Credit Check in Quotation Level

[Former Member]

Dear Experts,

Can any one please tell me how can I create Credit limit check at Quotation level.

Example : Normally we can block the Sales order level and Delivery Level, but i need to do same in when creating the Quotation level crossing the Credit limit 5000 INR. at document level. Document type QT.

Regards,

Sreedhar Reddy

[Former Member · Accepted solution]

Hi,

It is not possible to carry out the credit check at the time of Quotation.Credit management is controlled by credit control area. In credit control area definition we have 3 update groups

1)update Group=000012(updates all open orders values,open deliveries values,open invoice values and open items value)

2)update Group=000015(open deliveries values,open Billing values)

3)update Group=000018(all open orders values ,open Billing values)

there is no update group to update Quotation in credit management.in standard it is not possible to Block at Quotation level.

Regards,

Rakesh

[former_member184080 · Accepted solution]

Hi Rakesh,

Have you tested this? Are you sure you can't have credit check at Quotation via standard SAP?

Please test by keeping Check credit limit either for your quotation document and maintain FD32 for your customer also proper settings at OVA8. You will see the credit limit at your quotation document.

Regards, Sai Krishna.

[Former Member]

if you are from institute, better read theory and after that think about the business process, if really there requirement, tell me logic to have credit checks in quotation level.

warm regards,

jagadeesh

[former_member182378]

Surjeet,

Like Moazzam, I too request you to explain the business reason for "stopping" the creation of quotations after a limit?

The more the quotations, probably the better (from a company that sells goods and services).

So why stop the "sending the information" to customers, after a limit?

Side comment - I would suggest you to read the theory of Credit Management.

It is a pretty simple concept.

1. Fix an amount of money for a customer, upto which he can take credit.

2. Ascertain the scope of what sale (which documents - e.g. sales order or quotation or billing document) would add to the customers amount of money taken as credit.

3. When the amount in step 2 reaches amount in step 1, then how should system behave?

(No more selling to that customer, or....)

So, basically it is up to the business to include the documents which contribute to the "amount of sale".

[Former Member]

Hi,

It is possible to block at quotation level.

Create a new Credit Group. Assign the same credit group in Qt(Quotation document) and Sales document(OR).

Example-Z0(credit group)

Check credit limit as "D" in QT and OR.

Maintain automatic credit control area with Credit control area, Risk category(001) and Credit Group(Z0).

Maintain FD32 for the Customer.

Regards,

krishna.

[moazzam_ali]

Hi

Dear, can you share the business requirement for credit check at quotation level? May be we can suggest you some other better option.

Thank$

[former_member182378]

Moazzam,

If the credit limit for "open quotations" is 5000USD, then what could be the other options (you indicated in your previous post)?

Thank you, in advance!

[moazzam_ali]

Dear TW

I just wanted to know the business scenario for credit check at quotation levl because for me it don't make a sense to put credit check on quotation. Rest you know better then me that how credit check works. We have option of open orders, open deliveries and billing documents. I was wondering when we don't have option of open quotations then I believe credit check wo't work for quotations. What you say about this?

Thank$

[former_member182378]

Moazzam,

Thank you for your post!

From my understanding, credit management should work for quotations too!

In VOV8, Sales document type QT has fields "Check credit limit" and "Credit group". Other components of credit management like Customer and risk category (in FD32), Credit control Area, OVA8 remain the same.

Side comment: From a business perspective, I too want to know the business requirement.

[moazzam_ali]

Dear TW

Have you checked this? I didn't check but I think it should not work for quotation. I will check this and update but in meanwhile if someone else has checked this then please update here.

Is credit check is activated for quotations then for automatic credit check system will consider open quotation values as sales value or not? This is another question which I need to check in system.

Thank$

[Former Member]

Hi Moazzam,

Is credit check is activated for quotations then for automatic credit check system will consider open quotation values as sales value or not?

No it will not consider open quotation value as sales value and It will not update in FD32.

Thanks,

krishna.

[former_member184080]

Hi,

Have you checked credit limit at your QT document type in VOV8?

Regards, Sai Krishna.