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SAP SD LAB GUIDE

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

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SAP SD LAB GUIDE

Click on new entries and enter the entries like this

Enter and save

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SAP SD LAB GUIDE

Click on Define Groups

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SAP SD LAB GUIDE

Click on New Entries

CLICK ON ASSIGN PERIMITED CREDIT CONTROL AREA TO COMPANY CODE

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SAP SD LAB GUIDE

GO TO NEW ENTRIES

Enter and save. Click on credit representative groups

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SAP SD LAB GUIDE

Click on New Entries

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SAP SD LAB GUIDE

Enter and save. Next follow this path : - IMG SD BASIC FUNCTIONS CREDITMANAGEMENT /RISK MANAGEMENT CREIT MANGEMENT DEFINE CREDIT GROUPS

ASSIGN SALES DOCUMENTS AND DELIVERY DOCUMENTS

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CLICK ON CREDIT LIMITE CHECK FOR ORDER TYPE GO TO POISITION SALES DOC TYPE [OR] ENTER

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SAP SD LAB GUIDE

WE CAN SELECT ANY ONE OF THESE OPTIONS

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CLICK ON CREDIT LIMIT CHECK FOR DELIVARY TYPE DO LIKE THIS

CLIK [OVA8] DEFINE AUTOMATIC CREDIT CONTROL SELECT 3 COLOUMNS

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CLICK ON COPY BUTTON

CHANGE ACCORDINGLY FOR THE THREE BUTTONS

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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

Enter these values accordingly

Enter and save. Change Customer Credit Management [FD32] :

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Enter the data accordingly and press enter then you will get the following screen

Enter the Current Date here

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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AUTOMATIC CREDIT CHECK SELECT CHECK CREDIT AS D AND CREDIT GROUP AS 01

GO TO [OVA8] :

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GO TO POSITION

SELECT THE LINE ITEM AND PRESS DETAIL BUTTON

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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

Message will come like this. Go to [OVA8] SELECT STATIC [B] :

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ERROR MESSAGE WILL COME LIKE THIS

LIKE THIS CHECK FOR THE DYNAMIC CREDIT ALSO.

This is all about the credit management.

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