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credit management..

Hello GURUs,

Can anybody explain meabout credit management configuration in SAP SD??

Thanks and Regards

Pratyush

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8 Answers

  • Best Answer
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    Former Member
    Sep 11, 2008 at 02:35 PM

    Hi,

    In SAP there are some checks available to carryout credit checks for particular customer as credit sales is common

    to every business. When the credit sales granted for the particular customer, monitoring the credit history of a

    particular customer is essential with every transaction.

    SAP has provided two kinds of credit checks to carryout credit management functions:

    (1) Simple credit check

    (2) Automatic credit check

    Simple credit check: In simple credit check the system compares the credit exposure with payers credit limit. The

    credit exposure results from the total of the net document value and the value of the open items.

    We can set the following system responses at when the credit limit has been reached.

    A u2013Warning message

    B u2013 Error message

    C u2013 Delivery block

    Specify in VOV8  Credit limit [C]

    Configuration settings:

    Sales documents types u2013 Credit limit check: Transaction code: OVAK

    Path:

     IMG

     Sales and Distribution

     Basic functions

     Credit management/Risk management

     Simple credit limit check

     Choose sales document type OR

     Specify value

    [ ] = No credit limit check

    [A] = Run simple credit limit check and warning message

    <b> = Run simple credit limit check and error message

    [C] = Run simple credit limit check and delivery block

     Save and Exit

    Define credit control area: Transaction code: OB45

    Credit control area is an organizational unit that specifies and checks the credit limit for customers. A credit control

    area can include one or more company codes. It means we can assign one credit control area to number of company

    codes.

    NOTE: Within credit control area the credit limit must be specified in the same currency.

    Path:

     IMG

     Enterprise structure

     Definition

     Financial accounting

     Define credit control area

     Go to new entries

    (OR)

     Choose existing credit control area

     Select it and click on copy icon

     Rename it and click on details icon

    Specify currency [INR]

    Update [000012]: Open order value on time axis, delivery and billing document value. This field value controls

    when the values are open sales orders, deliveries, billing documents are updated in LIS. We can specify the

    following update groups for updating credit related statistics.

     Update group 000012:

    Sales order: Increase open order value from delivery relevant schedule lines.

    Delivery: Reduces open order value from delivery relevant schedule lines.

    Increases open delivery value

    Billing document: Reduces the open delivery value, increases open billing document value.

    Financial accounting document: Reduces open billing document value

    Increases open items.

     Update group 000015:

    Delivery: Increases open delivery value.

    Increases open billing document value.

    Financial accounting document: Reduces open billing document value

    Increases open items.

     Update group 000018:

    Sales order: Increases open delivery value

    Billing document: Reduces open delivery value.

    Increases open billing document value.

    Financial accounting document: Reduces open billing document value.

    Increases open items.

    Fiscal year variant [K4]: It indicates specific fiscal year variant for particular credit control area. The fiscal year

    variant is essential when a credit control area covers multiple company codes whose fiscal years are different. Then

    the values of the open orders are updated by posting period.

    Specify risk category [001]: 001 = High risk

    002 = Medium risk

    003 = Low risk

    This risk category entered in the related control area of the customeru2019s credit master record, which is automatically

    created when a customer is created in a company code.

    The credit master record is automatically maintained when at least one of the below fields is maintained for the

    corresponding control area.

    (A) Risk category

    (B) Credit representative group

    (C) Credit limit

    Credit limit: The credit limit that we enter here in the specific credit control area of the customeru2019s credit master

    record. This is automatically created when a customer is created in a company code (in XD01).

    NOTE: This credit limit is not a total credit limit for the control area.

    Representative group [001]: Define credit representative group in IMG.

     All company codes: If we want to tell to the system that, this credit control area is permitted for

    postings in every company code we have defined.

     Save and Exit

    NOTE: After this create Risk categories and Credit representative groups and come back to this step and assign

    these values to our credit control area.

