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Author's profile photo ahmed rashed

Activate approvals for credit limit request in business partner

Introduction

In this Blog post we will describe How to activate approvals for credit limit change in BP screen , in most business cases customers needs to apply approval if any user increased the credit limit, this function will allow the financial manager to check and review the credit limit before affects in the BP and allow him to approve or reject the limit requested

Prerequisite

To be able to activate this function you should first make sure that the Workflow user  : SAP_WFRT is active and have the required standard authorizations

Configuration Steps

Step 1: Define Events and Follow-On Processes ( in this steps we will add the trigger point to start workflow ) 

Go to > Financial Supply Chain Management Credit Management Credit Risk Monitoring Processes Define Events and Follow-On Processes

Step 2: On the Change View “ Events“: Overview screen, select New Entries and enter the following:

Activity

Type of Event

Log

MAINTAIN

LR

2

Step 3: Maintain Follow-On Processes per Event.

Select the event and go to Follow on processes > choose New Entries button and maintain the processes

Activity

Type of Event

Follow-On process 1

MAINTAIN

LR

LIMIT_REQ

The Result

Go to BP > in change mode choose role : UKM000 Sap Credit Management > increase the credit limit for the customer

We will change the limit from 5000 to 6000, you will see that the new line appear in BP screen with the value requested, the requested date and the requested value

the requested value ” 6000 ” did not affect in the limit defined and waiting the authorized person to reject or approve

if the authorized person approve the new requested limit then the limit defined will be increased from 5000 to 6000

if the authorized person reject the new requested limit then the limit defined will not change

you can use the authorization object : F_UKM_SGMT to give an access to financial manager for example and tick on release, and remove it from any other users

so the authorized user only can release the limit request.

in our case we will release the credit limit request, once you click on release bottom the credit limit will changed then click Save

Conclusion:

by following the above steps you can activate approvals for credit limit change in business partner screen with simple configurations

if you have any questions let me know in the comment box

Thanks & Regards

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      11 Comments
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      Author's profile photo Thangaraj Thomas
      Thangaraj Thomas

      Hi Mr ahmed rashed

      Excellent Blog. Thank you.

      Regards

      Thangaraj Thomas

      Author's profile photo ahmed rashed
      ahmed rashed
      Blog Post Author

      you are welcome

      Author's profile photo Abdelrahman Zaki
      Abdelrahman Zaki

      Hi Mr. Ahmed

      Very usefull article and great effort.

      Regards,
      Abdelrahman Zaki

      Author's profile photo ahmed rashed
      ahmed rashed
      Blog Post Author

      Thanks you AbdelRahman

      Author's profile photo Anatoly Rogachikov
      Anatoly Rogachikov

      Hi Ahmed,

      Thank you for the article, very useful. Next question - how to make a credit limit request document crated automatically in the case management out of it? What is missing? appreciate your comments.

      Regards,

      Anatoly.

      Author's profile photo ahmed rashed
      ahmed rashed
      Blog Post Author

      Hi Anatoly,

      you should activate BC set : UKM_DCD_CUST using Tcode : SCPR20

      that will send the blocked sales order to DCD

      Thanks

      Author's profile photo Eirini Konsta
      Eirini Konsta

      Dear Ahmed,

      Thank you for sharing!

      Is there any report to review all these credit limit changes?

      BR,

      Eirini

      Author's profile photo Bogdan-George Bucalae
      Bogdan-George Bucalae

      Hi,

      Can you please elaborate from this step "you can use the authorization object : F_UKM_SGMT to give an access to financial manager for example and tick on release, and remove it from any other users"?

      I feel like there is a lack of details to access the authorization object.

      Thank you

      Author's profile photo Andrada Avirvarei
      Andrada Avirvarei

      Hi,

      To check that, role SAP_FIN_FSCM_CR_USER is delivered with all authorizations for this authorization object.

      For example, assign this role to the user, double click on the role, go to authorization tab, access "display authorisation data" button, search for activity row and you'll see all activities that user has access to.

      Author's profile photo Sabyasachi Dash
      Sabyasachi Dash

      Hi

      wanted to know if there are multi level approval based on the credit limit value and after approval or rejection a mail should be triggered. How to achieve this??

      Author's profile photo Dammah Sebiyam
      Dammah Sebiyam

      Hi Mr Ahmed,

      Nice article. Thanks for sharing.

      We have a situation we need to auto assign credit segment, check rule, risk class and credit limit to the business partner. Is there an event or BADI/exit related to BP with UKM000 role that we could use with our own logic?

       

      Thanks