SAP Knowledge Base Article - Public

3351046 - Update Credit Limit of Business Partner

Symptom

  • How to update the credit limit of business partners.
  • How to mass update the credit limit of business partner.

"Image/data in this KBA is from SAP internal systems, sample data, or demo systems. Any resemblance to real data is purely coincidental."

Environment

SAP S/4HANA Cloud

Resolution

  1. Credit limit request is created from App "Manage Credit Limit Requests" help portal link
    Follow the steps to Creating a Credit Limit Request
    Approve the credit limit request with below steps.

    a.) Open App "Manage Credit Limit Requests."
    b.) Search with the business partner for "My Open Credit Limit Requests"

    c.) Open the Case ID and press the Edit button.
    d.) Provide the Requested Credit Limit and Credit Limit Validity Date and change the status to 20 (In Process).

    e.) Save the changes.
    f.)  Again press the edit button on the same case.
    g.) Change the status 30(In Approval).

    h.) After saving the changes the Credit Controller can approve or reject the credit limit request

    For more information refer the, Approve Credit Limit Requests help.sap link
  2. Job Update Credit Limit for Business Partners in app Schedule Credit Management Jobs can be used to mass update the credit limit for business partners by triggering a re-evaluation of the rules for calculating the credit limit for business partners.

  3. API Credit Management Master Data can be used to reduce effort of going into every business partner master data and manually updating the credit limit.

    API hub link 

    You can use the API call POST operation Create a credit account. 

    Please refer, help.sap document 

    example payload:-
    POST 

    /API_CRDTMBUSINESSPARTNER/CreditMgmtBusinessPartner('20001655')/to_CreditMgmtAccountTP 

    {

        "BusinessPartner": "20001655",

        "CreditSegment": "1000",

        "CreditLimitAmount": "10000",

        "CreditLimitCalculatedAmount": "0",

        "CreditLimitIsZero": false,

        "CreditSegmentCurrency": "USD",

        "CreditLimitValidityEndDate": "9999-12-31T00:00:00"

    }

Note: - Scope item 1QM (Advanced Credit Management) needs to be activated to be able to use both of the above mentioned functionalities. The scope item requires additional S/4HANA Cloud license.

See Also

Update Credit Limit for Business Partners

Credit Management Master Data

Credit Management Master Data

Keywords

Update Credit Limit for Business Partners, Schedule Credit Management Jobs, Credit Limit, Business Partner, Credit Management Master Data, 1QM, Advanced Credit Management, S4_PC, S4_1C , KBA , FIN-FSCM-CR-2CL , Credit Management (Public Cloud) , How To

Product

SAP S/4HANA Cloud Public Edition all versions ; SAP S/4HANA Cloud all versions