Main menu

ERPCorp SAP FICO Blog

SAP Tip – Customer Credit Limits Updates

When a customer exceeds their credit limit due to new orders that are greater than their limit, or due to unpaid balances, or combination of both, we have two main options, depending on our decision on each customer:


1. Do not increase their credit limit but release a specific sales order:
We can use transaction “VKM1 – Blocked SD Documents”. As you can see from the screen shot below, this transaction shows sales documents that are blocked from issuing delivery documents due to customer exceeding its credit limit. To release a blocked sales document, we need to check the box next to the order and then click on the green flag (release) and then click on the save button. By doing this we are allowing this sales order to be processed, but without increasing the customer credit limit.

VKM1

2. Increase customer credit limit and apply it to every existing open order:

We use transaction “FD32 – Customer Credit Management Change” when we need to change customer credit limit. The credit limit needs to be changed in both the central data tab and also the status tab. In order for the change to affect every existing order, not only future orders, before saving the change, in the status tab, we need to click on Credit Management -> Reset (or Shift + F6) and click yes through the windows that pop up next and in the end click on the save button. This will re-determine the customer credit limit on everything currently open and we do not need to individually release every existing open order.

FD32

Tip for settling manufacturing variances to cost b...
SAP Mixed Costing Functionality
 

Comments 3

Guest - Bhuvana on Tuesday, 18 July 2017 10:23

How to do enhancement in VKM* based on the sales office

How to do enhancement in VKM* based on the sales office
Guest - Elitza Alexandrova on Thursday, 03 August 2017 11:37

Hi Bhuvana, thank you for your question. Can you please explain in little bit more details what do you mean by enhancement or what are you looking for improving and accomplishing? Thank you, Elitza

Hi Bhuvana, thank you for your question. Can you please explain in little bit more details what do you mean by enhancement or what are you looking for improving and accomplishing? Thank you, Elitza
Guest - Gopal on Saturday, 28 September 2019 10:17

hi good evening

how we increase customer limit for a certain period.
Like one customer credit limit is 1,00,000/- for particular month we want increase limit 4,00,000/- but when next month start limit auto reset with 1,00,000/-

please suggest

hi good evening how we increase customer limit for a certain period. Like one customer credit limit is 1,00,000/- for particular month we want increase limit 4,00,000/- but when next month start limit auto reset with 1,00,000/- please suggest
Already Registered? Login Here
Guest
Friday, 24 January 2020