about update group in credit management

[Former Member]

can any one help of what is the exact work of update group what type of advanatage we get wwhile using update group for ex: 000012,000015,000018.

it is given that for 000012 sales order: increases openitems for orders for delivery relevant schedule lines.

how the system increases the open items for sales orders under update group 000012

[bcrao]

increses open order item for del rel items--if the sch line is confirmed then this update group increses the value of sch line confirm qty in the information structure.i.e in fd32 the credit limit used will be updated based on this amount

[Former Member]

Excellent post guys, nice to see so many responses. Wonderfulful explanation...

[former_member227476]

dear mahesh,

Update: Ex. 000012 it is the update for open orders/delivery/billing document values. it controls when the open sales orders, deliveries and billing documents are updated. the following update groups can be assigned for updating credit related statistics in S & D.

1) Update group 000012: if we assign this update group for credit control area then the documents are updated like below:

a) sales orders: it increases open order value from delivery relevant schedule lines.

b) delivery document: it reduces open order values and increases open delivery value

c) billing documents: it reduces open delivery value and increases open billing document value.

d) Financial accounting document: it reduces open billing document value and increases open items.

2) Update group 000015:

a) Delivery document: it increases open delivery value and in increases open billing document value.

b) financial accounting document: it reduces open billing document value and increases open items.

3) Update group 000018:

a) Sales orders: it increases open delivery value

b) Billing document: it reduces open delivery value and increases open billing document value

rewards if it helps

siva

[Former Member]

Hello Mahesh,

UPDATE GROUPS tells the kind of check to be done. It controls the credit check at the credit control area level. It is maintained by FI people.

When we are creating the sales order the credit check is done according to the value in UPDATE Groups.

1) 000012 checks open order values + open delivery values + due amount after billing.

2) 000015 checks open delivery values + due amount after billing.

3) 000018 checks open order value + due amount after billing.

And if the amount exceeds than the credit limit available in FD32 status screen the it blocks the sales order accordingly.

Update group is the crucial for the updation of open order, delivery and item values. Basically, there will be a updation in SIS structures i.e. for open order in S066 and open delivery & open billing in S067.

The update groups will correspondingly update the info structures mentioned above.

Hope above explanation helps.

Regards,

Priyanka Dixit

[Former Member]

Hi Mahesh,

The update groups are used to decide when and what values should be updated with respect to credit management.

Group 00012 would update the credit values when an order, delivery, billing and accounting documents are created.

Group 00015 woud update the credit values when delivery and accounting documents are created.

Group 00018 would update the credit values when order, billing and accounting documents are created.

In most cases we would use group 00012 as it is more relevant to the real time scenario.

Incase you want the credit values to be updated only when delivery and accounting documents are created use group 00015. It then implies that any order created against the customer would not have an impact on the credit management data.

Hope it was clear and helped you. Reward if you felt the same.

Regards

Nadarajah Pratheb

[Former Member]

hi mahesh,

update groups updates the open orders or deliveries or invoices etc.,

that means

if u use 00012 update group

when u create order then open items for order increased by this order items(here system takes the items which have schedule lines only)

that means the open order value increased by the present order value.

i.e. no. of open items exists.

for the same order if u create the delivery then

the system reduces the open order items by deducting the item value for this delilvery. And increases the open delivery items with this quantity.

If u create for this delivery then

the system reduces the open delivery items and increases the open billing items.

after creating the accounting document the system reduces the open billing items and increasing the open items(Amount due from customer)

in this way different update groups updates different values for example

update group 000015

after delivery it decreased the open delivery items and increases the open billing items.

reward if helpful

regards

raj

[Former Member]

Hi

Update groups are used, in order to group different key figures from (e.g) SD module to the structures in Logistics Information System.

What happens is when ever an event take place, e.g billing document raised, it can be customized to populate the LIS Structure (kind of a data warehouse) with key data you are looking for to report and evaluate. This update can be made either immediately or periodically.

The credit relevant data is updated into an information structure, where it is accessed andupdated. Thus each automatic credit control must be assigned an update group. The system allowsfor no update, and update group 000012, 000015 and 000018.

The difference between the three update groups is as follows:

Update group 000012

Sales order: Increases the open order value from delivery-relevant schedule lines

Delivery: Reduces the open order value from delivery-relevant schedule lines and increases the open delivery value

Billing document: Reduces the open delivery value and increases the open billing document value

Financial accounting document: Reduces the open billing document value and increases open items

Update group 000015

Delivery: Increases the open delivery value and increases the open billing document value

Financial accounting document: Reduces the open billing document value and increases open items

Update group 000018

Sales order: Increases the open delivery value

Billing document: Reduces the open delivery value and increases the open billing document value

Financial accounting document: Reduces the open billing document value and increases open items

The decision on which update group to use is based upon the business requirements; however,

update group 000012 is thorough and used in most businesses.

[Former Member]

hi

The credit relevant data is updated into an information structure, where it is accessed and updated. Thus each automatic credit control must be assigned an update group.

The system allows for no update, and update group 000012, 000015 and 000018. The difference between the three update groups is as ollows:

Update group 000012

Sales order: Increases the open order value from delivery-relevant schedule lines

Delivery: Reduces the open order value from delivery-relevant schedule lines and increases the open delivery value

Billing document: Reduces the open delivery value and increases the open billing document value Financial accounting document: Reduces the open billing document value and increases open items

Update group 000015

Delivery: Increases the open delivery value and increases the open billing document value

Financial accounting document: Reduces the open billing document value and increases open

items

Update group 000018

Sales order: Increases the open delivery value

Billing document: Reduces the open delivery value and increases the open billing document

value

Financial accounting document: Reduces the open billing document value and increases open

items

The decision on which update group to use is based upon the business requirements; however,

update group 000012 is thorough and used in most businesses. Should the customer then exceed his

credit limit or fail a credit check, and a warning has been assigned to that check, the system will use

a pop-up box, To warn the user when creating the sales order, this pop-up

is detailed in that it explains which check the customer failed by indicating a NOK (not OK)

assigned to the failed check.