View
12
Download
0
Category
Tags:
Preview:
Citation preview
SAP CRM 7.0Detailed View
SAP CRM 7.0 – Sales
Credit Management
© SAP 2007 / Page 2
1. Credit Check2. Credit-Rating Check3. Further Information
Content
Credit Management
Credit checks are done using a remote function call (RFC) to contact another back-end system (R/3 or another credit management master system).The standard credit check in CRM calls up the automatic credit check in SAP R/3.The customer’s credit standing is updated based on the business transactions.
Credit management enables companies to limit exposure to financial risk via customer credit checks that can be performed during transactional processing.
Credit Check
Procedure of credit check CRM – R/3:
A credit check is triggered when saving a document (for example,sales order) or when choosing the credit check button.CRM calls up the credit check and sends the necessary information to R/3 which again returns the results based on the payer’s credit standing.CRM displays an overall credit status in the header, sets credit status at item level, and enters messages in the application log (including credit limit overrun).If a credit limit is exceeded, the system blocks subsequent document processing with status “credit check not O.K.”The blocked documents can be sent through work flow to the employee responsible for clearing them.The credit release can be initiated both from within CRM or fromwithin R/3.Possibility to check credit with either requested or confirmed quantity.
Exception: If sales order already is credit blocked, any new credit check is carried out with requested quantity, even if check with confirmed quantity is customized
Process Flow
Order
Item 1Item 2Item 3
SAP CRM R/3 or OLTP1) You create an order in CRM.
2) When you save, or when you choose the
Credit check icon, CRM calls up the credit check in SAP R/3 or in your OLTP system.
Automatic credit check
3) R/3 sends a response to CRM.
4) CRM sets overall status at header level.
DeliveryWork-flow task
6) You can continue processing “Credit check OK” documents.
or X
or 5) Error-free documents are replicated in R/3.
“Credit check not OK” is not an error.
7) “Credit check not OK” X documents are blocked for further processing and sent, via Workflow, to employee responsible for reviewing them. He can release or cancel individual items.
X
X
X
X
Credit Status – WebClient UI
Update of Credit Information
Update of customer credit data in R/3
Customer credit data is kept in R/3 (for example, credit limit granted to the customer and credit exposure).
A credit exposure update can either be triggered by R/3 SD transactions (when using R/3 SD Billing) or by CRM transactions (when using CRM Billing).
The BADI interface can be used to include nonbillable transactions such as sales contracts or quotations in calculation of credit exposure.
Credit-standing information in other OLTP systems can be updated using the BADI interface.
Customizing Setup (1)
Automatic credit check and update of credit exposure based on R/3 transactions:
Transaction type includes credit check
Item category is relevant for billing in R/3 and has credit group assigned
Credit group setup includes a rule for automatic credit check and an indicator for no credit update
Customizing Setup (2)
Automatic credit check and update of credit exposure based on CRM transactions:
Transaction type includes credit check
Item category is relevant for billing in CRM and has credit group assigned
Credit group setup includes a rule for automatic credit check and an indicator for credit update
Credit Recheck
Transactions with credit blocks can be rechecked and subject to further processing actions
Batch report can trigger the following actions:Repeat credit check Remove credit block Cancel transactions with credit block
Available selection parameters:Transaction typePayerOrganizational dataTransaction number
Credit Management
Possibility to check credit with either requested or confirmed quantityException: If sales order already is credit blocked, any new credit check is carried out with requested quantity, even if check with confirmed quantity is customized
Credit Management and Credit Rating Check
Maintenance of credit groups
Credit Gr.0102
DescriptionStandard OrderStandard Order
Check0101
Credit QtyRequested QtyConfirmed Qty
CredUpd Reduce Confirmed Qty
Reduce Confirmed Quantity and Credit Check Quantity
© SAP 2007 / Page 12
Content
1. Credit Check2. Credit-Rating Check3. Further Information
Credit-Rating Check – Overview
Establish whether the customer is capable of meeting financial obligations during sales transaction processing as soon as a business partner is entered
Minimize risks for payments without having to check outstanding receivables in financial accounting system
Determine the customer’s credit rating according to:Ratings maintained in business partner master dataRatings from external providers (for example, D&B, S&P, and SCHUFA)
Credit-rating checks can improve the financial security of sales operations by running customer checks at an early stage during order entry.
Credit-Rating Check Functionality
Classify the payer (maintained in the order header) according to ratings maintained in the business partner master data
Execute customer-specific functions based on the result of the check every time the payer on the header of a sales transaction is changed or entered for the first time
Trigger the following actions based on credit-rating check:Write message to application log as information for the employeeSet user status at the header or item level to prohibit further actions (for example, ATP check, credit limit check, and delivery)Execute a customer-developed program – BADI implementation (for example, trigger work flow for specific rating)
Automatically start the credit-rating check in a sales transaction when:A new payer is entered or determined via partner determinationA new item is entered
A comprehensive set of features is offered to compliment the credit-rating check process.
Credit-Rating Check
Credit-rating check process flow:
System automatically starts the credit-rating process in a business transaction as soon as a new payer is entered or determined, or a new item is added.System determines the rating profile and the corresponding rating procedure according to the transaction type of the order.System checks whether a rating exists for the payer based on the sequence of the rating procedure.System reads the business partner master data of the payer in order to determine the rating that is valid for the order date.
If no rating is maintained for the payer, then the system reads the rating for the next highest partner in the business partner group hierarchy.
