Settings for Credit Management and Risk Management: Overview (SAP Library - FI/SD

Settings for Credit Management and Risk Management: Overview

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