Credit management

Hi All,

we have requirement , we have to control the credit to the customers , though we have delivery the goods to the customers and we have done billing as well , there is open items in the customer account

now system should not allow to create the Sales order to the customer which is already open items is there in the customer account

please help

Thanks

SAP Managed Tags:
SD (Sales and Distribution)

You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.

Comment

Accepted Solutions (0)

Answers (1)

Hi All

any one reply please

we have done all configuration maintain still its not working properly

kindly help

You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.

Comment

hi inayat,

can you paste the screenshot of ur OVA8.

Also give screen shot of FBL5 too for the customer

regards

Jobi

Hi Jobi

Thanks for reply

We have maintain the OVA8 as Dynamic and we have checked for the open orders as well

and we have checked the old open items and also the oldest open items as well

in the FBL5N there is open item of 1000 rs and also we have maintain the credit limit in FD32

for the customer of 1000 rs

now system should not allow to create the SO for the same customer who has 1000 rs OPen already

please help

hI Jobi

please reply

Thanks

Hi,

In your OVA8 with "D" option and ticked the status option .

Regards,

SRK

PLEASE GIVE THE SCREEN SHOT OF OVA8

JOBI

Hi Jobi

you can Check attachment

Hi,

Tick against open items.

Make 'max open items%' =1 and 'no. of days open' = 1

Test and reply

Jobi

Hi Jobi

we have checked as per the your comments but system still allows to create the SO for the same customer

please advice us where we are missing .

Thanks

Hi All

please reply for the above query

Thanks

Hi,

Change the Dynamic "A" into "D" in OVA8 and cross check .

Regards,

SRK

Hi Kumar

i have cross check as you have mentiion above but still system allows me to create the SO with out hard stop for the same customer

please help

Hi Inayat,

Which scenario are you testing ..is it the open items case, where you want to block the sales order if there are open items for customer..?

We have to analyse it more, pls give screen shot of FBL5, FD32 for the customer.

Hope automatic credit check is active for your order type and Item category..

Regards

Jobi

You have not yet proven that the shown risk category is assigned to your customer master

And also nothing said about the underlying table S066, whether the values are correct and as expected. You may want to read OSS note 716141 - Analysis: Incorrect open credit values

Hi,

Are you getting the Credit limit exceeded message during creation ?

Regards,

SRK

Hi Kumar

No we are not getting any message , even we have maintain FD32 configuration for customer

but still system is allowing to create SO

please help

Hi,

IN OVAK ,check whether your Sales Order type is assigned to "D" .

Regards,

SRK

Hi Kumar

Thanks for the help but we have already maintain the in OVAK for order type D

Hi Inayat,

If you have done all the necessary configurations for credit management, then this should work.

is this issue happening only for one customer ?

Please give the screen shots of FD32- central and status view, OVA8, FBL5, sales order.

Thanks

Jobi

If you have done any configuration change after suggesting here, then you have to create a new sale order, do billing and again create a sale order for the same customer. Don't try with the existing documents which won't work.

G. Lakshmipathi

Hi Laskshmipathi

we are doing the same we are creating new SO

Hi Jobi

plaese refer screen shot of FD32

the screenshot from customizing had credit control area 0001 while your FD32 screenshot shows 6000

Hi Inayat.

Are you trying all these in your IDES system for testing purpose.

The first screen shot shows Credit Control area 0001 and the latest one shows Credit Control Area as 6000 .

Regards,

SRK

Hi Inayat,

Check the pricing procedure which was determined into your sales order and go to that pricing procedure and check the "Sub total" field against net value mentioned as "A" or not. If not put the value "A" for sub total and test.

Thanks

Srinivasarao

Hi Kumar

we should not share company details , so i m sending from testing server

1. In FD32 have you maintained Risk Category.

2. Check the credit control Area [If sales area specific.]

3. Also Order type, which credit grp is maintained.

Hi Inayat,

Have checked the below mentioned configuration.. Confirm

Thanks

Srinivasarao

Dear,

As per OVA8 settings, Check the Open order and Open delivery also Check on Open Item and oldest open item with Reaction D with tick on status.

Ask a Question

Top Q&A Solution Author

User

Count

107