By Allabaqsh

Follow these steps:

1. Go to IMG - enterprise structure - definition - financial accounting - define credit control area.

2. Assignment of company code to credit control area & sales area to credit control area.

3. Go to OVAK select ur sales document type and in the check credit column choose from A B or C. D is for automatic credit control for which you have to maintain the credit group and risk categories.

4. In FD32 you select your customer and click on STATUS icon and press enter. here u maintain the credit amount allowed. but this is done by the Finance people.

5. Now when you create the sales order and if the amount exceeds the credit limit then u will get the message as you maintained in the TC OVAK.  Normally the system starts doing credit checks from the second sales.
order.
 

What are the different types of credit checks?

By Sunilmadho

Credit Check can be :
1) Simple Credit Check
2) Automatic Credit Control

Automatic Credit Control can be at various levels :
1) Order
2) Delivery
3) Goods Issue

Automatic Credit Check is of many types :
1) Static
2) Dynamic
3) MaximumDocument Value
4) Maximum Open Items in percentage
5) Oldest Open Item in number of days
6) Crtitical fields change
7) Highest dunning level, etc.
You can create more.

Credit Check happens only in SD module, never in FI. Because the stage of the check is in the sales cycle, which exists in SD. FI guys will check the credit master sheets of the customer, the MIS, the analysis etc, review the credit limits of customers. But the check will happen only in SD, while creating order, delivery or doing the goods issue.

See also:

• SAP SD Credit Management Tcodes
• Difference Between Static and Dynamic Credit Check

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SAP SD Pricing

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SAP SD (Sales and Distribution) Configuration Hints and Tips

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