Rating Business Partners 

Use

You can rate business partners for various business processes using external agents or company-specific internal procedures. A rating provides information on a customer’s credit standing and thus creditworthiness.

Integration

To rate the business partner, SAP Customer Relationship Management (SAP CRM) uses the credit standing check of a Credit Management System (for example SAP Credit Management), which it accesses via SAP NetWeaver Exchange Infrastructure (SAP NetWeaver XI).

For information, see XI Content for Account Origination.

For information on the rating in SAP ERP Credit Management, see the SAP Help Portal under mySAP ERP 2005 ® SAP ERP Central Components ® Financials ® SAP Financial Supply Chain Management (FIN-FSCM) ® SAP Credit Management (FIN-FSCM-CR).

Prerequisites

●     You have made the setting that enable SAP CRM to be connected to the external Credit Management system.

For more information, see Connecting External Systems.

●     The data on the business partner for which you want to carry out the rating exists in Credit Management.

For more information, see Distributing Business Partner Data.

●     You have obtained the customer’s permission to carry out external ratings. This permission notification has been signed by the customer and stored in the case record.

You have defined the document type for the permission notification in Case Management.

For more information, see the Implementation Guide (IMG) for Financial Services under Account Origination ® Case Management for Financial Services ® Process Control ® Save Document Type for Permission Declaration for External Rating.

Features

You can carry out the rating for business partners as part of the following functions:

●     When you maintain the business partner master data:

The result of the rating is only available for the duration of the current session. The system does not save the result.

If you use SAP Credit Management, in Customizing for the system you can store how long the system saves the results of external queries.

●     When you maintain the financial service quotation (FS quotation):

The rating for business partners is integrated in the business transaction as an action.

○     You can carry out the rating for the partner functions Sold-to Party (at quotation header level) and Guarantor (at quotation item level).

○     The system displays the results of the rating in the message log.