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SAR-201: Credit Management

This course is designed to enable managers to utilize the features of SAP Business One for credit management. Features such as the Business Partner Master, Activities, and the Dunning Letter system are discussed in detail. This class will focus on the objectives of credit management, and how to achieve them in the most effective way.

    Target Audience

  • Credit Managers
  • Sales Managers
  • Executive Management

    • Prerequisite

  • Basic understanding of the Sales and Business Partner modules in SAP Business One.
  • Strongly Recommended:
    • Fundamentals of SAP Business One SAPB1-101, or demonstrated use of SAP Business One.

    Course Content

  • Finding customer information
    • Business Partner Master
      • Open Balance
      • Credit Limits
      • Properties
    • A/R Aging Report
    • Open Items Report
    • Tracking payments on invoices
  • Issuing Credit
    • Returns and Credit Memos
    • Item vs. Service Credit Memos
    • Reconciling Customer Accounts
  • Using Activities
    • Activity Entry
      • Linked Documents and Attachments
    • Scheduling Activities
    • Follow-up Activities
    • Activities Reports
  • Using Alerts for Credit Management
    • Alerts from Documents
    • Alerts from Activities and Calendar
  • Using the Approval System
    • Approval Parameters
    • Monitoring Approvals
  • Using Dunning Letters
    • Setups
    • Dunning Wizard
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$250.00
Sales A/R 201 - Credit Management
This course is designed to enable managers to utilize the features of SAP Business One for credit management. Features such as the Business Partner Master, Activities, and the Dunning Letter system are discussed in detail. This class will focus on the objectives of credit management, and how to achieve them in the most effective way.