SAP ABAP IMG Activity SIMG_CFMENUOLSDECT (Enter Settings)
Hierarchy
☛ SAP_APPL (Software Component) Logistics and Accounting
   ⤷ SD-CAS-BD (Application Component) Basic Data
     ⤷ VIV (Package) Introductory guide R/3 procedures
IMG Activity
ID SIMG_CFMENUOLSDECT Enter Settings  
Transaction Code S_PCO_36000456   IMG Activity: SIMG_CFMENUOLSDECT 
Created on 19981222    
Customizing Attributes SIMG_CFMENUOLSDECT   Enter settings 
Customizing Activity SIMG_CFMENUOLSDECT   Enter settings 
Document
Document Class SIMG   Hypertext: Object Class - Class to which a document belongs.
Document Name SIMG_CFMENUOLSDECT    

Credit management is directly related to functions in Sales and Distribution and requires certain settings (for example, in partner determination, output determination).

This section describes how to set defaults for Customizing functions related to Credit Management.

  • Pricing

    Enter the subtotal "A" to specify the credit value in the pricing procedure which you use in pricing during credit processing (Pricing procedure detail screen, 2nd view). With this, the system calculates subtotals for the credit price during pricing and stores them in a certain field (KOMP-CMPRE = credit price of the item). The calculated subtotals are used in credit functions.

  • Sending Mails in credit processing

    You can define credit representatives in Customizing for FI. They must also be assigned to an HR human resources master. Credit representatives can be copied into the partner function during sales order and delivery processing. Internal mails concerning credit processing are directed to these representatives, that is once you have maintained the the mailing address in the human resources master.

    • Partner determination
      • 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 (for example, for forwarding mail messages) can be allocated and identified. Assign value "A" to the partner functions in the Access field.

    • Output determination
      • For the condition types for output determination, the output condition type KRML is set up. To create and use corresponding condition records for credit management, maintain the output determination procedures for sales documents and deliverie concerning condition type KRML.

  • Reports

    Define the list layout of work lists for Credit Management. The section "Work lists" in IMG describes how to proceed.

  • Authorizations

    Two authorization objects were created for Credit Management:

    • V_VBUK_FRE
    • V_KNKK_FRE

      Authorization objects are included in the standard SAP profiles. If you want to use the authorization objects in a different way than in the standard version, you must adapt them using authorization maintenance and enter them in individual user profiles if necessary.

  • Subsequent functions in Shipping

    The result of credit checks can influence the shipping due date, picking and goods issue of sales orders or individual items. This is why you must take the subsequent requirements for Shipping into account when configuring credit processing.

    Take the following three requirements into account for Shipping:

    • requirements for creating a delivery due index from the sales order
    • requirements for picking from the delivery
    • requirements for goods issue from the delivery

      Note that you can change the copying routines in the "Requirement" field, or create your own FORM routines using requirement maintenance. You cannot change the specifications in the field "System requirement".

      The section "Routines" in the IMG describes how to create copying routines. If you create your own requirements, you have to take into account the name range that SAP reserves for customer enhancements.

      The same applies to the subsequent functions for the availability check and transfer of requirements explained below.

  • Subsequent functions for availability checks and transfer of requirements

    As a result of credit checks, the system may block or release sales orders or individual items. For this reason, take into account subsequent requirements for the availability check and for transfer of requirements when configuring credit processing.

    Consider the following for the availability check and transfer of requirements:

    • You can define requirements for creating a purchase requisition from an order.
    • The R/3 system does not yet support tying transfer of requirements to requirements.
    • You can tie the creation of a confirmed quantity to requirements for the availability check.

  • Logistics Controlling update

    Maintain the SD update in Logistics Controlling. In the standard R/3 System, the information structure "S066" is set for monthly update of outstanding order values in Credit Management. You can change the parameters of the information structure and change the period type from monthly to daily update, for example.

  • Updating credit control areas

    To update credit control areas, define for each credit control area the range of the credit update in the organizational structure (Customizing -> Configuration -> Org.structure -> Setup -> Accounting -> Financial accounting -> Credit control area).

    Keep in mind that the system determines the next higher credit update if a transaction cannot be processed with the required credit update. For example, update "18" is carried out in the planned range if "12" is not possible.

  • Assigning credit control areas to company codes

    In the organizational structure (Customizing -> Configuration -> Org. structure -> Mappings -> Accounting -> Financial accounting -> Comp.code - cred.cont.area) you have to assign the credit control areas to company codes.

Actions

  1. Enter subtotal "A" for the credit value in the detail screen of the pricing procedure.
  2. Maintain the partner determination procedures of the sales document and delivery header by entering the partner functions KB (credit representative) and KM (credit manager).
  3. Maintain the output determination procedures for sales documents and deliveries concerning the condition type KRML.

    Make sure that the output condition records contain all necessary specifications for Credit Management (see note below).

    • maintain output determination procedures for sales documents
    • maintain output determination procedures for deliveries
  4. Define the display variants for Credit Management.
  5. Enter the authorization objects in the composite profiles or into the user-specific profiles. If necessary, change the standard values of the activities for each authorization object according to individual points of view.
  6. Define the condition for creating a delivery due index from the sales order.
  7. Specify the condition for goods issue from the delivery.
  8. Specify the condition for picking from the delivery.
  9. Specify the condition for creating a purchase requisition from the sales order.
  10. Specify the condition for creating requirements for the availability check from the sales order.
  11. If necessary, change the parameters of the information structure in Logistics Controlling when configuring the update for sales and distribution     "S066".
  12. Define the type and scope of the update for each credit control area by choosing an update that meets your requirements from the updates contained in the standard system.
  13. Allocate allowed company codes to the credit control areas.

Note on condition records

Output condition records which you create using the application menu for credit management must be allocated to the condition type KRML. Make sure that the condition records contain all necessary data:

  • credit representative group
  • risk class
  • partner function (KB or KM)
  • do not enter output partners
  • output medium ("7")
  • time of output processing ("4")
  • language
  • Maintain the following entries in the message processing area on the communication screen:
    •                 Transaction code    Parameter        ID
    Sales order:    VKM3                VBAK-VBELN        AUN
    Delivery:        VKM5                LIKP-VBELN        VL

Transport

Initiate transport for partner functions and authorizations using the menu in the initial screen. Data is automatically transported for all other entries.

Business Attributes
ASAP Roadmap ID 204   Establish Functions and Processes 
Mandatory / Optional 1   Mandatory activity 
Critical / Non-Critical 1   Critical 
Country-Dependency A   Valid for all countries 
Assigned Application Components
Documentation Object Class Documentation Object Name Current line number Application Component Application Component Name
SIMG SIMG_CFMENUOLSDECT 0 HLA0006563 Credit Management 
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
VVC_T683_VA C - View cluster SM34 0000000005 Conditions: Procedures 
IMGDUMMY D - Dummy object VOPAN 04 Configuration: Partner 
V_T685B V - View V/30 0000000009 Output Types 
IMGDUMMY D - Dummy object VOKR 0000000002 Configuration of Credit Release 
V_TVFO_04 V - View OVB9 0000000001 Requirement for Creating Delivery Due Index from Order 
V_TVFO_13 V - View OVB7 0000000001 Requirement for Goods Issue from a Delivery 
History
Last changed by/on SAP  20050617 
SAP Release Created in