The workbench for credit analysts is only intended for use in systems that are integrated with Credit Management (FI-AR-CR, SD-BF-CM). The following options are available for processing blocked transactions if your system is integrated with an external credit management system:
Manual Single Processing of Blocked Transactions
Manual List Processing of Blocked Transactions
If a credit analyst determination function is defined in your system, the system notifies you with a system message (warning or error) or workflow item that a sales transaction has been locked for further processing for credit reasons.
You have the following options for processing the blocked transactions:
Release transaction or items manually
Note
You cannot release sub-items in an item hierarchy directly; you can only release the higher level main item. When you release a main item, all the subitems are also released automatically.
Perform new credit check
You can trigger the new check manually in the transaction.
You can recheck multiple transactions by scheduling report CRM_CREDIT_RECHECK
as a background job.
Cancel the order
In manual list processing of blocked orders, you can check and continue processing of sales transactions that were locked by the system as a result of the credit check. You have the following options:
You use the workbench for credit analysts as part of a customer project. For further information, see Workbench for Credit Analysts for Integration with Credit Management (FI-AR-CR, SD-BF-CM in SAP ECC).
You implement an application for processing blocked transactions as part of a customer project. For example, you can use SAP Visual Composer to do this. SAP provides you with the following function modules for this purpose:
Select blocked orders (CRM_CREDIT_BL_ORD_SELECT
)
You can use this function module to select the blocked orders according to various selection criteria.
Execute credit check (CRM_CREDIT_BL_ORD_CHECK
)
You can use this function module to repeat the credit check on an order. The system then sets the credit status.
Credit release (CRM_CREDIT_BL_ORD_FREE
)
You can use this function module to perform the credit release for a blocked order.
Item details (CRM_CREDIT_BL_ORD_ITEM
)
You can use this function module to display the details on the individual items in an order.