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Credit Management in SAP S/4HANA

This guide dives into the basic SAP S/4HANA configuration settings for FSCM Credit Management. Beginners seeking to better understand the features, as well as consultants looking for information on how to configure the system, will find the information th...



  • Introduction
  • 1 Overview
  • 2 Business Partner
  • 3 Organizational structure & master data
  • 4 Credit limit checking
  • 5 Documented credit decision
  • 6 Additional features
  • 7 Integration with Accounts Receivable
  • 8 Integration with sales and distribution
  • A The author
  • B Disclaimer

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Marjorie Wright






2.1 Purpose and design of the Business Partner

The Business Partner is a cross application master record in SAP. It allows for one master record (one account number) to identify the people and/or companies with which we have some kind of business relationship. This could consist of one, or several, relationships.

Some examples of Business Partners are:

  • customers
  • vendors
  • employees
  • prospects
  • agents
  • borrowers

The Business Partner is not a new master record. SAP applications such as Contract Accounts Receivable, Loan Management, CRM, and FSCM have for many years incorporated this master record.

With S4 HANA Enterprise (1610 onward), the Business Partner replaces the traditional customer and vendor master record design in SAP. If you enter the “legacy” transaction codes in the command field (i.e. FD0x, VD0x, XD0x, FK0x, MK0x, and XK0x), or if you select them in the application menu, the system returns a message redirecting you to the Business Partner (BP) transaction (see Figure 2.1).


Figure 2.1: Redirection to transaction BP

This new BP transaction gives a single point of entry for creating and maintaining all Business Partners across multiple components. SAP’s previous customer/vendor model was limited and could not support the following additional benefits:

  • multiple addresses for a single Business Partner
  • time dependency of attributes
  • a single Business Partner as both a customer and a vendor

To navigate the Credit Management application menu for Business Partner, follow the menu path seen in Figure 2.2.


Figure 2.2: BP in the application menu

Using the transaction code

You can also type transaction code BP in the command field.

As illustrated in Figure 2.3, once the BP transaction is executed you can use the section on the left of the screen CalloutCaption to search for Business Partners, or enter the alpha-numeric key of the master record. This single transaction, BP, supports the create CalloutCaption, and display/change CalloutCaption activities.


Figure 2.3: BP master record

Business Partner category

When the Business Partner is created, use one of the three SAP-delivered cats: Person, Organization, or Group. Each category has specific field requirements and tab designs.

Enlarging the screen area

For a better view, you can close the locator by clicking the Credit icon, just to the left of “Business Partner”.

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