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Former Member

Steps in Credit management

Hi

I ma in urgent need of Step by Step guide to credit management with screen shoots?

chandrakanth.nammi@gmail.com

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3 Answers

  • Best Answer
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    Former Member
    Jun 26, 2007 at 07:15 AM

    HI

    SENT MAIL REWARD IF HELPS

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  • Jun 26, 2007 at 07:16 AM

    Pls refer to OSS note 18613

    which gives you the details of configuration. The note is also sent to your email id.

    PDF of the oss note sent now.

    Rwd points please.

    Message was edited by:

    iimnava

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    Former Member
    Jun 26, 2007 at 07:51 AM

    hai,

    . 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_SAPFV45K_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. You can

    use Transaction FD32 to assign this risk category to a credit account.

    10. Transaction OVA8

    Here, the individual credit checks for key fields

    credit control area

    risk category

    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. You want the item to be relevant for billing. If an item is not

    relevant for billing or for pro forma billing, no update occurs.

    14. 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:

    15. 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':

    16. 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.

    Credit control area:

    Update:

    17. 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.

    reward points

    sriram.

    .

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