Credit Management Basic Data

[To Define Financials Basics]

Usage

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.

Activity Diagrams

Specify General Customer Credit Information

Activities

Enter Credit Analyst
Enter Credit Analyst User
Modify Aging Bucket
Enter Notes Status