End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

1. Calculating Credit Ratings

Explanation Screenshot

Would you like to know more

about how a credit controller
sets rules, calculates scores,
sets risk classes, and sets
credit limits for customers?

If so, follow this interactive

tutorial.

1. To open the app, select

the Maintain Business
Partner tile.

2. Enter 17100011 as the

business partner and choose
Start.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Double-click the business

partner.

4. To select the business

partner role, open the list.

5. Select SAP Credit

Management.

6. To edit the information,

choose Switch Between
Display and Change.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

7. Choose Credit Profile.

8. To select a rule, open the

Rules list.

9. Select All Ext. Credit

Agencies, Scoring, and Limit
Rules.

For this tutorial, the check

rule has been selected for
you.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

10. To enter external credit

information, select the scroll
bar to scroll down.

11. To select a rating

procedure, open the input
help.

12. Select 0CRCH.

13. Choose Continue.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

14. In the Rating field, enter

80 and press Enter.

15. To select another rating

procedure, open the input
help.

16. Select 0CREDS.

17. Choose Continue.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

18. In the Rating field, enter

82 and press Enter.

19. Additional rating

procedures and ratings have
been entered for you.

Choose Enter.

20. Choose Credit Segment

Data.

In the Credit Limit section

you can review the credit
limit. The credit limit is
automatically
calculated based on the last
year's sales with the
respective business partner.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

21. Choose Save.

22. To return to the

launchpad, choose SAP.

You have successfully set

rules and calculated the
credit limit for a customer.

This concludes the

interactive tutorial.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

2. Creating Credit Limit Requests

Explanation Screenshot

Would you like to know more

about how an internal sales
representative creates a
credit limit request?

If so, follow this interactive

tutorial.

1. To open the app, select

the Manage Credit Cases
tile.

2. In the Role-Based View,

expand SAP Credit
Management - Credit Case.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Expand Cases.

4. Double-click Credit Limit

Request.

For this tutorial, we will keep

the default status New.

5. In the BusinessPartner
field, enter 17100011 and
press Enter.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

6. In the Requested field,

enter 5.00 and press Enter.

7. To select a credit
segment, open the list.

8. Select Credit Segment

1000.

9. Enter the processor.

For this tutorial, enter the

processor ID
CB9980000075 and press
Enter.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

10. To select a reason for the

credit limit request, open the
list.

11. Select 01 - Credit Limit

for New Customer.

12. Choose Save.

A new case is created. The

Case ID field is populated
with the case number.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

You have successfully

created a credit limit request.

This concludes the

interactive tutorial.

13.
To return to the launchpad, choose SAP.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Approving Credit Limit Requests

Explanation Screenshot

Would you like to know more

about how a credit controller
approves a credit limit
request?

If so, follow this interactive

tutorial.

1. To open the app, select

the Manage Credit Cases
tile.

2. In the Role-Based View,

expand SAP Credit
Management - Credit Case.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Expand Cases.

4. Double-click Credit Limit

Request - Search.

In the Case Search section

you can enter filter criteria to
limit the results that display.

For this tutorial, we will

search by credit segment.

5. In the Credit Segment

field, enter 1000 and choose
Search.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

6. Double-click the case ID

you want to approve.

7. To edit the credit limit

request, choose Display < -
> Change.

8. To process the credit limit

request, open the Status list.

9. Select In Process.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

10. Choose Save.

11. In the Approved field,

enter the amount of credit
you want to approve.

For this tutorial, we will

approve the requested
amount. Enter 5.00 and
press Enter.

12. To approve the credit

limit, open the Status list
again

13. Select Approved.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

14. Choose Save.

15. Choose Yes.

16. The credit limit request is

approved.

To return to the launchpad,

choose SAP.

You have successfully

approved a credit limit
request.

This concludes the

interactive tutorial.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

4. Reviewing Credit Limits for Business Partners

Explanation Screenshot

Would you like to know more

about how a credit controller
reviews a credit limit request
for a business partner?

If so, follow this interactive

tutorial.

1. To open the app, select the

Manage Business
Partner - Credit Profile tile.

2. Enter the business partner

number you want to review.

For this tutorial,

enter 17100011 and choose
Start.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Double-click the business

partner.

You can review and change

the Display in BP role field.

For this tutorial, we will leave

SAP Credit Management
selected.

4. Choose Credit Segment

Data.

You can review and change

the Credit Segment field.

For this tutorial, we will leave

1000 Credit Segment
1000(Maintained) selected.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

You can also review and

change the information in
the Credit Limit section. For
example, the limit amount
and valid to date.

For this tutorial, we will not

make any changes.

