Use this window to specify credit analysts and their managers. In this context, a credit analyst is not a person, but rather a position. In this position, one or more persons, as designated by their user IDs, monitor one or more assigned customer accounts.
For the description of each tab in the window, follow the appropriate link: Credit Analyst, Credit Analyst User, Aging Bucket, Notes Status, DSO Settings.
Specify General Customer Credit Information
Enter Credit
Analyst
Enter Credit
Analyst User
Modify Aging
Bucket
Enter Notes
Status