Credit management: Value of delivery is not updated in receivables

[gaurav_jain27]

The scenario is :

While doing credit limit check the system is not taking the value of delivery into receivables.

The impact of this is:

1. Credit limit is 10 lakhs and customer has utilised 8 lakhs.

2. And when I create an order of 5 lakhs system is not blocking either sales order or delivery or invoicing.

3. But if do create after this 5 lakhs the system is doing as per my requirement.

I want System should block delivery in step 2 only.

Kindly advice.

Regards

Gaurav Jain

[Former Member]

Hi, it seems as if you have 2 issues here:

1 - Delivery value not taken into account to determine total receivables

2 - You want a credit check at delivery stage

For 1, check your configuration (transaction OVA8) check that all your credit groups have an update = 000012

For 2, check oyur configuration (transaction OVAD) you must have a credit group assigned to your delivery and/or GI (goods issue)

[Former Member]

Hello Gaurav,

Which update group are you using in Credit control area?

Prase

[gaurav_jain27]

Update group being used is 12 only.

Regards,

[Former Member]

Hi,

When you go to OVA8 as per your c.c.area then check if open deliveries has been marked or not. Then open items field has been marked as status BLOCK or not. Then check the next review date if it is already passed and there is no block status active in the same screen.

Do let me know once you check all these things from OVA8.

Hrishi

[Former Member]

Hi Gaurav,

If there are changes to credit management data the values may go out of synch.

Run program RVKRED88 at a time you know the users are not on the system to determine whether or not there are reorg issues.

In the meanwhile, please check:

1 - that there are credit checks (check credit groups) at delivery and/or GI level (refer to my first reply)

2 - Check your item category and see if it is marked as relevant for credit

Let us know