5. To return to the
launchpad, choose SAP.

You have successfully

reviewed a credit limit
request for a business
partner.

This concludes the

interactive tutorial.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

5. Assigning Credit Cases (1QM)

Explanation Screenshot

Would you like to know more

about how a credit controller
reviews blocked sales orders
and assigns a credit analyst
or a person responsible to a
credit case?

If so, follow this interactive

tutorial.

1. To open the app, select

the Manage Credit Cases
tile.

2. In the Role-Based View,

expand SAP Credit
Management - Credit Case.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Expand Cases.

4. Double-click Documented
Credit Decision - Search.

5. To display a list of credit

cases, choose Search.

6. Select the row for the case

ID you want to assign.

For this tutorial, select

30000000001.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

7. To assign the credit

analyst, open the Change
Field Content list.

8. Select Credit Analyst.

9. In the Processor field,

enter the user ID of the
credit analyst.

For this tutorial, enter

CB9980000058 and choose
Continue.

10. Choose Continue (Enter).

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

The credit analyst is now

assigned.

11. To assign the person

responsible, you must again
choose the row for the case
ID you want to assign.

Select 30000000001.

12. Open the Change Field

Content list.

13. Select Person Respons.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

14. In the Person Respons.

field, enter the user ID of the
person responsible.

For this tutorial, enter

CB9980000058 and choose
Continue.

15. Choose Continue (Enter).

The person responsible is

now assigned.

16. Another way of assigning

the credit analyst and person
responsible is by displaying
the credit case.

Double-click the case ID.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

17. Choose Display <->

Change.

Here you can also assign or

change the required fields.

18. To return to the

launchpad, choose SAP.

You have successfully

reviewed a blocked sales
order and assigned a credit
analyst and a person
responsible for a credit case.

This concludes the

interactive tutorial.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

6. Reviewing Sales Orders (1QM)

Explanation Screenshot

Would you like to know more

about how a credit controller
reviews a blocked sales
order?

If so, follow this interactive

tutorial.

1. To open the app, select

the Manage Credit Cases
tile.

2. In the Role-Based View,

expand SAP Credit
Management - Credit Case.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Expand Cases.

4. Double-click Documented
Credit Decision - Search.

5. To display a list of all cases,

choose Search.

6. To open the credit case,

double-click the case ID.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

7. Choose Display <->

Change.

You can review and update

fields as required.

8. When changes are

complete, choose Save.

9. To return to the
launchpad, choose SAP.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

You have successfully

reviewed a blocked sales
order.

This concludes the

interactive tutorial.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

7. Releasing Sales Orders (1QM)

Explanation Screenshot

Would you like to know more

about how a credit controller
releases a blocked sales
order?

If so, follow this interactive

tutorial.

1. To open the app, select the

Manage Documented
Credit Decisions tile.

Credit Analyst is selected

from the search list.
Therefore, the screen
displays the credit cases that
are assigned to your user.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

2. Select the credit case you

want to release.

3. Choose Release.

4. To confirm that you want

to release the credit case,
choose Yes.

5. Choose Continue (Enter).

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

6. Choose Refresh.

The credit case is now

closed.

7. To return to the
launchpad, choose SAP.

You have successfully

released a blocked sales
order.

This concludes the

interactive tutorial.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

8. Rejecting Sales Orders (1QM)

Explanation Screenshot

Would you like to know more

about how a credit controller
rejects a blocked sales
order?

If so, follow this interactive

tutorial.

1. To open the app, select

the Manage Credit Cases
tile.

2. In the Role-Based View,

expand SAP Credit
Management - Credit Case.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

3. Expand Cases.

4. Double-click Documented
Credit Decision - Search.

5. To view a list of credit

cases, choose Search.

6. Double-click the case ID

you want to view.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

7. To make changes, choose

Display <-> Change.

8. Open the Description list.

9. Select Reason for

Rejection.

10. As the reason for

rejection, enter Item
replaced with a new
item. and choose Save.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

11. To reject the sales

order, open the Sales
Document list.

12. Select Reject.

13. To select a reason for

rejection, open the input
help.

14. For this tutorial, select

Item cancelled & substituted
by new one.

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

15. Choose Copy.

16. Choose Continue.

17. The Display Logs dialog

box confirms that the
document has been rejected.

Choose Continue (Enter).

The status changes to

Closed Automatically and the
document status changes to
Rejected.

Explanation Screenshot

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End User Manual for Advanced Credit Management through FSCM-CR in SAP S4HANA

18. To return to the

launchpad, choose SAP.

You have successfully

rejected a blocked sales
order.

This concludes the

interactive tutorial.

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