Is there a fast way to review the results of a credit management check on a document and understand the reasons of the results by having at hand data used for the check?
The answer is YES.
For example, why this document is blocked by credit? What data was processed to produce this blocking? What kind of credit check was applied? Running the report CHECK_CM and understanding data used will help us to fix the system if results are not the ones we expected.
Let’s execute tcode SE38 and type, in program field, CHECK_CM.
In next screen, type a document number we want to check. Tick on More Explanations and Display Individual status to get full log of the results.
Report has 4 blocks
- Settings for credit check. We can see the type of credit check applied and data used.
- Credit status data. The different statuses after the check are displayed showing which one produced the credit block if any.
- Settings for credit update. The current account situation is displayed along with the data of the document.
- Credit update test. We can check here if the document updates structures S066 or S067.
After entering the document and executing, we can start checking the results:
Run MCVR to check updates on S066 or S067 according to the process (in the example, sales order is blocked by credit check failure and doesn’t update S066 till it’s released).
When the results of the checking are not the ones expected we can start reviewing credit settings as now we know the values of the data used.
If there is any field beside statuses marked in red in the report, it means that data in the document differ from actual customizing. In the example below, they match: