Extending credit to a customer can lead to larger and more frequent orders. In this video, learn how to break down the process of maintaining a customer's credit in SAP using transaction code BP.
- [Man] Ensuring that customers are given … the appropriate access to credit enhances … the sales process and optimizes the accounts receivable … process for an organization. … Let's take a look at updating a customer's credit … master data. … We'll enter transaction code BP and press Enter. … In the locator area, we'll search for the customer … we want to edit by searching Business Partner Number 1000308 … and pressing Start. … We'll double-click on this business partner. … We can now close our locator screen. … Our transaction has taken us into display mode. … We want to change this business partner, … so we'll click Switch Between Display and Change. … We want to Change in BP role, and select … from our dropdown list, SAP Credit Management. … The credit management process evaluates credit worthiness … and payment behaviors of customers. … Organizations can set up specific roles … based on the external credit information … and a customer's payment history to determine … the credit limit. …
- Defining an organizational structure for SAP
- Key elements of master data in SAP SD
- Creating sales inquiries, quotations, and orders
- Shipping and transportation processes
- Creating invoices
- Running billing and returns reports
Skill Level Intermediate
SAP Financials Essential Trainingwith Justin Valley1h 36m Beginner
Learning SAP MM (Materials Management)with Justin Valley1h 13m Intermediate
1. Sales and Distribution Overview
2. Master Data
5. Billing and Returns
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