B.00 - Audit SAP Credit Management

This workflow runs each of the SAP Credit Management workflows from the Audit package in turn. Select the Templates folder in the LiveCompare hierarchy to access help links for each of these workflows.

• Results from the B.01 - SO Types - Auto credit config workflow are stored in the Results_B01 Table dataset.

• Results from the B.02 - SO Types - Credit Risk Settings workflow are stored in the Results_B02 Table dataset.

• Results from the B.03 - SO Types - Config vs Used workflow are stored in the Results_B03 Table dataset.

• Results from the B.04 - Authorization - Material Master workflow are stored in the Results_B04 Table dataset.

• Results from the B.05 - Authorization - Customer Master workflow are stored in the Results_B05 Table dataset.

• Results from the B.06 - Authorization - Pricing Conditions workflow are stored in the Results_B06 Table dataset.

• Results from the B.07 - Authorization - Sales and Credit Block SOD workflow are stored in the Results_B07 Table dataset.

Each of these datasets is used to generate a single Excel report.

Creating RFC Destinations

Before you begin, you will need to create an RFC Destination for the SAP system you wish to analyze.

Preparing the Workflow

To prepare the B.00 - Audit SAP Credit Management workflow, drag its workflow template from the Templates folder into your own workspace, and modify the workflow as follows:

To specify the systems to analyze:

1. Select the System to Audit Sales Order Types parameter and choose ‘Edit RFC Destination’ from its context menu to display the RFC Destination dialog.

2. Select the RFC Destination for the system from which to retrieve sales order types, then click ‘Save’.

Repeat the above steps to link the System to Audit Authorizations parameter to the RFC Destination for the system from which to retrieve authorizations. Save the workflow using the ‘Save’ toolbar button.

Running the Workflow

To run the B.00 - Audit SAP Credit Management workflow, click the 'Run’ toolbar button, choose 'Run Now’ from the diagram’s context menu, or press F5. The currently running workflow action is marked with an animated display. When the workflow execution has completed, select the Report URL dataset and choose 'View Details’ from the context menu to access the generated report.