Activate approvals for credit limit request in business partner
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
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
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:
Type of Event
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
Type of Event
Follow-On process 1
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
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
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
Hi Mr ahmed rashed
Excellent Blog. Thank you.
you are welcome
Hi Mr. Ahmed
Very usefull article and great effort.
Thanks you AbdelRahman
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.
you should activate BC set : UKM_DCD_CUST using Tcode : SCPR20
that will send the blocked sales order to DCD
Thank you for sharing!
Is there any report to review all these credit limit changes?
this report can give you the change history for credit cahnges
tcode : se38 > insert repot name : BUSCHDOC
if you can find the credit segment in the application object, you can follow this note
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.
To check that, roleis 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.
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??
you can use multi level approval if you activate advanced credit using DSD ( dcoument credit decision )
and you can enhance the workflow to insert your custom logic
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?