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ConfigureandCustomizeSAP
AutomaticCreditManagement
September7,2013 | 3,890Views |
SandeepAgarwal
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FIN(Finance)
SAPERP | enterpriseresourceplanning | saperpfinancials

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Introduction

Creditmanagementisthemanagementofcreditfacilitygrantedtocustomers
ascreditexposureallowed.Creditfacilityisjustliketellingourcustomersthat
they need not pay immediately, they can pay at a future point of time after
receiving the goods or services. But, this payment at a future point of time
involvesrisk.So,accordingtotheriskforeseen,theamountandtimeofcredit
(Credit Exposure) granted changes. For some customers, the risk perceived
maybehighsuchthatwemaydemandpaymentinadvance.

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This credit management comes partially under preview of Sales and

Distribution(SD)andpartiallyofAccountReceivables(AR).

Keychallenge:Reducingcreditriskwithouthamperingthesupplychain.

DealingwithBadDebt:Beforegettinginvolved,askyourself:
HowdoIreacttoabaddebt?
DoIblockordersfromimportantcustomers,ordoIgrabaphone?
WhatisthevolumeofblockedordersmyF&Adepartmentcanhandle?
CanIaffordtoblockcustomers(smallcustomerbase)?
WhatdoIsave?
Whatisthecostintermsofdamage?

CreditManagementinSAP

AssumingthatwealreadyhaveSDandARimplemented,creditmanagement
canbebroadlyusedto:
Assigncreditlimittocustomers
Facilitieslikethecreditmastersheetorearlywarninglisthelpyou
monitorthecustomerscreditsituation
Automaticcreditlimitchecksaswellastospecifythepointsatwhich
theyhavetobecarriedout

Automatically alert the credit representative of a customers critical credit

situation as soon as order processing starts and he may be able to check a
customerscreditsituationquicklyandreliably,and,inlinewiththeappropriate
creditpolicy,todecidewhetherthecustomershouldbegrantedcredit.

CreditCheck

Everycustomerishavingacertaincreditlimit,whichismeasuredand
maintainedbyFinancepeople.Creditcheckisdoneforeachandevery
order/SDdocumentsgenerated.
CreditcheckisperformedatthefollowingstagesofSalesordercycle,Credit
checksettingspresentineachSDdocumentisresponsibleforinteractingwith
FImodule.

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Figure1:StagesofCreditCheck

ConfigurationSetting

DefineRiskCategory
SPRO>FinancialAccounting>AccountReceivableandAccountsPayable>Credit

Management>CreditControlAccount>DefineRiskCategories

Figure2:DefineRiskCategory

DefineCreditControlArea

SPRO>EnterpriseStructure>Definition>FinancialAccounting>Define
CreditControlArea

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Figure3:DefineCreditControlArea

Figure4:DefineCreditControlAreaDetails

The type of update chosen controls when the values of open sales orders,
deliveries and billing documents are updated depending upon the type of
documentbeinggenerated.Oneofthefollowingupdategroupscanbechosen
asavailableinstandardSAP
BlankIfthefieldisleftblank,theSDdocumentsareignoredand
onlyopenreceivablesandopenspecialG/Litemsareusedfor
calculatingcreditexposure.
000012Whenaneworderiscreated,theopenordervalueis
addedtothecreditexposure.Whentheorderisdelivered,the
openordervalueissubtractedandtheopendeliveryvalueadded
totheexposure.Onbillingthedelivery,opendeliveryvalueis
subtractedandtheopenbillingvalueisaddedtotheexposure.
Whenbillingpoststoaccounting,theopenbillingvalueis
subtractedandtheopenA/Rvalueaddedtotheexposure.The
exposureisfinallyreducedwhenthecashisappliedagainstopen
A/R.
000015Calculatesexposurewithoutconsideringopensales
ordervalue.Whentheorderisdelivered,theopendeliveryvalue
isaddedtoexposure.Onbillingthedelivery,opendeliveryvalue
issubtractedandtheopenbillingvalueisaddedtotheexposure.
Whenbillingpoststoaccounting,theopenbillingvalueis
subtractedandtheopenA/Rvalueaddedtotheexposure.The
exposureisfinallyreducedwhenthecashisappliedagainstopen
A/R.

