Credit Management Partner Functions

Hi Experts
I know that KM /KB are included in Sales Order / Delivery Header Partner Functions for Credit Management.
Want to know the PRACTICAL USAGE for eg Suppose Order is Created for Amt Rs 10000, what role KB /KM which r included in order partner function will play ( mail/ etc ) and how will it be used in SAP
The standard system contains the partner functions credit representative (KB) and credit manager (KM) for credit processing. Both partner functions are allocated to partner type "PE". The credit manager is one level higher than the credit representative. Enter these partner functions in the partner determination procedures of the sales document header and the delivery header so that the partners involved in credit processing can be allocated and identified. Assign value "A" to the partner functions in the Access field.
Rohit

Hi Mark thanks for your answer, two additional question,
Can I install SAP Credit Management 6.0 (one system scenario) with in a system with release 6.0 and no ehp packs applied and then activate the Ehp later on after de installation of SAP Credit management?
If my account receivables is in release 6.0, is there any feasible reason to install SAP Credit management 3.0 instead of 6.0?
With SAP Credit management 3.0 in a one system scenario do you still need PI?
Thanks again.
Edited by: BPX PARTNERS on Oct 19, 2010 5:59 PM

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Credit management - Business functions

Dear all,
Can you please help me with what Business functions should I activate, to have available the FSCM Credit management?
What is the right secuence to activate this BF?
Thanks.

Hi Mark thanks for your answer, two additional question,
Can I install SAP Credit Management 6.0 (one system scenario) with in a system with release 6.0 and no ehp packs applied and then activate the Ehp later on after de installation of SAP Credit management?
If my account receivables is in release 6.0, is there any feasible reason to install SAP Credit management 3.0 instead of 6.0?
With SAP Credit management 3.0 in a one system scenario do you still need PI?
Thanks again.
Edited by: BPX PARTNERS on Oct 19, 2010 5:59 PM

Credit Management- Custom Functionality required when saving the credit cas

Hi Experts,
I have a requirement that I need to save some custom tables when ever I save a credit case. And this custom table should also need to have Credit Case GUID to be saved in it.
So, could you please let me know if there is any BAdI that I can use to update my custom tables with Case GUID?
There is one BADI that I found SCMG_CASE_FCODE_S. But I don't think that I can use this for standard buttons and Function codes.
Please help me.
Regards,
Eswar

Hi Found the BADI. It is SCMG_CHNG_BFR_STR_C

Credit management - WortkFlow

Hi,
Can you please tell me how do i Configure Credit management in WorkFlow.
It is for approval of certain orders from the supervisor.
Can u please share some some documents relating to credit management WorkFlow
Using Business object BUS1010 Customer credit limit do you i can do the same.
Please guide and help.
Regards,
Satish

Hi !
In the sales order, you can use the partner determination to find a credit representative (partner role CR) and/or a credit manager (partner role CM). If a document is blocked by the automatic credit control, a mail containing this information can be automatically sent to the credit representative or the credit manager. The document can be released directly out of the mail.
For this purpose, the following settings must be made:
1. User master record (SU01)
A user master record must be created for the person who should receive the e-mail.
2. HR master record (VPE1 or PAL3)
You must create an HR master record for credit representatives or credit managers. If you do not use Human Resources in the R/3 system, you can create a sales representative. In infotype 0105 'Communication', the user master record is linked to the HR master record. Store the user ID for communication type 0001 'System user name SAP system (SY-UNAME)'.
3. Partner determination Customizing (VOPA)
In the partner determination procedure, the origin is set for the CR and/or CM roles. As a source, you can use the customer master record of the payer (partner role PA). In the customer master record, maintain entries for roles KB or KM.
Or you can set origin A ('Credit management: Credit representative (table T024P)' as a source. Maintain relevant entries in the T024P table (transaction OB51). For this variant, user master record, HR master record and the link between both of these must also exist (Points 1 and 2).
4. Output determination
In the output determination procedure, you must define output type KRML 'Credit processing'. Create an output master record for the KRML output type, for medium 7 'SAP Office' and event 4 'Send immediately (when saving the application)'. Double-click to go to the detail of the output master record and define a dummy recipient for the output. Then go to 'Goto
-> Execution parameters'.
Sales order: Define transaction VKM3 and parameter ID AUN with the value VBAK-VBELN. Save the output master record.
Delivery: Define transaction VKM5 and parameter ID VL with the value LIKP-VBELN. Save the output master record.
An output of type KRML is not found and generated until you save the document. This is implemented with the help of a requirement that is defined in the output determination procedure for the KRML output type. In the standard system, the 009 requirement (Order) and the 010 requirement (Outbound delivery) are used.
Check the following points if no mail is sent despite the settings being made as described above:
1. Check that, on header level, the system found partners for the KB or KM functions.
2. Check whether the message of the KRML type was created and is the same as the processing status of the message.
3. Check that the used requirement is fulfilled.
Requirement 009 and 010: The credit status should have changed to blocked (VBUK-CMGST = 'B') and the next item due for the shipping should appear within the next 2 days. When changes are made to a document from VKM* transactions, the requirement is not fulfilled and no message is created.
4. Check whether, in the general office settings (SAPoffice), you are allowed to send to organizational units (here personnel number) (Tab "Addressing", flag "Organizational entity" = '''X''').
5. Check in the SAP Business Workplace if the determined recipient of the output really has not received the e-mail.
Regards,
Andreas

