Calculate Customer Credit Information
Explanation
This activity is used to update customer credit information. The updated
information can be viewed as a DSO graph and can also be analyzed using the
Customer Credit Management Analysis windows.
Prerequisites
This activity requires that customer invoices have been entered.
System Effects
As a result of this activity, the credit information for specified customers is
updated.
Window
Calculate Customer Credit
Information
Related Window Descriptions
Calculate Customer Credit Information
Procedure
- Open the Calculate Customer Credit Management Information
dialog box.
- Using the List of Values select the range of credit analyst codes for
the fields From Credit Analyst and To Credit Analyst. Based on
this selection customers and customer groups belonging to a particular group
of credit analysts will be filtered.
- Select the Customer option if you want to update the credit
information based on a particular set of customers and enter the range in
the From and To fields.
- Select the Customer Group option if you want to update the credit
information based on a particular set of customer groups and enter the range
in the From and To fields.
- Select the Run in Background check box if you want to run the
process as a background job.