Modifying credit status

This page allows you to modify the credit status. You can select the business unit in which the credit status has to be modified. You can specify the code identifying the customer. The system displays the credit status of the customer like the credit rating, level of the credit check and the date on which the credit check was run for the customer. The system also displays the latest modification of credit status done for the customer. This page allows you to specify the reason for modifying the credit status.

Select the “Modify Credit Status” link under the “Credit Management” business component.

The “Modify Credit Status” page appears.

Enter the following fields:

BU	Use the drop-down list box to select the business unit. The system displays “All” by default on launch of the page.
Customer Code	The code identifying the customer (Alphanumeric, 32). The customer must have been defined in the “Create Customer” activity of the “Customer” business component and must be in “Active” status.

The system displays the following field:

Customer Name	The name of the customer.
	Zoom facility available.

The system displays the following fields in the “Credit Status” group box:

Credit Rating	The credit rating of the customer.
Credit Check Level	The level of the credit check performed for the customer. The credit check level could be “Customer” or “Up the Hierarchy” or “Total Hierarchy”.
Credit Check Date	The date on which the credit check was run for the customer.
Shipping Status	The credit status with respect to the shipping transaction
Picking Status	The credit status with respect to the picking / issue transaction.
Ordering Status	The credit status with respect to the sale order transaction

The system displays the following fields in the “Modified Credit Status” multiline:

Modification Date	The latest date on which the credit status was modified, if any.
Status Type	The status type, which could be “Shipping”, “Picking” and “Ordering”.
Modified Status	The modified status.
From Date	The date from which the modified credit status is effective.
To Date	The date till which the modified credit status is effective.
Reason Code	The code identifying the reason.
Remarks	Any comment pertaining to modifying credit status.
Modified By	The login ID of the user who modified the credit status.

Enter the following fields in the group box:

Effective From Date	The date from which the modified status for the selected status type is valid for the customer (Date Format). Mandatory.
To	The date till which the modified status is valid for the customer (Date Format).

Note: The system displays the current system date in “Effective From Date” and “To” field by default on launch of the page.

Reason Code	Use the drop-down list box to select the reason code. The system lists all the reason codes defined in the “Maintain Reason Information” activity of the “Reason Definition” business component. The system displays the already defined default reason code on launch of the page.
Status Type	Use the drop-down list to select the status type. The various status type available are “Shipping”, “Picking” and “Ordering”. The system displays “All” by default on launch of the page.
Modified Status	Use the drop-down list box to select the modified status. The various status available are
	Hold – Indicates that the customer should be put on hold for the status type irrespective of his credit rating.
	No Hold – Indicates that the customer should not be held for the status type, irrespective of the credit rating. The system leaves the field “Blank” by default on launch of the page.
Remarks	Any comments pertaining to the modification of the credit status (Alphanumeric, 100).
	Zoom facility available.

Note: The system first checks the ‘Credit Check Action’ for the customer code in the ‘Customer’ business component. If it is ‘Hold’, the system checks if the function default to ascertain whether credit check is required for the relevant status type is set to ‘Yes’. Only if the above conditions are satisfied, does the modified credit status come into force.

If modified credit status is not available, the credit status based on the credit rating would finally come into play.

To proceed, carry out the following

Select the “Credit Status History” link at the bottom of the page to view the modified details of the credit status.

Select the “Modification History” link at the bottom of the page to view the history maintained by the system for modification of credit status.