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00018Thisisrelevantfornondeliveryrelevantordersonly.
Whenaneworderiscreated,theopendeliveryvalueisaddedto
thecreditexposure.Whentheorderisbilled,theopendelivery
valueissubtractedandtheopenbillingaddedtotheexposure.
Whenbillingpoststoaccounting,theopenbillingvalueis
subtractedandtheopenA/Rvalueaddedtotheexposure.The
exposureisfinallyreducedwhenthecashisappliedagainstopen
A/R.

Note:SAPrecommendstheuseofupdategroup000012

OrganizationalUnitinCreditManagement

TheorganizationalunitusedincreditmanagementisCreditControlArea.It
representstheareawherecustomercreditlimitsarespecifiedandmonitored.

Dependingontherelationshipbetweencreditcontrolareaandcompanycode,
thecreditmanagementcanbecategorizedas:

Decentralizedcreditmanagement

Every company code has its own credit control area. Hence, we
can define credit limits for a customer separately for each
company code. This method delivers benefits such as the local
payment cultures can be respected, each company code has the
independencetomakeitsowndecisions.
Centralizedcreditmanagement

Multiplecompanycodesareclubbedunderthesamecreditcontrol
area.So,ifthecustomertransactswithcompanycodeswhichare
under the same credit control area, the limit is set for all the
companycodescombinedtogether.

Ifthecurrenciesofthesecompanycodesaredifferentfromthatofthecredit
controlarea,thereceivablesareconvertedtothecreditcontrolareacurrency
tocheckwiththecreditlimitset.Centralizedcreditmanagementhasbenefits
suchaseasieranalysisofcreditpolicyandmodificationsrequired,thefocusis
shiftedtootherimportantareassuchasbaddebtreductionsandimproved
customerrelationsasthereisonlyacentralcreditteamthatneedstobe
consultedirrespectiveofthegeographyetc.

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Figure5:OrganisationalUnitinCreditManagement

AssigningCompanyCodestoaCreditControlArea

SPRO>EnterpriseStructure>Assignment>FinancialAccounting>Assign
CompanyCodetoCreditControlArea

Figure6:CompanyCodestoCreditControlArea

AssigningSalesAreatoaCreditControlArea

SPRO>EnterpriseStructure>Assignment>SalesandDistribution>Assign
SalesAreatoCreditControlArea

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Figure7:SalesAreatoCreditControlArea

DefineCreditGroups

SPRO>Sales&Distribution>BasicFunctions>CreditManagementand
RiskManagement>CreditManagement>DefineCreditGroups.

Thecreditgroupspecifieswhichsubsequenttransactioncanbeblockedfor
processing,ifthecreditlimitsareexceeded.Youcanusethedefaultcredit
groupsorcreatenewonce.

Figure8:DefineCreditGroups

AssigningSalesDocumentsandDeliveryDocumentsto
CreditGroup
SPRO>SalesandDistribution>BasicFunctions>CreditManagement/Risk
Management > Credit Management > Assign Sales Documents and Delivery
Documents > Credit Limit Check for Order Types > Credit Limit Check for
DeliveryTypes

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Figure9:CreditLimitCheckforOrderType

Figure10:CreditLimitcheckforDeliveryType

SimpleCreditCheckVsAutomaticCreditCheck

a.Highvolume,lowvaluerequiresautomationandefficient
handlingthroughgrouping,withaslittlepersonalhandlingas
possible(refuseordersasmuchaspossible)
b.Lowvolume,highvaluerequiresindividualizationwith
emphasisonreportingandblockedordersordeliveriesthatcan
becheckedandunblocked.

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Figure11:SimpleCreditCheckVsAutomaticCreditCheck

SimpleCreditCheck

Thesimplecreditcheckcomparesthepayercustomermasterrecords
creditlimittothenetdocumentvalueplusthevalueofallopenitems.
Incasethevalueofthedocumentandopenitemsismorethanthe
creditlimit:
Systemmayrespondwithawarningmessageinthesalesorder
[OR]
Warningmessageandadeliveryblock[OR]
Errormessage,whichwillcausethedocumentnottobesaved.