    Risk category and Representative group defined and maintained by FI/CO consultants in IMG.

    258

    Assign company code to credit control area: Transaction code: OB38

    Path:

     IMG

     Enterprise structure

     Assignment

     Financial accounting

     Assign company code to credit control area

     Choose our company code from position button

     Click on assign button on the application tool bar

     Select our credit control area from the list and assign it

     Save and Exit

     Go to FD32 and check whether system created customeru2019s credit master data automatically or not.

    System creates customers credit master data automatically when we (FI/CO) people) configure credit control area in

    IMG.

    So as to perform simple credit check we have to specify customer master payers limit in the credit control area, and

    create customer master in XD01 transaction code.

     Specify reconciliation account number (GL account number)

     Payment history record: Check payment history record control in payment transaction tab. It is the

    control parameter to update the payment details that are made by customers and system will show the

    payment details in the FD32.

     Specify the credit control area in credit control area field in billing document tab.

     Save and Exit

     Go to VA01 and raise the sales order

    Check the system responses in each and every level of sales document processing and check whether the system

    blocked the delivery document (due to the setting in VOV8 of OR in check credit limit field [C] = Blocked for

    delivery).

     To release the delivery go to VKM4 and release the delivery document.

    Automatic credit check

    We can configure credit related management functions that are to be carried out by the system automatically.

    System automatically carries out credit related management functions by taking some factors into consideration.

    In automatic credit related functions system gets the credit exposure of a particular payer by taking factors like:

    (1) Open sales orders (that are raised, yet to pass to delivery process) +

    (2) Open delivery documents (that are raised, yet to pass to PGI) +

    (3) Open PGI documents (that are PGI process done, and yet to pass to billing document) +

    (4) Open billing documents (that are raised, but yet to pass to accounting (FI) +

    (5) Attachment/Time/Horizon period. Ex: 2 Months.

    Horizon period: It is the period in which system will take

    Horizon period: It is the period in which system will take the above sited all open documents into consideration

    that falls during this period. This time period only applies for dynamic check. It will not be applied for static. As in

    automatic credit check SAP provides Dynamic and Static methods.

    Configuration steps:

    Define credit control area: Transaction code: OB45

    Path:

     IMG

     Enterprise structure

     Definition

     Financial accounting

     Define credit control area

     Go to new entries

    (OR)

     Choose existing credit control area

     Click on copy as icon

     Define our credit control area by changing the data

     Save and Exit

    Assign permitted credit control area to company code

    Path:

     IMG

     Financial accounting

     Accounts Receivable/Accounts Payable

     Credit management

     Credit control account

     Assign permitted credit control areas to company code

     Go to new entries

     Assign credit control area to company c

    NOTE: Definition and assignment takes place in single step. Here we can assign u2018Nu2019 number of credit control

    areas to one company code.

    Path:

     IMG

     Enterprise structure

     Assignment

     Financial accounting

     Assign company code to credit control area

     Choose our company code from position button

     Click on assign button on the application tool bar

     Select our credit control area form the list

     Assign

     Save and Exit

    NOTE: If our client has different business

    If our client has different business areas, we can assign each business area with credit control area.

    Ex: 0001 for business area u2018Au2019.

    0002 for business area u2018Bu2019.

    0003 for business area u2018Cu2019.

    In this case the same customer master record can have different credit limits for different business areas.

    IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Define risk categories

     Go to new entries

     Define our risk categories

    Ex: 001 = High risk

    002 = Medium risk

    003 = Low risk

     Assign our risk categories to our credit control area

     Save and Exit

    NOTE: Definition and assignment takes place in one step.

    Define preliminary settings for credit management

    Path:

     IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Define preliminary settings for credit management

     Check credit read A/R summary

     Check create A/R summary

     Save and Exit

    Define text IDs for credit management: Transaction code: OBT3

    Path:

     IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Define text IDs for credit management

     Check relevant text for 0001 = Internal information

    0002 = External information

    0003 = Action

     Save and Exit

    Maintain text IDs for central text in credit management: Transaction code: OBT3Z

    In this context central means that the texts are independent of a credit control area.

