Credit check at sales order line item level

[Former Member]

We are trying to carry out credit checking at the line item level. Standard SD only has credit checking at the document level.

Does anyone know of any enhancements or notes we can apply to achieve this.

Thanks Steve

[former_member274400]

Hello Steve,

Credit check is always for customer (Payer). Credit limit is defined for customer who actual pay. SAP does not provide funtionality of credit check for individual item as it is irrelevant business logic

Regards,

Mukul

[Former Member]

Hi Steve,

I think you dun need to include certain items to include credit check while creating SO. Standard SAP / workaround also may not support the requirement.

But i would suggest you to do one thing, you create a seperate order type, remove credit check field from order type. Assign this order type to the sales area and do the del, pgi and f2. In this case you need to split customer PO and create two seperate SO for single order. one for credit check and other for no credit check.

This can be further controlled by creating a sales area (dun blindly go for this unless a major study) and assign this order type to that sales area, maintain material to the new distribution channnel (sales area) /( check division in new order type).Block the old sales area. Extend customers accordingly. This will surely help you to control this scenario better. This helps when user unknowingly enter the material in credit check sales area, system throws an error.

After careful thought only you can go for this. Btw no alternative solution is possible, i guess.

Thanks & regards,

Deepu Pillai

[Former Member]

Hi,

I dont think you can apply credit check on item level, SAP only allow it on document level.

Thanks.

[reazuddin_md]

Credit check will be always to Payer. But not for the material.

Can you explain your requirement, that why you want to have credit check @ item level??

Regards,

Reazuddin MD

[Former Member]

Hi Steve,

The field VBAP-CMGST is only at the header level that is the credit

status is only available at the header. So when you release a

sales order the entire order is released. It cannot be maintained

at the item level.

Note 60672 explains that placing a delivery block on the schedule line

level will have this affect on credit management. Credit bases things

on what can be delivered. Please check in the tranx OVZ7

In block quantity confirmation in delivery blocks there is a blocking

reason setup (ZI) which blocks confirmation if an item is incomplete.

Please see configuration in transaction OVZ7.

Unfortunately, in standard SAP, credit block is applicable to the

whole S/O document.

In general, credit is applicable to the customer [soldto/billto/payer].

In SAP, this 'customer' is part of header/document level, and not

item level.

You can not change this behaviour in IMG or userexit.

I hope those information can be useful

regards

Ruy Castro