SAP Credit Management in S/4HANA (1909)
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This blog provides an update on Credit Management capabilities based upon the S/4HANA 1909 release.
Basic Overviews of SAP Credit Management
The following blogs provide excellent overviews of SAP Credit Management:
SAP Credit management: Functional overview
SAP Credit Management in S/4HANA
Features of SAP Credit Management in S/4HANA
Overview of the features of Credit Management in S/4HANA from a functional perspective:
What is Included in the Basic License of SAP Credit Management in S/4HANA?
The basic license includes the manual features for setting credit limits, setting risk classes and setting an
internal score for a Business Partner. If an automated calculation is needed, then an additional license is
required for the Advanced Credit Management with S/4HANA option.
Summary of features:
For the link to an external credit agency, an xml formatted file can be added as project work or the data can be
input manually on the Business Partner as a part of the base license. An additional license is required to use the
cloud-based link to credit agencies. The cloud-based service provides about 20-30 credit agencies such as Dun
& Bradstreet right out of the box.
SAP Cloud for Credit Integration
An additional option for credit integration is the SAP Cloud for Credit Integration application service. SAP
S/4HANA Cloud for credit integration allows you to use external credit risk information in order to make
better credit decisions and to automate the monitoring of your customers’ credit risk.
Features:
Connect to the world’s leading credit bureaus
Seamless integration of credit risk evaluation and reports delivered by credit agencies
More than 10 agencies already available.
New capabilities for SAP S/4HANA 1909:
Schedule Credit Management Jobs
The following update jobs may now be scheduled:
Repeat the credit check of SD documents
o released documents are checked only if the validity period for release is over (number of
days).
o re-check SD documents to find out if the creditworthiness of the customer has changed in the
period between the sales order date and the delivery date.
o re-check SD documents that have passed the initial credit check successfully, but for which in
the meantime negative events might have happened. For example, the credit limit of the
customer might have been reduced or other the dunning level might have been raised.
Update the score for business partners
o perform mass updates to the score of business partner
o You can restrict update by Business Partner, Rule, and Valid-to date of score.
Update the credit limit for business partners
o perform mass changes to the credit limit in the credit account of business partners
o restrict updates by:
Business partner, Rating procedure, Credit segment, and Valid-to date of the credit
limit
the field Only Blocked in Credit Management, then only those credit accounts that
are blocked in Credit Management are selected,
the field Only Special Attention, then only those credit accounts that are marked for
special attention are selected
o Update the rule for scoring and credit limit calculation, and the checking rule
restrict updates by filtering on the previous rule for scoring and credit limit
calculation and/or the business partner
o Assign the Credit Management role to business partners
select on or more business partners to assign them the Credit Management role
Additional details can be located
at: https://help.sap.com/viewer/a8aaa72cb39a48528b39b61623c15baa/1909.000/en-
US/83d992d1e8c847678fb89bd9b5dd88f2.html
Fiori Credit Management Apps
New Fiori Credit Management Apps for SAP S/4HANA 1909:
Analyze Credit Loss Allowances
Create Credit/Debit Memos (Mass Processing)
Schedule Credit Management Jobs
Manage Sales Document Workflows / Manage Credit Memo Request Workflow
Additional Fiori Credit Management Apps for SAP S/4HANA 1909:
Analyze Credit Exposure
Confirm Customer List (Accounting)
Credit Limit Utilization (S/4HANA)
Display Business Partner
Display Credit Data – Credit Profile
Display Credit Data – Segment
Display Credit Exposure
Display Credit Limit Utilization
Display Credit Management Log
Display Credit Master Data
Display Payment Behavior
Import External Credit Information
Manage Business Partner – Credit Profile
Manage Credit Cases
Manage Credit Rules
Manage Documented Credit Decisions
Navigate to specific DCD
Where is Credit Management Information displayed in S/4HANA?
The Business Partner displays where the Credit Management data is stored. In the BP Role of “SAP Credit
Management” the Scoring Rules, Risk Class, Check Rule and the integration to External Credit Agencies are
all listed. This can be accessed via the GUI t/code “BP” (refer to the Credit Profile and Creditworthiness tabs)
or in Fiori by the “Manage Business Partner” app. Here is an example of the BP t/code:
What is the Minimum Configuration Required for SAP Credit Management in S/4HANA?
Following the “Principle of One “where there was overlapping functionality across applications, the S/4HANA
solution is simplified to one. At its core, SAP Credit Management in S/4HANA is for all intents and purposes
FSCM which was re-branded in S/4HANA. The former AR and SD features were then added. SAP Credit
Management in S/4HANA resides in the Finance Module. For the minimum configuration of SAP Credit
Management in S/4HANA, perform the “required” actions in the Task List PDF attached to the SAP
Note 2270544.
2270544 – S4TWL – Credit Management
Summary
This blog identified the major changes in Credit Management functionality in S/4HANA 1909. Let me know
what you think of this blog or if you have ideas for other blogs that are needed.
