交易信用主数据内容在中查看业务伙伴2credit management管理.pdfVIP

TransactionUKM_BP:CreditMasterData

Contents

ViewingBusinessPartnersinUKM_BP2

View/SetCheckRuleandRiskClass5

SetCustomerCreditLimit7

ViewCustomerCreditExposure9

BlockingaCustomer11

CreatingaCreditHierarchy12

ViewingBusinessPartnersinUKM_BP

1.EntertransactionUKM_BPintothecommandbox.PressEnter

2.EithertypethecustomernumberintotheboxandpressEnter,orusetheleftpaneltosearch

foracustomerbyNameanddoubleclickoneoftheentries.

3.Generalbusinesspartnerinformationwillbedisplayed.Usethebuttonsatthetopofthescreen

andthetabstoviewcreditinformation.

4.Totogglweenchangemodeanddisplaymode,clickthe“Pencil/Eyeglasses”button.In

changemode,theeditablefieldswillbecoloredwhite.

5.Toopenanewbusinesspartnerbynumber,clickthe“OpenFolder”buttonatthetop.

View/SetCheckRuleandRiskClass

1.OpenthedesiredbusinesspartnerinUKM_BP

2.Clickthe“GeneralData”buttonatthetopofthescreen

3.Clickthe“CreditProfile”tab.Hereyoucanseecheckruleandriskclass.Remember,these

valuesapplytocreditchecksineverycreditsegmentforthiscustomer.

4.Toeditvalues,usethePencilbuttontotoggleintochangemode.ClicktheSavebuttonatthe

topofthescreenwhendone.

SetCustomerCreditLimit

1.Clickthe“CreditSegmentData”buttonatthetopoftheUKM_BPtransaction

2.Selectthedesiredcreditsegmentfromthepulldownmenu.Ifyouareindisplaymode,the

menuwilldisplaysegmentsthathavebeensetup.Ifyouareinchangemode,youcanselect

anycreditsegment.

3.Clickthe“CreditLimitandControl”button

4.Typeinthedesiredcreditlimit.Beawarethatthismustbespecifiedinthecreditsegment

currency.Ifdesired,enteradateforthenextcreditrevi