Settings for Credit Management and Risk Management: Overview

The table below lists the most important settings that you make in Customizing for Credit Management. For a detailed description of the tasks involved in each case, refer to the Implementation Guide (IMG) documentation on the activity.

Settings for		Access via	Menu path
Creating credit data (Determine credit limit for customer)		Accounting application	Accounting ® Financial accounting ® Accounts receivable ® Environment ® Credit management ® Financial accounting data ® Master records ® Maintain
Credit control area	Credit control area	Enterprise Structure Customizing	Enterprise Structure ® Structure maintenance ® Definition ® Financial Accounting ® Maintain Credit Control Area
	Company code - Credit control area	Enterprise Structure Customizing and Financial Accounting Customizing	Enterprise Structure ® Structure maintenance ® Assignment ® Financial Accounting ® Assign Company Code to Credit Control Area and Financial Accounting ® Accounts Receivable and Accounts Payable ® Credit Management ® Credit Control Account ® Assign Permitted Control Areas to Company Code
	Company code - Credit control area	Enterprise Structure Customizing	Enterprise Structure ® Structure maintenance ® Assignment ® Sales and Distribution ® Assign Sales Organization to Company Code
Subdividing the credit control area	Credit representative groups	Financial Accounting Customizing	Financial Accounting ® Accounts Receivable and Accounts Payable ® Credit Management ® Credit Control Account ® Define Credit Representative Groups
	Credit representative	Financial Accounting Customizing	Financial Accounting ® Accounts Receivable and Accounts Payable ® Credit Management ® Credit Control Account ® Define Credit Representative Groups
	Risk category	Financial Accounting Customizing	Financial Accounting ® Accounts Receivable and Accounts Payable ® Credit Management ® Credit Control Account ® Define Risk Categories
Sending a document with SAPoffice		Sales and Distribution Customizing	Sales and Distribution ® Basic Functions ® Credit Management/Risk Management ® Credit Management/Risk Management Settings ® Enter settings
Defining credit limit checks for sales and distribution processing	Automatic credit control	Sales and Distribution Customizing	Sales and Distribution ® Basic Functions ® Credit Management/Risk Management ® Credit Management ® Define Automatic Credit Control
Risk management for receivables	Define form of payment guarantee	Sales and Distribution Customizing	Sales and Distribution ® Basic Functions ® Credit Management/Risk Management ® Receivables risk management ® Define Forms of Payment Guarantee
	Define and assign payment guarantee procedures	Sales and Distribution Customizing	Sales and Distribution ® Basic Functions ® Credit Management/Risk Management ® Receivables risk management ® Define Forms of Payment Guarantee