Hi Sunezersd,
Please go through this it will help you about details Static credit check and Dynamic credit check process in SAP R/3 system.
You can define any of the following credit checks for various combinations of credit control area, risk category, and document credit group:
Static Credit Limit Check
The customer's credit exposure may not exceed the established credit limit. The credit exposure is the total combined value of the following documents:
- Open orders
- Open deliveries
- Open billing documents
- Open items (accounts receivable)
The open order value is the value of the order items which have not yet been delivered. The open delivery value is the value of the delivery items which have not yet been invoiced. The open invoice value is the value of the billing document items which have not yet been forwarded to accounting. The open items represent documents that have been forwarded to accounting but not yet settled by the customer.
Dynamic Credit Limit Check with Credit Horizon
The customer's credit exposure is split into a static part; open items, open billing, and delivery values (see above), and a dynamic part, the open order value. The open order value includes all undelivered or only partially delivered orders. The value is calculated on the shipping date and stored in an information structure according to a time period that you specify (days, weeks, or months). When you define the credit check, you can then specify a particular horizon date in the future (for example: 10 days or 2 months, depending on the periods you specify). For the purposes of evaluating credit, you want the system to ignore all open orders that are due for delivery after the horizon date. The sum of the static and dynamic parts of the check may not exceed the credit limit.
Maximum Document Value
The sales order or delivery value may not exceed a specific value which is defined in the credit check. The value is stored in the currency of the credit control area. This check is useful if the credit limit has not yet been defined for a new customer. It is initiated by a risk category which is defined specifically for new customers.
Changes Made to Critical Fields
The credit check is triggered by changes made in the document to values in any of the credit-sensitive fields. According to your Customizing settings, the system runs a check credit between changes or differences in the sales order data against the default values in the customer master record. Examples of such fields are terms of payment and fixed value dates.
Date of Next Review
Uses the date of the next credit review as a trigger for an automatic credit check. If you process a sales order after a customer's next review date has already gone by, the system automatically carries out a credit check.
Overdue Open Items
The relation between open items which are more than a certain number of days overdue and the customer balance may not exceed a certain percentage.
Oldest Open Item
The oldest open item may not be more than a specified number of days overdue.
Maximum Number of Dunning Levels Allowed
The customer's dunning level may only reach a specified maximum value.
User-Defined Checks
If you want to carry out checks other than the standard checks, you can define your own checks in the appropriate user exits in Customizing for Sales.
I hope it will help you,
Regards,
Murali.
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