Credit management on Utilities and CRM

[Former Member]

Hello,

I got a question about the integration of the business partner role UKM000 and CRM, the BP role UKM000 can be replicated to CRM? or all the credit data (profile and segments) has to be maintained in ECC?

Thanks!

Chomps.

[AmlanBanerjee · Accepted solution]

Hi Chomps,

If you are using SAP CRM 2007 or the above versions, then only you will be able to replicate the Business Partner role UKM000 into CRM.

The exception to the above are-

(a) SAP CRM 5.1 and CRM 2006s for Industry Solutions-Telecommunications.

(b) SAP CRM 2006s for Industry Solutions-Utilities, but only for displaying master data from

SAP Credit Management  and requesting external information.

Hope it helps..

Thanks,

Amlan

[Former Member]

Hi Amlan, thanks for your answer.

One additional question, what role do the payment terms play while doing a credit check over an specific Sales order?

Thanks again!

[AmlanBanerjee]

Hi Chomps,

You can use payment terms as a criterion in the credit check formula for determining the credit score and subsequently the risk class of the particular customer.

Also, if depending on the credit score and the risk class of the customer, you can change the payment terms of the customer contract account through event 4506.

Hope it helpss..

Thanks,

Amlan

[Former Member]

So, lets say that if the customer has a payment term of 0 days (no credit), then I need also to either:

1.- Assign a credit limit of 0

or

2.- add in the check rule (not the scoring rule) verify if the customer has a payment term of 0 days then block the order (independently of there is a credit limit assign to a particular segment, because the payment term is 0 days.

[AmlanBanerjee]

Hi Chomps,

It depends on your business process whether to block the Sales Order by adding in the check rule or to assign a credit limit of 0.

I am attaching the standard SAP process flow for the same.

Hope it helps..

Thanks,

Amlan