Single Credit Limit Extension To Multiple Customers

 

Create the credit master data with a Credit limit (FD32)

Create the main customer master (XD01)

Create the other customer masters (XD01)

Create the Credit Master (FD32)

Instead of credit limit, mention the credit account → main customer 

 

Configuration Changes

Create a dummy check rule, which doesn’t have any credit check logic

 

Configuration Changes

Extend the customer master to BP –  BP –  UKM000 with some

Create customer master (BP)

credit limit

Master data creation

Create the other customer masters (BP)

Extend the customer master to BPUKM000

In the General data →

credit profile, add the dummy check rule

Set up the business relationship with the main customer as (Subordinate credit account to)

screenshots…..  Let us see the screenshots…..

 

1) Creation of the Dummy check rule

Go to SPR SPRO O IMG FSCM Credit Management Credit Limit Check Define Checking Rules

Credit Risk Monitoring

 

1) Creation of the Dummy check rule

Crea Cr eate te a du dumm mmy y ch chec eck k ru rule le,, Sa Say y “Z1” which doesn’t ha hav ve any che checki cking ng form formula  ula 

 

2) Creation of main customer master (showing only Credit management related screenshots)

Create the customer master in the normal way with Rules, Rules, Risk Class, Check Rule and Credit Group

 

2) Creation of main customer master (showing only Credit management related screenshots)

Put the credit segment and credit limit in BP –  BP – UKM000 UKM000

 

3) Creation of the other customer masters (just showing the Credit management related screenshots)

Put the Rules, Risk class and in Check Rule put –  put – Z1 Z1 (the dummy check rule created), along with the Credit Group

 

3) Creation of the other customer masters (just showing the Credit management related screenshots)

In the Credit limit data (BP –  UKM000), just select the Limit (BP  – UKM000), defined, but do not put any limit here Now, set up the relationship between the main customer and this customer using the button – button  – “Relationship “Relationships” s”

 

3) Creation of the other customer masters (just showing the Credit management related screenshots)

Here, select the relationship category –  TUKM001 category – TUKM001 Select the appropriate Credit Segment Enter the main customer and press “Enter”

The detail will appear here, so click on “Save” to save the master data  You can see this relationship in the main customer master also (shown in the next slide)

 

How the relationship relationship looks in the main customer master 

Check the relationship from the main customer is “Superordinatee Credit Account From” “Superordinat From”

The subordinate accounts are mentioned here. You can have multiple subordinate accounts linked to the main customer account, as shown in this screenshot

 

How the credit exposure looks in the main customer 

You can see that BP details are mentioned me ntioned here for each e ach Business partner, partner, including the subordina subordinate te ones There will not be any Credit Check Che ck at the subordinate Customer. It will only happen at the main customer level