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Today, the editor will share with you the relevant knowledge about how to achieve SAP SD automatic credit control. The content is detailed and the logic is clear. I believe most people still know too much about this knowledge, so share this article for your reference. I hope you can get something after reading this article. Let's take a look at it.

First, the time point at which the credit check can be performed

Use system settings to specify when we want to perform a credit check; we may, for example, require that the check be performed only during sales order processing.

As long as the relevant vouchers are block by the credit check, subsequent functions in sales and shipments cannot be performed. Checks performed at the time of shipment can no longer block the transaction because shipping is the last function of shipment. If a credit check is performed at the time of shipment and the delivery exceeds the credit limit, it does not account for delivery and the system issues an error message.

Second, automatic setting

The scope of customer credit control, risk categories, and business transactions all affect the type and scope of automatic credit checks.

Different business processes handled in the same way in the credit check by credit group combinations (such as document credit group 01Universe 02Action03 in the figure above) are assigned to the type of sales voucher and delivery voucher for which the credit limit check is performed.

Credit groups in the sales order type configuration interface

Or, OVAK configuration, as shown below:

Assign a credit group to the delivery order type

We decide for each item category whether the entry of that item category is included in the credit function (check and update outstanding credit value), and the field "Credit active" of the item category that will be considered in the credit check must be activated. Configure the path as follows to do this activation:

Third, check the type overview

We can also invoke a check from the control table of automatic credit control, which can be programmed in the user exit.

Static and dynamic check

Customer credit disclosure can be divided into a static part (outstanding items, outstanding Billing value and delivery value) and a dynamic part (outstanding order value). The value of outstanding orders includes all partially delivered or undelivered orders, which accumulate according to the material availability date within the information structure of a freely defined time or period unit (day, week, month).

Check maximum voucher value

The sales order or delivery value may not exceed the specific value defined in the credit check, which is stored in the currency of the credit control scope. This is especially true for new customers for whom credit limits have not yet been defined, and we can use a risk category defined for new customers to initiate the check.

Check for changes to key fields

Payment terms, fixed start date and additional fixed start date are defined as key fields. This check is used to monitor the modification of these default values in the customer's master record. No more key fields can be defined at this time. Regardless of the need to emphasize that when we perform this type of check, the system cannot tell whether changes are good or bad for the customer; the credit check is called each time these default values are changed in the customer's master record.

Check the date of next inspection

Here, we do not need to specify many days, without these "buffer days", as long as the system knows that the next check date has arrived, the system will perform the check.

Check for outstanding items

The relationship between outstanding items and customer balances that exceed a certain number of days may not exceed a certain percentage. The number of unpaid days deferred is calculated from the base date of the payment, and in other words, if the payment condition is net 30 days, the system only begins to calculate the number of unpaid days over a 30-day period.

Check the maximum number of payment levels

Store the current call level in the company code data of the customer master data.

These are all the contents of this article entitled "how to achieve automatic Credit Control in SAP SD". Thank you for reading! I believe you will gain a lot after reading this article. The editor will update different knowledge for you every day. If you want to learn more knowledge, please pay attention to the industry information channel.

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