AutomaticCreditCheckVariations&RecommendedUse

AutomaticCreditCheckGivesextraparameterstodefinecredit
checkslikeCreditControlArea,RiskCategoryand

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Figure12:AutomaticCreditCheckMaintenance

STATICCREDITLIMITDETERMINATION:
1.OpenSalesOrders+SalesOrderValue
2.OpenDelivery
3.OpenBilling
4.OpenReceivables

RecommendedUse:Thisisseentobesafertouseascomparedto
DynamicCreditCheckasitcoversalldocumentsduetovarying
businessneeds.Forhighvolumeandverylowriskcustomers(e.g.Risk
Category001),itisgoodpracticetoputdeliveriesonblockandleavethe
ordersuntouched.Thispreventsalevelofcheck.

DYNAMICCREDITCHECK:
1)2)3)4)AboveMentioned
5)HorizonPeriod:Eg.3Months.
HeretheSystemwillnotconsidertheOpenitems1,2,3&4valuesfor
beyond3months.
RecommendedUse:Ifthebusinessisalwayslikelytohavefastmoving
itemsleavingnochancesofOpenOrders,OpenDeliveriesetcforlong

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timeperiod,thisisgoodtouse.Therecanbeotherbusiness
considerationstoincludeonlyOpenitemswithincertainperiod

MaximumDocumentValue
Thesalesorderordeliveryvaluemaynotexceedaspecificvaluewhichis
definedinthecreditcheck.Thevalueisstoredinthecurrencyofthecredit
controlarea.Thischeckisusefulifthecreditlimithasnotyetbeendefinedfor
anewcustomer.Itisinitiatedbyariskcategorywhichisdefinedspecifically
fornewcustomers.
RecommendedUse:UseitforCreditGroup01(Orders)andhighrisk
categorycustomerswhichyoualwayswanttoreviewbeyondaparticular
value.ItmayalsobeusedforprepaidoronetimecustomerwithMaxdoc
value.

CriticalFields:
ThisCreditcheckisinitiatedbydocumentchangesdoneincreditsensitive
fields.Onesuchexampleistermsofpayment.Whenthisfieldchanges,a
checkisdoneonthedatainsalesorderagainstthedatainthecustomer
master.

DateofNextReview
Systemusesthedateofthenextcreditreviewasatriggerforan
automaticcreditcheck.Ifyouprocessasalesorderafteracustomers
nextreviewdatehasalreadygoneby,thesystemautomaticallycarries
outacreditcheck.

OverdueOpenItems
Therelationbetweenopenitemswhicharemorethanacertainnumber
ofdaysoverdueandthecustomerbalancemaynotexceedacertain
percentage.Thesevaluesaredefinedinthecustomizingforautomatic
creditcontrol.
RecommendedUse:UseitforCreditGroup01(Orders)inconjunction
withStaticCreditCheckforslightlyhigherriskcategorycustomers,
whereyoudontwanttohavemorethanacertain%ofopenitems.The
valuesmaybereducedwithincreaseinriskcategoryvalues.

OldestOpenItem
Theoldestopenitemmaynotbemorethanaspecifiednumberofdays
overdue.
RecommendedUse:UseitforanyCreditGroup01or02(Ordersor
deliveries)inconjunctionwithStaticCreditCheckforslightlyLowMediumrisk

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categorycustomers.

MaximumNumberofDunningLevelsAllowed
Thecustomersdunninglevelmayonlyreachaspecifiedmaximum
valueexceedingwhichtheitemmaybeblockedifsoconfigured.

UserDefinedChecksFore.g.Chequereceivedfromacustomer
bounced,thensubsequentordersmaygetblocked.

CreditManagementatwork
Foreachcustomer,creditlimitsarespecifiedintheparticularcreditmaster
record.Ifthecustomerexistsinmultiplecreditcontrolareas,individuallimit
canbespecifiedforeachcreditcontrolarea.Inaddition,acentralcreditlimit
canalsobespecifiedforallthecreditcontrolareasunderwhichthecustomer
exists.Then,thetotalofthecreditlimitsforeachcreditcontrolareashouldnot
exceedthecentralcreditlimit.
FD32(FITcode)isusedtosetcreditlimitandcreditriskcategoryforthe
customer.

