Report to review credit for a customer

[Former Member]

Hi All,

I need to run a report that will show me what accounts are up for a credit review. Need this report to make sure customers are in compliance with their credit guidance and that they are credit worthy.

Is there any way of doing this?

Thank you!

Regards,

Shanu

[Former Member · Accepted solution]

Hi Shanu,

Hope this will help you !!!!

Reports for Credit Management

The following table provides an overview of all the reports available to you in the area of credit

management

Program Function

RFDKLI10 Customers with missing credit data

This report checks the data for the credit limit for completeness, and produces

the corresponding error lists. These can be used to re-maintain the

corresponding definitions manually, or per Batch Input.

RFDKLI20 Reorganization of credit limit for customers

This report enables you to reorganize the credit limit information in the control

areas.

RFDKLI30 Short overview credit limit

The report lists the central and control area-related data per customer.

RFDKLI40 Overview credit limit

The report provides you with an extensive overview of the customeru2019s credit

situation.

RFDKLI41 Credit master sheet

The credit master sheet enables you to display and print out the customer

master data for a single account, which is needed for the area of credit

management.

RFDKLI42 Early warning list

The early warning list enables you to display and print out customers in credit

management, who are viewed as critical customers in the area of credit checks

in SD.

RFDKLI43 Master data list

The master data list enables you to display and print out customersu2019 credit cards.

In particular, you can display information not contained in the standard system,

for example, user-defined fields or external data, which you have created with

specific additonal software.

RFDKLI50 Mass change credit limit data

This report allows quick mass change for master data in credit management.

RFDKLIAB Change display, credit management

With this report, you can display changes for credit management master data for

all accounts.

RVKRED06 Checking blocked credit documents

The report checks all blocked documents from credit view. The report is started

in the background, and should run after the incoming payments programs.

Reports for Credit Management

RVKRED77 Reorganization credit data SD

The report enables you to reorganize open credit, delivery and billing document

values. It is used, for example, when updating errors occur.

RVKRED08 Checking sales documents which reach the credit horizon

The report checks all sales documents, which reach the dynamic credit check

horizon, as new. The report runs periodically, and should run at the start of a

period. The period for the u2018date of the next credit checku2019 is proposed from the

current date, with the help of the period split for open sales order values.

RVKRED09 Checking the credit documents from credit view

Released documents are only checked if the validity period for the release has

run out (number days).

RVKRED88 Simulation reorganization credit data SD

In order to execute a report

1. Choose System _ Services _ Reporting.

2. Enter the name of the report.

3. Choose Program __Execute.

4. Enter the selection criteria.

5. Choose Program _ Execute or Program _ Execute and Print.

REgards,

Krishna O

[Former Member]

Hi

Try With VC/2 FD11

Thanks

Mk

[Former Member]

Shanu

Try FCV3: Early Warning List, use the selection fields 'Latest date for next check' and Max. Credit Limit used.