The latest technologies have greatly simplified the flow of real-time data, allowing each department to control its activities immediately and data-driven.
The latest products from the leading software provider create efficiency and transparency in all areas. Not only do they encompass all the core processes required to run a company and integrate them into a central system, but they also provide the basis for the development of a new, integrated business model. The status of credit check in CRM order can be seen in CRM order itself.SAP ERP solutions have been in use for decades. If one or more items have the status Credit Check not OK, the overall status for the transaction is also Credit Check not OK. The SAP CRM systems sets the results of credit check for each item and an overall header status. SAP CRM receives the status of credit check from SAP ECC through a RFC call. The credit group needs to be assigned to the item category.įollow the following navigation path: SPRO -> Customer Relationship Management ->Basic Functions->Credit management-> assign credit group to item category The credit group determines which items in a document are added together for a credit check and which checking rule is used. Follow the following navigation path: SPRO -> Customer Relationship Management ->Basic Functions->Credit management->Maintain Credit Group The parameter value will be the logical system name SAP has defined the key CRMCREDCH for credit check. In CRM we have to maintain below middleware parameters for the credit check. Follow the following navigation path: SPRO ->Customer Relationship Management->CRM middleware and related components->communication setup->middleware parameters->define middleware parameters Now we will come to CRM related configurations that are necessary to have the credit check at order level in CRM It is possible to define separate credit limits for each of the credit control area and also limit the total credit comprising of all credit control area. The credit limits comprising of all credit /individual credit control area is maintained in transaction FD32. This can be monitored/ controlled during any of the transaction with the customer. To put it simply, a credit limit of customer can be defined as combined value of open items (invoices not paid), open sales/deliveries + any Spl GL transaction. SAP standard provides various options of credit check like static, dynamic, maximum order value, credit horizon period, oldest open item, overdue items, next interval review date, dunning etc. It is possible to define the system response (error or warning) for each credit check at order/ delivery level. Though SAP provides simple as well as automatic credit check option, the following screen shot will explain about the auto credit check option (determined from credit control area, risk category and credit group). Since credit check happens at sales order level, the corresponding document type and item categories to be checked for credit check. Though SAP provides simple and automatic credit checks, we will deal with automatic credit check which provides greater control till the goods issue levelĬredit check for document and item categories From SAP CRM perspective, the credit group for orders is relevant as the subsequent check on deliveries and goods issue can happen only in ECC Standard SAP provides 3 credit groups (orders, deliveries and goods issue). It is used to group different business transactions that can clubbed to deal in the same manner with regards to credit check.
This categorization is used to define the checks that need to be performed when dealing with any of the transaction with customer
In a decentralized credit processing, one company code is attached to one credit control area where as in a centralized processing, multiple company codes are attached to one credit control areaĬustomers can be classified as high, medium and low risk categories. A credit control area can have more than 1 company code whereas the reverse is not true. It is an Org unit in Finance which is responsible for defining & monitoring the credit limit of a customer. Though SAP provides various ways to implement credit control in CRM system (based on external system, IS specific SAP Credit management using XI for telecom/ Lease industry), the following document shows how credit control can be implemented in CRM where SAP ECC is the back end system.īefore we go to settings in CRM, let us understand the concept of credit management and the required settings that are to be implemented in ECC The credit manager will define a credit amount for the customer which can be defined to have a direct impact on any of the transactional document. Credit management is used to minimize the financial risk through control and monitoring of credit allocations of your customer.