FSCM - S - 4 HANA Credit Management Configuration [PDF]

Zitiervorschau

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

SAP S/4 HANA Sales Training. Upgrade Yourself with SAP HANA.



 October 22, 2019

 mongarajeev85

FSCM- S/4 HANA Credit Management Con guration. SAP HANA Sales

This blog will covers SAP credit management (FIN-FSCM-CR available in FSCM) functionality from SD perspective and the di erence between the current https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

1/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

credit management (FI-AR-CR) that we are using before S4 HANA Vs the SAP credit management (FIN-FSCM-CR) functionality available in S4 HANA. It only talks about the credit management functionality at high level, may be helps for someone who is looking to know about S4 HANA credit management con g and ow. I hope, all of you will like to complete con guration of credit management and this document will help all those who really want to learn SAP S/4 HANA delta change in the system. The Standard BP role for Credit Management is UKM000 – SAP CREDIT MANAGEMENT. Con guration Steps for Credit Management in S/4 HANA.

De ne Credit Segment– Navigation Path:-

Click on New Entries –

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

2/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Save it. Only if Needed: Note of External Credit Information, you need to create Rating Procedure, Make sure that the external information providers are connected to the following interface via the XI infrastructure: Credit Information Query out (Query Credit Information from External Data Providers) in the namespace http://sap.com/xi/FSCM.

Navigation Path:-

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

3/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Click on New Entries –

This rating procedure, you need to assign with credit limit calculation,

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

4/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Select the created rule and click on score, credit limit and rating procedure.

ID Type = Credisafe.

De ne Customer Credit Group–

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

5/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Note: In SAP S/4 HANA, the Credit Management Calculation has enhanced with formula editor function button. Following are the calculation formula criteria: 1. Currency 2. Credit Segment 3. Score

Assign Credit Control Area and Credit Segment. Transaction Code: UKM_SEGMENT Navigation Path:-

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

6/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Click on New Entries –

Once assignment done with credit control area and credit segment, then save it.

Assign Sales Area to Credit Control Area– This is the normal steps which we are doing in SAP ECC system.

Enter Settings as per below screenshot-

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

7/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Condition Partner: Update the subtotal with value “A” for Credit Release check for NET VALUE condition type.

Determine Active Receivable Per Item Category. (Transaction Code: OVA7) Activate as per your required Item Category.

De ne Credit Group. (Transaction Code: OVA6)

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

8/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

You can create your own credit group as per requirement.

Assign Sales Document and Delivery Document–

If you want to activate the Credit Management at Delivery Level, you can update the same as well.

De ne Automatic Credit Control. (Transaction Code: OVA8)

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

9/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

De ne Risk Category and Assignment

Note: As we need to activate the BADI for the following Credit Management in S/4 HANA.

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

10/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Select the BADI and click on ACTIVATE button.

Customer Master Setup:-

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

11/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Enter the Rules, Risk Class, Check Rule and Customer Group under Credit Pro le tab, which you will get under UKM000 BP role. After that, go to Credit Data Segment and ll up the value as shown in below snap shot,

Update the value for Limit De ned, i.e. Credit Limit. Save it.

O2C Process and FSCM E ects:After Credit Limit Exceed,

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

12/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

As the Risk Category kept as Error, so it will not allowed saving the sales order. This completes the FSCM Credit Management in SAP S/4 HANA.

Tagged SAP HANA, SAP SD

 SAP Activate Methodology for

Advanced Available-To-

Project Implementation.

Promise(aATP) with Product Allocation(CA-ATP-PAL) in S/4 HANA 1809 

RELATED POSTS

Part-2: SAP S/4 HANA- Con guration Steps of Settlement Management. https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

13/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Part-1: SAP S/4 HANA- Rebate Settlement Process- “Condition Contract Management”.

SAP S/4 HANA- Delta changes in Pricing & Condition Technique.

Leave a Reply Your email address will not be published. Required elds are marked * Comment

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

14/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

Name *

Email *

Website

Save my name, email, and website in this browser for the next time I comment.

Post Comment

Search …

SEARCH

HEY I’M RAJEEV

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

15/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

I have overall 9+ years of experience in SAP and working as a SAP SD Consultant. I worked on multiple projects in SAP like Roll out, Support, Implementation etc.. I am also Certi ed in SAP SD and SAP S/4 HANA Sales with latest version. I have also trained many students in SD module and following my passion by giving training. So, I am here to share my knowledge in SAP SD as well as S/4 HANA who are seeking career and leaning of SAP SD module to enhance their skill sets. So, please follow my blog and upgrade yourself with SAP HANA and SD module.





RECENT POSTS  Part-2: SAP S/4 HANA- Con guration Steps of Settlement Management. November 3, 2019 https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

16/17

12/8/2019

FSCM- S/4 HANA Credit Management Configuration.

 Part-1: SAP S/4 HANA- Rebate Settlement Process- “Condition Contract Management”. November 2, 2019  SAP S/4 HANA- Delta changes in Pricing & Condition Technique. November 1, 2019  Advanced Available-To-Promise(aATP) with Product Allocation(CA-ATP-PAL) in S/4 HANA 1809 October 29, 2019  FSCM- S/4 HANA Credit Management Con guration. October 22, 2019

Part-2: SAP S/4 HANA- Con guration Steps of Settlement Management.  November 3, 2019

 mongarajeev85

Part-1: SAP S/4 HANA- Rebate Settlement Process- “Condition Contract Management”.  November 2, 2019

 mongarajeev85

SAP S/4 HANA- Delta changes in Pricing & Condition Technique.  November 1, 2019

 mongarajeev85

Advanced Available-To-Promise(aATP) with Product Allocation(CA-ATP-PAL) in S/4 HANA 1809  October 29, 2019

 mongarajeev85

FSCM- S/4 HANA Credit Management Con guration.  October 22, 2019

 mongarajeev85

All Right Reserved 2019 Proudly powered by Rajeev Monga

https://www.rajeevmonga.com/2019/10/22/fscm-s-4-hana-credit-management-configuration/

17/17