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Credit Control
Account
In the following steps, you make the settings
for the credit control account.
You define the following groups and
categories:
- Groups (general grouping field for use as
required)
- Credit representative groups
You can allocate your customers to these groups
and categories for purposes of reporting and monitoring.
You can also define field groups and allocate
these to master record fields. This enables you to:
- only select the changes to certain fields
using the reports for displaying change documents.
- protect individual master record fields by
allocating authorizations.
Allocation of
authorizations is optional. You only need it if you do not want all those
clerks with change authorization for credit master record fields to have
change authorization for all master record fields.
The contents of the
protected fields can still be displayed by all users but can only be changed
by those with the appropriate change authorization for these
fields.
To allocate this
special authorization, proceed as follows:
a) First define
field groups (see the step Define field
groups).
These groups are an
amalgamation of the fields that should be protected.
b) Then,
allocate any master record fields that need special protection to these groups
(see the step Group fields).
c) Next define
the authorization by specifying the group under the authorization object
Credit management: Change authorization for certain
fields.
d) Finally
allocate this authorization to the required profile.
Profiles are defined
in the accounting clerk user master records. The authorizations work via these
master records.