Difference Between Simple and Automatic Credit Check Types
Difference Between Simple and Automatic Credit Check
Explain in detail difference between simple and
automatic credit check types. In automatic check, difference between static and
A D V E R T I S E M E N T
SIMPLE CREDIT CHECK : Tr.Code - FD32
It Considers the Doc.Value + Open Items.
Doc.Value : Sales Order Has been saved but not
Open Item : Sales Order has been saved , Delivered,
Billed & Transfered to FI, but not received the payment from the customer.
Eg: Customer Credit Limit is Rs.1,00,000/-
Suppose Doc.Value + Open Item Value is Rs.1,10,000/-
Here credit limit exceeds then system reacts.
Options : A) Warning Message
B) Error Message (Sales Order won't be saved)
C) Error Message with Delivery Block
AUTOMATIC CREDIT CHECK :
Give extra credit facilities to the particular customer.
STATIC CREDIT LIMIT DETERMINATION :Checking Group +
Risk Catageory + Credit Control Area.
A) Credit Checking Groups : Types of Checking Groups.
03) Goods Issue
At all the above 3 levels orders can be blocked.
B) Risk Catageory : Based on the risk catageories
company decide how much credit has to give to the customer.
HIGH RISK (0001) : LOW CREDIT
LOW RISK (0002) : MORE CREDIT
MEDIUM RISK(0003) : Average Credit
Static Credit Check it checks all these doc value &
check with the credit limit
1) Open Doc.Value / Sales Order Value : Which is save
but not delievered
2) Open Delivery Doc.Value : Which is delivered but not
3) Open Billing Doc.Value : Which is billed but not
posted to FI
4) Open Item : Which is transfered to FI but not
received from the customer.
DYNAMIC CREDIT CHECK : 1) Open Doc
Horizon Period = Eg.3Months
Here the System will not consider the above 1,2,3& 4
values for the lost 3 months
Then assign the Sales Doc & Del Documents.
Sales Doc.Type(OR) + credit Check(0) + Credit Group
Credit Limit Check for Delivery Type : Del.Type (LF) +
Group (02) + Goods Issue Credit Group (03)