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Former Member

credit master

dear all,

Who maintains credit master whether it is maintained by fi or sd, what is the role of sd in credit management

thanks

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2 Answers

  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 05:54 AM

    Hi,

    Normally the customzing will be done by SD Consultant but the Credit master should be mainatined by the FI user as they will be deciding on the Credit limit of the customer.

    Regards,

    Murali

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 29, 2008 at 06:00 AM

    Dear Varada,

    Go to SPRO->Sales and Distribution->Basic Functions->Credit Management/Risk Management->Credit Management

    Basically there are 2 types of credit check one is Simple credit check and the other one is Automatic credit check - This has both Static and Dynamic credit checks

    The purpose of doing a credit check is to segregate and find out who are the good paymasters and based on that the customer can be delivered the material.For eg.if a credit limit of 20000 is set against a customer and if he has not paid for his previous materials which is worth 20000 and again when the customers place an order the system will not allow to raise a sales order against this customer.

    Once you go to the path and read the help document you can easily understand.

    Other than that as far as setting are concerned:

    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.

    Hope this helps you.

    Do award points if you found them useful.

    Regards,

    Rakesh

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