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Standardizing Credit Limit Setup Across Business Units

Our business team aims to transition credit limit setup from site level to header level to ensure consistency across multiple Business Units (BUs).

However, we face challenges with shared customer accounts as each business unit want to maintain their own credit limit.

Key Concerns:

1.⁠ ⁠Avoid mixed approach (some customers at header level, others at site level)

2.⁠ ⁠Achieve a unified process organization-wide

3.⁠ ⁠Manage implications of separate customer master data for each BU

Specific Questions:

1.⁠ ⁠Has anyone successfully implemented a similar transition?

2.⁠ ⁠What strategies were employed to overcome challenges?

3.⁠ ⁠What risks or implications arise from maintaining separate customer master data for each BU (It means duplicate customers)?

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