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Note that the functions documented here relate to connected SD systems that use at least
release SAP ERP 2005.
If the connected SD systems have an earlier release than SAP ERP 2005, only a reduced
range of functions is available to you for the integration. For more information, see:
Minimum requirement for the release under System and Component Landscape
Integration
The components Sales and Distribution (SD) and Shipping (LE-SHP) are integrated by means of an
implementation of the Business Add-In BADI_SD_CM.
Credit checks take place synchronously, that is, document processing does not continue until the result
has been received.
The commitment is updated asynchronously when you post a document and, in contrast to the update
from Accounts Receivable Accounting, the update is not bundled by means of worklists.
Prerequisites
You have activated SAP Credit Management using the method SET_ACTIVE of the Business Add-In
UKM_R3_ACTIVATE and set the export parameter E_ERP2005. Export parameter E_ERP2005 has the
following effects:
For the credit checks, only the credit-relevant master data of SAP Credit Management is used.
You can only process this master data in SAP Credit Management.
In the IMG activity Define Automatic Credit Control, you can only process those checks relevant for
SAP Credit Management.
The system reaction to the credit check from SAP Credit Management is defined in the IMG activity
Define Automatic Credit Control.
In the credit check, you can simulate the update of the commitment.
To recreate the credit exposure, you have to use the recreation reports UKM_RFDKLI20 and
UKM_RVKRED77 instead of reports RFDKLI20 and RVKRED77.
You have made the SD-relevant Customizing settings for SAP Credit Management.
http://help.sap.com/saphelp_globext607_10/helpdata/en/56/3a55830a8044789236849337071c30/fra
meset.htmFor the settings, see the Implementation Guide (IMG) under Financial Supply Chain
Management Credit Management Integration with Sales and Distribution.
In the setting for credit processing, you also have to consider the follow-on conditions for the availability
check and for the transfer of requirements. For more information see the IMG for SAP Financial Supply
Chain Management under Credit Management Integration with Accounts Receivable Accounting and
Sales and Distribution Integration with Sales and Distribution Make Settings.
Features
Using SAP Credit Management, you can control that in the event of a negative credit check, orders or
individual items are blocked for further processing (for example, delivery).
A new credit check can also trigger the release of blocked documents.
The result of a credit check is returned to the document by means of a status.
Integration
For the credit check in SAP Credit Management, the update of the commitment to SAP Credit
Management is first simulated. The result of the simulation is the basis for the check.
Activities
You can access the BAdI in Customizing for SAP Credit Management under Integration with Accounts
Receivable Accounting and Sales and Distribution Integration with Sales and Distribution Customer
Enhancements BAdI: Connection of Sales and Distribution to SAP Credit Management.
When you post a sales order a commitment with the credit exposure category Order Value is
created and transferred to SAP Credit Management.
Post delivery
When you post a delivery, the commitment of the order delivered is reduced and a commitment
with the credit exposure category Delivery Value is created. Both credit exposure changes are
transferred to SAP Credit Management. Deliveries without an order reference do not create a
commitment; here the credit exposure does not arise until the billing document is transferred to
Accounts Receivable Accounting.
Reverse document
When you reverse an SD document the related commitment is reduced and the commitment of the
preceding document is increased.
Credit account
Risk category
Standard Variants
The standard provides different report variants for credit personnel to process sales documents:
Report Variants
Function
Program Name
Menu Path
RVKRED02
RVKRED03
RVKRED01
Output
You get a list of all documents that meet your selected criteria and that you are authorized to process.
You can sort this list by specific criteria and set up the way in which it is displayed.
Activities
In the output list, you can review the credit situation of any customer and, according to credit policy,
decide how to continue processing the sales and distribution documents.
You now have the following options:
Grant the credit and release the sales and distribution document
Reject the credit and cancel the sales and distribution document
Reassign the blocked sales and distribution document and specify a new sequence of blocked
sales and distribution documents. This enables you to give priority to and release several
documents with a low document value until their credit limit is completely used up, instead doing so
for a single document with a high document value that has already exceeded its credit limit.
After you carry out a particular task (for example, releasing a document), the system displays a
processing status in the column to the left of your list.
In the output list, the following functions are possible:
Go to information relevant for credit, for example, credit control data, credit master record
You can prevent changes from being made to a blocked sales and distribution document
until it is released from the credit viewpoint. To do this, maintain message 134 in sales
Customizing at Sales Sales and Distribution Documents Define Variable Messages. In
the Type field, choose Error. In this case, you cannot make changes from the list.
The output list additionally displays the status of the credit check from SAP Credit Management
(field CMPS_CM).
The fields filled with credit-relevant master data from FI/SD Credit Management are hidden in the
output list.
Credit-relevant master data maintained in the connected FSCM system (for example, risk
category) is displayed but cannot be changed in the ERP system.
For more information about SAP Credit Management(FIN-FSCM-CR), see SAP Credit Management
(FIN-FSCM-CR) .
1. From the SAP Easy Access screen, choose Financials Financial Supply Chain
Management Credit Management List Displays Credit Exposure.
With this function, delete the credit exposure line items and totals for the business partners and
credit segments concerned in SAP Credit Management.
2.
2. To recreate the credit exposures from an SD system, use the following reports:
UKM_RVKRED77 to recreate the credit exposure where you have removed the cause of the
error in the case of data inconsistencies
3.
3. To recreate the credit exposures from an FI-AR system from the SAP Easy Access screen,
choose Financial Supply Chain Management Credit Management Integration of Credit
Management with FI-AR Asynchronous Credit Exposure Update. Select the open items
concerned in both sections of the selection screen and set the indicator Start Recreation. Run the
function.
In SAP Credit Management, the credit exposure information from FI-AR is added to the transaction
data.