Custom enhancement to bypass credit check for inbound deliveries

[Former Member]

Hello Experts,

I have a scenario in which the business uses the same document type for outbound and inbound deliveries.

The challenge is the order gets blocked for delivery when the customer fails credit check(goes over the limit).

The business has to manually release the order. The business wants that the inbound delivery should

not be blocked even though the document fails credit check.

My understanding is that an enhancement needs to be done to achieve this, but I am not sure

where exactly to suggest this enhancement so that it works for all delivery types.

Any help is appreciated.

Thanks.

[andrea_brusarestelletti · Accepted solution]

Hello,

what about removing the "Credit Group" and "Credit check", under "Assign Sales Documents and Delivery Documents --> Credit limit check for order types" and assigning it to "Credit limit check for delivery types"? I hope that delivery type is different  for outbound and inbound deliveries. The credit check is made at document level, and so the credit block and release: hence blocking only an item I fear is not possible with customizing neither with user-exits or enhancements.

User 1, User 2 and User 3 fields mean that if in customizing of OVA8 you set the flag on User 1, when you create/change a document for a customer belonging to that risk category, user-exit LVKMPFZ1: USER_CREDIT_CHECK1 is triggerend, and so the possible custom code you added there, is performed; the same for User 2 and User 3.

Best regards,

Andrea

[Former Member · Accepted solution]

Hi Andrea,

That might work. I have to speak to the client and see if they are ok with removing credit check of that sales document and check it at the delivery document level.

You said -- "The credit check is made at document level, and so the credit block and release: hence blocking only an item I fear is not possible with customizing neither with user-exits or enhancements."

The sales order gets blocked because of credit check. Since, the deliveries of inbound and outbound items happen separately(they have different delivery types), I was wondering some custom enhancement could check if it is an inbound item and so not to block that delivery. Correct me if I am wrong.

Thanks for your help.

RR

[andrea_brusarestelletti · Accepted solution]

Hello,

yes your requirement is clear to me, but for my knowledge the check and the subsequent block affects the documents at header level, so even with possible exit or enhancements, I don't see how to split this check at item level.

Best regards,

Andrea

[Former Member · Accepted solution]

Hi Andrea,

I spoke to the business. They do not want to remove credit check at Order level and check at

delivery level for this Order type/Delivery type. So that option is out.

Pls advise if I can put the following logic

Enter VBAK-VBELN into VBUK-VBELN, to check If VBUK-CMGST = “B”OR “C” then check if VBAP-PSTYV = “INBOUND ITEM CATEGORY” then allow to create the delivery document.

in the program SAPMV50A which is used at the time of delivery creation, so that it ignores credit check at the item level and picks up inbound item for delivery.

Thanks,

RR

[andrea_brusarestelletti · Accepted solution]

Hello,

I'm not sure if this logic should be put in program SAPMV50A or in SAPMV45A, since during the creation of the delivery document, some checks and readings are made also on the Sales Document.

It could be possible, but you need to ask the help of an ABAP developer to find the right place to put that check: I fear that it would be quite difficult becaus there should be a user-exit available just to take action when standard program check the credit block (and I think there's not such an exit).

Best regards,

Andrea

[Former Member · Accepted solution]

Thanks for all your help Andrea. I will ask the ABAPer and see if he can help on this.

Thanks,

RR

[phanikumar_v3]

Even At the Time of sales Order creation-normally in standard we will use Sales Document category H for Returns(so Sub-sequent document will be LR Delivery type) and For Outbound items we use C-Order thereby LF in delivery can takes place)

here you are following not SAP Best practises and what was the Reason that your client mixing all the Inbound items(PGRd) and Outbound Items(PGId) in a single sales order???

Phanikumar

[Former Member]

The business uses the same order type for inbound and outbound items in exchange/warranty scenario. I agree it might not be the SAP best practice, but the implementation was done before. I was brought on board to support.

Thanks.

[andrea_brusarestelletti]

Hello,

  this is not so strange: in the standard and best-practice-compliant repair scenario (and Exchange scenario is quite similar), in the integration between SD and CS, in the repair order you generate several sub-items related to the main item, one relevant for the return delivery and at the end of the process, one item relevant for the customer delivery (to return the customer the repaired products).

