Credit Management

[Former Member]

Hi all,

My user as a problem with the credit management:

Say as example,

Sales order value shows USD 640,909, whereas the credit sheet shows the value to be USD 602,445.Delivery xxxxxxx was created based on the credit sheet figures, and system did not block me, although the true value of the sales order (USD.640,909.5) exceeded the credit limit in the system.

What could be the reason for not blocking the user at delivery level?

The automatic credit control is :

CCA - ALU

Risk cat-MED

Credit Group - Z1 Alu - Med risk customer - SO

Regards

Nag

[Former Member]

Hi Nagaraj,

Unless you maintain either Simple Credit Check or Automatic Credit Check and assign it to the Sales Document type u r using, system will not block or show any warning message even if the Credit limit of the customer is exceeded.

Simple Credit Check -- OVAK

Automatic Credit Check -- OVA8

Regards,

Manjunath.

[Former Member]

Hi, Iam trying to replicate the scenerio in QA and found when the order is and saved the Header--> Credit status of the document is changing to "Approved".

How this status will be automatically changed ,when the customer credit amount still exceeded?

Any ideas

Regards

Nag

[Former Member]

Hi Nagaraj,

When the system is not carrying any credit check at all, then the Credit status will be shown as approved.

If at all the system carries out a credit check & the value of the order exceeds the credit limit, then the status will shown as Blocked, depending on the settings done.

Still u have any doubt?

Regards,

Manjunath.

[Former Member]

Hi,

Even if the credit limit of the customer is exceeded, it will not be effective for SD functions i.e. sales cycle.

1.Select specific CCA combination in t.c. OVA8 : CCA/Rick category/Credit group

2.Maintain the option eith C (Warning message + value by which credit limit is exceeded) or D (Error message + value by which credit limit is exceeded) in the t.c. OVA8 for the type of control you have maintained.....static/dynamic/critical fields etc.

Hopr it is helpful.

Regards

[Former Member]

Hi Mrunal,

It is already maintained as C and checked the blocked field, with that it should block the sales order while delivery creation, which is not happening now.

Regards