    Path:

     IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Maintain text IDs for central text in credit management

    261

     If we want we can CHECK relevant text

     0001 = Test

     Save and Exit

    Define credit representative groups: Transaction code: OB02

    Path:

     IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Define credit representative groups

     Go to new entries

     Define credit representative groups

     Save and Exit

    NOTE: Assignment also does here.

    Define groups

    Path:

     IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Define groups

     Go to new entries

     Maintain credit management group for credit control area

     Save and Exit

    NOTE: Assignment also does here.

    Define credit representatives: Transaction code: OB51

    Path:

     IMG

     Financial accounting

     Accounts receivable and accounts payable

     Credit management

     Credit control account

     Define credit representatives

     Go to new entries

     Specify credit representative, credit control area, and partner function (KB = Credit representative)

    Specify partner counter (The sequential number that the system applies when there is more than one

    partner for a particular partner function)

     Check CO (system copies this credit representative into sales order)

    NOTE: Create a partner function for representative by copying KB (in basic functions  Partner functions

    determination) and specify it here.

     Specify personal number

     Save and Exit

     Go to FD32

    Specify customer number and credit control area

    262

    Overview

     Overview

    General data

     Address

     Central data

    Credit control area data

     Status

     Payment history

    Customeru2019s credit master record has been segregated as above sited sections. Maintain the data in the above-sited

    sections.

    Overview: In this section we can have the overview of the customers credit related information like credit limit,

    credit exposure, credit limit use, horizon, etc.

     Click on  Next icon

    Address: In this view system copies address details from customer master general data section

     Click on  Next icon

    Central data:

    Maximum permitted credit limit

    The value of this field specifies the overall credit limit that the customer may receive in all credit control areas.

    Individual limit: The value of this field specifies the credit limit of the customer within specified credit control

    area.

    Currency INR: We can specify the currency type that the particular customer makes a transaction from this credit

    control area.

     Click on  Next icon

    Credit limit data

    The amount that we enter here specifies an upper limit for the total receivables and the forcible (expecting)

    receivables from the customers.

    Credit horizon data: It is a date that the system takes to calculate credit exposure by using horizon period.

    Internal data

    Risk category 001 = High risk: Specify the risk category of customer that we defined in IMG.

     Specify credit representative group and customer credit group

    [] Blocked: We can block the customer for all credit management business transactions.

    Ex: Order acceptance, delivery, goods issue.

    But we still post that invoices for goods, which were already delivered

     Click on  Next icon

    Payment history: In this screen system shows the payment history of the particular customer for credit sales.

    NOTE: Pre u2013 requisite in XD01: In company code data of the customer master in payment transaction

    Sales and Distribution

     Basic functions

     Credit management/Risk management

     Credit management

     Assign sales documents and delivery documents

     Credit limit check for order types

     Choose sales document type OR

    Assign Check credit [D] = Credit management: Automatic credit control

    Credit group [01] = Credit group for sales order

     Save and Exit

    Define credit limit check by delivery order: Transaction code: OVAD

    Path:

     IMG

     Sales and Distribution

     Basic functions

     Credit management/Risk management

     Credit management

     Assign sales documents and delivery documents

     Credit limit check for delivery types

     Choose delivery document type LF from position button

     Assign delivery credit group [02] = Credit for delivery

    Goods issue credit group [03] = Credit group for goods issue

     Save and Exit

    Define credit limit check by item category: Transaction code: OVA7

    Path:

     IMG

     Sales and Distribution

     Basic functions

     Credit management/Risk management

     Credit management/Risk management settings

     Determine active receivables per item category

     Choose item category TAN from position button

     Check credit active

     Save and Exit

    Define credit groups: Transaction code: OVA6

    We can define credit groups so as to group together different business transactions in the same manner to carryout

    credit check.

