如何配置SAP客户信用控制.doc

CREDIT MANAGEMENT PROCESSCredit managementUsing Credit Management, one can minimize the credit risk by defining a credit limit for customers. This is especially important if one is doing business with customers in financially unstable sectors or countries, or trade with countries that are politically unstable or that adopt a restrictive exchange rate policy.Activities in SAP related to credit managementDefines automatic credit limit checks according to a range of criteria and in line with your company’s requirements. It can be also defined at what point the system carries out these checks (order, delivery, goods issue, and so on). The credit representative is automatically alerted to a customer’s critical credit situation as soon as order processing starts. The relevant employees can be automatically notified of critical credit situations via internal mail. Company’s credit representatives are able to check a customer’s credit situation quickly and reliably, and, in line with the appropriate credit policy, to decide whether the customer should be granted credit. STEPS FOR CREDIT MANAGEMENT CONFIGURATION PROCESS STEP 1- DEFINE CREDIT CONTROL AREAMenu Path –IMG – Enterprise Structure-Definition-Financial Accounting-Define Credit Control Area.T.CODE - SPROYou can create your credit control area as given below. Here we have created credit control area 0007.The credit update controls when the values of open sales orders, deliveries, and billing document are updated.Update group 000012：Sales orderIncrease open order value from delivery-relevant schedule lines (增加未清订单价值).Delivery: (减少未清订单价值而增加未清交货价值)Reduce open order value from delivery relevant schedule linesIncrease open delivery valueBilling document: (减少未清交货价值，增加未清发票价值)Reduce open delivery valueIncrease open billing document valueFinancial document : (减少未清出具发票单据价值，增加未清项目)Reduce open billing document valueIncrease open items更新组000015（对销售订单不做控制）交 货