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May 12, 2020 at 07:57 AM

Notification on expiry of credit limit

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Dear colleagues,

We received the below request from our business, I tried to search about if and if we can have something similar, but could not find anything for the same.

Requesting your valuable comments.

"You know part of our job is to run credit checks on the customers and ideally we would be running it once a year for each customer (or at least the top ones). Right now we can only rely on our memory and the files/folders saved in our shared drive, however this means we are liable of forgetting or skipping certain customers.

We are looking for an automated solution that allows us to receive a notification/mail/reminder every year: i.e. Prianto’s credit check is run today 24.04.2020, I would like to receive a reminder on 24.04.2021 that says “Prianto’s Credit check is now expired (not sure of the wording yet), please review”. I believe the best solution would be to receive an email into the shared mailboxes, however we are open to any other solutions.

Is it possible to have something similar? I can see in SAP blogs that SAP S4HANA provides automated credit checks interfacing directly with D&B and setting scores and eventually credit limit, however we still need the capability to do it ourselves – meaning we need to be able to do it manually and to override the system at any time."

Thanks and Best Regards

Lav