Reg. Credit Check

[Former Member]

Hi All,

We are facing a problem in which the Credit Check is not happening at Sales Order Level rather it was happening at Billing, We are facing a problem with this issue as the credit check is happening at Billing level but if the customer doesn’t have the proper credit that Error should have been thrown at Sales Order Creation Level itself.

Couls you please let me know what all the Config.. That I want to check and review.

Regards,

Sen

[Former Member]

hello, friend.

please check in OVA8 and tell us what update is being used. i am guessing your company is using '000015' which checks open deliveries and billing. if it is, please do the following...

if you want to change the settings so that sales orders are checked, then you must change the update to either '000012' or '000018'. to do this, you must go to IMG > Enterprise Structure > Definition > Financial Accounting > Define Credit Control Area (you have to work with the FI consultant on this one, for job responsibility reasons).

select your credit control area. inside you will find the update, and change the value.

now you have to define new settings in OVA8. this time the new update value will be used (you cannot make entries as the field will be greyed out).

assign this new risk category to your customer credit master and run F.28. test again.

hope this would help you.

regards.

[Former Member]

Hi Senthil,

Go to VOV8 and select your sales order document type. Now go to field "_Check Credit Limit_, please ensure you maintain values "A" for warning or "B" for error whenever credit limit is violated.

This will solve your query.

Also ensure that you have maintained customer credit limit amount in transaction FD32 for your particular controlling area.

Here you can take help of a FI consultant if you want.

I am sure this will help you.

If it does dont forget to reward points for contribution.

Have a great day.

Regards

Ravi

[Former Member]

Hi,

Please check with :

Settings for determining the credit control area of a document. The settings of items 1 - 4 are taken into account according to their priority. The credit control area found is stored in field VBAK-KKBER.

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:

16. 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.

Reward points if this helps.

Regards,

Harsh