How To Fix CRM_CREDIT_CHECK003 - Credit check not OK (automatic credit control)

SAP Error Message - Details

• Message type: E = Error

• Message class: CRM_CREDIT_CHECK - External Credit Check

• Message number: 003

• Message text: Credit check not OK (automatic credit control)

What causes this issue?

The system issues an error message and will not allow you to continue with this transaction until the error is resolved.

System Response

The results of the automatic credit check are not OK and the items that
were checked now have the status "Credit check not OK".
The system blocks subsequent processing of this document, such as
creating deliveries or invoices, and sends it to the employee
responsible for approving documents blocked for credit reasons. After
clarifying the credit status of this customer, he or she can choose to
release some or all items.
Single log of the credit check:

How to fix this error?

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message CRM_CREDIT_CHECK003 - Credit check not OK (automatic credit control) ?

  The SAP error message CRM_CREDIT_CHECK003: Credit check not OK (automatic credit control) indicates that a credit check has failed during a transaction in the SAP Customer Relationship Management (CRM) system. This typically occurs when the customer's credit limit has been exceeded or when there are issues with the customer's credit status.
  Causes:
  
  Exceeded Credit Limit: The most common reason for this error is that the total open orders, deliveries, and invoices for the customer exceed their assigned credit limit.
  Credit Status: The customer may have a blocked status in the credit management settings, which prevents further transactions.
  Credit Control Area: The credit control area assigned to the customer may not be set up correctly or may not match the sales area of the transaction.
  Credit Management Settings: Incorrect configuration in the credit management settings, such as the credit limit or risk categories.
  Open Items: The customer may have outstanding invoices or open items that contribute to the credit exposure.
  
  Solutions:
  
  
  Review Customer Credit Limit:
  
  Check the customer's credit limit in the system. You can do this by navigating to the customer master data and reviewing the credit management section.
  If necessary, increase the credit limit or adjust the customer's credit exposure.
  
  
  
  Check Customer Status:
  
  Verify if the customer is blocked for credit. You can check this in the customer master data under the credit management tab.
  If the customer is blocked, you may need to unblock them after ensuring that it is appropriate to do so.
  
  
  
  Analyze Open Items:
  
  Review the customer's open items to see if there are any overdue invoices or payments that need to be addressed.
  Encourage the customer to settle outstanding invoices if applicable.
  
  
  
  Credit Control Area Configuration:
  
  Ensure that the credit control area is correctly configured and assigned to the customer and the sales area of the transaction.
  Check if the credit control area settings align with the company's credit management policies.
  
  
  
  Consult with Finance Team:
  
  If you are unsure about making changes to credit limits or statuses, consult with your finance or credit management team for guidance.
  
  
  
  Transaction Type Settings:
  
  Review the transaction type settings in the credit management configuration to ensure that they are set up correctly for the type of transaction being processed.
  
  
  
  Related Information:
  
  Transaction Codes: You can use transaction codes like FD32 (Change Customer Credit Management) or FD03 (Display Customer Credit Management) to view and modify customer credit information.
  Credit Management Configuration: The configuration for credit management can be found in the SAP IMG under Sales and Distribution -> Basic Functions -> Credit Management.
  Documentation: Refer to SAP Help documentation for detailed information on credit management and troubleshooting credit check issues.
  
  By following these steps, you should be able to identify the cause of the credit check failure and take appropriate action to resolve the issue.