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This article mainly introduces the relevant knowledge of SAP SD how to maintain credit scope data, the content is detailed and easy to understand, the operation is simple and fast, and has a certain reference value. I believe you will gain something after reading this SAP SD article on how to maintain credit scope data. Let's take a look at it.

First, the credit representative group-internally divides the scope of credit control

We can set up a credit representative group within a credit control range, enter a credit representative group assigned to the customer in the sales order, and then it can be used as a selection criterion in the analysis or release feature. you can specify which employees in the credit representative group will maintain email notifications.

Credit representative group of the credit control scope configuration interface

Credit freeze releases transaction code VKM2-VKM5

Credit representation group of VKM2 interface

Credit representation group of VKM4 interface

Credit representation group of VKM1-blocked SD documents interface

Credit representative group in customer credit master data

Second, classify customers: risk category / customer credit control group

We can assign a risk category to customers according to their credit risk performance to classify and perform credit checks. The risk category determines which credit checks are performed during order and delivery processing.

Using customer credit control groups, we can group customers according to our company's specific needs (for example, by industry or country), and credit representatives can use these groups to generate locked vouchers for review and statistical analysis.

The configuration of the customer credit control group is here

The customer credit group in the customer credit master data

Customer groups are freely defined and included in the report; in this way, credit representatives can group customers by industry or product group.

Risk categories in customer credit master data

Configuration of risk categories

Third, centralized data and each credit control range data

Total credit limit: using the total credit limit, we determine the credit limit allowed by a customer within all credit controls; the credit limit within all credit control limits cannot exceed the total credit limit.

Maximum single credit limit: the maximum single credit limit limits the credit limit of a particular credit control range; in this case, we do not determine a specific credit limit for a credit control range, but preferably an allowable credit limit.

Single credit limit: with a single credit limit, we can determine a specific credit limit for a customer within a certain credit control range; the allowable single credit limit must not exceed the maximum single credit limit; when establishing a credit control range, we can specify a default value for a single credit limit When we create a customer in the company code and the default value is set, the system automatically assigns an appropriate credit limit to the customer; in other words, the system creates the appropriate credit master record.

Reference date Reference Dates-Check Dates

The next internal inspection date (Next Internal Review) allows us to enter a date for the customer on which the credit limit will be reassessed. If the date has arrived or expired, it will not cause an automatic credit check notification message like the next check field (next check). The date of the last internal check can be used for selection and sorting in the credit preview and credit master data table.

This is the end of the article on "how SAP SD maintains credit coverage data". Thank you for reading! I believe you all have a certain understanding of "how to maintain credit scope data in SAP SD". If you want to learn more, you are welcome to follow the industry information channel.

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