Credit Management

T-code : FD32, 修改customer credit management data
Path
01. SAP Menu
02. Accounting
03. Financial Accounting
04. Accounts Receivable
05. Credit management
06. Master data
07. Change

設定流程
0.  Transaction OB38
Create credit control area
Path
01. SAP Customizing Implementation Guide
02.-- Enterprise Structure
03.---- Definition
04.------ Financial Accounting Definition
05.-------- Define Credit Control Area - S_ALR_87007534

1. Transaction OB38
Check which credit control area is assigned to the company code.
Path
01. SAP Customizing Implementation Guide 
02.-- Enterprise Structure 
03.---- Assignment 
04.------ Financial Accounting Assignment 
05.-------- Assign company code to credit control area - S_ALR_87007379

2. Transaction OVFL
Check which credit control area is assigned to the sales area.
Path
01. SAP Customizing Implementation Guide   
02.-- Enterprise Structure
03.---- Assignment
04.------ Sales Assignment
05.-------- Assign sales area to credit control area - S_ALR_87007469

3. Transaction XD02 or VD02
Check which credit control area is assigned to the payer
Path
SAP Menu⇒Logistics⇒Sales and Distribution⇒Master Data⇒Business Partner⇒Customer⇒Change⇒Sales and Distribution=>menu=>Environment=>Credit Management


4. Transaction SE37
Is user exit EXIT_SAPFV45K_001 being used?

how to implement user exit?
1. 詢找可用user exit (用1-1,1-2 with short text wild search)
    1-1. T-Code : SE80=>Repository Information System=>Enhancements
    1-2. T-Code :SMOD (SAP Menu=>Tools=>Utilities=>Enhancements=>Definition)
2. T-code : CMOD (SAP Menu=>Tools=>Utilities=>Enhancements=>Project Management)
    create 一個project，將用步驟1找到的enhancement include進來


5. Transaction OBZK
For the settings under items 2 - 4, field "All company codes" must be
marked in Transaction OB45, or the credit control area must be entered
under the relevant company code in table T001CM of the credit control
areas allowed.

6. Settings for the credit checks
7. Transaction OVAK
Which settings do exist for the sales document type used?
Sales document:
Check credit:
Credit group:
8. Transaction OVAD
Which settings do exist for the delivery type used?
Delivery type:
Credit group for delivery:
Credit group for goods issue:
9. Transaction OB01
Credit management/Change risk category
Definition of the risk category for each credit control area. You can
use Transaction FD32 to assign this risk category to a credit account.

10. Transaction OVA8
Here, the individual credit checks for key fields
- credit control area
- risk category
- credit group
are set. Take these key fields from the above settings and go
to the detail screen. In particular, check whether fields
"Reaction" and "Status/block" are set correctly. To carry out
follow-up actions in case of a credit block, the credit check
status must be set (field "Status/block").

11. Transaction FD32
Credit master data for the payer of the relevant document.
Credit account:
Credit limit:
Risk category:
Currency:


12. Settings for updating the credit values
Update of the credit values is required for the limit check (static or
dynamic credit limit check).
13. You want the item to be relevant for billing. If an item is not
relevant for billing or for pro forma billing, no update occurs.
14. Transaction OVA7
Update of the credit value is active for the corresponding item type
if the check box is marked. This field corresponds to field "Active
receivable" in Transaction VOV7.
Item type:
Active receivable:

 ==============這裡還要研究============== 不是很了解其設定...

15. Transaction V/08, Pricing
In the pricing procedure used for pricing, subtotal "A" must be
entered in a line for determining the credit value (mark the pricing
procedure and doubleclick on "Control"). Usually, the net value plus
taxes is used. This way the system is determined to use this subtotal
for credit pricing. The credit price is stored in field VBAP-CMPRE and
used for update and credit check.
You can find the used pricing procedure of the order under "Item ->
Condition -> Analysis".
Pricing procedure:
Line with subtotal = 'A':

16. Transaction OB45
Which update group (field "Update") do you use in the relevant credit
control area? The default setting is "12". If you use another update
group, check whether this is fine with you. If you open an OSS
message, please tell us the alternative update group.
Credit control area:
Update:

==============以下還未實際走過============== 不了解其意義...
17. Transaction OMO1
Which kind of update did you choose for structure S066? In any case,
"Synchronous update (1)" has to be chosen as the kind of update. All
other settings will lead to errors.