Credit management ECC 6.0 implementation

Hi Experts/Gurus,
One of our clients have done a technical upgrade from SAP 4.6c to ECC 6.0.
Now they want to know what will be the timeline required for implementation of the Integrated credit management functionality of ECC6.0 in their SAP system if they go on for functional upgrade.
Now following are my doubts:
1) How to compare their existing credit management process/Functionality with the new ECC 6.0 integrated credit management functionality?
2) How to decide upon the timeline required to implement the new credit management functionalityof ECC 6.0?
Thanks in Advance!

Hi,
Its depend on your company upgrade strategies, compair 40. credit mgt. functionality & 6.0 functionality.
then go for upgradre
Heer I some comments on upgrade
Upgrade Scenarios
Customers who are motivated to upgrade to ECC 6.0 generally pursue at least one of the four key goals just discussed as the primary goal of the upgrade.
Improved business strategy
Sustainability
Operational excellence,
Lower TCO
SAP takes three major approaches to upgrading, each driven by a different motivation and leading to a different ROI and payback periods.
u2022 Technical upgrade:
Focuses on risk mitigation and sustainability of the existing SAP solution.
u2022 Functional upgrade:
Focuses on reducing TCO by reducing system complexity u2013 for example, by returning custom modifications and custom code to SAP standard code
u2022 Upgrade with strategic business improvements:
Considers major reengineering and implementation of new strategic business applications as part of the project scope. These approaches are summarized below.
The three major approaches can be complemented by other compelling changes such as system landscape consolidation, the implementation of shared service center(s), and so forth.
In summary, the more your upgrade decision is driven by business improvement goals, the better your expected ROI. Upgrade experiences and customer statistics confirm that the decision for an SAP software upgrade is usually determined by a mix of business, technology, and strategic criteria.

Partner function relevant for the credit management.

Hi,
Which partner function is relevant for the credit management.
Regards
Prabudh

Hi Prabudh,
Check this link.
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/a0fde72f-8216-2a10-6e87-e69ab79cb24f
https://www.sdn.sap.com/irj/scn/go/portal/prtroot/docs/library/uuid/a0780530-bf03-2b10-d5ad-e9e8a53def23
Much Regards,
Amuktha.

Business Partner -Credit Management

Hi Experts,
I am facing a tricky situation. This problem is coming in Credit Management(FSCM) of Business Partner (Transaction - BP).
My Functional Consultant has activated the Credit Management role in business partner. I added some of the table in BP by using EEWB. Now, There is a push button called 'Import data' in 'credit profile' tab. My requirement is like this - when the push button 'Import data' will be pressed, one XML file with full data of Business partner would generate. My question is where i have to write code for generating XML file or which BADI i have to use? I have already tried with all methods of BADI 'UKM_CREDIT_INFO' but this BADI is not working when i click the pushbutton.
Can any expert suggest me.
Thanks in Advance.

