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  • 01 Setting A Credit Limit

    Uploaded by

    Oussama Lachhab
    12 views4 pages
    This document provides instructions for setting a credit limit in 6 steps: 1) Open the Manage Credit Accounts app; 2) Enter the business partner number and select Go; 3) View the credit profile and select Edit; 4) Set the appropriate calculation, risk, and check rules; 5) Select the Credit Segments tab and set the credit segment and limit; 6) Save the changes. Completing these steps allows a credit controller to successfully set a credit limit for a business partner.

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    Original Title

    01 Setting a Credit Limit

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    This document provides instructions for setting a credit limit in 6 steps: 1) Open the Manage Credit Accounts app; 2) Enter the business partner number and select Go; 3) View the credit profile and select Edit; 4) Set the appropriate calculation, risk, and check rules; 5) Select the Credit Segments tab and set the credit segment and limit; 6) Save the changes. Completing these steps allows a credit controller to successfully set a credit limit for a business partner.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    12 views4 pages

    01 Setting A Credit Limit

    Uploaded by

    Oussama Lachhab
    This document provides instructions for setting a credit limit in 6 steps: 1) Open the Manage Credit Accounts app; 2) Enter the business partner number and select Go; 3) View the credit profile and select Edit; 4) Set the appropriate calculation, risk, and check rules; 5) Select the Credit Segments tab and set the credit segment and limit; 6) Save the changes. Completing these steps allows a credit controller to successfully set a credit limit for a business partner.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    of 4

    Setting a Credit Limit

    Setting a Credit Limit

    Explanation Screenshot

    Would you like to know more


    about how a credit controller
    sets a credit limit?

    If so, follow this interactive


    tutorial.

    1. To open the app, select


    the Manage Credit Accounts
    tile.

    2. In the Business Partner


    field, enter 17100011 and
    press Enter.

    1
    Setting a Credit Limit

    Explanation Screenshot

    3. Choose Go.

    4. To view the credit profile


    for business partner
    17100011, choose the
    arrow.

    5. The Scoring tab is already


    selected for you.

    Choose Edit.

    Set the appropriate


    Calculation Rule, Risk Class,
    and Credit Check Rule.

    For this tutorial, the correct


    settings are applied for you.

    2
    Setting a Credit Limit

    Explanation Screenshot

    6. Choose the Credit


    Segments tab.

    The Credit Segment and


    Credit Limit are set for you.

    If you have a list of


    customers for which the
    credit limit should be
    revisited at a point in the
    future, you can select a Limit
    Valid To date.

    7. Choose Save.

    3
    Setting a Credit Limit

    Explanation Screenshot

    8. To return to the
    launchpad, choose SAP.

    You have successfully set a


    credit limit.

    This concludes the


    interactive tutorial.

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