Credit Limit Issue for new customers

[Former Member]

Dear Experts,

Iam ABAPer and recently shited to SD.

I have a issue with credit limit check for new customers.

For example, Credit control team set Rs1000 limit for new customer.

Core team created Sales Order with Rs 3000 and they created subsequent documents successfully like Delivery and Invoice.

System not performing any credit checks before making Delivery note means not showing in VKM1 tcode.

After creating first invoice for the new customer and system is checking credit limit for all the Sales orders whcih were created after first invoice (Billing).

Can you please help me how to overcome this issue.

Note: Credit Control Team dont want to use VKM3 tcode to release the order.

Thanks

Shaik

[kalyan_mokirala]

Hi Basha,

Firrst check if credit is evaluated for your order. Follow the below steps in understanding the credit check done for the order you created.

Use the program "CHECK_CM" in SE38 transaction. On executing this program, you will be faced with analysis of SD document with regard to credit management screen appears.

Enter the order number in the sales document field and in the "settings" box check both the check boxes and execute the transaction.

You will be now faced with the credit check analysis done for your order.

Make a note of Credit control area, risk category and credit group

Also check which type of automatic credit check system is doing (Static/ dynamic/......) and also check the reaction. Based on this you can conclude if credit check is working for your order. If no check is happening then you have to re-look into config changes of credit management

Hope this explains.

[Former Member]

Thanks for your replies.

Sorry for the delay. I was in leave and i will make suggested settings and reward points.

Thanks Guys.

[Former Member]

Hi Shaik Basha,

--Go to T.Code XD02 for customer & check in Sales Area under Billing Tab whether Credit control Area is assigned or not.

--Check in T.Code VOV8 & select your Sales Document check whether credit limit & credit group is assigned or not.

--Go to T.Code OVAK u2013 Assign check credit-D Automatic credit control & credit grouyp -01 for credit group for sales order.

--Go to T.Code OVAD u2013select your delivery document & Assign delivery credit group-02 & 03 goods issue.

--Go to T.Code OVA7 u2013 select your item category & check mark credit active.

--Go to T.Code OVA8 u2013 Automatic credit control u2013 Double click on the line items & check which credit type are use using Static or Dynamic credit

--Mention B for Error message as reaction & check mark on the status block.

--Now Raise Sale Order in VA01 & check the process.

Please let me know if your problem is solved

Regards

Pradeep

[Former Member]

Thanks Pradeep.

In our settings,

OVAD doesn't have any block for delivery and GI.

In OVA8, we are using dynamic check for Sales order and Contractors.

My client want to allow Sales Order and Contract eventhough limit is exceeded.

They want to block at delviery level means once Sales order is created then it has to block and show in VKM1 tcode.

Based on customer, Credit control team will take decision to release the block or not.

Currently we have assigned Risk cat. to Sales order and Contractors and reaction is D .

Now the problem is for new customers not blocking the Delivery until first invoice made in the system.

And after first billing system is performing auto credit checks.

Please suggest me on this.

[Former Member]

Any inputs please?

[Former Member]

--In OVAD you have to assign 02 (Credit group for Delivery) & 03 (credit group for Goods Issue) for your delivery document if you want to do the credit block at Delivery level.

--Assign the Credit control Area to your Delivery group & Goods Issue in OVA8.

--In *OVA8* you are using the *Dynamic credit check* mention the Reaction as *A* or *C*.It will give you warning message when the credit limit exceeds in Sales Order.But still you can save the document.

-- Reaction D results if credit limit exceeds it will not allow to save the document in Sale Order.

--Once the document is saved in sales Order with warning message.Go to T.Code VKM1 & check the Blocked Document.

--For Dynamic Credit Check if you are maintaining the Horizon period the system will not do the credit check for your customer to that period.Ex.No of Days,Months,weeks.

Let me know if your problem is solved

Regards

Pradeep

[former_member1229123]

Hi ,

You have to do the procedure as friends told earlier and depend up on credit block only it will work . Whether it has to block in sales doc , delivery and PGI check it first and also don;t forget to maintain TOTAL in pricing procedure you are using with SUBTOTAL "A" and CALCULATION TYPE as " 4 " . I am sure u will get.

Thank you ,

pranay

[Former Member]

Hi,

Check these things

1. In OVA8 Maintain reaction as B = Error message

2. In OVAK check if Ceck Credit = D and credit group is 01 for the relevant sales order type is assigned or not.

Hope this helps.

Regards,

Sharan

[Former Member]

Thanks for your reply.

In Both tcodes required settings are in place.

Regards

Shaik