SAP Credit Management
We define credit rules, assessment responsibilities and decision paths. Checks, limits and blocked-order handling are reviewed against commercial practices and the integration available with sales.
SAP FSCM: bring credit, collections and disputes together.
Managing receivables brings finance, credit, collections and sales teams together. Our SAP FSCM expertise connects their rules and actions to create a coherent view of exposure, payment commitments and disputed amounts.
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01 · UNDERSTAND
Make receivables decisions easier to act on.
We begin with your credit policy, collection priorities and reasons for disputes. The solution is designed around responsibility: who assesses risk, handles a block, follows a commitment or resolves an invoicing difference?
- Connect credit policy to sales order processing.
- Prioritise collection work using agreed rules.
- Coordinate dispute resolution across finance and sales.
- Keep operational actions aligned with receivables accounting.
02 · DESIGN & DELIVER
Expertise grounded in how you work.
SAP Collections Management
We organise work priorities, ownership and the follow-up of contacts and payment commitments. Users help define the information needed to prepare and record a collection action.
SAP Dispute Management
We define dispute reasons, ownership and resolution steps. Links to invoices, credit notes and payments are assessed so the business outcome remains consistent with the accounting position.
Receivables integration and reporting
We examine the relationship between FI-AR, sales and the selected FSCM components. Landscape constraints, available functions and data requirements are checked before designing monitoring views and controls.
COPERNIC · PEOPLE & EXPERTISE
Understand the customer relationship and the SAP process.
Our consultants connect cash priorities, commercial practices and SAP capabilities. Their combined business and system expertise helps teams apply the rules and understand how decisions affect customers and accounting.
Business understandingSystem expertise
Discuss the expertise your team needs03 · WORK TOGETHER
A clear approach, from scoping to handover.
- 01
Agree policies and ownership
We document decisions, exceptions and responsibilities with the teams involved. This establishes the scope across credit, collections and disputes.
- 02
Test complete customer scenarios
Testing connects orders, invoices, exposure and management actions. Partial payments, missed commitments and resolved disputes help validate the expected behaviour.
- 03
Set up operational follow-through
We prepare procedures, measures and controls. Finance agrees definitions for DSO, overdue balances and handling times before those measures are used.
04 · MAKE IT CONCRETE
Deliverables your teams can use.
We agree the scope and acceptance criteria at the start of the engagement, based on your landscape and priorities.
- Documented credit and collection policies.
- A dispute process with clear ownership.
- Test scenarios connecting sales, FI-AR and FSCM.
- A reporting framework with defined measures and known data sources.
USEFUL ANSWERS
Your questions.
Does FSCM replace accounts receivable accounting?
The scope described here adds credit, collections and dispute processes around receivables management. Its relationship with FI-AR and sales must be designed for your system landscape and selected components.
Can we start with collections or disputes?
A phased scope can be assessed. We first check prerequisites, data and dependencies so a targeted implementation does not create gaps between teams.
How much can DSO improve?
A tool alone cannot determine the result. We establish a baseline, investigate the causes of late payment and identify practical actions before agreeing measurable targets for your business.
A CONCRETE FIRST STEP
Clarify a business friction
One process, the people involved and the evidence already available.
Proposed starting deliverables
Process map, prioritised actions and acceptance criteria.
Scope, access, schedule and fees are agreed together before starting. No fixed duration or outcome is implied.
Scope this first step →Explore an interactive example ↗