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Credit Manager in SAP NetWeaver Business Client Locate this document in the navigation structure

Role Role: SAP_SR_CREDIT_MANAGER_5

 

Features

This role matches the SAP NetWeaver portal role Credit Manager 1.4.

Activities

The following table outlines the activities credit managers can perform from the available work centers:

Work Centers and Activities

Work Center

Activities

Worklist

Allows you to check tasks and notifications. For example, you can check for notifications about customers where their risk class has changed based on new external reports imported by the system.

Processing of Credit Limit Requests

Allows you to check, edit, and forward credit limit requests. You can also approve or reject credit limit requests.

Processing of Blocked Sales Orders

Allows you to check sales orders that have been blocked because of a negative result from a credit check. In addition, you can recheck, release, or reject sales orders.

Processing of Blocked Customer

Allows you to check and edit the master data of customers that have a credit block on account level or are due for resubmission.

Reports

Allows you to access reports for credit management.

Notes on Tailoring

This is a sample role that maps the complete credit management process. Instead of using the delivered role directly, you should copy it to one or more roles of your own. In the new, enterprise-specific roles, you adjust the menu elements to fit your planned process steps and tasks. You then assign the authorizations. For more information, see User and Role Administration of AS ABAP.

Integration

To use this role, you must activate the following business functions:

  • FIN_FSCM_CCD (FSCM, Functions)

  • FIN_FSCM_CCD_2 (FSCM Functions 2)

  • FIN_FSCM_INTEGRATION (FSCM, Integration)

  • FIN_FSCM_CCD_INTEGRATION (FSCM Integration 2)

This role belongs to the application component FIN-FSCM-CR.

Depending on the system landscape used, the role requires individual applications or reports from remote systems. This is the case with reports from systems with the system aliases SAP_BW or SAP_BI. In this case, you have to create system connections. For more information, see 5.10 Remote Systems.

In most cases, the name of the system connection matches the name of the system alias, but specific connection attributes can be attached (_RFC, _HTTP, _HTTPS). For most of the ERP NWBC roles, the connection type is H.

This role contains the following system aliases:

  • SAP_BW

  • SAP_ECC_CreditManagement

  • SAP_ECC_Financials

Configuration

You have made the following settings in Customizing for:

  • Personal Object Worklist under   Cross-Application Components   General Application Functions   Generic SAP Business Suite Functions  

  • Personalization under   Cross-Application Components   General Application Functions   Generic SAP Business Suite Functions  

  • Enterprise Services under   Financial Supply Chain Management   Credit Management   Credit Risk Monitoring   Credit Limit Request  

  • Web Interface for Credit Limit Request under   Financial Supply Chain Management   Credit Management   Credit Risk Monitoring   Credit Limit Request  

Constraints

Some of the roles in SAP NetWeaver Business Client differ from the corresponding Portal roles with regard to the features offered. For more information, see SAP Note 1521466.