SAP Credit Status (SAP ECC)

The SAP Credit Status component shows an Account’s credit status: Credit Limit, Total Liabilities and Credit Consumed as a percentage are shown. The chart is color coded to give the user an immediate warning if the limit is about to be consumed. The Overcast Component shows the SAP Customer Credit Management Display (transaction FD33) information as is and does not take into account the ongoing Opportunities.

If your backend system is SAP S/4 HANA, please go to SAP S/4HANA Credit Status for the instructions.

Installation

Navigate to the Component Library in the Overcast App. Filter by SAP-integrated Customer 360 under Collections.
Activate the SAP Credit Status component, by selecting the blue Activate. (Once activated, the panel will appear green).
Choose the connection string for your Backend System and click Activate.
Navigate to the Monitoring Tab and check the Status. A green circle indicates that the component is successfully activated and is ready to use. If you see a red circle indicating an error, navigate to the ID (eg. 00001) and see Detailed Log for information regarding error. Go to Monitoring pages for more information.

Display the component

SAP Credit Status can be displayed on the Salesforce Account record page.

Go to Account record page. Navigate to Setup and select Edit Page to open Lightning Application Builder.
From Left pane, drag and drop the SAP Credit Status component onto the page. Click Save and then Activate.
If this is your first component to install, you will see Page Layout Activation page. Select Assign as Organization Default. Click Next and then Save. The component is now displayed on the Account record page.

Functionality

Go back to the Account record page to view the SAP real-time percentage of credit consumed against the credit limit.