    NOTE: Use standard credit groups: 01 = Credit group for sales order

    02 = Credit group for delivery

    03 = Credit group for goods issue (PGI)

    Path:

     IMG

     Sales and Distribution

     Basic functions

     Credit management/Risk management

     Credit management

    264

     Define credit groups

     Go to new entries

     Define our credit groups

     Save and Exit

    Define Automatic credit control: Transaction code: OVA8

    Here we define whether system has to carryout Dynamic or Static.

    Path:

     IMG

     Sales and Distribution

     Basic functions

     Credit management/Risk management

     Credit management

     Define automatic credit control

     Go to new entries

     Specify our credit control area, risk category and credit group

    Document controlling

     Item check: It indicates that system carries out credit check not only when you save the document but also

    when we enter single item or header data. System generates warning message only for first item.

    Credit limit seasonal factor

    % [] = Seasonal factor in %: It specifies percentage tolerance limit up to which a customers credit limit may be

    temporarily extended or reduced.

    Ex: Specify 5% with a u201Cminusu201D. If customeru2019s credit limit is 10,000/- then his limit is going to be reduced by 500/-

    (5%) (It becomes 9,500/).

     Minus: It controls whether the credit limit may be increased or reduced by the specified percentage rate.

    If you check it the percentage rate is going to be decreased.

    From [] and To []: In this field we can specify the periods for season factors.

    Checks

    Here we define whether the system has to carryout static, dynamic or on maximum document value also.

    Reaction Status/Block

    [ ] Static

    [ ] Dynamic

    [ ] Document value

    [ ] Critical fields

    [A]

    [A]

    [ ] Open orders [ ] Open deliveries

    Horizon [1] [M] (Dynamic only)

    Maximum document value [ ]

     Check by giving different values in above fields.

     Check by giving maximum document value and without ma

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  • avatar image
    Former Member
    Sep 11, 2008 at 03:22 PM

    Hi,

    Plz refer following points

    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".

    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.

    Regards,

    Jaiprakash.P.T

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  • avatar image
    Former Member
    Sep 12, 2008 at 04:09 AM

    Dear Pratyush,

    Please refer to SAP note 18613.

    Regards,

    Smile

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    • Former Member

      Hi,

      How and where to check for OSS notes?

      If any body is certified then how will they check for OSS notes.

      Thanks and Regards

      Sudha

  • avatar image
    Former Member
    Sep 12, 2008 at 05:44 AM

    Hi ,

    Find the notes with example .

    CREDIT MANAGEMENT IN R/3

    The credit management is one of the critical basic function provided by SAP R/3 SD module. This function involves integration between SD and FI

    Steps in Customising.

    1. Define the credit control area

    2. assign the company code and sales areas to credit control area

    3. define the risk categories for business partners (customers)

    4. define the transaction groups and assign to the sales, delivery document

    5. setup the automatic credit control by using static/dynamic methods

    Ist POSSIBILITY

    2ND POSSIBILITY

    One company code can be assigned to only one credit control area

    Credit Control Area:-

    Definition : The credit control area is an organizational element defined in financial accounting. The credit control area has the following responsibilities.

    1. To define the credit policy across the business

    2. to define credit limit for customers/customer groups

    3. take appropriate action with regard to system messages when the limits exceeding the transaction.

    Menu path :

    Imgu2026 enterprise structure u2026 definition u2026 select financial accounting u2026 define credit control area

    Select new entries

    Create credit control area u2013 Ex: VVVV

    Select click on details button

    INRu2026 update u2013 000012

    Bacj

    Select assignement

    Select financial accounting

    Select assign company code to credit control area

    Position and select your company code

    Ex : V000

    Company code Credit control

    V000 VVVV

    Save.

