meyer helge sap trifft credit manager 20210916

SAP Credit Management
Innovations 2021
Helge Meyer, SAP SE
September, 2021

Agenda
Overview & Strategy
What’s new in 2021?
Outlook
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Overview & Strategy

Innovations in SAP Credit Management
General strategy
Common Fiori User Interface
SAP S/4HANA
Stable Core
SAP Cloud
Platform
integration
SAP Analytics
Cloud
§ Innovations in the sense of new processes / uses cases will mainly be done on cloud platforms
§ Example: SAP S/4HANA Cloud for credit integration, Credit Manager Cockpit based on SAC
§ SAP S/4HANA Receivables Management is the stable core, changes will mainly focus on UI renovation
§ Integration between the different platforms will be guaranteed
§ Goal: users perceive solution “as one”
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Example: Integration with SAP Cloud Platform Extension
Standardized integration to SAP S/4HANA Cloud for Credit Integration
S/4HANA
or ERP
Score
Rating
Show report
SAP Credit Management
out-of-the-box
integration
S/4HANA Cloud
for credit
integration
Storage credit reports
out-of-the-box
integration
Stable Core
Cloud Extension
§ Standardized integration with > 16 credit agencies, you sign “content” contract still with credit agency
§ Original credit report stored in S/4HANA Cloud for credit integration app
§ Data relevant for scoring & credit limit calculation transferred to SAP Credit Management
§ Support of all relevant use cases: search & lockup, import of a credit report, monitoring, investigations
§ Broad choice of credit agencies, no technical lock-in
§ Smooth integration in upcoming changes in SAP Credit Management (ex.: new user interfaces) guaranteed
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What’s new in 2021?

SAP Credit Management
New developments released in 2021
§ New Fiori App Manage Documented Credit Decisions
§ Decide on credit blocked sales orders, service orders, delivery documents,…
§ All relevant information in one place
§ Easy to define, flexible approval workflow
§ Runs on desktop and phone size devices
§ New version of Fiori App Manage Credit Accounts
§ 360° view on credit management related information of a customer
§ Change credit account attributes
§ Enhanced worklist for the credit manager / credit controller (based on SAP Analytics Cloud)
§ Credit account centric view with “to-do’s”
§ Examples: Credit blocked sales orders to be decided, credit limit requests to be processed, due
resubmissions,…
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Role-based Fiori user interface pushes important information to the user
Launchpad with all relevant
apps for the credit controller
Completely web based
Operational apps and
analytical apps
Can be extended by apps
from other roles (ex.:
accounts receivables
accountant)
Important KPIs directly visible
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Fiori App Manage Credit Accounts provides a 360° view on a credit account
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Fiori App Manage Credit Accounts provides a 360° allows to take action
Pending credit blocked documents are visibile
within the app and can be decided ad-hoc
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New Fiori App Manage Documented Credit Decisions (1)
Overview
Processing of credit blocked documents
(exception processing)
Based on the Documented Credit Decision
(credit case)
Re-designed Fiori user interface
Addtional features and functions
compared to “SAP GUI” version
One-click navigation to other Fiori apps
like Manage Credit Accounts or Process
Receivables (SAP Collections
Management)
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New Fiori App Manage Documented Credit Decisions (2)
Features
List view for quick decisions
§ Filter & sort
§ Release & re-check
Detail view for in depth analysis
§ Key facts on credit account today
§ Snapshot of credit account at credit check
§ Processors & SLA data
§ Credit check results
§ Display of approval hierarchy
§ Notes & attachments
§ Change logs
§ Release, re-check, cancel
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New Fiori App Manage Documented Credit Decisions (3)
Credit checks of service orders and service contracts
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New Fiori App Manage Documented Credit Decisions (4)
Easily define approval flows
Release Credit
Block
Rules for approval can be
easily defined via an app
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New Fiori App Manage Documented Credit Decisions (5)
Support of mobile use case
Runs on phone
size devices
Full functionality
Use case ”Mobile
approval”
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SAP Credit Management and SAP Analytics Cloud
Interplay & Integration between SAP Analytics Cloud & new Fiori App Manage Credit Accounts
The SAC Credit Management Cockpit serves as
§ Worklist
§ Focus on exceptions
§ Highly flexible configuration
From this Cockpit you drill down to
§ Manage Credit Accounts as operational Fiori app
§ 360° credit management view on a single customer
§ Insight to action
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Outlook

Focus Topics in SAP Receivables Management for 2022
Outlook
§ New Fiori Apps as part of S/4HANA:
§ Collections Management (flexible correspondence capabilities)
§ Credit Management (processing of credit limit requests)
§ Extension of the cloud solutions (SAP Cloud for credit integration, SAP Analytics)
§ Scenarios with Machine Learning
§ Collections Management
§ Dispute Management
§ Credit Management
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Invitation: Co-innovate with us!
Help us to improve SAP solutions
Depending on how much time you want to invest, you can:
§ Provide feedback
§ Participate in reviews of early version
§ Participate in early testing
§ Give SAP the chance to do end-user shadowing
§ Build PoCs
Note: Co-innovation is not a custom specific development project. The goal is to create standard
solutions.
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Questions
?

Thank you.
Contact information:
helge.meyer@sap.com
Product Owner SAP Credit Management