Best regards,

Andrea

[andrea_brusarestelletti]

Hello,

you can use the following user exit (from SPRO --> Sales and Distribution --> System Modifications --> User Exits --> User Exits For Credit Checks And Risk Management you can get the help on-line quoted below):

User Exits For Credit Checks And Risk Management

Credit Check

If you want to carry out your own individual credit checks, that differ from those in the standard system, you must define them in the following user exits:

• LVKMPTZZ
• LVKMPFZ1: USER_CREDIT_CHECK1
• LVKMPFZ2: USER_CREDIT_CHECK2
• LVKMPFZ3: USER_CREDIT_CHECK3

which are triggered if in customizing of automatic control, under "SPRO --> Sales and distribution --> Basic Functions --> Credit management/Risk Management --> Credit Management --> Define Automatic Credit Control" you have checked the check-box "User 1", "User 2" or "User 3" respectively.

Best regards,

Andrea

[Former Member]

Hi Andrea,

I am not technical at all. I did not understand what is user 1, user 2, user 3.

I am of the understanding that a Sales order gets blocked completely(all items) because of

credit and selective items cannot be allowed for delivery without manual intervention.

Is it possible to selectively 'BLOCK' certain item categories in the Sales order, but 'NOT BLOCK'

certain other item categories?

[jpfriends079]

One of prerequisite in SAP SD Credit Management is to active "Credit Active" in your respective Item Category(VOV8/OVA7). The Item Categories that are not active for "Credit Active" will not be relevant for credit management. So,

• For inbound line, don't maintain Item category which relevant for credit check & make sure net value is 0.00 or not relevant for pricing.
• An the line which is to be billed to customer, you should have item category which relevant for credit check and should have net value.

Hope that helps you.

Thanks, JP

[Former Member]

JP,

'Credit active' is not checked for INBOUND items. Hence credit check does not happen for those items. Since the entire document gets blocked because of credit check, even the inbound items get blocked.

Thanks,

RR

[Lakshmipathi]

 business uses the same document type for outbound and inbound deliveries

The major factor you need to look into document type is Document category which is "J" for Outbound and "T" for Inbound.  This being the case, I dont understand, how come and who have recommended this approach which is incorrect.  Moreover, can you please let me know how you are currently controlling the Post Goods Issue and Post Goods Receipt which are mainly depends on your document category.

G. Lakshmipathi

[Former Member]

A little clarification. When i said- "business uses the same document type for outbound and inbound deliveries.", I meant same Sales order type.  That sales order is used for exchange processes

where there is an inbound and outbound item.

[mahendra_jani3]

Dear Ray,

If you will mentioned complete business process in detail then it will be helpful to understand.

Regards,

MJ.

[Former Member]

MJ,

The business is using an exchange process.It uses the same sales order for inbound(defective) item and outbound(replacement) item. The issue is that if the customer's credit check fails because of passing the credit limit, the entire order gets blocked. The business has to manually release the inbound item to be brought in. They want that atleast for the inbound item the 'failed' credit check should not stop it from being returned.

Thanks,

RR

[mahendra_jani3]

Hi Ray,

In that case, In Automatic Credit Control Settings in SPRO, In Document Controlling section SAP has provide option to write Requirement Routine which can skip specific Sales Orders or Delivery in certain scenario if fixed logic is available.

Please explore this option with the help of ABAPer. This will fulfill your requirement.

Regards,

MJ.

[Shiva_Ram]

Check in t.code OVA8, field No credit check. Here you can try to add routine, to exclude the return item category value from the credit limit check. Not sure whether checking the box "Item check" is of any use to your scenario. Otherwise as mentioned by Andrea, you can try to use the user exits with the fields User 1, 2, 3 in OVA8.

There are other points, when you combine normal item and replacement items into one order, to be noted as mentioned in OSS  778104 - Returns items and outbound delivery items in common delivery

Regards,

[Former Member]

Hi MJ,

I had thought about that option, but wouldnt that 'unblock' the entire document. The goal

is to unblock the INBOUND items of the Sales order for delivery.

Also, that logic will have to be incorporated in all scenarios individually(LOW RISK, MEDIUM RISK, HIGH RISK) customers.

Thanks,

Ray.