SAP ABAP IMG Activity FIN_CR_CHECK_RULE (Define Checking Rules)
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_CHECK_RULE Define Checking Rules  
Transaction Code S_SE3_50000204   (empty) 
Created on 20040315    
Customizing Attributes FIN_CR_CUSTOMIZING   SAP Credit Management (Customizing) 
Customizing Activity FIN_CR_CHECK_RULE   Define Checking Rules 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name FIN_CR_CHECK_RULE    

Use

In this IMG activity, you define the check rules for the credit checks. A check rule can consist of several individual checks (check steps); in addition, you can define which parameters are relevant for each check step.

Requirements

Standard settings

Activities

To create a check rule, proceed as follows:

  1. Choose Check Rule, and enter the required data.

    Here you also make the setting for the scope of logging, check exceptions, and the use of check rules as default setting.

  2. To define the check steps required for the check rule, choose Checks .

    For each check step, on the right side of the detail screen you see those parameters or threshold values that have been defined for the individual check steps; the exception here is the display of the currency-specific parameters.

    Which parameters these are depends on the check step (for example: Dunning level only for check step 100). Some parameters are of the category Amount, and are therefore currency-dependent; you process these parameters in the next step at credit segment level.

    For a detailed display of the parameter overview, see also step 5 below.

  3. To process the currency-dependent parameters at credit segment level, choose Credit Segment and enter the required data.
  4. You only carry out this step if you use Contract Accounts Receivable and Payable (FI-CA).

    Using system groups, you can define the systems from which SAP Credit Management gets the current liability data during the check steps. The check steps 010 and 030 delivered by SAP, for example, use the parameter System Group for Liability Query.

    1. To define system groups, choose System Group for Liability Query and enter the required data.
    2. To assign the logical systems required to the system groups, choose Logical Systems and enter the required data.
      3. The system names are exclusively for recipient determination in the XI configuration which means that you can define the logical system names here and assign new names.
  5. In the step Parameter Display for Check, you can define that the parameters of the check steps that you have defined and implemented via BAdI are also displayed in the Parameter Overview under Checks (see step 2 above). For each check step, you can define one or more field groups that are to be displayed.

    You define the field groups themselves in the IMG activity Define Field Groups for Parameters.

Example

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
VC_UKM_CHCK_RULE C - View cluster SM34  
History
Last changed by/on SAP  20040315 
SAP Release Created in 300