Hierarchy
SAP_APPL (Software Component) Logistics and Accounting⤷
SD-CAS-BD (Application Component) Basic Data⤷
VIV (Package) Introductory guide R/3 procedures
IMG Activity
| ID | SIMG_CFMENUOLSDOVAK | Simple Credit Limit Check |
| Transaction Code | S_P99_41000114 | IMG Activity: SIMG_CFMENUOLSDOVAK |
| Created on | 19981222 | |
| Customizing Attributes | SIMG_CFMENUOLSDOVAK | Simple credit limit check |
| Customizing Activity | SIMG_CFMENUOLSDOVAK | Simple credit limit check |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | SIMG_CFMENUOLSDOVAK |
Note
Credit management, available as of Release 2.2., contains all credit limit check functions.
During the simple credit limit check, you can only configure one system reaction ('A' warning, 'B' error, 'C' delivery block) when the credit limit is exceeded. You cannot use the remaining credit management functions.
It is planned to implement only credit management in a later release.
Simple credit limit check
A credit limit check can be carried out when sales documents are created or changed. The check is carried out within one credit control area. When changing a document, the check is repeated if changes regarding quantity or value are made. A credit control area consists of one or more company codes. A sales document belongs to one credit control area depending on the allocation of the sales organization to a company code. The SAP System checks the credit limit which was granted to the customer in this credit control area. The credit control areas and the credit limit of a customer are defined in financial accounting and entered in the customer master record. During the check, the SAP System totals the receivables, the open items from special G/L transactions and the net value of the sales order for every item of a sales document. The open items take into account obligations bound by contract which are not recorded for accounting purposes but which involve expenses through diverse business transactions. The total is compared with the credit limit. If the limit is exceeded, the system responds in the way defined by you in the configuration menu.
Requirements
The sales document types must already be defined. The SAP System automatically proposes the defined sales document types for maintaining the credit limit check.
Actions
Define whether a credit limit check should be carried out for the individual sales document types. Also define how the system should respond if the limit is exceeded. The following system responses are possible:
- Warning
- Warning and delivery block
The document can be saved but is automatically blocked for delivery.
- Error message The document cannot be saved.
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 2 | Optional activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Assigned Application Components
| Documentation Object Class | Documentation Object Name | Current line number | Application Component | Application Component Name |
|---|---|---|---|---|
| SIMG | SIMG_CFMENUOLSDOVAK | 0 | HLA0006563 | Credit Management |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| V_TVAK_KRE | V - View | OVAK | 0000000001 | Credit limit check for sales documents |
History
| Last changed by/on | SAP | 19990503 |
| SAP Release Created in |
