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.