Skip to Content
author's profile photo Former Member
Former Member

hai friends

can anyone explain the settings required in credit management from sd perspective (sd consultant)

Urgent replies will be highly rewarded

thank you

kishore

Add a comment
10|10000 characters needed characters exceeded

Related questions

4 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Feb 27, 2007 at 04:46 AM

    check out the link :

    http://www.sap-img.com/sap-sd/credit-management.htm

    Regards,

    Gauravjit.

    Reward points if the link is helpful.

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Feb 27, 2007 at 04:56 AM

    Hi Kishore,

    Settings for determining the credit control area of a document.

    The settings of items 1 - 4 are taken into account according to their priority.

    The credit control area found is stored in field VBAK-KKBER.

    1. Transaction OB38

    Check which credit control area is assigned to the company code.

    Company code:

    Credit control area:

    2. Transaction OVFL

    Check which credit control area is assigned to the sales area.

    Sales area:

    Credit control area:

    3. Transaction XD02 or VD02

    Check which credit control area is assigned to the payer.

    Payer:

    Credit control area:

    4. Transaction SE37

    Is user exit EXIT_SAPV45K_001 being used?

    5. Transaction OBZK

    For the settings under items 2 - 4, field "All company codes" must be marked in Transaction

    OB45, or the credit control area must be entered under the relevant company code in table

    T001CM of the credit control areas allowed.

    Company code:

    Credit control areas allowed:

    6. Settings for the credit checks

    7. Transaction OVAK

    Which settings do exist for the sales document type used?

    Sales document:

    Check credit:

    Credit group:

    8. Transaction OVAD

    Which settings do exist for the delivery type used?

    Delivery type:

    Credit group for delivery:

    Credit group for goods issue:

    9. Transaction OB01

    Credit management/Change risk category

    Definition of the risk category for each credit control area. This risk category can be

    assigned to a credit account by using Transaction FD32.

    10. Transaction OVA8

    Here, the individual credit checks for key fields

    o credit control area

    o risk category

    o credit group are set. Take these key fields from the above settings and go to the detail

    screen. In particular, check whether fields "Reaction" and "Status/block" are set

    correctly. To carry out follow-up actions in case of a credit block, the credit check

    status must be set (field "Status/block").

    11. Transaction FD32

    Credit master data for the payer of the relevant document.

    Credit account:

    Credit limit:

    Risk category:

    Currency:

    12. Settings for updating the credit values Update of the credit values is required for the limit

    check (static or dynamic credit limit check).

    13. Transaction OVA7

    Update of the credit value is active for the corresponding item type if the check box is marked. This field corresponds to

    field "Active receivable" in Transaction VOV7.

    Item type:

    Active receivable:

    14. Transaction V/08, Pricing

    In the pricing procedure used for pricing, subtotal "A" must be entered in a line for

    determining the credit value (mark the pricing procedure and doubleclick on "Control").

    Usually, the net value plus taxes is used. This way the system is determined to use this

    subtotal for credit pricing. The credit price is stored in field VBAP-CMPRE and used for

    update and credit check.

    You can find the used pricing procedure of the order under "Item -> Condition -> Analysis".

    Pricing procedure:

    Line with subtotal = 'A':

    15. Transaction OB45

    Which update group (field "Update") do you use in the relevant credit control area? The

    default setting is "12". If you use another update group, check whether this is fine with

    you. If you open an OSS message, please tell us the alternative update group.

    Credit control area:

    Update:

    16. Transaction OMO1

    Which kind of update did you choose for structure S066?

    In any case, "Synchronous update (1)" has to be chosen as the kind of update.

    All other settings will lead to errors.

    Useful Links for Credit management:

    http://help.sap.com/printdocu/core/Print46c/en/data/pdf/SDBFCM/SDBFCM.pdf

    http://sap-img.com/sap-sd/credit-management.htm

    http://www.sap-img.com/sap-sd/credit-management.htm

    http://help.sap.com/saphelp_47x200/helpdata/en/93/74382d546011d1a7020000e829fd11/frameset.htm

    http://sap-img.com/sd025.htm

    http://sap-img.com/sap-sd/mrp-block.htm

    http://sap-img.com/sap-sd/credit-management.htm

    REWARD IF IT HELPS

    Regards

    Srini

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Feb 27, 2007 at 05:00 AM

    In FD32 set the credit limit for the customer.

    In transaction OVA8 define where the credit limit check takes place. for example when we creating a sales order or delivery or goods issue.

    The action to be done when the credit limit is exceeded is set in OVAK fror example warning or error message

    Add a comment
    10|10000 characters needed characters exceeded

  • author's profile photo Former Member
    Former Member
    Posted on Feb 27, 2007 at 05:19 AM

    Hi Kishore,

    Here is a step by step with screens the procedure on credit management

    http://academic.uofs.edu/faculty/gramborw/sap/crm.htm>

    http://www.sap-basis-abap.com/sapsd012.htm>

    Mohan

    Award points if it adds information.

    Add a comment
    10|10000 characters needed characters exceeded

Before answering

You should only submit an answer when you are proposing a solution to the poster's problem. If you want the poster to clarify the question or provide more information, please leave a comment instead, requesting additional details. When answering, please include specifics, such as step-by-step instructions, context for the solution, and links to useful resources. Also, please make sure that you answer complies with our Rules of Engagement.
You must be Logged in to submit an answer.

Up to 10 attachments (including images) can be used with a maximum of 1.0 MB each and 10.5 MB total.