Defining a credit limit for the invoice-to business partner role

You can define a credit limit that spans all departments of your multicompany environment, or the departments related to a specific financial company.

Defining a credit limit for the entire multicompany environment

  1. Switch to one of the financial companies or companies of type Both of your multicompany environment.
  2. Double-click the business partner in the Business Partners (tccom4500m000) session.
  3. In the Business Partner (tccom4100s000) session, make sure that the Credit Limit Check Per Department check box is cleared.
  4. Click the Invoice-to role button to start the Invoice-to Business Partner (tccom4112s000) session.

  5. If this is the first invoice-to role in the first financial company, specify the default invoice-to role data as described in To define business partner financial details by financial company and proceed to step 6.

    If this is the second or later instance of the invoice-to role, the session starts displaying the default invoice-to role data. Proceed to step 6.

  6. On the Credit Control tab, specify the credit limit amount in the Credit Limit field.

Defining a credit limit for a specific financial company

  1. Switch to the financial company for which to specify a credit limit.
  2. Double-click the business partner in the Business Partners (tccom4500m000) session.
  3. In the Business Partner (tccom4100s000) session, make sure that the Credit Limit Check Per Department check box is selected.
  4. Click the Invoice-to role button to start the Invoice-to Business Partner (tccom4112s000) session.
  5. Perform the procedure for Defining the first role or Defining a subsequent role, according to whether this is the first invoice-to-role, or a subsequent invoice-to role as described in To define business partner financial details by financial company.

    Defining the first role

    1. Specify the default invoice-to data for the business partner.

      For the default instance, you cannot specify a credit limit.

    2. Click New to specify a new instance of the invoice-to business partner role.
    3. In the Department field, specify the accounting office of the current financial company.
    4. In the Credit Control tab, specify the credit limit amount in the Credit Limit field.

    Defining a subsequent role

    For a subsequent instance of the invoice-to role, the Invoice-to Business Partner (tccom4112s000) session starts. It displays the default invoice-to role data.

    1. Complete either of these steps:

      • Use the arrows in the toolbar to browse to the role instance defined for the accounting office of the current company. The accounting office is displayed in the Department field.
      • If no role is defined for the accounting office, click New to create this role and specify the invoice-to role data as required.
    2. In the Credit Control tab, specify the credit limit amount in the Credit Limit field.