Hello Shirish,
Did you resolve this issue? What BAdI and method you used to fix this issue.
Thank you

Letter of Credit functionality and Credit Management

Hi,
we want to use Letter of Credit functionality for exports.
Currently, we have an ERP system that contains the sales data. In a separate system we have the credit management functionality (Financial Supply Chain Mgt - FSCM).
When order is created, the credit limit is checked in the FSCM system (via PI messages).
Now, we want to link some of the Sales orders with Letter of Credit. I believe, this is standard functionality in GTS.
So when Sales Order is created a LOC should be connected to this.
Can the GTS be connected also to FSCM credit management, so credit limit is not affected?
Example:
Sales Order value: 1 Mio USD
10% down-payment > this would be in the credit exposure visible (net exposure).
90 % covered through LOC > credit exposure should showing this, or it shows order value and in a negative figure this amount deducted so no effect on exposure.
Down-payment has no relation to LOC. When money is received for this the net exposure of the sales order is 0.
partial invoice: 0.4 Mio USD > it should be possible to link this invoice to the LOC. The posting FI document should have some LOC information, so when payment comes in the amount in LOC is reduced as well as in credit management this open.
Final invoice 0.5 USD: as above, all values go out from exposure if there are any.
A second case would be guarantees, where there is no reduction of values. This would stay same.
Anyone who can advise a solution here?
Thanks + Regards
Hein

Letter Of Credit can be used as a standard solution of SAP GTS with ERP solution. Yes you can connect both SAP & no SAP systems with GTS, but plugins, PI etc needs to be built in. But it would not be real time like RFC works. There are some standard available which needs to be hard coded to meet specific requirements.
Connecting LOC to Sales Order, invoice etc, is manual, based on business specific parameters and it comes standard with SAP GTS. Maintaining Values & Quantity of LOC based on actual LOC from bank is also possible. The depreciation of values & quantities is also standard with in LOC in GTS.
You can also setup various communication methods for LOC.
I think when Invoice is raised and payment is received the LOC should be closed in the system. There can also be other scenarios where in system determines LOC based on predefined logics for determination strategy put in to the GTS system.
Cheers,
Abir

Partner function for a team in Change Request Management

I have defined a new transaction type based on Urgent Correction. I have three partner functions:
Change Manager, Team Member and Quality Assurance Team. The first two partner functions are represented by single business partner so I can define them like employee. The third one should be represented by a team of persons, so that the Correction can be seen by every person belonging to this team in their worklist. How can I define a partner function like a team and how can I assign single business partner to the team. I would have something like this:
I have three business partners A(11),B(12),C(13) belonging to the QA team(20). When I put 20 in the QA team field, i want that the correction is in the worklist of A,B,C.
Thanks
Antonello

hi antonello lapolla,
The business partner should automatically created for the Org unit.
Now if you are trying to use the existing Org unit, the business partner are not assigned to them.
Try this:
1) You will have to activate HR integration.
GO thru note 550055.
maintain table T77S0 as per the obove notes:
the following entry needs to be made:
HRALX HRAC X Activate HR Integration
Check if the value X is present or not..
Also try
HRALX PBPON ON description
Entry should be made if its not there already.
2) Create new Organization unit using IMG activity (Create a Root Unit for Your Organizational Structure under Service Desk node).
Now to this org unit, right click create postions or Org unit under the newly created org Unit.
Then you will find that Business partner is automatically assgined to the newly created Org unit.
If business partners are not automatically created then apply following notes:
0000997009 PPOME: Search help for business partners
0001008656 Error message 5A XXX when you assign position
Please Reward if your problem is solved.
Regards,
Suzzane.

New Partner Function in CRM (Solution Manager Service Desk)

Hi CRM Gurus!,
Even if this problem is present in my Solution Manager Service Desk I'm creating this thread here in CRM Forum because I thin'k I need the experience of one CRM Expert. Í´ve created this question in Solution Manager Forum also but I hadn´t solved my problem yet.
We add the partner function called "Additional Partner", but I don't know why in the tab "Partners" in the CRM transaction we want to add a new partner but in the partners combo the new one does not appear in the list.
The procedure that I did was: I created a new business partner function and I added this new function to my partner determination procedure, then in SPRO: "Define Partner Determination Procedures" -> I set the option "Only Functions Assigned in Procedure".
These are the values. fro my new function:
Function: ZSLFN004
Text: Additional Processor
Abbrev.: ZAMS
Function Cat.: 0008 Person Responsible
Usage: CRM Customer Relationship Managem.
Relatshp Cat: CRMH06 Is Responsible BP For
The partner functions in my procedure are:
00000001 Sold-To Party (CRM)
00000046 Approved by (CRM)
SLFN0001 System Administrator (CRM)
SLFN0002 Reported by (CRM)
SLFN0003 Support Team (CRM)
SLFN0004 Message Processor (CRM)
ZSLFN004 Additional Processor (CRM)
But in the transactions when I try to add a new partner in the partners tab only the follow functions appears in the combo:
00000001 Sold-To Party (CRM)
00000046 Approved by (CRM)
SLFN0001 System Administrator (CRM)
SLFN0002 Reported by (CRM)
SLFN0003 Support Team (CRM)
SLFN0004 Message Processor (CRM)
I don't know why my ZSLFN004 is not listed in the combo.
By the way, my function was created as a copy of SLFN0004.
Any help would be appreciated.
Regards
Gustavo Balboa