Figure13:CreditLimitforCustomer

OverviewScreen

Itgivesanoverviewofcreditsettingsofthecustomer.

Customerscreditlimit,creditexposure,percentageofcreditlimitused
andhorizon(asapplicableindynamiccreditcheck)arepresentedas

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status
Paymenthistoryalongwiththeaveragenumberofdaystakenfor
paymentisshown
Paymentdatacontainsdetailssuchasauthorizedcashdiscountand
unauthorizedcashdiscountthatwasavailableforcleareditems,the
outstandingreceivablesinsalesdays
Dunningdataconsistsofdunningareaforthecustomer,whenhewas
lastdunnedandthedunninglevelreachedduringthelastdunningrun
Controlcontainsthecreditriskcategoryofthecustomer,dateofthe
lastcheckoncustomercreditlimit,ifthecustomerisblockedforcredit
managementbusinesstransactions,thecreditrepresentativegroup
responsibleforthecustomer,thepaymenthistoryclassification,the
financialstandingofthecustomeranddatewhenthecreditcheckof
thecustomerwascarriedoutlast.

Figure14:OverviewScreen

CentralDataScreen

Itgivesanoverviewofcentralcreditlimitsettingsofthecustomer.

Themaximumpermittedcreditlimitasatotaloflimitsacrossallcredit
controlareastowhichthecustomerisassigned
Themaximumpermittedindividualcreditlimitthatacustomercanhave
underanyonecreditcontrolarea
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Thecurrencyinwhichthetwomaximumlimitsarespecified.Thisis
becausewecanenterthecentraldatainanycurrencyofchoice,
independentlyofthecurrenciesofthecontrolareas
Thecurrentlyexhaustedcreditlimitasatotal(percentage)acrossall
creditcontrolareastowhichthecustomerisassigned(shouldbeless
thanorequaltomaxlimit)
Thecurrentlyassignedlargestcreditlimitacrossallcreditcontrolareas
towhichthecustomerisassigned(shouldbelessthanorequaltomax
limit)
Dateonwhichthemostrecentgeneralinformationaboutthecustomer
wasobtained

Figure15:CentralDataScreen

StatusScreen

Shows the customers actual individual details according to particular

creditcontrolarea

Thecreditlimitforthecreditcontrolarea,creditaccountifthelimitisto
bespecifiedforagroupofcustomers,thepercentageofcredit
exposure,horizondatetobetakenintoconsideration,thereceivables,
specialG\LtransactionsandtheordervaluenotyettransferredtoFI
usedforthecreditexposurecalculationaswellastheamountof
securedreceivablesisshownundercreditlimitdata

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Thecreditriskcategory,creditrepresentativegroup,customercredit
groupandcustomergroupusedmainlyforsortingorreporting,the
referencedataforcustomercreditreview,ifthecustomerisblockedfor
creditmanagementbusinesstransactions,thelastandnextinternal
reviewdateforthecustomercreditlimitasapplicabletotheparticular
creditcontrolareaareshownunderInternaldata
Thedateoflastexternalreview,thecreditinformationnumberas
applicabletoexternalagency,theclassificationofpaymenthistoryof
thecustomeraswellasthefinancialstandingisshownunderexternal
data

Figure16:StatusScreen

CreditCheckatworkinSalesOrdercreation

Whensalesorderiscreated(SD),systemverifiesthecreditlimitusedbythe
customerbycommunicatingwithvaluessetinFD32(FI)

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Figure17:CreditCheck

ReleaseSalesDocumentsfromCreditBlock

BlockwillbereleasediftheAgentdiscussedwithCustomerand/or
paymentisreceivedfromCustomer.VKM1,VKM3andVKM5arekeyT
codesusedtoreleaseSalesandDeliverydocumentsfromCreditBlock.For
thedocumentselected,thefollowingoptionsareavailable:

Grantthecreditandreleasethedocument
Rejectthecreditandcancelthedocument
Forwardtheblockeddocumenttoanotherprocessor
Rechecktheblockeddocument
Reassigntheblockeddocumentandspecifyanewsequenceof
documents.Thisenablestogiveprioritytoandreleaseseveral
documentswithalowdocumentvalueuntiltheircreditlimitis
completelyusedup,insteaddoingsoforasingledocumentwithahigh
documentvaluethathasalreadyexceededitscreditlimit.

