Beruflich Dokumente
Kultur Dokumente
SALES AREA
Dist Channel Sales Org Division
Credit Management: 1.Simple Credit Check 2.Automatic Credit Check a) Static (values) b) Dynamic (validity period) Credit Management allow you to monitor evaluate and control the credit situation and allocations. Credit Management integrate with current information from FI and the simultaneously access to the credit and the sales information system provides a broad information basis for evaluating critical credit situations and allocations. Path : IMG Financial Accounting Accounts Receivable & Payable Credit Management Credit Control Accounts Define risk categories go to new entries
GO TO NEW ENTRIES
Enter and save. Next follow this path : - IMG SD BASIC FUNCTIONS CREDITMANAGEMENT /RISK MANAGEMENT CREIT MANGEMENT DEFINE CREDIT GROUPS
CLICK ON CREDIT LIMITE CHECK FOR ORDER TYPE GO TO POISITION SALES DOC TYPE [OR] ENTER
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SETTINGS IN ENTERPRISE STRUCTURE PATH IMG ENTERPRISE STRUCTURE DEFINITION ACCOUNTING DEFINE CREDIT CONTROL AREA FINANCIAL
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Click on Position give your credit control area and enter Select your credit control area and click on detail button
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Enter the data accordingly and press enter then you will get the following screen
Enter Three Times.. You will get this window and give the data accordingly
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Enter accordingly
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Press Yes. Assign Sales Doc and Delivery Doc: [OVAK]: GOTO POSITION SALES DOC TYPE [OR] First Select Check Credit A
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To check the Credit Limits Usage Do the Following Creation of Sales Order: [VA01] : OR SP PO Enter Material more than your credit limit ) for checking purpose. (Enter material qty
If you select A as check credit the window will cone like above and if we press enter the document will be saved.
SELECT CHECK CREDIT AS B Error Message will come like this Credit limit has been Exceeded (You can not able to save the document) SELECT CHECK CREDIT AS C Error Message will come and the document will be saved but Delivery will be blocked SELECT CHECK CREDIT AS D It is for automatic credit control.
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GO TO [OVA8] :
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GO TO POSITION
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SELECT STATIC AND REACTION A (FOR WARNING) Creation of Sales Order: [VA01] : OR SP PO Enter Material more than your credit limit ) for checking purpose. (Enter material qty
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