Rating of Business Partners 

Use

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

Integration

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

For more information, see XI Content for Account Origination.

For more information about rating in SAP ERP Credit Management, see SAP Help Portal at help.sap.com → mySAP ERP 2005 → SAP ERP Central Component → Financials → SAP Financial Supply Chain Management (FIN-FSCM) → SAP Credit Management (FIN-FSCM-CR).

●      If you want to deactivate the functions for the credit rating check, see SAP Note 1006362 Switching Off the Credit Standing Check.

Prerequisites

●      You have made the settings necessary to connect SAP CRM to the external credit management system.

For more information, see Connection of External Systems.

●      Since the credit rating check is performed in credit management and not in SAP CRM, you have made the necessary settings in the credit management system.

For more information see Settings in Credit Management for Account Origination.

●      The data for the business partner that you want to rate exists in credit management.

For more information, see Distribution of Business Partner Data.

●      You have obtained the customer’s permission to perform an external rating. The declaration of consent has been signed by the customer and is stored in the case record.

You have defined the document type for the declaration of consent in Case Management.

For more information, see Customizing for Financial Services → Account Origination → Case Management for Financial Services → Process Control → Save Document Type for Permission Declaration for External Rating.

Features

You can rate business partners 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 specify how long the system saves the results of external queries.

●      Maintain the financial service quotation (FS quotation):

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

○       You can perform 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.