How should I troubleshoot the credit management?
Answer:
Please check the settings in OVA8, whether you have maintained to block the sales order or not.
Check the CREDIT MANAGEMENT settings at the sales order level.
Goto SPRO--->SALES AND DISTRIBTION--->BASIC FUNCTIONs--->CREDIT MANAGEMENT/RISK MANAGEMENT--->CREDIT MANAGEMENT--->ASSIGN SALES DOCUMENTS AND DELIVERY DOCUMENTS
Assign your sales document types to the CREDIT CHECK & CREDIT GROUP.
AUTOMATIC CREDIT CHECK will be determined based on the following criteria:
It will check:
- CREDIT CONTROL AREA
- CREDIT GROUP
- RISK CATEGORY.
You have to define the CREDIT GROUP and RISK CATEGORY based on which you can determine the ATOMATIC CREDIT CHECK.
Goto the PATH: IMG--->BASIC FUNCTIONS--->CREDIT MANAGEMENT/RISK MANAGEMENT--->CREDIT MANAGEMENT-->DEFINE CREDIT GROUPS
Credit group checks the credit limit for Sales order, Delivery or PGI.
Based on the requirement, you can define this:
The following credit groups are contained in the standard SAP R/3 System:
- 01 = credit group for sales order
- 02 = credit group for delivery
- 03 = credit group for goods issue
Next, you have to assign the credit group to sales documents/Delivery documents.
Follow the same path as above.
Maintain your sales document type/Delivery document type as per your requirement and in the Check credit field maintain as D and in the Credit group field maintain the value you gave defined previously.
Then Define Automatic credit control with your:
*CREDIT CONTROL AREA, CREDIT GROUP
AND RISK CATEOGRY*
You have to define the Credit limit
for your customer in the Transaction code FD32.
Now, once you execute the transaction and if the limit of the customer exceeds, then automatically it will block the sales order.
