Changes in Credit master sheet with Business Transactions

The first scenario depicts the Changes in the credit master sheet from sales order to the clearing while no advance or down payment is taken from the Customer.

I have Created a Customer with a 1BDT credit Limit

Customer Credit Master Sheet T-Code: F.35. Credit Master Sheet will appear as the following screenshot before any transaction

We have created a sales order with Net Value 82.80

     In the following screenshot:

1. Showing open sales order value
2.  Credit limit Used
3. Delta= Credit Limit that we will be able to use if it is plus. Minus means it is already over used. and this will be block. Delta= credit limit - credit limit used

         Credit limit use will be positive figure as there is no advanced payment

After creating delivery and before PGI in credit Master Sheet the value change the bucket from open sales order value to open delivery value

After Doing PGI in credit Master Sheet the value change the bucket from open delivery value to open billing doc. Val.

After billing the value changed bucket to Receivables.

In customer line item Display [T- code: FBL5N] Documents type will be RV [ Billing reverse: doctype DR]

Using t-code F-28 we Cleared customer Receivables and we will see the effect on the Customer credit master Sheet [ customer credit limit is realized]

Sales Document Flow

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The second scenario depicts the Changes in the credit master sheet from sales order to the clearing while advance or down payment is taken from the Customer.

By using T-Code: F-29 we took the following value from the customer as advance

Credit Master Sheet (Special Liabilities)

Special Liabilities updated by advance receipts from customer

Advance received [F-29] will be in special Liabilities as'' – ''figure and Credit limit used will show the value in ‘’-‘’ Figure as well.  Delta value customers can enjoy without credit block.

Credit Master Sheet aging Status

Open Sales Order Value updated upon  sales order creation and Credit limit used ''-'' figure will be consumed

After creating delivery and before PGI in credit Master Sheet the value change the bucket from open sales order value to open delivery value

As soon as we will the PGI in credit Master Sheet the value, change the bucket from open delivery value to open Billing doc value and after billing the value changed bucket to Receivables.

Before Clearing, Customer Status (FBL5N), here DZ document type represents an advance payment from customer

Before Clearing, Sales Document flow

Clearing T-Code F-32

After clearing Customer Receivables and we will see the effect on the Customer credit master Sheet as follows

After clearing  sales document flow:

Sales BOM & Multiple Free Goods

Business Scenario:  Sales supporting material e.g. Registration Form, Envelop along with main material e.g. ***  Card - will be pick automatically in Sales Order and supporting two materials will be free. 

Solution:

Bills of Material is consisting of one Top-level component with some sub component and its quantity. To Explore Sales BOM item category group is Important in material Master sales: Org 2 view. Based on *Sales order type and *item category Group of material, determine the item category of Sales Order. 

Or,

        Structure Scope:

     To Explore the Sales BOM in Item category we need to Set Up ‘’A’’ in Structure Scope

Menu Path	Sales and Distribution) à   Sales à   sales document Item à   Define item category
Transaction code

Click on execute. Select item category and go to details. In Bills of material configuration there is a option ''Structure Scope''. Here we need to put "A" .

Item category assignment

In the assignment 1^st Line is done for Top level material and 2^nd Line is done for component [Red Arrow]. According to item category assignment in sales order we can control Component  material sales price will  be charged or free. 

To keep our supporting material free, in the assignment we put HLevItca TAN  and Default ItCa is TANN

Menu Path	Sales and Distribution) à   Sales à   sales document Item à   assign item category
Transaction code	VOV4

Here I have shown several Assignment to give you clear concept

or,

or,

or,

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Easy access screen

Create Sales BOM T- Code: CS01

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Output:

In sales Order we put Main Material 20001058 and system explore BOM and pick other two materials 20000342 and 20001329

After Post goods Issue

After Billing A/C Doc:

Thus, we can explore sales BOM and can give several item as free Goods in ECC 6.