Figure18:ReleaseCreditBlock
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Reports

RFDKLI10Customerswithmissingcreditdata
RFDKLI20Reorganizationofcreditlimitforcustomersincredit
controlareas
RFDKLI30Centralandcreditcontrolarearelateddataforcustomer
(shortoverview)
RFDKLI40Overviewcreditlimit(extensive)
RFDKLI41Creditmastersheet
RFDKLI42Earlywarninglist
RFDKLI43Masterdatalistespeciallyforprintingcustomercards
alongwithdatafromexternalsystems
RFDKLI50Masschangeformasterdataincreditmanagement
RFDKLIABDisplaychangesforcreditmanagementdata
RVKRED06Checkingblockedcreditdocuments
RVKRED08Checkingsalesdocumentswhichreachthedynamic
creditcheckhorizon(periodicreport)
RVKRED09Checkingthecreditdocumentsfromcreditview
(releaseddocumentsarecheckedonlyifthevalidityperiodforthe
releaseisup)
RVKRED77Reorganizationofopencredit,deliveryandbilling
documentvaluesespeciallywhenupdateerrorsoccur
RVKRED88SimulationreorganizationcreditdataSD

AlertModerator

20Comments
YoumustbeLoggedontocommentorreplytoapost.

subhashpandit

September11,2013at10:55am

https://blogs.sap.com/2013/09/07/configureandcustomizesapautomaticcreditmanagement/ 17/23
3/21/2017 ConfigureandCustomizeSAPAutomaticCreditManagement|SAPBlogs

DearSandeep,
Thanksforyourknowledgesharing.Itistoousefulforme.
Regards
SubhashP.

GulshanBatra

September11,2013at2:54pm

VerythoroughandwellresearchedSandeep.
Goodjobhere!
Regards
Gulshan

AdvaitKulkarni

September11,2013at3:06pm

ThisisreallyhelpfulSandeep.Thanksforsharing
Advait

Karteekk

June11,2014at6:56am

Nicedocument..thanksfordetailexplanation!!

LakshmiKumariSama

June12,2014at6:20am

HelloSandeep,

https://blogs.sap.com/2013/09/07/configureandcustomizesapautomaticcreditmanagement/ 18/23
3/21/2017 ConfigureandCustomizeSAPAutomaticCreditManagement|SAPBlogs

Niceexplanationanditisreallyhelpful.
Thanksforsharingyourknowledgeandkeepsharing.
Regards,
LakshmiS

JurairatDamrongtham

June20,2014at10:36am

DearSandeep,
Iwouldliketoaskmoreaboutdynamiccreditcheck.IfIsetat3optionsas
follow:
Dynamic
Documentvalue
Openitems
1.Howthesystemwork?SAPwillcheckfromDynamic>Documentvalue>
OpenitemsorOpenitems>Documentvalue>Dynamic?
2.AfterSAPhavecheckedanddisplaycreditblockedmessage.Ifsystemfound
creditblockedfromDocumentvalueandOpenitems,HowSAPdisplaycredit
blockedmessage?MessagecomefromDocumentvalueorOpenitems?
Thankyouinadvance,
JurairatD.

