Hierarchy
FINBASIS (Software Component) Fin. Basis⤷
FIN-FSCM-CR-CR (Application Component) Basic Functions⤷
UKM_CUSTOMIZING (Package) SAP Credit Management - Customizing
IMG Activity
| ID | FIN_CR_FORMULAS | Define Formulas |
| Transaction Code | S_SE3_50000119 | (empty) |
| Created on | 20030310 | |
| Customizing Attributes | FIN_CR_CUSTOMIZING | SAP Credit Management (Customizing) |
| Customizing Activity | FIN_CR_FORMULAS | Define Formulas |
Document
| Document Class | SIMG | Hypertext: Object Class - Class to which a document belongs. |
| Document Name | FIN_CR_FORMULAS |
Use
In this IMG activity, you define the formulas for calculating the score and the credit limit.
To define the formulas, use the SAP Formula Editor. In SAP Credit Management, the functions of the formula editor have been enhanced. For more information about the additional functions, click here.
In addition to some attributes of the business partner (for example, region, date of birth), you can use additional fields in the formula editor. These are as follows for the formulas for calculating the credit limit:
- Credit Segment
- Currency
- Score
You can enhance the functions to meet your requirements using the BAdI: Formula Parameters and Functions.
Requirements
Standard settings
The standard settings contain four example formulas - one for the score and one for calculating the credit limit for business customers and for private customers. You can modify the example formulas in accordance with your requirements.
To look at the calculation formulas defined, select the required formula and choose Formula Editor.
Activities
- Create a formula (key and name), and assign a result type to it (score or credit limit).
- To define a new mathmetical formula, select the required formula and choose Formula Editor.
The formula editor appears; here you can define the required formula. For more information about the formula editor, see the info button.
Using the formula definition for the score calculations you define the value areas for the score. You can define these as required - both the form (numerical or alphanumerical) and range. If you use numerical score values, make sure that the formula result only outputs whole numbers for the score.
Business Attributes
| ASAP Roadmap ID | 204 | Establish Functions and Processes |
| Mandatory / Optional | 1 | Mandatory activity |
| Critical / Non-Critical | 2 | Non-critical |
| Country-Dependency | A | Valid for all countries |
Maintenance Objects
| Maintenance object type | C | Customizing Object |
| Assigned objects | ||||||
|---|---|---|---|---|---|---|
| Customizing Object | Object Type | Transaction Code | Sub-object | Do not Summarize | Skip Subset Dialog Box | Description for multiple selections |
| V_UKM_FORMULAS | V - View | SM30 |
History
| Last changed by/on | SAP | 20030310 |
| SAP Release Created in | 200 |
