SAP Knowledge Base Article

3377002 - Update credit segment assignment for existing business partner and
documents
Component: FIN-FSCM-CR (Financials > Financial Supply Chain Management > Credit Management), Version:
3, Released On: 05.05.2025

Symptom
Credit segment naming/nomenclature is to be changed
Different credit segment is added to the business partner to replace another
New credit segment is needed for a credit control area
Credit control area to credit segment assignment was changed
Credit control area is now mapped to a different credit segment
Company codes should update to a different credit segment

Environment
Sales And Distribution (SD)
Logistics Execution (LE)
Financial Supply Chain Management (FSCM)
FSCM Credit Management
SAP S/4HANA
SAP S/4HANA Cloud Private Edition

Reproducing the Issue

Credit segment is the organizational unit of FSCM. Credit segments need to be created and assigned to the equivalent credit
control area.

With the following steps the user can create a new credit segment, map to a credit control area and add to a business partner.
1. Create the credit segment and maintain required configuration.
SPRO:
Financial Supply Chain Management
Credit Management
Credit Risk Monitoring
Master Data
Create Credit Segments

2. Define the credit segment so you can use it with SD and FI integration.
SPRO:
Financial Supply Chain Management
Credit Management
Integration with Accounts Receivable Accounting and Sales and Distribution
Integration with Sales and Distribution
Define Credit Segment

3. Assign the credit segment to credit control area to integrate with SD and FI side.
SPRO:
Financial Supply Chain Management
Credit Management
Integration with Accounts Receivable Accounting and Sales and Distribution
Integration with Sales and Distribution
Assign Credit Control Area and Credit Segment
 4. Edit the Business Partner in transaction UKM_BP (role UKM000 in standard) and go to the Credit Segment Tab. Add
the required credit segment to the business partner and save.
*UKM_MASS_UPD3 transaction can also be used to assign new credit segment to a Business Partner. However, this
transaction requires different configuration steps to be performed (e.g. maintain formula). This report is not in the scope
of this document.

Resolution
SD credit exposure
When only the credit segment assignment is changed and there is no change in the credit control area determination, then
from SD side only the FSCM credit exposure (liability category 100, 400, 500) update is required.
To delete the credit exposure from the old segment and UKM_ITEM table use the UKM_COMMITMENTS transaction
(Input: Business Partner, old Credit Segment + Flag Delete Line Items).
To move the SD credit exposure to the new credit segment use the report UKM_RVKRED77 (Input: Customer, Credit control
area + remove Test flag).
*In case of SD table lock issues try using UKM_RVKRED07 with caution per KBA 1756146 - Lack of time for credit exposure
correction (RVKRED77/UKM_RVKRED77)

FI credit exposure
The FI credit exposure (liability category 200, 300) is most often read on the fly from the source table (BSEG) due to the
E_READ_VIEW setting. In this case the system automatically displays the FI credit values under the new credit segment and
it disappears from the old credit segment.
If the FI credit exposure is updated to the UKM_ITEM table, then similarly to SD exposure the UKM_COMMITMENTS
transaction is needed to delete the values from the old segment (it is done simultaneously with the above SD related step).
Then the report UKM_TRANSFER_ITEMS can be used to move the FI credit values to the new segment (Input: Company
code, Customer, Credit Control Area + flag Start Rebuild, Output details and remove flag Test run).
About the direct read topic see SAP Note 2868484 - FSCM Credit Management in S/4: How are the commitments selected or
transferred from FI and SD

Payment behavior key figures

Payment behavior key figures needs to be updated with report UKM_TRANSFER_VECTOR in Rebuild (Input: Company
code, Customer, Credit control area + flag Start Rebuild, Output details and remove flag Test run).

Removing old credit segment

Once the values were successfully moved from the old credit segment to the newly assigned credit segment the old segment
can be removed from the business partner.
Go to transaction UKM_BP -> Credit Segment tab -> change to edit mode -> select the old segment -> press the button
"Delete Data in Segment" -> save and change back to display mode.
Keep in mind that there is no mass credit segment deletion report or transaction, this is a manual activity on the business
partner.

See Also
Attention! This KBA is discussing the FSCM side of the process. It is about adding new credit segment and mapping it to
credit control area.
On the sales side the system is determining the credit control area (CCAr) the same way as with classic credit management
and this value is mapped to the the credit segment based on the assignment. The CCAr is stored in header KKBER field of the
sales documents (VBAK-KKBER, LIKP-KKBER, VBRK-KKBER).
When the CCAr determination is changed, then the existing sales documents can be updated with the UKM_RFDKLI20
report. Check the report documentation before execution.

Information about SD credit control area determination in SAP Note 355242 - Determination of Credit Control Area

Keywords
UKM_ITEMS, UKM_COMMITMENTS, mapping, assignment, credit control area, CCAr, credit segment,
UKMBP_CMS_SGM, UKM_TRANSFER_VECTOR, UKM_TRANSFER_ITEMS, UKM_RVKRED77, company code,
UKM_BP, credit segment change, delete data in segment, KKBER, replaced
 Attributes
Key Value

Other Components Sales and Distribution > Basic Functions > Credit Management (SD-BF-CM)

Requires Action 0

Products
Products

SAP S/4HANA Cloud Private Edition all versions

SAP S/4HANA all versions

This document refers to

SAP Component Title
Note/KBA

1756146 SD-BF-CM

2868484 FIN-FSCM- FSCM Credit Management in S/4: How are the commitments selected or transferred from FI and
CR SD

355242 SD-BF-CM Determination of Credit Control Area