2. Double click SAP logon Icon on your desktop; a list of servers should appear on the
screen. Look for oxford. If it isnt displayed, try if clicking on the folder Connections
would make a difference. You will see the following screen:
Student Name
Adigun, Oluwaseun A.
Andika, Erha M.
Babyk, Maryan O.
Bain, Kyle H.
Danzinger, Nicholas J.
Deras, Heidi
Dhaliwal, Gagandeep
S.
Di Geronimo,
Beniamino
Dupre, Thomas V.
Foh, Joshua J.
Gauthier, Charles
Hekle, Alan J.
Hellec, Steven J.
Kelly, Christopher A.
Kramer, Trevor M.
Kuang, Yesheng
Lang, Steven I.
Li, Hao
Murray, Daniel E.
Phung, Jessica
Prychitko, Derek W.
Sus, Steven F.
Tran, Dave
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screen.
4. Make following selections: Enterprise Structure Definition Financial
Accounting Define Credit Control Area (click on the
icon)
Select your credit control area, ##FS (remember the ## is your dataset number), then click on
the details icon ( ) to get this screen:
The update group defines how documents in the sales process change the Total Commitment.
With update group 000012:
Sales orders
Deliveries
o Reduce the open order value
o Increase the open delivery value
Billing documents
o Reduce the open delivery value
o Increase the open billing document value
Click on the back icon ( ) a few times to return to the SAP Reference IMG (
). Confirm data saving if the system asks you to do so.
Click on the New Entries icon, which will bring up the following screen:
and then
Sales and Distribution (it is in the middle of the list) Basic Functions Credit
Management/Risk Management Credit Management Define Automatic Credit
Control ( )
These steps will lead you to the following screen:
CG Credit control
01 Standard Credit Check
Enter
CCA RkC
##FS Z##
CG
01
Credit control
Standard Credit Check
NOTE: Instead of typing, sometimes you can drop down a list that will contain data you need to
enter. The icon for this list looks like multiple sheets of paper. It appears if you place the cursor
in some data entry field and click the mouse.
To define the Automatic Credit Checking procedures, make the following entries:
Check Dynamic
Enter Reaction C (warning plus the value by which credit limit is exceeded)
Check Status/Block (block further processing)
Enter 2 for Horizon (2 months for dynamic check)
).
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To find customer ## Health Express, click on the customer field, then click on the search icon to
call up the following search window. If search fails it may be because you are not on the
appropriate tab called Customers (general).
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Enter 1000 for Credit limit and Z## for Risk Category, then click on the save icon ( ). The
SAP ERP system should now be configured with a credit limit of $1,000 for Health Express.
Next, we need to test the configuration. Click on the back icon ( ) until you reach the SAP
Easy Access screen.
Enter:
Order Type OR
Sales organization ##FS
Distribution channel DI
Division SB
Then click on the enter icon
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Performing the step above to find the Sold-to-party number, that is, the customer number:
1. Place the cursor in Sold-to-party and click the search button.
2. The next screen should be a tab Customer per sales group. You should see the field Sales
Organization and your user ID displayed in along with FS label (##FS).
3. Click the button with arrow pointing down, a list should open up.
4. Find your user ID and double-click it
5. You should be back on the previous screen; click the checkmarks button. This opens up a
screen with customer details. Double-click Health Express.
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Because you have not saved the sales order yet, ## Health Express has all of its $1,000 credit
limit available.
Click on the back icon ( ) to return to the Create Standard Order screen, then click on the
save icon ( ) to save the sales order.
When the sales order has been saved, click on the back icon (
Easy Access screen.
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):
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This is a result of the settings we made for Automatic Credit Control in Step 3. We set the
reaction to C, which meant that we would get a warning message with the amount by which the
order exceeds the credit limit. Because we specified a warning message, we can save the sales
order, but it will be blocked from further processing until the credit limit problem is resolved.
Had we specified an error message for the reaction, the order could not have been saved. Click
on the enter icon ( ) on the message to save the order, then click on the back icon ( ) until you
are back at the SAP Easy Access screen.
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Note that the amount of credit used has not changed! While we saved the second order for ##
Health Express, it is blocked. Since blocked orders cannot be processed further, the SAP system
does not count them against the customers credit limit.
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The just-released sales order is now reflected in the Customers credit limit status as shown on
the screen below. Note that the order total is over $1000.
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) few times until you are back at the SAP Easy Access screen.
After submitting the screen above, you will get the following screen:
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ExtrasSales value
This will produce the warning message at the bottom of the screen:
Note that the sales value of $1,180 is made up of an open sales order and an open delivery. Click
on the enter icon ( ) to close this window, then use the back icon ( ) until you are at the SAP
Easy Access screen.
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At the end of the above procedure, a message should appear at the bottom of the screen saying
that the outbound delivery has been saved. Get back to SAP Easy Menu.
Click on block at end of line to select, and then click on Collective billing document
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The processed sales order is now reflected in the Customers credit limit status as a receivable:
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Click Yes
Click Yes, and you will return to the SAP Easy Access screen.
Check ## Health Expresss credit status one last time and select the menu path:
Logistics Sales and Distribution Credit Management Master Data
Change
This will produce the following screen:
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The payment removes the receivable from the customers credit status:
Note that paying the invoice has cleared the Receivables item and adjusted the credit limit used.
To generate a report on this customer, follow the pull-down menu path:
EnvironmentReportingCredit overview
This will produce the following screen:
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To complete this assignment, you need to print out a copy of this report and hand it in. To do
this, click on the print icon ( ) and you will get the following screen:
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After clicking on the continue icon, you should be back on the Document flow screen and a
message like the following should be displayed at the bottom of the screen:
Alternatively, once you get your final output (a brief table), copy the screen and paste it into a
new Microsoft Word file (use Ctrl+PrtScn keys). Type in:
Your full name
Your student ID
Your log in userID
Print out the Word file and give it to your instructor as the proof that you completed this lab.
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