By Elitza Alexandrova
When SAP blocks a sales order for credit, first decide whether to approve an exception for that order or change the customer’s credit limit. A one-time release lets the selected document proceed through credit control. A limit increase changes the amount available for future credit checks.
The steps depend on which credit management solution you use. This guide covers classic Credit Management in SAP ECC and SAP Credit Management in SAP S/4HANA, including how to recheck documents after a limit change.
Table of Contents
- Release a Specific Sales Order in SAP ECC
- Increase a Customer Credit Limit in SAP ECC
- Manage Credit Limits and Blocks in SAP S/4HANA
- Glossary
Release a Specific Sales Order in SAP ECC
In classic SAP ECC Credit Management, use transaction VKM1 (Blocked SD Documents) to review credit-blocked documents. A credit analyst with the required approval can release an individual order while keeping the customer’s credit limit in place.
- Find the blocked document and confirm the customer, credit control area, and reason for the block.
- Review credit exposure and overdue receivables before approving a one-time exception.
- Select the approved document, choose Release (the green flag), and save. Verify the document’s credit status before resuming delivery processing.
Increase a Customer Credit Limit in SAP ECC
Use FD32 (Change Customer Credit Management) when the credit team has approved a change to the customer’s credit limit.
- Enter the customer and applicable credit control area. On the Status tab, review the current limit and exposure, then enter the approved limit for that area.
- If your organization also maintains overall credit limits, review the overall and individual limits on the Central Data tab and confirm that the approved change fits those limits.
- Save the master data change, recheck the affected blocked documents, and verify which remain blocked. SAP documents RVKRED09 as a report for rechecking credit documents in classic Credit Management. See SAP’s Credit Management reports.
Other configured credit checks, such as overdue items, can still block an order after a limit increase. Review the credit status before proceeding.
Manage Credit Limits and Blocks in SAP S/4HANA
In SAP S/4HANA Credit Management (FIN-FSCM-CR), maintain credit data for the business partner and review the limit and exposure in the relevant credit segment. Use these SAP Fiori apps where available in your release and deployment.
- Manage Credit Accounts (F4596) lets you review the business partner’s credit profile, credit limits, and exposure. Open the relevant segment to review or maintain its credit data.
- Manage Documented Credit Decisions (F5587) lets you review the credit-check log and recheck, release, or reject blocked documents according to your authorizations. Choose Recheck after an approved limit increase to see whether the document now passes the configured checks.
Glossary
Credit Control Area
An organizational unit used in classic SAP ECC Credit Management to manage and monitor customer credit limits.
Credit Exposure
The amount of credit already used by a customer. Depending on configuration, it can include open receivables and credit-relevant sales orders, deliveries, and billing documents.
Credit Limit
The approved credit amount that SAP compares with exposure when the applicable credit check is configured to use a limit.
Credit Management
The process of setting customer credit limits, monitoring exposure, and deciding how to handle credit-blocked documents.
Credit Segment
An organizational unit in SAP Credit Management for maintaining and monitoring a business partner’s credit limit and exposure.
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