintaining New Customer Credit Information - FD32
Displaying Customer Credit Information - FD33
Configuration of credit setting
OVA8
Credit limits is checked for Payer partner function.
Reward points if useful
Regards,
Amrish Purohit
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Hi,
What ever the credit limit you are setting in the Credit Control Area (CCA) is applicable for all the custoners, whos credit limits are not mailtained.
If you want to maintain the credit limits for Induvidual Customers, Use T Code FD32,
You can maintain the credit limits for Group of Customers also. Eg, for WH, for RT for this T Code is F.34.
Hope this will help U.
Regards..................
RD Reddy.
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Hi sunil,
Credit limit is considered on the basis of payer.
U can maintain the credit limits in the t.code FD32.
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hi
use FD32 tcode where u can maintain individual customer credit limits
regards
reward if helpful
prashanth
'
Message was edited by:
prashanth
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