How to avoid credit released documents go through credit check again

Let's say you have a sales document for a specific customer which was credit blocked. Therefore "Credit Status" in the sales order header / Status tab was set to "Not approved".

Credit department has released the credit block via transaction VKM4. Once sales document is released, you can see the "Credit Status" in the sales order header is set to "Released".

There can be subsequent changes in the same sales document (After credit release), which are not relevant for credit check. For example, you can add sales text to order header, etc. But such changes should not carry out a new credit check and block the sales order again.

This can be achieved using standard SAP setting in the automatic credit control settings. 

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Author: Anupa Wijesinghe

How to Avoid Credit Released Documents Go Through Credit Check Again by Anupa Wijesinghe on Scribd

The Mysterious Next Date in Credit Management

When analyzing the credit history of a customer it is key that we are aware of the terminology and fields used for this purpose in SAP.

In this document I am going to discuss the meaning of “Next Date” field that is on the Sales order and comes up on credit reports. Many instances, there seem to be confusion as to how this field gets updated and how to use the information!

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Author: Gayani Karunathilake

The Mysterious Next Date in Credit Management by Gayani Karunathilake on Scribd

How to configure an Organization Structure in SAP FMS

In every SAP implementation, first activity is to understand the business requirement in detail and map those in SAP. This time of the project is commonly known as blue print phase. During blue print phase, one of our key activities is to identify and map their organizational chart into SAP format. This org chart is commonly known as organization structure in SAP. Unlike in any other SAP industry solution, IS-Retail and SAP FMS is different in terms of the plant (Site) creation. Plant (Site) creation is known to be a configuration in all other SAP versions, where as IS-Retail and SAP FMS having it as a master data. Today we will see how to configure a sample organization structure in SAP FMS. 

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Author: Anupa Wijesinghe

  How to Configure an Organization Structure in SAP FMS

Credit Master Text Configuration

Sometime back we discussed how to configure text types in SAP. Please click here to view that. But in that configuration we didn’t see the text types that are associated with credit masters (Transaction: FD32). There are two types of credit texts available in the credit master. They are; 

  1. Central Text

  2. Credit Control Area Text

Above text types cannot be configured under normal text type configuration transaction VOTXN. Therefore let’s see where this customizing is stored in IMG

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Author: Anupa Wijesinghe

  Credit Master Text Configuration

Payment term check for LC’s (Letter of Credit in SAP)

Sometime back we discussed about the Letter of Credit (LC) functionality in SAP (Documentary payments). Please click here to view that.

It is often requested by my blog readers, whether it is possible to have a check between the payment term specified in the LC and the sales order (which is determined from the customer master). You can follow this link to see the complete functionality of payment term (Terms of Payment) in SAP.

Yes, it is possible to have a check and put sales order on credit block, if the payment term in the LC is different from the payment term in the sales order. This can be achieved via standard customizing.  

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 Payment term check for LC’s

One Credit Master record (FD32) for Group of Customers

In one of my previous posts, we discussed above the credit management in SAP. Please click here to view that post.

If you have a requirement to maintain one credit master record (FD32) in SAP for group of customers, below document will help you on handling that.

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Author: Anupa Wijesinghe

One Credit Master record (FD32) for Group of Customers

How to configure Letter of Credit in SAP - Documentary payments Guarantee process

“Documentary payments” section under “Foreign Trade/Customs” enables you to create a master record for a "letter of credit" and assign it to a Sales order in SAP. This financial document is not only used for letters of credit. But it can also be used to represent documents against payment or documents against acceptance.

The Documentary Payments component is completely integrated in the Sales and Distribution (SD) Credit Management component to ensure that financial documents are harmonized with other forms of payment security such as payment cards. As an example of this integration, if the value of a sales order exceeds the value of its corresponding financial document, Credit Management will block the sales order.

If you want to learn about the credit management process in SAP, please click here.

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   Payment Guarantee Process in SAP (Letter of Credit) by Anupa Wijesinghe

How to configure credit management in SAP

Credit Management is a very important area in SAP; where most of SD and FI consultants have to work on. Therefore today I thought of sharing most important configuration steps involved in SD credit management.

If you want to have one credit master record (FD32) for group of customers, please click this link.

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Author: Anupa Wijesinghe
Credit Management in SAP