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Credit management: how to use a helpful log on sales documents changes

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Hi,

 

Have you ever needed a log where sales documents changes involved in credit are recorded? If the answer is yes, keep reading.

 

The log can be very helpful to get further details on document changes in tables S066 and S067 when you need to find out answers to what, when, who ... questions.

 

While report RVKRED88 show us actual data, report SD_VKMLOG_SHOW will show us what has happened during the way, along with actual data.

 

 

Let´s go:

 

We only need to activate table TVKMLOG, creating an entry via tcode SE11 (once entered table name, click on display, go to menu bar, utilities, table contents, create entries).

 

We activate it by setting X in ACTIVE field, enter the number of days the system will maintain the logs in field KEEP and decide if we want the system delete the logs automatically, field DELE AUTOM, after the number of days we typed in field KEEP. We can, at any moment, add a new entry to change actual values (for example, leave blank field ACTIVE to stop recording logs).

 

 

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Once active, report SD_VKMLOG_SHOW (tcode SE38) will display logs created for our documents since activation.

 

Let´s have a quick look at the report.

 

After creating our sales order, we select logs for sales orders, type in our sales order number and tick on show lines w/o update

 

 

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Because sales order, in the example, was blocked by credit, amounts are 0.

 

 

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Once released, running report again with same parameters, we can see and understand changes (who, when, how).

 

 

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After creating the delivery, we can see that open order amount has moved to open delivery. Here, we select logs for SD document and type in delivery number (you can type also sales order number).

 

 

 

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We can select option Logs for Credit Account to display changes by credit account and credit control area and data is displayed by document flow (sales, delivery, invoice) with totals

 

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Finally, option “Delete Logs”

 

 

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checks values set in table TVKMLOG. If we left blank entries KEEP and DELE AUTOM in table TVKMLOG (see activation explanation at the beginning of the document), we can delete logs by selecting this option, otherwise, log deletion will depend on values set in KEEP and DELE AUTOM fields.

 

If table TVKMLOG or report SD_VKMLOG_SHOW is not available in your system, you´ll find table definition and report coding in OSS note 1042857.

 

Regards,

JM

 

 

 

 


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