1.How can we assign one credit limit to two customers?

2. What i difference b/w static and dynamic credit checks?

3. What is simple credit check?
4. What is credit group and resk category?
5. Difference b/w centralized and decentralized credit mgt.?
6. What are additional credit checks available in credit mgt.?
7.what r the four rules in credit mgt.?
8. What update group?
Reward points if u helpful
Cheers,
Govind.

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Re: Crd MNagement questions

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Ayub Khan Jul 18, 2007 5:44 PM (in response to vivek kumar)
Credit Management
1. What do we use Credit Management for in the SAP System?
2. At what organizational level does the credit limit check take place?
3. What is a risk category?
4. You can use Customizing to control which business transactions should be blocked if the credit limit
is exceeded. Which are they?
5. What can be assigned to a credit control area?
6. Where can you manage currencies for credit management?
7. When does the system carry out credit checks?
8. What is the impact of credit checking on the sales document if the customer is over their credit
limit?
Regards
AK
Reward points if helpful

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Re: Crd MNagement questions

prashanth gaddam Jul 18, 2007 5:49 PM (in response to vivek kumar)

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hi
how many types of credit checks are there?
how you will relese a blocked sales doucement because of credit check|?
difference between dynamic and static checks?

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Helpful AnswerRe: Crd MNagement questions

Sunil A Jul 18, 2007 5:51 PM (in response to vivek kumar)

1. How do you implement Credit Management for new customers ? (using credit risk category and
automatic credit control)
2. Various credit checks possible for automatic credit check like- Next review date of credit, oldest open
item, % of open items etc. Check in Atuomatic Credit Control in IMG.
3. Currency of credit control like is it possible to have different currency for customer, sales orgn and
credit control area.

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Re: Crd MNagement questions

Azeem Quadri Mohammed Abdul Jul 18, 2007 5:58 PM (in response to Sunil A)
COuld you please provide the answers please .

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Re: Crd MNagement questions

Sunil A Jul 20, 2007 5:43 PM (in response to Azeem Quadri Mohammed Abdul)
Hi Azeem,

Following are my answers:

1. How do you implement Credit Management for new customers ? (using credit risk category and
automatic credit control)
Group all new customer into a risk category -"New Customers", then create an automatic credit credit
control for New customers,credit control area and credit group. In this you can assign the credit type of
checks you wish to have for new customers like - Document value, credit limit etc. The path is IMG-SDBF-Credit Management-Automatic Credit Control.
2. Various credit checks possible for automatic credit check like- Next review date of credit, oldest open
item, % of open items etc. Check in Atuomatic Credit Control in IMG.

Check the above path

3. Currency of credit control like is it possible to have different currency for customer, sales orgn and
credit control area.
Yes it is possible, but when you all gets converted to credit control area currency. See the sales
summary is sales oredr you will get the idea.
Sunil

ISSUE2:
Quotation order credit block issue
This question is Not Answered.

Md. Enayet Hossain

Nov 4, 2014 6:30 PM

Dear Expert,
I want to maintain credit block in quotation level and sales order. Sales order should be created under
reference quotation order. If quotation order blocked
for credit limit then reference sales order should not be create for that quotation order.
I already maintain credit limit configuration for that quotation order but it is not working. Block
quotation order allowing to create sales order.

Thanks

Md. Enayet Hossain

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Re: Quotation order credit block issue

Lakshmipathi G Nov 4, 2014 6:46 PM (in response to Md. Enayet Hossain)

What settings you maintained in OVA8? May be you can have a different Risk Category / Credit
Group for Quotation and set "B" for Document Value and also maintain some low value against
"Max.doc.value".
G. Lakshmipathi

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Re: Quotation order credit block issue

Md. Enayet Hossain Nov 4, 2014 6:57 PM (in response to Lakshmipathi G)

sir,
i already configured credit group as below option:

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but it is not working quotation order

thanks
Md. Enayet Hossain

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Re: Quotation order credit block issue

Ravi Sankar Nov 4, 2014 7:06 PM (in response to Md. Enayet Hossain)
In the configuration of item categories, you have to make the item category (used in quotations) as
relevant for 'Credit Check'. Please activate it and test. S066 also needs to be updated with these
values, for proper credit check.