System writes the message provided for the rating to the application log.System sets the user status (at header or item level).System executes a BADI implementation, if one has been defined in customizing.
© SAP 2007 / Page 16
Content
1. Credit Check2. Credit-Rating Check3. Further Information
© SAP 2007 / Page 17
Further Information
SAP CRM - Roll-Out Maphttps://portal.wdf.sap.corp/go/crm-rollout-map
SAP CRM - Ramp-Up Knowledge Transfer (RKT)http://service.sap.com/rkt-crm
SAP CRM – Demo Portalhttp://crmportal.wdf.sap.corp:1080
SAP CRM – WiKihttps://wiki.wdf.sap.corp/display/SAPCRMHub/Home
SAP CRM - Help Portalhttp://help.sap.com/crm
SAP Public Webhttp://www.sap.com/crm
© SAP 2008 / Page 18
Copyright 2008 SAP AGAll rights reserved
No part of this publication may be reproduced or transmitted in any form or for any purpose without the express permission of SAP AG. The information contained herein may be changed without prior notice.Some software products marketed by SAP AG and its distributors contain proprietary software components of other software vendors.SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, Duet, Business ByDesign, ByDesign, PartnerEdge and other SAP products and services mentioned herein as well as their respective logos are trademarks or registered trademarks of SAP AG in Germany and in several other countries all over the world. All other product and service names mentioned and associated logos displayed are the trademarks of their respective companies. Data contained in this document serves informational purposes only. National product specifications may vary.
The information in this document is proprietary to SAP. This document is a preliminary version and not subject to your license agreement or any other agreement with SAP. This document contains only intended strategies, developments, and functionalities of the SAP® product and is not intended to be binding upon SAP to any particular course of business, product strategy, and/or development. SAP assumes no responsibility for errors or omissions in this document. SAP does not warrant the accuracy or completeness of the information, text, graphics, links, or other items contained within this material. This document is provided without a warranty of any kind, either express or implied, including but not limited to the implied warranties of merchantability, fitness for a particular purpose, or non-infringement.SAP shall have no liability for damages of any kind including without limitation direct, special, indirect, or consequential damages that may result from the use of these materials. This limitation shall not apply in cases of intent or gross negligence.The statutory liability for personal injury and defective products is not affected. SAP has no control over the information that you may access through the use of hot links contained in these materials and does not endorse your use of third-party Web pages nor provide any warranty whatsoever relating to third-party Web pages
Weitergabe und Vervielfältigung dieser Publikation oder von Teilen daraus sind, zu welchem Zweck und in welcher Form auch immer, ohne die ausdrückliche schriftliche Genehmigung durch SAP AG nicht gestattet. In dieser Publikation enthaltene Informationen können ohne vorherige Ankündigung geändert werden.Einige von der SAP AG und deren Vertriebspartnern vertriebene Softwareprodukte können Softwarekomponenten umfassen, die Eigentum anderer Softwarehersteller sind.SAP, R/3, mySAP, mySAP.com, xApps, xApp, SAP NetWeaver, Duet, Business ByDesign, ByDesign, PartnerEdge und andere in diesem Dokument erwähnte SAP-Produkte und Services sowie die dazugehörigen Logos sind Marken oder eingetragene Marken der SAP AG in Deutschland und in mehreren anderen Ländern weltweit. Alle anderen in diesem Dokument erwähnten Namen von Produkten und Services sowie die damit verbundenen Firmenlogos sind Marken der jeweiligen Unternehmen. Die Angaben im Text sind unverbindlich und dienen lediglich zu Informationszwecken. Produkte können länderspezifische Unterschiede aufweisen.
Die in diesem Dokument enthaltenen Informationen sind Eigentum von SAP. Dieses Dokument ist eine Vorabversion und unterliegt nicht Ihrer Lizenzvereinbarung oder einer anderen Vereinbarung mit SAP. Dieses Dokument enthält nur vorgesehene Strategien, Entwicklungen und Funktionen des SAP®-Produkts und ist für SAP nicht bindend, einen bestimmten Geschäftsweg, eine Produktstrategie bzw. -entwicklung einzuschlagen. SAP übernimmt keine Verantwortung für Fehler oder Auslassungen in diesen Materialien. SAP garantiert nicht die Richtigkeit oder Vollständigkeit der Informationen, Texte, Grafiken, Links oder anderer in diesen Materialien enthaltenen Elemente. Diese Publikation wird ohne jegliche Gewähr, weder ausdrücklich noch stillschweigend, bereitgestellt. Dies gilt u. a., aber nicht ausschließlich, hinsichtlich der Gewährleistung der Marktgängigkeit und der Eignung für einen bestimmten Zweck sowie für die Gewährleistung der Nichtverletzung geltenden Rechts.SAP übernimmt keine Haftung für Schäden jeglicher Art, einschließlich und ohne Einschränkung für direkte, spezielle, indirekte oder Folgeschäden im Zusammenhang mit der Verwendung dieser Unterlagen. Diese Einschränkung gilt nicht bei Vorsatz oder grober Fahrlässigkeit.Die gesetzliche Haftung bei Personenschäden oder die Produkthaftung bleibt unberührt. Die Informationen, auf die Sie möglicherweise über die in diesem Material enthaltenen Hotlinks zugreifen, unterliegen nicht dem Einfluss von SAP, und SAP unterstützt nicht die Nutzung von Internetseiten Dritter durch Sie und gibt keinerlei Gewährleistungen oder Zusagen über Internetseiten Dritter ab.Alle Rechte vorbehalten.
Recommended