SAP S/4HANA Credit Management – New Information Category 50
This blog covers necessary configuration and the behavior of one of new functions in Credit Management in SAP S/4HANA 2021. It is about a new information category 50 (Additional Adjustment) and Information Type 01 (High Season) in BP master data.
With this function, you can top up credit limit in certain period of time (e.g. holiday season), so that you can take more orders than usual from the customer.
Both customizing and changes to master data are required.
- BP master data
Information Category 50 (Additional Adjustment)
Information Type 01 (High Season)
- Customizing (IMG)
Flag “Include Additional Adjustments”
Let’s have a look at the customizing first.
2. Master Data
On BP master (Role UKM0000), you need to do the two things.
- In [ General Data – Credit Profile ] tab, set the Check Rule where the flag in the previous section is ON.
- Either in [ General Data – Credit profile ] tab or [ Credit Segment Data – Credit Limit and Control ] tab, make an entry under “Futher Information”.
You need to select Information Category 50 (Additional Adjustment) and insert an entry with Information Type 01 (High Season).
Information Type 01 is displayed as 1 on the screen.
Then enter amount with currency and period.
“Further Information” section is in [ General Data – Credit Profile ] tab, too, but you don’t need to maintain both tabs.
You are done with the configuration now.
3. Test the behavior
You can switch the system behavior with flag “Relevance” in BP master without changing customizing.
As prerequisite, the sales order is created on August 23rd.
Now, change the flag ON and test again.
You do not get a popup and find that the order can be taken because the limit is temporarily increased because of high season.
A sales order was saved without popup.
[ Additional Information ]
Transaction UKM_ADDINFOS_DISPLAY to display “Further Inforation” in BP master is now found in SAP Menu as of SAP S/4HANA 2020.