Credit Rep for customer

[former_member496861]

Hi all,

I need to setup a collector or credit rep so we can track the credit rep for all the customers. I like to do it the simpler way,

There are Credit Rep group,  Accounting clerk or  dunning clerk.

I think i can use Accounting clerk to represent a collector/credit rep.  This collector is someone in the receivable dept.

The credit rep group does not seem correct.  Can anyone throw any suggestions how to represent a collector ?

We don't use any Sap Collection module.

thanks

Joyce

[jainbh · Accepted solution]

Hi Joyce

Accounting clerk would be most appropriate if you are not using SAP FSCM Collection management.

Advantage of using accounting clerk is that all standard SAP customer reports have accounting clerk as selection parameters as well as in output reports. Only difference would be you wont be able to take advantage of SAP FSCM, which allows grouping, priorotizing & other functionalities, which aids in collection management.

Regards

Bhavesh

[former_member496861 · Accepted solution]

Hi Bhavesh,

    We don't use  SAP FSCM.  The accounting clerk field is grey out.

Is there a way to make use of this field ?

thanks

Joyce

[jainbh · Accepted solution]

Hi Joyce

You can activate it. It is controlled via configuration.

Under Master Data, select option of define account groups with screen layout & there you change it from supress to optional.

Regards

Bhavesh

[former_member496861 · Accepted solution]

Hi Bhavesh,

   Can you pls provide the path in configuration ?

thanks

Joyce

[jainbh · Accepted solution]

Hi Joyce

Below is config path:

Financial Accounting -->Accounts Recievable And Accounts Payable --> Customer Accounts --> Master Data -->Preparations for Creating Customer Master Data --> Define Account Groups with Screen Layout (Customers)

Select the Customer Account group on which you want Accounting Clerk to be activated.

Under Field Status, select Company Code data & then select Correspondence.

There you will find option of Accounting Clerks, which you can convert it to Option entry.

Regards

Bhavesh

[former_member496861 · Accepted solution]

Hi Bhavesh,

    I got this to work.  Thank you for your help.

Joyce