credit management

[Former Member]

hai exports,

can every body explain me the Credit check against next customer review date with an example.

sukumar.

[Former Member]

Hi ,

please see this

Date of Next Review

Uses the date of the next credit review as a trigger for an automatic credit check. If you

process a sales order after a customer's next review date has already gone by, the

system automatically carries out a credit check.

Regards,

venkataswamy.y

[Former Member]

Dear Sukumar,

To add points to the previous suggestion -

If you set the Next Review Date in FD32 for a customer - the system will block a sale order provided you have checked a check box Review Date in OVA8 and also assign the Reaction and STATUS/BLOCK option as per your wish..

If you checked the REVIEW DATE option in OVA8 and assigned REACTION , set the STAUS/BLOCK indicator -

then the system will behave as follows.

In FD32 for a custoemer - if u set next review date as 13 th July, 2009 - the system will block the sales order which will be created on 13 th July, 2009 though the credit limit has not been exceeded..

If you specify no. days against REVIEW DATE in OVA8 - then the system will behave as follows.

FD32 - Next Review Date : 13 th July, 2009.

OVA8: +3 = 16th July, 2009 - If we create a sale order on 16th July, 2009 - then the system will block the same..

I hope this may help you..

Please check the link:

http://academic.uofs.edu/faculty/gramborw/sap/crm.htm

This will give you a clear picture on how the credit management works..

Thanks,

Venkatesh.S.P

Edited by: venkatesh paulraj on Jul 16, 2009 1:10 PM

[Former Member]

Hi,

The next Review date first we maintain in FD32 in internal data .

The reason to maintain this date is System Re check your customer credit limit based on credit history.

here system check your last review date :- When the last time your credit limit was rechecked,

Refrence date :-The reference date is used to specify a date for the customer on which the credit amount granted to him/her is to be rechecked.

The purpose of doing all this excercise is if you want to recheck / re assign/review the credit limit to customer you set some banchmark date & you can get the crdit history of the customer based on your business need.

So based on that you define the No. of days in OVA8 after checking the next review date here.

I hope this will help you.

Regards

Deepak