--- title: Credit Management Operations in SAP SD (SAP ERP) description: "Learn about three important credit management operations in SAP SD: releasing blocked document, credit review, and mass changing of credit master records." image: https://blog.sap-press.com/hubfs/Credit%20Management%20Operations%20in%20SAP%20SD%20(SAP%20ERP).png --- [![rheinwerk-sappress-logo-header-1](https://blog.sap-press.com/hubfs/rheinwerk-sappress-logo-header-1.svg)](https://blog.sap-press.com/) [Blog](https://blog.sap-press.com) - Books - Get an overview of our books and courses on every relevant SAP topic. - [Programming](https://sap-press.com/programming/) - [Administration](https://sap-press.com/administration/) - [BI](https://sap-press.com/business-intelligence/) - [Finance](https://sap-press.com/finance-controlling/) - [Logistics](https://sap-press.com/logistics/) - [HR](https://sap-press.com/human-resources/) - [CRM & Sales](https://sap-press.com/marketing-sales/) - [HANA](https://sap-press.com/hana/) - [Introductions](https://sap-press.com/introductions/) - [E-Bites](https://sap-press.com/e-bites/) - [Certification Guides](https://www.sap-press.com/certification-guides/) - [Rheinwerk Courses](https://www.sap-press.com/online-courses/) - Book Subscription - Get unlimited access to all SAP PRESS books! - [SAP PRESS Subscription](https://sap-press.com/subscriptions/) [CRM & Sales](https://blog.sap-press.com/tag/crm-sales) # Credit Management Operations in SAP SD (SAP ERP) ![SAP PRESS](https://blog.sap-press.com/hubfs/Twitter_profile_pic.svg) by [SAP PRESS](https://blog.sap-press.com/author/sap-press) From a credit management point of view, important operations include releasing and rejecting blocked documents, credit review, and mass change of customer credit master records.   Let’s take a look at each.   ## Releasing Blocked Documents When a sales document is blocked, a warning or error message appears, such as **Maximum Percentage Open Items Exceeded**. If you click on the question mark, you’ll find the details of the credit checks performed on the document, the ones it cleared (**OK**), and the ones it failed to clear (**NOK**). As shown in the figure below, the document was subjected to neither a static credit limit check nor any check for user exit 1, 2, or 3.   ![SAP SD Credit Check](https://blog.sap-press.com/hubfs/05_024.jpg)   It cleared (**OK**) the check for dynamic credit limit, document value, critical fields, next check date, and maximum dunning level. It failed (**NOK**) the check for open items and oldest open item. You could still save the document can and have it reviewed by the credit representative by using Transaction VKM1 or following the menu path **SAP Easy Access > Logistics > Sales and Distribution > Credit Management > Exceptions > Blocked SD Documents**. All of the important information required for making the decision to either release or reject the document is available here.   By selecting a document, you can access the customer master record using the menu path **Environment >** **Customer Master**, or customer credit master record using the menu path **Environment > Cust. Master Credit** of the sold-to party for that document. You can see the other open sales using the menu path **Environment > Open Sales Values > Open Sales Order**, and deliveries or billing documents by using the menu path **Environment > Open Sales Values > Open dlvs/Bill Docs**.   You can also generate the credit master sheet found using Transaction S\_ALR\_87012218 or following the menu path **Environment > Credit Master Sheet**; this is a particularly useful report to review the credit status of an individual customer. The report gives more information than Transaction FDK43, but with Transaction VKM3, you can review several customers at once. Based on all of the available information, the credit representative may decide to release the document by selecting the checkbox on P.St. column, as seen below, and then click on the green flag icon to accept, or the Reject button to reject.   ![Open Sales Values SAP SD](https://blog.sap-press.com/hs-fs/hubfs/05_025-2.jpg?width=596&height=393&name=05_025-2.jpg)   ## Credit Review of Individual Customer Individual customers are reviewed internally at regular intervals to increase or decrease their credit limits and change their risk categories in the credit master record (Transaction FD32). For a credit review, the credit master sheet report is normally sufficient for individual customers.   To review a large number of customers, you can use the credit overview Transaction F.31 or the menu path **SAP Easy Access > Logistics > Sales and Distribution > Credit Management > Credit Management Info System > Overview**. The following data is normally useful during credit reviews: - Total sales - Days of sales outstanding (DSO) - Credit utilized - Payment history - Due days analysis ## Credit Master Record Mass Change Credit master data maintenance is the joint responsibility of the accounting and sales officials responsible for credit management. In some companies, master data maintenance is a separate function. When **Next Review Date** is used as a reason to block the orders in credit management, mass maintenance becomes important. It’s important to review customer credit ratings and update the customer credit master records before the expiration of the next review date.   The steps for a mass change of the customer credit master record Next Review Date field are as follows: 1. Using Transaction F.34, you can change the **Next Review Date** field of any number of customers in no time. In the initial screen, select the customers based on the restriction on the following fields of the customer credit master record: 2. After entering the required values in the input screen, execute the process to go to the screen shown in the figure below. 3. Select all of the customers by pressing \[F5\] or clicking on the **Select All** icon. 4. Click on the **New Values** button. 5. Enter the new date for **Next Internal Review** in the pop-up window shown below, and click on **Continue**. 6. You’ll get the message “New values are held and can be saved.” Click on the **Save** icon. 7. For all successful changes, you’ll get the message “Control area data Changed,” and for failed changes the message will be “Account is currently blocked by another user.”   ![SAP SD Master Record Mass Change](https://blog.sap-press.com/hubfs/05_026.jpg)   ## Conclusion In this blog post on [SAP ERP](https://learning.sap-press.com/what-is-sap#sap-erp) Sales and Distribution, we explore some important credit management operations. One final note about mass changes of fields such as risk category (KNKK-CTLPC), customer credit group (KNKK-GRUPP), or individual limit (KNKA-KLIME), use Transaction MASS, object KNA1, and then table KNKK or KNKA. For mass changes of the **Credit Limit** (KNKK-KLIMK) field, you can use Transaction SE16N with the SAP edit (&SAP\_EDIT) function. ## Learn SAP S/4HANA Sales with Rheinwerk Courses! Ready to level up your SAP S/4HANA Sales skills? 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