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Re: Quotation order credit block issue

Lakshmipathi G Nov 4, 2014 7:14 PM (in response to Md. Enayet Hossain)

You also need to check the box "Credit Status Block" and as I said earlier, maintain some low value,
say 1000.00. I could find from your screen shot that you have maintained high value.
G. Lakshmipathi

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Re: Quotation order credit block issue

Lakshmipathi G Nov 4, 2014 7:21 PM (in response to Bheem Yadav)

Bheem Yadav

You have already been warned not to deviate SCN rules but you continued to
do so. Your above suggestion has been copy pasted from here
Credit Check in Quotation Level
If you continue to ignore Moderators
recommended for deletion.

message, your ID would be

G. Lakshmipathi

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Re: Quotation order credit block issue

Bheem Yadav Nov 4, 2014 7:50 PM (in response to Lakshmipathi G)

Yes, I wanted to paste the discussion (link), but by mistake the text was pasted. a lot of windows were
opened.

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Re: Quotation order credit block issue

Srinu S Nov 5, 2014 12:25 AM (in response to Md. Enayet Hossain)

It is working for me in quotation level also.

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I think in your case the Dynamic check making difference for you ( check the delivery date if it is going
beyond horizon).
check with activating document value also.
I have done testing with static check and document value.
Please check the below check points.
1. AGN make it credit active
2. QT assign the correct credit group ( this you have already done)
3. Check in FD32 whether you have assigned the correct risk category or not for payer ( it should be
001 as per your case).
4. Check whether Subtotal A is assigned or not in your pricing procedure.
Please note Quotation values system is not updating into FD32 even after releasing the credit

block may be the reason is update group 000012 talks about open order, open delivery and
open invoice etc and S066 also talks about open order value.
However, when we are creating the sales order with ref to above the quotation system is
updating the sales order values into FD32 because of the above reason.

Please share is this real time requirement if so kindly share your real time requirement so that it would
be useful.
As per my personal experience i never came across this kind requirement credit management at
Quotation level.
thanks,
Srinu.

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Re: Quotation order credit block issue

Md. Enayet Hossain Nov 5, 2014 11:52 AM (in response to Srinu S)

Dear Srinu,
i already test for credit block 5 options a,b,c,d include blank. here dynamic credit check d make
quotation credit block status "B" but it is allowing to create reference sales order. logically "B" status
quotation should not move for next stepes.
how can in i stop this.
with the best regards,
Md. Enayet Hossain

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Re: Quotation order credit block issue

jobi sebastian Nov 5, 2014 2:27 PM (in response to Md. Enayet Hossain)
Hi,
May be you have not noted what lakshmiji has suggested.
Remove check against dynamic only check (tick) document value and as suggested by
lakshmi ji put a very low value for that like 1.
You have to check 'status/block' also there.
If you have done everything, as suggested by srinu, it should work
Thanks
Jobi

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Re: Quotation order credit block issue

Srinu S Nov 5, 2014 10:03 PM (in response to Md. Enayet Hossain)

quotation credit block status "B" but it is allowing to create reference sales order. logically "B" status
quotation should not move for next stepes.
The reason to allow the blocked Quotation to Order is in copy control VTAA in copy req 001 there is no
such condition
unlike
In VTLA you can check the copying routine 001 ( In VOFM check delivery for copy requirement).
Check the below mentioned conditions hence system will not accept for creating the delivery for sales
order which is blocked for credit.
001

If you need the same logic for quotation you may need to add the similar logic to copying routine 001
of VORM this should be assigned in VTAA..
But as said i don't think it is advisable to maintain the credit management at Quotation level because
of so many constraints until un less if there is a strong requirement from the Business.

thanks,
Srinu.

ISSUE: 4
how sap convert currency in sd credit risk
management ?
This question has been Answered.

13, 2013 7:46 PM

Hi ;

I use credit risk management for sales order.

My problem is sales order created in different currency. Sap dont give error when limit is exeeded.
example :
limit : 20.000 usd , but total is 19.000 eur ---- it must be error message for exeeding of limit.

ANS:
Are using Exchange rates or not b/w USD to EUR .If not please maintain in OB08 and check again creation of Sales
Order