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SD Credit Management

Dear Experts,

My client has a requirement wherein they want two level credit check in SD - 1) At Group Customer Level & 2) Individual Customer Level.

The Credit check is configured at Delivery creation level ( CG -2 ).

I also need to do some validations both at Group & Individual Customer level. Could you pls suggest what would be the best approach to do so.Also, using Credit Account available in FD32, disables the calculation of Credit Exposure for the individual customer.

Appreciate your expert opinion on this.

Best,

Arjun.

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3 Answers

  • Nov 08, 2016 at 07:40 AM

    Hi,

    Credit check at Group Customer Level, you mean a Group of Customers or Customer Group assigned in the Customer master ?

    can you explain a bit more further on the Requirement?

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  • Nov 08, 2016 at 07:46 AM

    Hello Arjun,

    The very use of Group Credit Limit (Credit Account) in Credit management is a Limit of say € 1,00,000 is shared by a group of Customers and not individual Customers. That is why SAP standard deactivates the individual Customer's Credit limit when you set Credit Account.

    What is your business need to control Credit limit at both Group level and Individual Customer level? Have you thought the use of maximum document value Credit check?

    Thanks,

    Jignesh Mehta

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  • Nov 08, 2016 at 01:32 PM

    The requirement of check at both Group Level & Individual Customer level is a valid business scenario wherein the company would want to restrict the overall Credit Limit at a Group Level as well as have individual entity level limits. Eg. for a particular chain of customers, the Credit Limit should be $25,000 whereas the individual Limits for entities within that group are $5,00 , $ 7000, $15,000. If we use Credit Group, then the individuals loses its identity and Credit exposure would also be calculated only at Group Level ( Credit Acnt ). Max doc value Credit check would also not suffice.

    Any other thoughts?

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