SPRO–> Enterprise Structure–> Definition–> Financial Accounting–> Define Credit Control Area

Double click on the entry

Possible update values:

• 000012: Open order value on time axis, delivery and bill.doct value
• 000015: Open delivery and billing document value
• 000018: Open delivery value for sales order, open billing doct value

SPRO–> Enterprise Structure–> Assignment–> Financial Accounting–> Assign company code to credit control area

Assign the control area to your company code

SPRO–> Enterprise Structure–> Assignment–> Sales and Distribution–> Assign sales area to credit control area

Assign the control area to customer sale area as well

• SPRO–> Sales and Distribution–> Basic Functions–> Credit Management/Risk Management–> Credit Management–> Define Credit Groups

These are SAP default values, but you may create your own as well

• SPRO–> Sales and Distribution–> Basic Functions–> Credit Management/Risk Management–> Credit Management–> Assign Sales Documents and Delivery Documents

Credit limit check for order types:

D: Credit management: Automatic credit control

01: Credit Group for Sales Order

Credit limit check for delivery types

You can add the credit group control at delivery and / or good issue level

• SPRO–> Financial Accounting–> Accounts Receivable and Accounts Payable–> Credit Management–> Credit Control Account–> Define Risk Categories

Create here the Risk Catgory that you will then define and link to the Credit Area of the customer

• SPRO–> Sales and Distribution–> Credit Management/Risk Management–> Credit Management–> Define Automatic Credit Control
• Double click on one of the entries to maintain it

E.g. In Area 1000, Risk Category HIG in group 01 (saled prders)

You may::

• define the contro al item level,
• define a seasonal factor to extend or reduce the tolerance in a given time laps
• choose between a static and dynamic control
• define the system reaction (message type, error or warning) when the credit limit is reached

Repeat the maintaince for every entry

ü

• SPRO–> Sales and Distribution–> Sales–> Sales Documents–> Sales Document Header–> Sales Document Header

Make sure that in the order type defintition there is a valid credi limit check

• SPRO–> Sales and Distribution–> Sales–> Sales Documents–> Sales Document Item–> Define Item Categories

Make sure that at itemlevel, you have the Credit Active checked.