credit mgmt

[Former Member]

Hello,

How do i configure for automatic credit management??

Regards,

Smita

[Former Member · Accepted solution]

Hi Smita,

1)First of all you hv to maintain CCA.If u want to maintain the same credit limit to all customers by default wen they r creatd, u hv to define it wen u create CCA.[tcode:OB45]

2)In OB38 u hv to assign CCODE to CCA

3)In OBFL , assign Sorg-DistChannel-Div-CCA

4)In OBZK assign CCODE -CCA

5)In OVAK, assign Sales doc type to Credit Gr and credit check

6)In OVAD , assign Delvry Doc type to the Credit Gr

7)In OVA6 , assign credit gr for diff doc types

😎 In OB01 define risk categories

9)In FD32 , U CAN SET Credit limit to customers.

10) In OVA8 U CAN DO THE SETTINGS FOR AUTOMAtic credit check.The combination of CCA , rISK CATEGORY AND DOC TYPES helps to determine the kind of credit check the system automatically carries out.

Hope the above steps will help u out.

Plz reward pts if helpful

Regds,

Pallavi

[Former Member]

Hi ,

Automartic credit management takes based on the following

1) satic

2)dynamic

3)maximum doc value

4)critial feilds

5) open oder alue

6)highest dunning value

[former_member231409]

hi smita this is the total pricedure of automatic credit check

1.define credit control area in enter prise structure

2.assign company code to credit control area

3.assign sales area to credit control area

4.define risk category for customers (T code--ob01)

5.define credit groups( T code-ova6)

6.assign sales document types and delivery types (Tcode-ovad)

here you have to maintain indicator D--credit management:automatic credit control

7.define automatic credit control ( T code-ova8)

here you have to maintain credit control arearisk categorycredit group

also you have to maintain weather it is static or dynamic

8.assign the credit control area in CMRxd02sales area databilling documentcredit controll area

9.give credit limit to customer --( T code-fd32)

then you can creat sales order and check how the credit management is working

hope i could answer you properly

[Former Member]

Hi

You can specify automatic credit checks to meet your own credit management needs. The checks can be carried out at various times during the sales order cycle, from order receipt to delivery.

Within delivery processing, you can further specify that a credit check is carried out when a delivery is created or when goods are issued. You specify data for automated credit control in Customizing for Sales and Distribution. For detailed information about how to enter this data, see the below steps

Hi

You can specify automatic credit checks to meet your own credit management needs. The checks can be carried out at various times during the sales order cycle, from order receipt to delivery.

Within delivery processing, you can further specify that a credit check is carried out when a delivery is created or when goods are issued. You specify data for automated credit control in Customizing for Sales and Distribution. For detailed information about how to enter this data, see the below steps

Type of check

the following types of credit check can be carried out

1A) static credit limit check

the credit allows depends on

Total value of open orders, total value of deliveries

Total value of billing document open orders

2) Dynamic credit limit check

the dynamic check includes both a static part and checks all the deliveries and billing documents

Then you can maintain FD32

thanks

sarvesh