Hi Vishant,
Thanks for your answer, but some one in the Solution Manager forum gave me the answer few minutes ago :). The problem was that in some transaction types (I don't know wich ones or if it aplies to all) the category 0008 - Person Responsible can only appear once, my partner function was a copy of the function SLFN0004 - Message Processor and that function is defined with the category 0008, so I had 2 partner functions defined in the category 0008.
To solve the problem I just adjust my Z function and put the category 0016 - Service Team and let the relationship empty. Then the partner function is now showing in the combo at partners tab.
Again, thanks anyway for the time that you take to answer my question.
Regards
Gustavo Balboa

Credit Management Function for Japan

Is there is any specific functionality for Japan in Credit Management,
We heard some of the functionalities used in Japan in the area of credit management is not covered by SAP, is that true?

No replies, so marking as answered.

How can the system automatically assign lead(Sales Prospect) to sales manager which is one of the partner function

How can the system automatically assign lead(Sales Prospect) to sales manager which is one of the partner function ?

Hi Deep,
you can go through below links if you have not gone through already.
Lead Distribution - Lead Management - SAP Library
How to Distribute Leads Automatically to Partners in SAP CRM?
Rgds
Hari

Dun & Bradstreet credit management functionality

Hello experts,
My client wants to use Dun & Bradstreet credit management functionality, we are currently on SAP version 4.7 highest support pack SAP_APPL SAPKH47025.
How can I find out more about this product?
How much does it cost?
Where in SAP service marketplace should I request this?
How to go about implementing?
etc
Kind regards Steve D

Dun & Bradstreet, D&B as they are known are a credit agency.
They rate Companies. They review the Company Accounts, turnover, way the pay and produce credit limit recommendations.
You would need to contac them as to their cost.
How can you use them in SAP?
Well you can have an online facility where you down load their data and upload it to credit masters, FD32. Normally here you will need their DUNS number linked to a credit master and it will update the credit score and potentially the risk category.
As you have 4.7, you could chose to go with FSCM and the Credit Management processes that offers. it has a different link into D&B but you need to work out if the scoring you use for C/L creation, approval and change is just from D&B or internal rules are used as well.
lastly you need to consider if you will apply to the D&B on an adhoc basis, customer by Customer which is cheaper than them feeding you the data everytime they change their ratings.
please award points if useful.

Credit Management functionality not working properly during Delivery Execut

Dear All,
Complain from the Client: While creating Delivery documents the system permits the creation of Delivery in some cases when the Customer's Credit Limit is not sufficient to allow Delivery creation.
Findings: After detailed analysis of System Configuration and transactional work flow following significant findings were noted;
1.     Risk Category assignment & Credit Control Area assignment is no disabled at any stage of the business process in discussion.
2.     The Delivery was created with transactional Credit Status "A" (Credit Approved) in cases when it should have been Credit Status "B" (Credit Not Approved) as the customer account did not have sufficient funds to accommodate the delivery.
3.     Following Deliveries on PRD which were reported to have the above mentioned error, i-e, 80207442, 80224422, 80228126, 80230859, 80230863, 80230864, 80231004, after checking the deliveries it was established that system was not changing the Credit Status at Delivery Level to "B" in cases when it should be "B" rather than "A".
4.     The above scenarios have been configured and checked in the QA server, where system reacted as per the standard and no discrepancy was identified.
5.     If the user deleted the delivery which had the bug reported as above, after deletion of that delivery and recreation of the delivery referring to the same Sales Order the system performed correctly unlike in the first case.
thanks
Shahid

Hi,
Please go through the link below, hope this help
http://www.sap-img.com/sap-sd/credit-management.htm

Mail to credit Manager & represent

Hi Everyone i have issue regarding automatic generation of mail to Credit manager,i have mantained manager as partner function,now how to assign this partner function to SAP User ID.so that when order is blocked mail can trigger to credit manager .

Hi,
Check the Note 677377 'E-mail to credit representative'.
Regards,
Eduardo

Credit Management Partner Functions

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