Automatic Cr. Management :Sales order blokced for Delivery

[Former Member]

Hi.

I have done the Automatic Credit Management.

I would like to block the sales order from being delivered. The delivery block needs to be set to "01 Credit limit"

I have done the following settings.

In the Definition of Sales Order,

Check Credit Limit : D

In the Definition of Item Category,

Credit Active field is checked.

Order type is assigned to the credit check type D and Group 01 in OVAK.

In ova8, for this combination of the Cr. Ctrl area /Risk category / Cr. Grp.

Dynamic -ticked

Reaction A

Status/ Block - Ticked

FD32 is done.

Did i miss any customizing here? i would like to have the Auto Cr. Management (D)and not the simple cr. check(A, B or C)

Do reply.

thanks

Venkat

[Manoj_Mahajan78]

Hello Venkat,

Below is whole procedure for Aut Crdt Mgmt.

1. 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_SAPV45K_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. This risk category can be

assigned to a credit account by using Transaction FD32.

10. Transaction OVA8

Here, the individual credit checks for key fields

o credit control area

o risk category

o 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. 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:

14. 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':

15. 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. If you open an OSS message, please tell us the alternative update group.

Credit control area:

Update:

REWARD POINTS IF U FIND THIS AS USEFUL...

Regds

MM

[Former Member]

Hello Manoj,

I have done all the settings mentioned by you. I have also checked whether there is any UE invoved in the Credit process. But still, when i used credit check C, the delivery block is created in Sales order, but when i use D, i am unable to get this block. Is there any special setting in OVA8 to do this?