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Background documentationSettings for Credit Management and Risk Management: Overview  Locate the document in its SAP Library structure

The table below lists the most important settings that you make in Customizing for Credit Management. The relevant Implementation Guide (IMG) provides a detailed description of the individual activities.

 

 

 

 

Settings for

Access via

Menu path

Creating credit data

(Determine credit limit for customer)

  

Accounting application

Accounting → Financial accounting → Accounts receivable → Credit management → Master data → Change

Credit control area

Credit control area

Enterprise Structure Customizing

Enterprise Structure → Structure maintenance → Definition → Financial Accounting → Maintain Credit Control Area

 

Company code - Credit control area

Enterprise Structure Customizing

and

Financial Accounting Customizing

Enterprise Structure → Structure maintenance → Assignment → Financial Accounting → Assign Company Code to Credit Control Area

and

Financial Accounting → Accounts Receivable and Accounts Payable → Credit Management → Credit Control Account → Assign Permitted Control Areas to Company Code

 

Company code - Credit control area

Enterprise Structure Customizing

Enterprise Structure → Structure maintenance → Assignment → Sales and Distribution → Assign Sales Organization to Company Code

Subdividing the credit control area

Credit representative groups

Financial Accounting Customizing

Financial Accounting → Accounts Receivable and Accounts Payable → Credit Management → Credit Control Account → Define Credit Representative Groups

 

Credit representative

Financial Accounting Customizing

Financial Accounting → Accounts Receivable and Accounts Payable → Credit Management → Credit Control Account → Define Credit Representative Groups

 

Risk category

Financial Accounting Customizing

Financial Accounting → Accounts Receivable and Accounts Payable → Credit Management → Credit Control Account → Define Risk Categories

Sending a document with SAPoffice

  

Sales and Distribution Customizing

Sales and Distribution → Basic Functions → Credit Management/Risk Management → Credit Management/Risk Management Settings → Enter settings

Defining credit limit checks for sales and distribution processing

Automatic credit control

Sales and Distribution Customizing

Sales and Distribution → Basic Functions → Credit Management/Risk Management → Credit Management → Define Automatic Credit Control

Risk management for receivables

Define form of payment guarantee

Sales and Distribution Customizing

Sales and Distribution → Basic Functions → Credit Management/Risk Management → Receivables risk management → Define Forms of Payment Guarantee

 

Define and assign payment guarantee procedures

Sales and Distribution Customizing

Sales and Distribution → Basic Functions → Credit Management/Risk Management → Receivables risk management → Define Forms of Payment Guarantee