How To Fix V1164 - Credit check (maximum percentage for open items exceeded)

SAP Error Message - Details

• Message type: E = Error

• Message class: V1 - Verkaufsbelegbearbeitung

• Message number: 164

• Message text: Credit check (maximum percentage for open items exceeded)

Results of credit limit check:

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

&V3&
___ ___ ___ ___ ___ ___ ___ ___ ___ ___ ___
| | | | | | | | | | |
| | | | | | | | | | ------> User exit 3
| | | | | | | | | --------> User exit 2
| | | | | | | | ----------> User exit 1
| | | | | | | ------------> max. dunning level
| | | | | | --------------> oldest open items
| | | | | ----------------> open items
| | | | ------------------> next check date
| | | --------------------> crit. fields
| | ----------------------> document value
| ------------------------> dyn. credit limit check
--------------------------> stat. credit limit check
' ' - check not active
'OK ' - check successful
'NOK' - check negative

Error message extract from SAP system. Copyright SAP SE.

Smart SAP Assistant

• What is the cause and solution for SAP error message V1164 - Credit check (maximum percentage for open items exceeded) ?

  The SAP error message V1164, which states "Credit check (maximum percentage for open items exceeded)," typically occurs during the sales order processing when the system performs a credit check on a customer. This error indicates that the total open items (invoices, orders, etc.) for the customer exceed a predefined percentage of their credit limit.
  Cause:
  
  Credit Limit Exceeded: The customer's total open items exceed the allowed percentage of their credit limit.
  Configuration Settings: The credit management settings in SAP may be configured to enforce strict credit checks, including percentage limits for open items.
  Customer Master Data: The credit limit set in the customer master data may be too low for the customer's current order volume.
  Open Items: The customer may have a significant number of outstanding invoices or orders that contribute to the total open items.
  
  Solution:
  
  
  Review Customer Credit Limit:
  
  Check the customer master data (transaction code XD02 or FD32) to see the current credit limit and open items.
  If necessary, increase the credit limit for the customer, ensuring it aligns with your company's credit policies.
  
  
  
  Adjust Credit Management Settings:
  
  Review the credit management settings in the SAP system (transaction code OB45 for credit control area settings).
  Adjust the percentage limit for open items if it is too restrictive for your business needs.
  
  
  
  Clear Open Items:
  
  Encourage the customer to settle outstanding invoices or review the open items to see if any can be cleared or written off.
  Consider applying payments or adjustments to reduce the open item total.
  
  
  
  Temporary Override:
  
  If immediate processing is required, a user with the appropriate authorization can temporarily override the credit check (if company policy allows).
  
  
  
  Consult with Finance Team:
  
  Work with the finance or credit management team to assess the customer's creditworthiness and determine the best course of action.
  
  
  
  Related Information:
  
  Credit Management in SAP: SAP provides various tools for managing customer credit, including automatic credit checks during sales order processing.
  Transaction Codes:
  
  FD32: Display Customer Credit Management
  XD02: Change Customer Master Data
  OB45: Configure Credit Control Area
  
  
  Documentation: Refer to SAP Help documentation for detailed information on credit management and configuration settings.
  
  By addressing the underlying causes and adjusting the necessary settings, you can resolve the V1164 error and continue processing sales orders for the affected customer.