Symptom
- The credit analyst assigned in the Manage Credit Account is not set as the first approver when an order goes on credit hold in Manage Documented Credit Decision.
- The approval process can be set using the Rules app, but the credit analyst cannot be set as the approver.
- The CBC activity 'Define Approval Process', which allowed setting the credit analyst as the approver, is not visible.
Environment
SAP S/4HANA Cloud Public Edition
Reproducing the Issue
- Assign a credit analyst in the Manage Credit Account.
- Place an order on credit hold in Manage Documented Credit Decision.
- Attempt to set the credit analyst as the approver using the Rules app.
Cause
The CBC activity 'Define Approval Process' is not present. This feature has never been part of SAP S/4HANA Cloud Public Edition. It has never been integrated in the Fiori App Manage Documented Credit Decisions. In that sense, any configuration was useless for the end user. It is obsolete, that is why it is deprecated.
Resolution
- Assign the responsible credit analyst per credit segment for the business partner using the business partner relationship type in credit management (TUKMSB0).
- Ensure the credit analyst also exists as an SAP business partner (person) in the employee role.
- Refer to the help portal document Authorizations for the Approval Process of Documented Credit Decisions for further guidance.
See Also
Refer to the following help portal documents for further information:
Keywords
Credit Analyst, Approver, Documented Credit Decision, SAP S/4HANA Cloud Public Edition, Manage Credit Account, Rules app, CBC activity, Define Approval Process, Business Partner Relationship, Credit Management, TUKMSB0. , KBA , FIN-FSCM-CR-2CL , Credit Management (Public Cloud) , Problem