Use this activity to enter credit analyst positions and to designate credit analyst managers. This mandatory task is to be performed by a system administrator or equivalent person if using credit management.
Credit analysts are used for analyzing customer invoice collection and are assigned to customer accounts for tracking and monitoring purposes, i.e. the customers' credit situation. A credit analyst is a position—not a person. Several users can be linked to the same analyst. Each credit analyst manager is responsible for one or more analyst positions and has query authority for all their accounts. If the analyst is to be linked to a manager, the analyst must be entered first.
This activity has the following prerequisites:
As a result of this activity:
Credit Management Basic Data/Credit Analyst
Credit Management Basic Data/Credit Analyst
To perform this activity, follow these steps: