SAP SD Credit & Risk Management Module Tutorial, Tables and Transaction codes

Here is a PDF training material about Credit & Risk management in SAP SD. Credit and Risk management in SAP is a module under Sales and Distribution ( SD ). This module also integrated with Accounts Receivable of FI module. View its tables, Transaction codes and PDF Tutorials.Credit Management deals with the limit of credits for customers and helping the organization from excess credits. When an Invoice is generated in FI-AR module, system will check the credit limit of that customer in this module. Credit limits can be defined for each customers. Risk management section ensures the guaranteed payments from the customers using valid forms of payments.
 

SAP SD Credit & Risk management tables

TableUsed to store
T691OControl for payment guarantee procedure
T691KForms of payment guarantee
T691RDocument payment guarantee procedure
T691UDetermination of payment guarantee procedure
T691MPayment guarantee procedure
T691PCustomer payment guarantee procedure
T024PCredit Management: Credit Representatives
T691HDocument Value Class (Credit Management)
T691LDescription of payment guarantee forms
T691NDescription of payment guarantee procedure
T691QDescription of customer payment guarantee procedure
T691SDescription of document guarantee procedure

View SD-BF-CM tables list in PDF
 

SAP SD Credit & Risk management transaction codes

Transaction CodePurpose
OVA8Automatic Credit Checks
VKM3Sales Documents
VKM1Blocked SD Documents
VKM4SD Documents
VKM5Deliveries
OVADDelivery Type Assignment
VKM2Released SD Documents
OVFLAssign credit contrl area/sales area
OVA7Credit Relevancy of Item Categories
OVB8Criteria for Creating a Requirement
OVA6Credit Groups for Document Types
OVFDForms of payment guarantee
OVB5Req. for Creating a Purch.Requisit.
OVFJDetermine payment guarantee proced.
VOKRConfiguration of Credit Release

View SD-BF-CM Tcodes list in PDF
 

 

Contents of this PDF training material

  • Credit and Risk Management (SD-BF-CM).5
  • Monitoring Credit During Sales and Distribution Processing . 7
  • Credit Control Area .11
  • Deriving the Credit Control Area .15
  • Specifying Credit Limits by Credit Control Area.17
  • Creating Credit Data.18
  • Credit Limits for Groups of Customers .21
  • Defining Credit Limits for New Customers.22
  • Processing Credit Data.23
  • Displaying Credit Data .24
  • Resetting Credit Limits .25
  • Sales and Distribution Functions in Credit Management .26
  • Sources of Information in Credit Management .27
  • Credit Management in Distributed Systems.30
  • Reports for Credit Management.32
  • Postings Without Credit Limit Checks.34
  • Authorizations for Critical Credit Control Fields .36
  • Automatic Credit Controls in SD .37
  • Defining an Automated Credit Check.38
  • Different Types of Credit Checks.40
  • Subsequent Functions in Credit Checks .42
  • Reviewing and Releasing Credit Holds.43
  • Work Lists for Credit Management .44
  • Creating Work Lists for Credit Management.46
  • Informing Credit Representatives Automatically.48
  • Authorizations .49
  • Risk Management for Receivables in SD.50
  • Forms of Payment Guarantee .52
  • Determining the Form of Payment Guarantee.55
  • Calculating the Credit Value.57
  • Settings for Credit Management and Risk Management: Overview .58
  • Definitions.61
  • Credit Limit.62
  • Risk Category .63
  • Credit Representative Group .64
  • Date of Next Review.65
  • Text .66
  • Blocked.67
  • External Credit Data .68
  • Customer Credit Group .69

 

PDF Tutorials
SAP SD Credit & Risk Management Training material in PDF

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