Credit Management
Credit Management in SAP FI/SD covers the organizational setup, master data, configuration, and integration required to monitor and control customer credit exposure, prevent unwanted sales order or delivery processing when risk limits are exceeded, and reconcile credit exposure with accounts receivable and sales documents across classic FI-AR/SD credit management and SAP S/4HANA Credit Management (FSCM).
Overview
Credit Management in SAP FI/SD covers the organizational setup, master data, configuration, and integration required to monitor and control customer credit exposure, prevent unwanted sales order or delivery processing when risk limits are exceeded, and reconcile credit exposure with accounts receivable and sales documents across classic FI-AR/SD credit management and SAP S/4HANA Credit Management (FSCM).
Lessons in this topic
- Configuring Automatic Credit Checks: Risk Categories, Check Rules, and Blocking BehaviorLearn how automatic credit checks are configured using credit control areas, risk categories, and check groups, and how blocking and release workflows affect sales order and delivery processing.
- Credit Management Fundamentals: Purpose, Organizational Structure, and Master DataUnderstand why Credit Management exists, how credit control areas and customer credit master data are structured, and how they relate to sales and accounts receivable processes.
- Credit Exposure Integration: How Sales, Delivery, and Billing Documents Update Customer Risk in Real TimeUnderstand how open sales orders, deliveries, billing documents, and open AR items combine to form total credit exposure, and how this exposure drives automatic credit blocks and releases across the order-to-cash cycle.