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CRM_CM_RATPROC - Define Rating Procedure

CPI1466 during Backup   PERFORM Short Reference  
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You can create rating procedures and assign ratings to them.

You can rate business partners by different means, such as their credit standing and payment history, or according to other criteria. Ratings can be performed according to your own rules, as well as through specialist service providers, such as Standard & Poors or Schufa. Several rating procedures have already been delivered. You can define others according to your requirements. You can also set one of the rating procedures as the standard rating procedure and flag this rating procedure as internal.

The rating procedures control various functions:

• You can implement special rating rules for each rating procedure.

• You can assign all rating procedures to a business partner role.

• Rating procedures are time-dependent in business terms.

• You can also create rating procedures that are differentiated.

• Different values can be given to the results of a particular rating procedure (ratings).

You can use all namespaces except "SAP*" to set up rating procedures and ratings. This namespace is reserved for SAP.

1. To define a rating procedure, choose New Entries.
2. Enter the name of the rating procedure. The name can have a maximum length of 10 characters.
3. You can also enter a more detailed description of the rating procedure. Your description can have a maximum length of 60 characters.
4. Control whether the rating procedure can be used within the differentiation.
5. If the rating procedure is meant to be used for only one particular business partner role, choose this role.
6. If you set the Required Entry checkbox, you determine that a rating must be created for the rating procedure you have entered when you process the business partner.
7. The function for storing a function module for defining special rating rules for the rating procedure is obsolete.
8. If you want to further classify the rating procedure, select the term for the rating procedure.
9. Set the checkbox if the rating procedure is accepted within the supervisory framework.
10. If you want to create your own internal rating procedure, then set the Internal checkbox.
11. If you set the Calculated checkbox, you do not need to enter any values in the Ratings view. The activities 14-20 listed below are then not required.
12. If you want to restrict to a specific period the authorization to access ratings for this rating procedure after the end of the validity period, enter the number of days as the permitted period.
13. Save your entries.

For every rating procedure you create, you also need to enter the corresponding ratings:

1. To define ratings, choose New Entries.
2. Enter the procedure for which you want to create ratings.
3. Enter the corresponding ratings.
4. Arrange your ratings in a ranking. Amongst other things, this ranking enables you to compare different rating procedures.
5. You can enter an additional short description for the rating. The description can be up to 20 characters in length.
6. You can enter a more detailed description for the rating. The description can be up to 60 characters in length.
7. Save your entries.

To set up a customer-specific rating procedure called Rating1: You have gathered detailed information on the structure of the procedure.

You create the rating procedure Rating1 with all the necessary settings.

You define your ratings: + for very good credit standing, / for average credit standing and - for poor credit standing, and determine the ranking + = 1, / = 2, - = 3.

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