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Soplex CC
(Credit Controls)
Credit Management for SAP

Soplex – Helps You Tackle Your problems
SOPLEX stands for innovative SAP software and professional consulting. For more than 10 years, we have been
developing modern software solutions for
▪ Dynamic credit management with SAP
▪ Up-to-date information management with SAP
▪ Modern credit insurance management with SAP
▪ Efficient collection management with SAP
In the SAP environment, we are
▪ The leading company that provides an all-inclusive credit and collection management solution
▪ System partner of the leading international business information agencies
▪ Developing partners of the world’s largest credit insurers
The SAP solutions provided by SOPLEX integrate, simplify and streamline all risk-relevant business transactions
in the order-to-cash process.
The SOPLEX product family offers software solutions that cover all stages in a customer’s life cycle, ranging from
identifying, assessing and securing risks, controlling sales processes to an efficient collection management.
The SOPLEX product and service portfolio is geared towards companies of all sizes and industries that sell their
goods and services on credit terms in B2B or B2C.
A Berlin-based company, SOPLEX caters to both mid-sized companies and multinational corporations.
Our solutions are running in more than 40 industry sectors and 38 countries worldwide.

Credit Management
Modern and dynamic credit management for SAp
The financial crisis has turned into a global economic crisis, and risk management has become more important
than ever before. By the same token, credit managers are of increasing importance for companies. Their job is to
minimize outstanding accounts and to avoid payment defaults. The image of the ever nagging credit manager who
is obsessed with securities and tries to put the sales force in check has become outdated. Management boards
today consider a modern credit management to be an asset to their company.
The comprehensive software portfolio provided by SOPLEX, the leader in the field of innovative SAP software
solutions, has been supporting credit managers in their everyday work for many years. In today’s economic
environment, companies need to have a thorough credit management if they are to optimize their liquidity and
profits. This includes having integrated tools for risk assessment and securing their finances to control their
working capital.
The solutions provided by SOPLEX fully meet all requirements of a modern and efficient credit management.
Credit management is efficient only if the SAP credit master data (credit limit, solvency index, risk category)
are up-to-date for each customer and subject to continuous checks. The sheer number of active customers,
however, makes a manual handling of these tasks practically impossible.
The SAp solutions provided by Soplex fully meet all current and future
requirements of a modern and effi cient credit management.
SOPLEX software supports all essential areas and processes of modern credit management:
▪ Credit management
▪ Information management
▪ Credit insurance management

Soplex CC: Credit Controls
Starting point
The SAP credit management is a tool for managing credit data (credit limit, risk category, ...) and for performing a
credit check that allows you to control sales processes. According to the checking rules defined in the Customizing,
sales processes, such as the entry of sales orders, are subjected to a credit check. The system checks the
customer’s credit limit for the percentage used, the document value and the dunning level in the open items.
Customizing options allow you to define the way the system will react if the check is negative: Sales orders can
be blocked for further processing or the whole customer account can be blocked.
If a sales order has been blocked, the credit representative in charge has to check the customer account and
decide whether to release the order despite the check result being negative or whether to cancel the order
altogether.
Solution
▪ Limited choice of selection parameters for creating worklists
▪ List lacks essential information – navigation in SAP necessary
▪ No resubmission functionalities
▪ No options for notifying sales staff
▪ etc.
SOPLEX CC – the SAP credit check software by SOPLEX.
This SAP solution supports both credit managers and sales staff in the credit check process. Worklists for
processing blocked sales documents are assigned to the credit representatives according to their responsibilities.
The worklists contain all relevant information on the blocked document and the customer, thus enabling the credit
representative to make informed credit decisions. The decisions can be recorded and sent out online to other
personnel involved, e.g. sales staff.

Features
SOPLEX CC – optimized handling of credit checks
▪ Fully customizable set of rules for credit check control
▪ Use of all existing SAP functionalities
▪ Automatic determination of blocked documents, plus display of all essential SD and FI data of
customers and line items
▪ Allows you to branch to e.g. line item display from within the worklist
▪ Freely definable processing status
▪ Payment plan agreed
▪ Promise to pay – awaiting payment
▪ Collection
▪ Note functionality
▪ Resubmission system
▪ Automatic control of follow-up processes (e.g. notifying sales staff of decision)
▪ Integration into SOPLEX CM (credit limit, solvency index)
▪ CC information system – reports by the click of a button
Business impact
SOPLEX CC is the SAP solution that makes the processing of blocked sales documents fully transparent.
▪ Streamlining administrative processes
▪ Improved communication with sales staff
▪ Efficient credit check processing
▪ Faster worklist processing
Technology
SOPLEX CC is add-in software for SAP
▪ Own namespace
▪ Programming language ABAP/4
▪ No modification of the SAP system
▪ Implementation via SAP transports
▪ Multilingual versions
▪ No additional hardware required
▪ No third-party software required
▪ SAP authorization concept
▪ Easy to implement

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Soplex Consult GmbH
Am Borsigturm 12
D - 13507 Berlin
www.soplex.de
public@soplex.de
Tel: +49 (0) 30 / 40 20 30 - 20
Fax: +49 (0) 30 / 40 20 30 - 18