Enter Credit Analyst User
Explanation
Use this activity to specify the
users assigned to a credit analyst position. Each credit analyst must have one user
designated as the default for use in creating invoice notes. This mandatory task
is to be performed by a system administrator or equivalent person if using
credit management.
Prerequisites
This activity has the following prerequisites:
- A credit analyst must be created.
System Effects
As a result of this activity:
- The credit analyst can be entered in the Credit Info tab
of the
Customer window.
Window
Credit Management Basic Data/Credit Analyst User
Related Window Descriptions
Credit Management Basic Data/Credit Analyst User
Procedure
To complete this activity, follow these steps:
- Open the Credit Management Basic Data
window.
- Click the
Credit Analyst User tab.
- Create a new record.
- In the Credit Analyst field, select the credit analyst from the
list of Values. The description is populated.
- In the User ID field, select the user assigned to this credit
analyst from the List of Values. The name is populated.
- To specify the user as the default user, select the Default check
box. The Manager and Manager Description fields are populated.
- In the Message Group field, select the group to use for message
information from the List of Values. The description is populated.
- To enter a description or comment about the credit analyst user, use the Description
field.
- Save the changes.