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Changing the update group in credit management

HI Guys,

I have run into a issue regarding credit group. When i changed the update group to 00012 from 00015, the open sales order value had taken into account when report was run & it re-arranged Credit master data of customer. But the Sales order was not blocked as the customer had exhausted the credit limit according to update group 000012.

Example,

Earlier the update group was 00015.

Credit limit of customer : 100 USD

1.Sales order value: 50 USD --> Delivery Order value: 50 USD

2. Sales order value: 60 USD --> No delivery

In this case, the credit exhausted is 50 USD.

In FD32: 50% credit is exhausted.

Now i changed the credit group to 00012

And the report was run & it re-arranged the credit master in FD32

Now the credit was fully exhausted i.e. 50 + 60 = 110

But it didn't put a block on second sales order.

First, i am not sure how the system should respond & what should be the status for such documents?

Second, what steps i must follow?

Third, what report should i run to update the credit status of open documents?

Waiting for reply

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1 Answer

  • May 16 at 04:24 AM

    If you have changed only the credit control area, carry out the following activities in sequence

    1. Execute report RFDKLI20 or RVKRED77 to correct the open credit values and
    2. subsequently, execute report RVKRED09 to trigger the credit checks in the documents again.
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    • Hi Lakshmipathi,

      I have not changed the credit control area. Client wants to execute credit check at sales order level. I did bit of trial and error method and realized i had to change the update group. Before making a change i ticked 'Open Order' check box while update group was 00015 but i did not execute credit check at sales order or update the info structure S066. I made changes and everything worked fine regarding info structures & re-organization of credit master data etc except the second sales order mentioned above was not blocked. performed RVKRED09 but sales order status was 'Not Blocked'