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Former Member

Report to review credit for a customer

Hi All,

I need to run a report that will show me what accounts are up for a credit review. Need this report to make sure customers are in compliance with their credit guidance and that they are credit worthy.

Is there any way of doing this?

Thank you!

Regards,

Shanu

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3 Answers

  • Best Answer
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    Former Member
    May 21, 2010 at 05:35 AM

    Hi Shanu,

    Hope this will help you !!!!

    Reports for Credit Management

    The following table provides an overview of all the reports available to you in the area of credit

    management

    Program Function

    RFDKLI10 Customers with missing credit data

    This report checks the data for the credit limit for completeness, and produces

    the corresponding error lists. These can be used to re-maintain the

    corresponding definitions manually, or per Batch Input.

    RFDKLI20 Reorganization of credit limit for customers

    This report enables you to reorganize the credit limit information in the control

    areas.

    RFDKLI30 Short overview credit limit

    The report lists the central and control area-related data per customer.

    RFDKLI40 Overview credit limit

    The report provides you with an extensive overview of the customeru2019s credit

    situation.

    RFDKLI41 Credit master sheet

    The credit master sheet enables you to display and print out the customer

    master data for a single account, which is needed for the area of credit

    management.

    RFDKLI42 Early warning list

    The early warning list enables you to display and print out customers in credit

    management, who are viewed as critical customers in the area of credit checks

    in SD.

    RFDKLI43 Master data list

    The master data list enables you to display and print out customersu2019 credit cards.

    In particular, you can display information not contained in the standard system,

    for example, user-defined fields or external data, which you have created with

    specific additonal software.

    RFDKLI50 Mass change credit limit data

    This report allows quick mass change for master data in credit management.

    RFDKLIAB Change display, credit management

    With this report, you can display changes for credit management master data for

    all accounts.

    RVKRED06 Checking blocked credit documents

    The report checks all blocked documents from credit view. The report is started

    in the background, and should run after the incoming payments programs.

    Reports for Credit Management

    RVKRED77 Reorganization credit data SD

    The report enables you to reorganize open credit, delivery and billing document

    values. It is used, for example, when updating errors occur.

    RVKRED08 Checking sales documents which reach the credit horizon

    The report checks all sales documents, which reach the dynamic credit check

    horizon, as new. The report runs periodically, and should run at the start of a

    period. The period for the u2018date of the next credit checku2019 is proposed from the

    current date, with the help of the period split for open sales order values.

    RVKRED09 Checking the credit documents from credit view

    Released documents are only checked if the validity period for the release has

    run out (number days).

    RVKRED88 Simulation reorganization credit data SD

    In order to execute a report

    1. Choose System _ Services _ Reporting.

    2. Enter the name of the report.

    3. Choose Program __Execute.

    4. Enter the selection criteria.

    5. Choose Program _ Execute or Program _ Execute and Print.

    REgards,

    Krishna O

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    Former Member
    May 20, 2010 at 11:28 PM

    Shanu

    Try FCV3: Early Warning List, use the selection fields 'Latest date for next check' and Max. Credit Limit used.

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    Former Member
    May 21, 2010 at 05:34 AM

    Hi

    Try With VC/2 FD11

    Thanks

    Mk

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