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FINS_MIG_CREDIT_CUST - Migrate Credit Management Customizing

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In this activity, you migrate your FI/AR customizing to the new configuration of SAP Credit Management. When you execute this activity, the system also checks whether a migration of Credit Management settings is necessary.

The following settings are migrated and copied to a Customizing transport:

• From credit control areas to credit segments
  For every credit control area, a new credit segment with the same ID is created and assigned to the credit control area.

• From the Customizing table for the risk category to the risk class
  For every risk category, a new risk class with the same ID is created and assigned to the risk category.
  Note: As a business partner in FIN-FSCM, the customer has only one risk class for all segments. To ensure that the correct risk class is migrated, you should have one consistent risk category for the customer in all credit control areas.

• Necessary Customizing entries for the documented credit decision are made.

• Configuration settings for the automatic credit control are made (transaction OVA8).

More Information

For the Customizing tasks listed under Preparatory Activities and Migration of Customizing for Credit Management, some steps must be performed in the productive client, and some steps can be transported via a Customizing transport.

• The following steps must be performed in the productive client:

• Define Credit Analyst Group as Business Partner Group

• Assign Credit Management Processor to Credit Analyst Group

• Define Settings for Credit Management Migration

• Check Customizing Settings

• The following steps can be transported via a Customizing transport:

• Migrate Credit Management Customizing
  Note: We recommend you to perform this step in the productive client. If not, you will additionally have to manually perform the Customizing activity Assign Logical System to the Element Types for Business Objects in the productive client. In this case, enter UKM_SPS_LIKP and UK_SPS_VBAK as Element Type ID and enter the logical system for both entries.

• Assign Credit Representative Group to Credit Analyst Group
  Note: Pay attention to the dependencies between this step and the step Define Credit Analyst Group as Business Partner Group.

• Define Customer Credit Group

• Assign Credit Management Group to Customer Credit Group

• Check and Define Credit Management Customizing
  

For the Customizing tasks listed under Financial Supply Chain Management-> Credit Management -> Credit Risk Monitoring -> Documented Credit Decision, the following steps have to be maintained manually in the productive client:

• Assign Logical System to the Element Types for Business Objects

• Create Forms and Assign Forms
  Note: You have to create and assign PDF forms for the case type FDCD
  (and optionally FDCA) and credit limit rules. Also consider the credit limit rule for migration.

• In the activity Define Case Types for Documented Credit Decision, check if an entry with the below values exists. If not, create this entry:

• Type of Credit Decision: Credit Decision for Document

• Rule: MIG

• Case Type: FDCD

• Note: Rule MIG is the default value in the activity Define Settings for Credit Management Migration. The rule can be customized in Create Rule for Scoring and Credit Limit Calculation.

Perform these manual steps before executing the activities listed under Migration auf SAP S/4HANA -> Data Migration.

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