Credit group in sales order

[Former Member]

Hi

How we link credit group to sales order ?

Regards

Prabudh

[Former Member]

hi,

it is done through ova6 Transaction code. more over i am sending you the screen shot of credit check managment stps. follow this u will not get any error while u r determining the order.

pl. follow the steps of credit check.

1. Define the credit control area under img=definition=financial accounting= define cr.control area.

2.assign it your company code and ur sales area under assignment under img screen.and assign it your sales document types and delivery types and pgi.

3. create the credit groups for your customers. it can be determined or happen in three stages either in Sales order , or else in delivery or in Post goods issue (PGI).

the menu path for credit groups as IMG= SD=BASIC FUNCTIONS= CREDIT MANAGEMENT AND RISK SETTINGS= DEFINE CREDIT GROUPS.

ex: Z1 - credit groups for sales order

Z2 - credit groups for delivery

Z3 - credit groups for PGI

4. define the risk categories. it is required b'coz the customer is of high risk, or medium risk, or low risk customer.

it is under IMG= FINANCIAL ACCOUNTING= FINANCIAL ACCOUTING AND GLOBAL SETTINGS= DEFINE RISK CATEGORIES.

ex: Z1- LOW RISK CUSTOMER

Z2 - MEDIUM RISK CUSTOMER

Z3- HIGH RISK CUSTOMER.

5.maintain automatic credit control check for ur credit control area and credit groups of the customer and risk categories. so that the credit check will determines automatically. menu path is IMG=SD=BASIC FUNCTIONS= CREDIT MANAGEMENT AND RISK CATEGORIES= DEFINE AUTOMATIC CREDIT CONTROL.

6. while u r creating automatic credit control, pl. copy from the std. one and make changes. so that all the existing details will copy and fine tuning have to be done by the SD consultant. basically this is integration with FICO.

So copy it from any one of the 1000 credit control area and make changes like

dynamic credit as C and activate the open for order and deliveries and save

i.e maintain credit control area + risk categories+ credit groups for the customer.

7. finally maintain the credit limit thru FD32 for ur customer. activate everything on that screen.

if you follow those rules, definetely cr. limit will determine for you.

pl. reward point if it is helpful.

regards

KR

[Former Member]

Hi Prabudh,

Use T-code = OVAK and assign Sales order type to Credit Group(last coloumn).

REWARD if it helps you!!

Regards,

Ajinkya

[Former Member]

Hello Prabudh,

Using transaction OVA6 you can find the credit groups.

Go to Transaction VOV8, select the order type and go to Details and in General Control data you can assign credit group to the order type.

Reward if this helps you.

Thanks in advance.

Priyanka

[Former Member]

Hi Prabhu,

Go to T.Code VOV8

select your sales order type ( Standard OR)

Go to Details tab

In General Control area you have Credit group option Where you can link Credit Group to Sales Order type.

Regards

Ali

[Former Member]

hi

goto OVA6 and assign credit groups to sales order, delivery or post goods issue

regards

[bcrao]

ova6