Starting point

The SAP credit management is a tool for managing credit data (credit limit, risk category, ...) and for performing a credit check that allows you to control sales processes. According to the checking rules defined in the Customizing, sales processes, such as the entry of sales orders, are subjected to a credit check. The system checks the customer’s credit limit for the percentage used, the document value and the dunning level in the open items. Customizing options allow you to define the way the system will react if the check is negative: Sales orders can be blocked for further processing or the whole customer account can be blocked.
If a sales order has been blocked, the credit representative in charge has to check the customer account and decide whether to release the order despite the check result being negative or whether to cancel the order altogether.

• Limited choice of selection parameters for creating worklists
• List lacks essential information – navigation in SAP necessary
• No resubmission functionalities
• No options for notifying sales staff
• etc.

Solution

SOPLEX CC – the SAP credit check software by SOPLEX

This SAP solution supports both credit managers and sales staff in the credit check process. Worklists for processing blocked sales documents are assigned to the credit representatives according to their responsibilities. The worklists contain all relevant information on the blocked document and the customer, thus enabling the credit representative to make informed credit decisions. The decisions can be recorded and sent out online to other personnel involved, e.g. sales staff.

Features

SOPLEX CC – optimized handling of credit checks

• Fully customizable set of rules for credit check control
• Use of all existing SAP functionalities
• Automatic determination of blocked documents, plus display of all essential SD and FI data of customers and line items
• Allows you to branch to e.g. line item display from within the worklist
• Freely definable processing status
  • Payment plan agreed
  • Promise to pay – awaiting payment
  • Collection
• Note functionality
• Resubmission system
• Automatic control of follow-up processes (e.g. notifying sales staff of decision)
• Integration into SOPLEX CM (credit limit, solvency index)
• CC information system – reports by the click of a button

Business impact

SOPLEX CC is the SAP solution that makes the processing of blocked sales documents fully transparent.

• Streamlining administrative processes
• Improved communication with sales staff
• Efficient credit check processing
• Faster worklist processing

Technology

SOPLEX CC is add-in software for SAP

• Own namespace
• Programming language ABAP/4
• No modification of the SAP system
• Implementation via SAP transports
• Multilingual versions
• No additional hardware required
• No third-party software required
• SAP authorization concept
• Easy to implement