If you want to clarify the use of credits in your business partners' contract accounts, you can use the following functions:
Credit clarification
Processing credits
Using the Credit Clarification function, you can process the following credits:
Credits that were selected and placed in clarification processing by the mass activity
Create Credit List
Credits that were placed in the clarification worklist during posting based on the settings defined in Customizing
SAP only recommends using the
Processing Credits
function for manual processing of individual credits that were not entered by the credit list.
If the credit items are not included in the clarification worklist automatically during posting as a result of the system settings for credit clarification, you have to run the mass activity
Create Credit List
periodically. (See
Creating Credit Lists
).
In the Implementation Guide for
Contract Accounts Receivable and Payable
, under
Business Transactions
→
Credit
, you have defined the document types to be used for posting credits.
Under
Business Transactions
→
Credit
→
Define Selection Criteria for Credit Clarification
, you have defined the parameters that determine whether an item is placed in the clarification worklist directly during posting or via the credit list. You determine whether or not an item is placed in the clarification worklist directly during posting or via the credit list by setting the indicator
Immediately
.