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Credit Risk Management

Former Member
0 Kudos

I am looking for a setting that limits the credit limit that a user can enter for any cusomter. Depending on someones tenure with the company a higher up position can assign a higher credit limit. Does anyone know where I can find this info?

Thanks,

Justin

Accepted Solutions (0)

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi Justin,

The solution to this would be in two part.

1. First, define a <b>Credit Group</b> for each set of employees in accordance with the limit you want them to have, so that you have different categories. (SPRO-> Sales and Distribution-> Basic Functions-> Credit Management/Risk Management-> Credit Management-> Define Credit Groups).

2. Next, Use transaction <b>OVAK</b> to define a <b>Simple Credit Limit Check/Assign Sales Documents And Delivery Documents</b>.

3. Finally, use transaction code <b>OVA8</b> to <b>Define Automatic Credit Control</b>

I hope the above helps.

Do not forget to award the points please.

Regards,

Jacob