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

1. Open the Calculate Customer Credit Management Information dialog box.
2. 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.
3. 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.
4. 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.
5. Select the Run in Background check box if you want to run the process as a background job.