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Steps for analyzing credit management issue in sales document

Posted by Smile Zhang in SAP ERP SD Sales on Apr 4, 2012 8:28:09 AM


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If the issue occurs every time when creating sales document, then customizing
setting should be checked first. Please use report check_cm in SE38 and refer to
note 18613.typical questions:

Question 1: I didn't assign any credit control area for the payer, why the credit
control area is determined for the sales order?
Answer: Please check steps 1-4 of note 18613. You may have maintained credit
control area for the company code or sales area.
The priority for credit control area determination is->
1. Userexit->if not used
2. XD03->if blank
3. OVFL->if blank
4. OB38


Question 2: Why the sales order is not blocked although I get the information
message saying "*** credit check: credit limit exceeded"?
Answer: Please check the setting in T-code OVA8.
Field "Reaction" and "Status/Block" must be set together.
If not, the sales order won't be blocked even when the credit check failed.


Question 3: What is the proper update group to be set in OB45?
Answer: Default setting for update group is 000012 (delivery-related billing)
Update group 000015 (only S067 will be updated: open delivery and open billing
document value. This update group is relevant if the customer doesn't want sales
orders to be relevant for the update. Do not use this update group with dynamic
credit check since S066 is not updated)
Update group 000018 (only S067 will be updated: open delivery value and open
billing document value. This update group is relevant for business
processes without a delivery, for example third-party orders, credit memos...)

Question 4: I have set all the settings for credit check, however the credit value is
not updated correctly, why?
Answer: The credit check and the update of the credit values are separate
processes which are also controlled separately by the respective customizing:
1) credit check is controlled by transactions OVAK and OVA8. Relevant note
18613
2) update of the credit values is controlled by VOV7 or OVA7: "credit acttive"
flag.
The 'Credit active' setting only affects the credit update of the SD credit values
(open orders, open delivery and open billing documents). This flag has no control
on the credit check. So if for an order type, there is no credit check in OVAK and
OVA8 but the "credit active" flag is set for the item category, the order will update
the credit values even if no credit check is performed for the order.
If the flag "credit active" is not set, the system will not update the open credit
values. On the other hand, the system ALWAYS updates the FI credit value 'Open
receivable' when the billing document is transferred to Accounting. So, although
you deactivated the "Credit active" flag in OVA7 or VOV7, such an item will
increase the 'Open receivables' and thus the credit limit used when the
corresponding billing document is posted to Accounting.