    Now under assignment sales and distribution

    Select assign sales area to credit control area

    Position and select sales area:

    Sales areas Credit control areas

    V000vdv1 VVVV

    Assign similarly all sales areas and save.

    Define the risk categories for customers

    Menu path :

    Imgu2026 financial accounting u2026 accounts receivables and accounts payables u2026 select credit management u2026 select credit control accountu2026 define risk categories.

    Risk category Credit control Name

    V1 VVVV LOW RISK CATEGORY

    V2 VVVV MEDIUM RISK CATEGORY

    V3 VVVV HIGH RISK CATEGORY

    Customisation at the transaction level

    Sales order

    Delivery PGI

    During the above transactions system checks the credit limit and based on automatic credit limit and based on automatic credit control setting system will take appropriate controls and issues messages if credit limit exceeds

    Define the credit groups :

    SAP provides 2 methods of credit check1. simple credit check2. automatic a.static credit limit check b.dynamic credit checksimple credit check is only used for system integrate check but otherwise never used in implementation.

    Img u2026 sd.. basic functions u2026 credit management/risk management u2026 select credit management u2026 define credit groups.

    Select new entries

    CG (Credit Group) Document credit group

    VX Order group

    Vy Delivery group

    Vz PGI group

    Back

    Assign sales documents and delivery documents click u2013 credit limit check for order types

    Position and select your sales document type

    ZVOR D VX

    Save.

    D = Automatic credit control

    Back

    Select assign credit limit check for delivery type

    Select delivery doc type u2013 ZLF

    Dlytype Description Dly cre.group GI credit group

    ZLF VL std. delivery VY VZ

    Update group u2013 000012

    Customer u2013 BHEL

    Credit limit : 1000000

    S.No. Date Order Value Open order Open delivery Open billing document Account Receivables

    1 31.10.06 30010 200000 200000

    2 31.11.06 30075 300000 500000

    3. Delivery created 30010 delivery doc. 800301 200000300000 200000

    4. 5.11.06 Created billing doc for delivery doc (-) 200000

    5. 8.11.06 2nd order 30075 dly doc 800305 -300000 300000 200000

    How does the static credit limit work?

    During the static credit limit check the system will add the present transaction value at the order (ex Rs.100000/-) to the

    A) open order values u2013 Rs.300000/-

    B) Open dly values u2013 Rs.200000/-

    C) Open billing document values Ex : Rs.100000/-

    D) Open A/R values Ex : Rs.200000/-

    System credit limit is Rs.8.5 lakhs --- Rs.900000/- actual)

    System messages : static credit limit exceeds by Rs.50000/-

    Back

    DEFINE AUTOMATIC CREDIT CONTROL

    (Please do not make new entries instead select any combination having 1000 credit control and copy and then change the parameters suit your requirement)

    After copying enter your credit control area risk category and credit group

    Example

    Credit Control Risk Credit

    VVVV V1 VX Low risk orders

    VVVV V2 VX Medium risk oder

    In setting up the automatic credit control we combine the credit credit control ares risk factor and credit group.

    Whetever controls selected for this combination will ensure an automatic credit control for that particular transaction. You can use only one of the methods either static credits or dynamic credit limits check for one combination.

    After changing the credit control area, risk category and credit group check the box static.

    Select reaction u201CCu201D if u201CCu201D activates the status block and also activate open order values and open delivery save.

    To check the customization working do the following in easy access

    a) Maintain credit control area in customer master (Sold to party) under sales area billing tab.

    b) Maintain credit limit for customers

    Menu path :

    SAP menu u2026 logistics u2026 sd u2026 credit management u2026 master data u2026 select FD32 (Change)

    Enter customer number u2026

    Enter credit control area

    Check all overview boxes

    Continue

    Click on forward button to 3rd screen

    Total amount : Rs.800000/-(in case of group of companies)

    Individual limit u2013 Rs.500000

    Currency u2013 INR

    Total amount : sum total of limits for all Credit control areas (if exists)

    Individual limit : the particular credit control area of company code

    Click forward button (Top left)

    Credit limit u2026 less then the earlier

    Ex : Rs.900000/- or enter Rs.1000000/-

    Risk category- VI

    Create an order

    Click on status button top left/customer summary buttonAlso try on first button top left

    Once create an order the update group will automatically update all the open transaction values.