VinodVemuru

June20,2014at11:14am

ThanksSandeep.Thisisareadyreferencedocumentforcreditmanagement

Thanks,
VV

GLakshmipathi
https://blogs.sap.com/2013/09/07/configureandcustomizesapautomaticcreditmanagement/ 19/23
3/21/2017 ConfigureandCustomizeSAPAutomaticCreditManagement|SAPBlogs

June20,2014at11:30am

AcomprehensiveblogonCreditManagement.Goodworkdone.
G.Lakshmipathi

PhanikumarValiveti

June21,2014at3:59am

SirindocumentConfigureandCustomizeSAPAutomaticCredit
Management.pleasecorrecttheflawasmentionedinmy
commenttherebythepeoplewhofollowsthis,willgetcorrect
information..
Idontknowwhymoderatorapprovedthisagainevenaftermy
alert

Phanikumar

JoseAntonioMartinez

June20,2014at12:42pm

Sandeep:
Thanksforsharethisinfo.
Veryuseful .
RegardsAntonioMartinez

PhanikumarValiveti

June20,2014at3:03pm

GoodworkiappreciatebeinganFIguyyourpresentationincludingSDisvery
nice
Sorrytotellyouthatthereamistakeinyourdocumentwhilesharingabout
dynamiccreditcheckaboutHorizonperiod.
asperyou
https://blogs.sap.com/2013/09/07/configureandcustomizesapautomaticcreditmanagement/ 20/23
3/21/2017 ConfigureandCustomizeSAPAutomaticCreditManagement|SAPBlogs

5)HorizonPeriod:Eg.3Months.
HeretheSystemwillnotconsidertheOpenitems1,2,3&4valuesforbeyond3
months

Nohereactuallysystemwilldividesthis1,2,3,4astwoparts2,3,4willbefixedcalledas
staticpartandthethefirstoption1willbecalledasdynamicpart(opensalesorders)
(2,3,4willbetakenincreditcalculationsiflyingbeyond3months)
theonlydifferenceiswhetheropensalesorder(withconfirmeddeliveryschedulelines)hasto
beconsideredincreditcalculationsornot(ifliesinthese3monthsthenthisopensalesorder
valuewillbeaddedincreditcalculationsotherwiseno)

SeeF1atdynamiccreditcheckinOVA8youwillgetmoreclarity.

Pleasechangethisflawinyourpresentationonceafterconfirming

Phanikumar

SadaBandla

June20,2014at4:30pm

HiSandeep,
Gooddocumentthankyouforsharingknowledge.
Regards,
SadaBandla

GLakshmipathi

June21,2014at5:45am

SandeepAgarwal
PleasecheckPhanikumarVcomments,retestthescenarioandchangeyour
blogifnecessary.
G.Lakshmipathi

SreekantaMarikeri
https://blogs.sap.com/2013/09/07/configureandcustomizesapautomaticcreditmanagement/ 21/23
3/21/2017 ConfigureandCustomizeSAPAutomaticCreditManagement|SAPBlogs

July7,2014at2:13pm

Manythanksforsharingvaluabledocument.

AshokJS

July11,2014at8:32pm

Veryhelpfuldocument..thanksforposting

KundanKumar

July13,2014at10:38am

nicedocument

RMG

November5,2014at5:08pm

Hello,
Thanksforthedocument,veryusefull,duringanAuditreviewwithaclienti
cameaccrosswiththenextquestion:
ReviewingthisprocesswithaclientIverifiedthatwhentheCustomerexcided
thecreditlimitassignedinSAP,thesystemautomaticallyblockedthepurchase
requisition.InordertoreleaseittheCredit,theClerkneededtheManagement
authorizationandthiswasdonemanuallyandoutsideSAP.Onceshehadthe
authorizationsheetsignedtheclerkmanuallyreleasedthePR.
IwonderifitispossibletoconfigureaSAPworkflowinordertoreleasecredit
blockaswhenthecontrolismanuallyperformeditcouldbeeasilyoverride.
Thanksinadvance
Regards

https://blogs.sap.com/2013/09/07/configureandcustomizesapautomaticcreditmanagement/ 22/23
3/21/2017 ConfigureandCustomizeSAPAutomaticCreditManagement|SAPBlogs

VenkataSeshagiriRaoMullapudi

July6,2015at2:11pm

Nicedocofgreatvalue.Goodjob.

Karteekk

May6,2016at7:37am

Hi,
Nicedocument.
Regards
Karthi

NilimaChoudhari

September13,2016at8:45am

Goodjob!!

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