Credit Limit check not working if while creating delivery limit exceeds

[Former Member]

Dear All,

We have implemented static credit check through OVA8 .

suppose a customer have credit limit Rs 10000 and already Rs 2000 invoice is posted in his account but next time when I create a delivery with amount Rs 10000 or Rs 12000 it is allowing me to create the delivery.

We have made the check for open delivery.

How can I restrict to delivery creation for above scenario.

Regards

[VeselinaPeykova · Accepted solution]

Why there is no screenshot of check_cm with a problematic document?

Did you perform this basic troubleshooting step already?

If yes, please share these results - this can speed up the whole process of messaging between you and SCN forum members.

As a start, from your OVA8 screenshot I see that you use credit group 02, which in standard is set for deliveries. You can view the credit group assigned to your sales order type in VOV8 even if you cannot execute check_cm via SA38.

If you want to prevent delivery creation when the credit limit is exceeded, you need to configure credit check for the sales order credit group (in standard this is 01, use the credit group from VOV8).

Next point - your OVA8 is messy - if you are not using highest dunning level check, it makes no sense to set a status for it. You are not using a dynamic check, what is the point in setting a status for it?

Such small things just make it harder for your other colleagues to understand what you actually wanted to achieve.

Also for the sales order check in OVA8 - set the reaction to C instead of D, otherwise you will not be able to save an order with credit issues.

What is the business reason to consider only open delivery/billing values in this case?

I am asking because you use update group 000012 and most probably consider both open orders and open deliveries for sales order credit checks.

[Former Member · Accepted solution]

hi,

Please find the below scenrio screenshot inwhich the credit limit is Rs 22,00,000 and already billing of Rs 2113265 is done which means only Rs 86735 is remaining in customer account.

And next time when I try to create delivery of Rs 200000 system is allowing me to save the delivery.

We are using credit check on delivery save not on open sales order, the configuration was done by consultants, so I dont have much idea about it.

In VOV8 credit check limit and credit group both are blank and in OVAD Dlv credit group is set to 02.

regards

[Former Member · Accepted solution]

Hi VN,

Select D against your order type in VOV8. Also in item category credit active should be checked. Run the transaction and update on scn.

[Former Member · Accepted solution]

hi,

If I select D in VOV8 it will block my sales order not delivery and in item category Credit check is active already , I want to block delivery if it reaches above credit limit while creating deliveries .

Regards

[Former Member · Accepted solution]

Hi VN,

It will not block sales orders unless you mention credit group. So maintain automatic credit control, option D in VOV8 for field  credit check. Leave credit group as blank and test your scenario.

[Former Member · Accepted solution]

hi,

checked but still not working

[Former Member · Accepted solution]

Hi VN,

If we do a analysis of your screen shot of check_cm, For delivery document 80007480 the total liabilities is under credit limit. So obviously it will not block delivery. Is your system not able to capture open delivery values?

Can you share a screen shot of check_cm where your credit exposure exceeds credit limit.

[VeselinaPeykova · Accepted solution]

I see from the screenshot that your credit exposure does not get updated.

Is your pricing procedure configured properly?

You need to have a subtotal A there to carry over the values to CMPRE.

[Former Member · Accepted solution]

Hi,

My total liabilities is under credit limit its fine but the delivery which I created should also considered as by including this delivery which is of Rs 200000 and available credit limit which is Rs 86735 is exceeding. Below screen shot is of that sales order whose delivery I tries to create but as credit exceeds credit limit it donot allow me to create delivery.

[Former Member · Accepted solution]

hi,

Below is my pricing procedure

[VeselinaPeykova · Accepted solution]

Check the CMPRE value in the document, there is definitely a problem with your pricing.

Here is some example how the result should look like:

I used a completely new customer for testing.

Created a sales order.

You see, my pricing works as it should and CMPRE from the order is 21 EUR.

The same value is updated in S066 as open order value.

FD33:

My credit limit is exceeded after I saved the order, but it was not blocked, because I do not perform checks for group 01 - sales order.

Now, when I try to create a delivery, I cannot save it:

In case you are wondering, I am using static check with reaction D, status/block = 'X' and open deliveries = 'X' - just like you.

Use fresh test data, clean up your customizing and check the pricing in your sales order:

It took me about 5 minutes to reproduce your setup and prepare a test case. Instead of asking for help in SCN and wasting a whole day waiting for a solution, you could have done that on your own.

[Former Member · Accepted solution]

Thank you problem solved

[Lakshmipathi]

It seems from the screen shot, some user exit is in place to validate credit check.  Also try to reduce the Max.doc.value to minimum.  By the way, did you check OVAD? 

G. Lakshmipathi

[Former Member]

Dear Sir,

No User exit is used by us.

We want that if credit limit is exceeding while creating delivery then system should stop creating the delivery and should throw error even including the open deliveries also.

regards

[Lakshmipathi]

Then why that box for User-1 is checked?  Also, I have already asked you to check OVAD and reduce the Max.doc.value.  After doing that, try once again and update here.

G. Lakshmipathi

[Former Member]

I have checked the OVAD and their 02 is set in Delv credit group I have un ticked the USer-1 also .