Advanced Credit Management Automating Credit Decisioning in SAP
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1 Advanced Credit Management Automating Credit Decisioning in SAP March 19 th, 2012 Presented By: Sashi Narahari President & CEO HighRadius Corporation 1 Copyright , HighRadius Corporation. All rights reserved.
2 SAP Receivables Management in ERP Financials Sales and Distribution **Incl. Credit Limit only Sales Order Delivery Goods Issue Billing Receivables Management - Enhanced functionality - Optimized processes Credit Mgmt Biller Direct Collection Mgmt Dispute Mgmt Accounting FI-AR FI-CA * General Ledger Treasury Cash Mgmt 2
3 Advanced Credit Management in SAP Standard Customization/Enhancements 3
4 FSCM Credit Management vs. SD Credit Management Description New Receivables Credit Management SAP Old SD Credit Management Credit Checking Integration platform to third-party credit bureaus via SAP Process Integration (PI) Credit rules engine for automatic customer risk scoring and credit limit calculations Workflow for any credit events Multiple credit limit categories to capture owned risk, personal/bank guarantee, insurance etc Credit limit approval and automatic updates to master Standard BI content and Portal Access for reporting and analysis 4
5 5 Business Partner Overview
6 Business Partner Business Partner is a Clone of Customer Master Each Department can maintain a detailed extended view 6
7 Business Partner General Data Choose a Rule for Calculating a Score Risk Class can be automatically or manually set Select what type of Credit Check to perform for this customer 7
8 Business Partner Credit Segment Data Credit Segment same as Credit Control Area or Company Code Select Rule for Calculating Credit Limit Automatically Credit Limit Data 8
9 Business Partner Relationships A Customer can be linked to other entities 9
10 10 End-to-End Credit Process
11 End-to-End Credit Process 3 Characteristics (Payment History, Sales History) 4 Financial Information 3 rd Party Assessment Credit Application Periodic Reviews Scoring Model 6 Scoring Engine 9 Credit Analyst Review 7 Sales Order Processing Check Rules 8 Credit Check 11
12 12 1. Credit Application
13 End-to-End Credit Process Characteristics (Payment History, Sales History) Financial Information 3 rd Party Assessment 1 Credit Application Periodic Reviews Scoring Model Scoring Engine Credit Analyst Review Sales Order Processing Check Rules Credit Check 13
14 Online Credit Application on your website for customers to electronically fill credit applications Requires Web HTML forms & integration into SAP to create a customer master record
15 15 2. Periodic Review
16 Resubmission Date Set a future date for review 16
17 Credit Workflow Triggers Events to monitor to perform automated actions or route to Credit Analysts 17
18 18 3. Characteristics
19 3. Characteristics 3 Characteristics (Payment History, Sales History) Financial Information 3 rd Party Assessment 1 2 Credit Application Periodic Reviews Scoring Model Scoring Engine Credit Analyst Review Sales Order Processing Check Rules Credit Check 19
20 SAP Business Partner - Characteristics All the sales & payment data gets populated in Business Partner via standard batch jobs
21 Characteristics - Enhanced Additional key sales data calculated using sales history from SAP SD Additional key payment behavior indicators calculated using SAP A/R data 21
22 4. Financials 3 Characteristics (Payment History, Sales History) 4 Financial Information 3 rd Party Assessment 1 2 Credit Application Periodic Reviews Scoring Model Scoring Engine Credit Analyst Review Sales Order Processing Check Rules Credit Check 22
23 23 4. Financial Information
24 SAP Business Partner Financials Ability to capture customer financials on the business partner 24
25 Financials - Enhanced For public companies, download financials automatically from sources like yahoo.com based on ticker symbol maintained in customer master 25
26 Financials - Enhanced Upload financials in excel sheets, quick book formats etc. to automatically populate the financials in SAP for private customers
27 27 5. Credit Agency Integration
28 5. Credit Agency Integration 3 Characteristics (Payment History, Sales History) 4 Financial Information 3 rd Party Assessment Credit Application Periodic Reviews Scoring Model Scoring Engine Credit Analyst Review Sales Order Processing Check Rules Credit Check 28
29 Standard Interfaces for Credit Agencies SAP XI/PI is the Integration Platform Requires Agency Specific Interface development in XML
30 External Credit Rating Data Integration Automatically Populate Credit Bureau Data 30
31 31 6. Credit Scoring
32 6. Credit Scoring 3 Characteristics (Payment History, Sales History) 4 Financial Information 3 rd Party Assessment Credit Application Periodic Reviews Scoring Model 6 Scoring Engine Credit Analyst Review Sales Order Processing Check Rules Credit Check 32
33 Rules for Calculating Credit Score and Limits Configuration for Defining Rules 33
34 Formulas Click on the Formula Editor to maintain the calculation logic Define Formulas for various scenarios 34
35 Formula Editor Choose from a list of fields, functions and operators to define a step Series of conditional steps. Kind of a IF, THEN, ELSE logic 35
36 Credit Limit Calculation Same concept as Credit Score Formula maintenance 36
37 Scoring Model Interface - Enhanced Enables Credit Managers to manage scoring models in a selfservice mode Risk Score = Financial Score + Payment Index + Business Score + Rating Agency Assessment
38 Scoring Model Interface - Enhanced
39 Scoring Model Interface - Enhanced
40 40 Business Partner Financial Information
41 Risk Class Determination Map calculated scores to Risk Classes based on ranges 41
42 42 7 & 8. Credit Checking
43 End-to-End Credit Process 3 Characteristics (Payment History, Sales History) 4 Financial Information 3 rd Party Assessment Credit Application Periodic Reviews Scoring Model 6 Scoring Engine Credit Analyst Review 7 Sales Order Processing Check Rules 8 Credit Check 43
44 Check Rule Select what type of Credit Check to perform for this customer 44
45 Check Rule Use system standard Check Rule or create your own 45
46 Check Rule Check Rule is a combination of individual checks or steps Maintain Values to Check Against 46
47 Information Categories Ability to capture multiple credit limits such as Personal Guarantee, Bank Guarantee, Credit Insurance etc 47
48 Check Rules Summary SAP FSCM Credit Checking can be enabled to integrate with both SAP and non-sap instances In Old Credit Management module you could have only done Credit check for one local system Now you can have one global FSCM Credit Instance and have multiple SAP and non-sap real-time perform credit checks 48
49 49 9. Credit Dashboard for Analyst Review
50 End-to-End Credit Process 3 Characteristics (Payment History, Sales History) 4 Financial Information 3 rd Party Assessment Credit Application Periodic Reviews Scoring Model 6 Scoring Engine 9 Credit Analyst Review 7 Sales Order Processing Check Rules 8 Credit Check 50
51 Credit Analyst Workflow Customers are automatically added to Credit Analysts workflow queue for review Workflow Reason indicator: blocked order, period credit review, credit limit approval, financial information changes etc 51
52 Credit Dashboard 52 Summarize all the key information for a customer that the credit analyst can see in a single page
53
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