Customer Analysis 

  1. Call up the transaction as follows:
    2.

    Menu Path

    From the Customer Balances node, choose Accounts Receivable Information System.

    Transaction Code

    S_ALR_87012167, FBL5, FD33

  2. In the reporting tree, choose Due Date Analysis ® Evaluation by Industry ® For Credit Control Area.
  3. Choose the following credit control area:
    4.

    Report

    Europe

    North America

    For credit control area

    1000 credit control area Europe

    3000 credit control area North America

    The open items are sorted by industry, that is, the industry that the customer belongs to. The industry that the customer belongs to is included in the master data.

    The credit control area Europe is valid for company codes 1000 (IDES Germany), 2000 (IDES Great Britain), 2100 (IDES Portugal), 2200 (IDES France), 2300 (IDES Spain), 2400 (IDES Italy), and 2500 (IDES Netherlands). Credit control area 3000 is valid for company codes 3000 (USA) and 4000 (Canada).

  4. Double-click on the line Manufacturing.

    5. A list of customers in this industry who have not paid their invoices appears.

  5. Position your cursor on the first customer in the list.
  6. Choose View ® OI Sorted List.

    7. The dialog box that appears contains the due date values in time intervals.

  7. Choose .

    8. You now want to analyze the line items.

  8. Double-click on the first customer.
  9. Choose .
  10. In the dialog box, choose the variant 1 SAP-D (dunning data).

    11. The list of the corresponding due date and dunning data appears.

    The due date specified is the latest date by which the customer can pay the invoice net (that is, without losing cash discount).

    The number under Arrears is the difference between this due date and today's date. If this is a negative figure, the customer still has time to pay the invoice. If it is a positive figure however, the invoice is overdue.

  11. Choose Environment ® Credit Management ® Master Data.

    12. If the dialog box Select Account/Credit Control Area appears, select the following account:

    Account number

    Europe

    North America

    Account number

    Credit control area 1000

    Credit control area 3000

    The system displays information about the credit limit and how it has been used.

  12. Choose Goto ® Credit Control Area Data ® Payment History.

    13. The information displayed tells you how long the customer has taken to pay invoices since the beginning of the business relationship with the IDES group. The amounts paid are listed according to whether cash discount was taken or not. The display also tells you whether the customer paid in arrears (positive figure) or not (negative figure).

    These are only a few of the options in Credit Management. There are however a lot more options, and we suggest you call up additional functions for more information.

  13. Choose until the overview tree appears.