Skip to Content

One credit master record for group of customers (FD32)

Hi to All,

Here i will try to explain a simple business scenario and step by step configuration.if you have a business requirement to maintain one credit master in FD32 for group of customers this document will help you.It`s seems to be very small and it will be very use full in real time.

Ex. i have customer name X, and he has 4 branch offices and they all are individual sold to parts. My businesses don`t want to give individual credit limit to all 5 sold to parts. so create only one master record for all 5 customers.

Main office X and branch offices followed by A,B,C,D.

Step 1: Create credit master for X in FD32(same as normal process)

Step 2: i) Create credit master for Branch office “A”  in FD32.

              ii) Enter customer name “A” , credit control area and select only “status view” and execute the record.

             /wp-content/uploads/2012/06/2_109046.jpg

             iii) Go menu bar select EDIT –> CHANGE CREDIT ACCOUNT(F6)

             /wp-content/uploads/2012/06/1_109047.jpg

             iv) Enter credit account “x” execute and save the record.

               /wp-content/uploads/2012/06/3_109048.jpg

        v) When you add reference customer (A) to main customer(X) you will get message”credit limit from account “X” should be maintained for account “A”

Step3: Follow the Step2 for all branch office customers (B,C,D)

Step4: You can see the all list of branch office names(A,B,C,D) in master record “X” by selecting EDIT — > CREDIT ACCOUNT CUSTOMERS(F5) in status view.

Note: all the credit amount of customers “A,B,C,D” will be updated in Credit master of “X” . And the credit blocks are also performed based of Credit master of “X” .

Hope you like business scenario and my explanation 🙂 .. 🙂 .

Regards,

Patchala.

12 Comments
You must be Logged on to comment or reply to a post.