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COLLECTION Strategies - combine more rules?


hope you can help me!

I am setting new strategies for our company, and my question is: it is possible to combine 2 o 3 rules in the same rules? with a condition AND, for example?

Just to be more clear, we have rule for overdue, for document type, and for posting key.

I would like to build a rule saying: if there is a due item AND document type is rx AND posting key is 01, then give this valuation to the customer.

But only if all the 3 condition are met!

Hope you can see my point and you can help me :)

Thanks a lot!

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1 Answer

  • Jan 24, 2018 at 03:14 PM

    Dear Daniele,

    As mentioned in the last sentence of SAP KBA 2452128 - "FSCM Collections Management - How do collection strategies work?" you can create your own basic rules, to build then collection rules and to finally use in your collection strategies.

    Please follow the SPRO path: Financial Supply Chain Management, Collections Management, Basic Settings for Collections Management, Collection Strategies, Basic Rules and Define Basic Rules.

    Here, you can add new rules based on the standard ones (please do not modify the standard ones) and adapt them to fulfil your needs. The method "EVALUATE" will be the one containing the rule logic. Here you can combine several criteria, as you mention, that can be define in the "EVALUATE" method, or in the selection options that are read in method "CHECK_SELOPTS". This method will read the configuration of the rule in the collection strategy.

    This allows you to use the same basic rule in different collection rules, and each collection rule in different collection strategies with different criteria.

    For example, as you mentioned, you could have one basic rule where the "Overdue since n days" is checked, AND the "Document type", AND the "Posting key". But, instead of having the "n", the "document type" and the "Posting key" hardcoded, you can configure these for different collection strategies. So, you use the same code and logic but with different values.

    I hope this solves your doubt.

    Best regards,

    Pablo Lozano

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