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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.