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  • Single Credit Limit Extension To Multiple Customers

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    rajesh1978.nair2381
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    1. Create a dummy check rule without any credit check logic to assign to subordinate customer masters. 2. Create a main customer master with credit limit and assign the dummy check rule, risk class, and credit group. 3. Create subordinate customer masters and assign the dummy check rule, risk class, and credit group. Link the subordinate masters to the main customer to inherit its credit limit without individual limits on the subordinates.

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    Single Credit Limit Extension to Multiple Customers

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    1. Create a dummy check rule without any credit check logic to assign to subordinate customer masters. 2. Create a main customer master with credit limit and assign the dummy check rule, risk class, and credit group. 3. Create subordinate customer masters and assign the dummy check rule, risk class, and credit group. Link the subordinate masters to the main customer to inherit its credit limit without individual limits on the subordinates.

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    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    47 views14 pages

    Single Credit Limit Extension To Multiple Customers

    Uploaded by

    rajesh1978.nair2381
    1. Create a dummy check rule without any credit check logic to assign to subordinate customer masters. 2. Create a main customer master with credit limit and assign the dummy check rule, risk class, and credit group. 3. Create subordinate customer masters and assign the dummy check rule, risk class, and credit group. Link the subordinate masters to the main customer to inherit its credit limit without individual limits on the subordinates.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 14

    Create the main Create the credit

    customer master master data with a


    (XD01) Credit limit (FD32)

    Instead of credit limit,


    Create the other
    Create the Credit mention the credit
    customer masters
    Master (FD32) account → main
    (XD01)
    customer
    Configuration
    Create a dummy check rule, which doesn’t have any credit check logic
    Changes
    Extend the customer
    Configuration Create customer master to BP –
    Changes master (BP) UKM000 with some
    credit limit
    Master data
    creation

    Set up the business


    In the General data
    Create the other Extend the customer relationship with the
    → credit profile, add
    customer masters master to BP- main customer as
    the dummy check
    (BP) UKM000 (Subordinate credit
    rule
    account to)

    Let us see the screenshots…..


    1) Creation of the Dummy check rule

    Go to SPRO → IMG → FSCM → Credit Management → Credit Risk Monitoring


    → Credit Limit Check → Define Checking Rules
    1) Creation of the Dummy check rule

    Create a dummy check rule, Say “Z1” which doesn’t have any checking formula
    2) Creation of main customer master (showing only Credit management related screenshots)

    Create the customer master in the normal way with Rules, Risk Class, Check
    Rule and Credit Group
    2) Creation of main customer master (showing only Credit management related screenshots)

    Put the credit segment and credit limit


    in BP – UKM000
    3) Creation of the other customer masters (just showing the Credit management related screenshots)

    Put the Rules, Risk class and in Check Rule put – Z1 (the
    dummy check rule created), along with the Credit Group
    3) Creation of the other customer masters (just showing the Credit management related screenshots)

    In the Credit limit data (BP – UKM000), just select the Limit
    defined, but do not put any limit here

    Now, set up the relationship between the main customer and


    this customer using the button – “Relationships”
    3) Creation of the other customer masters (just showing the Credit management related screenshots)

    Here, select the relationship category – TUKM001

    Select the appropriate Credit Segment

    Enter the main customer and press “Enter”

    The detail will appear here, so click on “Save” to save the master data

    You can see this relationship in the main customer master also (shown in the next slide)
    How the relationship looks in the main customer master

    Check the relationship from the main customer is


    “Superordinate Credit Account From”

    The subordinate accounts are mentioned here. You can have multiple subordinate
    accounts linked to the main customer account, as shown in this screenshot
    How the credit exposure looks in the main customer

    You can see that BP details are mentioned here for each Business partner, including the subordinate ones

    There will not be any Credit Check at the subordinate Customer. It will only happen at the main customer level

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