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Checking credit limit for some customers at the time of Delivery also

Former Member
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Hi Experts,

I have 1 controlling area. Now our new requirment is that for some selected customers we want to implement the credit checking at the time of making the delivery note. How can i configure that in SD.

Appreciate some support

SAPXPT

Accepted Solutions (0)

Answers (6)

Answers (6)

Former Member
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Madhu,

I have just pasted the result of CHECK_CM below.

Please tell me one more thing.I am releasing my SD document by VKM1. Wheni check VKM2, it shows that the delivery document has also been released simultaneously.

Settings for Credit Check

Delivery Type: LIKP-LFART = LF Outbound Delivery

SD Document Category: LIKP-VBTYP = J Delivery

Requirement for Subseq.Functs: TVFO-GRPNO = 000 (No Standard)

Key Fields for Automatic Credit Check (Table T691F, Transaction OVA8)

Credit Control Area: LIKP-KKBER = 1000

Risk Category: LIKP-CTLPC = 005

Credit Group - Delivery: TVLK-KKBER = 02

Credit Group - Goods Issue: TVLK-KKBER =

Credit Status from Table VBUK

Overall Credit Status CMGST = D Released

Static CMPSA = No Check/No Status

Dynamic CMPSB = No Check/No Status

Maximum Document Value CMPSC = No Check/No Status

Critical Fields CMPSD = No Check/No Status

Next Inspection Date CMPSE = No Check/No Status

Open Items CMPSF = No Check/No Status

Oldest Open Item CMPSG = No Check/No Status

Maximum Dunning Level CMPSH = No Check/No Status

Financial Document CMPSI = No Check/No Status

Export Credit Insurance CMPSJ = No Check/No Status

Payment Card Authorization CMPSK = No Check/No Status

USEREXIT_1 CMPS0 = No Check/No Status

USEREXIT_2 CMPS1 = No Check/No Status

USEREXIT_3 CMPS2 = No Check/No Status

Former Member
0 Kudos

Hi JP,

I tried the program RVKRED77, but still no success.

Sorry for bothering you so much

Former Member
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Hi

go to se38 and execute program Check_cm and give your delivery number and execute to find out why it was not picked for credit check.

Regards

Madhu

Former Member
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ok,

I have perforemd all steps now.

OV08

OVAD

FD32

It is checking the credit hold at sales order but still not at delivery

jpfriends079
Active Contributor
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I assume you, FD32 data is properly maintained.

Either run program RVKRED77 u2013 Reorganize SD credit data or update infostructure S067-OLIKW for Open delivery credit value.

Regards

JP

Former Member
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Thanx JP & Madhu,

I tried the way you explained. but unfortunately it did not worked.

I didn't performed the step OVAD as i thought that it would be applied to all deliveries for all customers.

Secondly my objective is that my credit check must be perforemd at both stages, i.e at the time of saving the order and as well as at the time of delivery for the selected customers.

Regards

jpfriends079
Active Contributor
0 Kudos

I didn't performed the step OVAD as i thought that it would be applied to all deliveries for all customers.

No. You understanding for this step is incorrect.

OVAD is must.

There you need to activate all the desired Delivery Doc type with is relevant for Credit.

Even its one or all, you have to maintain the value.

So in OVA8, maintain following

Credit Control Area

- Risk Category of the Customer

- Credit group

1000

005

01 - High Risk Sales Order

|1000 |005 |02 - High risk delivery |

Further as suggested earlier, maintain values in

1. OVAD

2. FD32

accordingly.

Regards

JP

Former Member
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Hi

To acheive your requirement, try the following.

1. In OVA8 configure additional risk category as suggested by JP.

e.g CCA Risk category Credit group

0001 0005 02

2. In OVAD, assign credit group 02 against 'Dlv. Credit group' for the delivery type

3. Now go to FD32 and for the selected customers, assign the risk category 005 under credit control area data 'status'.

This will ensure that the deliveries of customers who were assigned risk category 005 in FD32 will be checked for credit.

Regards

Madhu

jpfriends079
Active Contributor
0 Kudos

One possibility I can make out.

You can differentiate your theses customers through different risk category.

Maintain that for you customer, say, 005

Now, by either using TCode OVA8 or referring following SPRO path

IMG - SD - Basic Functions - Credit Management/Risk management - Credit Management - Define Automatic Credit Control

You can maintain desired combination for your requirement.

Credit Control Area

- Risk Category of the Customer

- Credit group

1000

005

02 - High risk delivery

Regards

JP