    Menu Path :

    The status of open transaction can be find out to the sales summary or using transaction code.

    SAP Menuu2026 accounting financial accounting u2026 account receivables u2026 credit management u2026 credit management information systemu2026 SALR

    Credit Master sheet.

    With best regards,

    venkataswamy.y

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    Former Member
    Sep 12, 2008 at 06:14 AM

    hi ,

    i am given simple steps of the credit management.u can assign this u maintain the credit management.

    credit mgmt is two types

    1.simple credt check

    2.Auto matic credit check

    path :

    IMG - sales & distribution - Basic function - credit management.

    u can give the prerequisites :

    OVAk- assign ed the sales document

    Ova8- assign the automatic credit control

    Ovfl- sales area to assin the credit control area

    if u want mor information get back to me

    regards,

    sridhar

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    Former Member
    Sep 12, 2008 at 07:47 AM

    Hi,

    Automatic credit control settings are maintained in "OVA8".

    Areas to be checked:

    1. For the sales document type in VOV8, the "check credit limit" must be "D"& "credit group" is "01".

    2. In the pricing procedure for the final credit price line, maintain "A" in the sub total column. This is carried over as the "credit price".

    3. In VOV7, for the item category, the "credit active" field must have a tick. If there is no tick on this, then credit check will never happen.

    4. While maintaining the credit limit for the customer in "FD32", in the "status" section maintain the "risk category".

    5. Now in OVA8, maintain the settings for the combination of "credit control area + risk category + credit group". The credit group should be the same as maintained in VOV8 for the sales doucment type. Inside this you have ticked against "static check" & "open orders" as well as "open deliveries" have also been ticked.

    Now in the same line if you see, you have a column for reaction:

    " " No message

    A Warning

    B Error message

    C Like A + value by which the credit limit has been exceeded

    D Like B + value by which the credit limit has been exceeded

    Select a message according to your requirement - how do you want the SAP system to behave in case of a credit failure.

    There is a column for "status/block". This is basically blocking the delivery from getting created in case of a credit check failure. But this setting makes sense only if you have selected either "A" or "C" in the "reaction" column. For "B" & "D", the sales order won't be created at all.

    6. Check for the assignment of the credit control area in the customer master - sales area data - billing screen. But this is not so important, without this also the system checks for the credit check.

    Check following Transactions.

    1. OB38- Assign Company Code to cr control Area

    2. OVFL- Assign Sales Area to Cr control Area

    3. XD02 -

    4. OBZK

    5. OB45

    6. OVAK

    7. OVAD

    8. OB01

    9. OVA8

    10. OVA7

    11. FD32

    12. VOV7

    13. V/08 Maintain Subtotal A in pricing Procedure

    14. OB45- Maintain Update -12

    Hope this solves your problem.

    Regards

    Amit Gupta

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  • Sep 13, 2008 at 04:35 AM

    Dear Pratyush

    Please go through these links

    [Credit Management|http://www8.sap.com/businessmaps/BE7741D52E4541D0919217B9105587DA.htm]

    [Difference Between Simple and Automatic Credit Check Types|http://www.sap-img.com/sd030.htm]

    [SAP SD Credit Management |http://www.saptechies.com/sap-sd-credit-management-3/]

    thanks

    G. Lakshmipathi

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  • avatar image
    Former Member
    Sep 17, 2008 at 12:29 PM

    Hi,

    Plz refer following points

    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".

    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.

    Regards,

    Jaiprakash.P.T

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