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This activity allows you to view the credit check details that have been already set. Tell me more.
Select the “View Credit Check Setup” activity under the “Credit Management” business component.
The “View Credit Check Setup” page appears.
Enter the following field:
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Date |
The date on which the credit check setup is effective (Date Format). The system date is displayed by default on launch of the page. |
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Press <Enter> key. | |
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The system displays the effective period of the credit check setup and the credit bucket setup details. |
The system displays the following fields:
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Effective Date From |
The date from which the credit check setup is effective. |
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Effective Date To |
The date till which the credit check setup is effective. |
Note: The system retrieves the credit bucket setup details in the multiline based on the date specified in the “Date” field.
The system retrieves the details based on the parameter set in the “Company Parameter Setup” business component. If the BU spans across the company, the system retrieves the setup details for the BU. If the BU does not span across the company, the system retrieves the details for the company.
Note: You can view the earlier credit check details set, that is, credit check set before the one displayed
Click the “View Previous” pushbutton to view the earlier credit check details.
The system displays the previous credit check details if it exists.
The system displays the credit check setup details for the company or for the BU.
Click the “View Next” pushbutton to view the next credit check details.
The system clears the date field.
The system displays the next credit check setup details if it exists.
The system displays the credit check setup details for the company or for the BU.
The system displays the following fields in the “Credit Bucket Setup” multiline:
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Credit Bucket No. |
The number identifying the credit bucket. The system displays the credit bucket numbers sequentially. |
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Status |
The status of the credit bucket which could be “Active” or “Inactive”. |
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Days From |
The starting day in the range of overdue days for the credit bucket. |
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Days To |
The ending day in the range of overdue days for the credit bucket. |
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Weightage % |
The weightage percentage based on which the credit rating is calculated. |
The system displays the following fields in the “Credit Check Limits” group box:
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Hold For Order |
The upper limit for the credit rating, above which the transactions will be held for orders. |
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Hold For Pick |
The upper limit for credit rating, above which the material will be held for packaging. |
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Hold For Ship |
The upper limit for credit rating, above which the material will be held for transporting. |
The system displays the following fields in the “Credit Check Setup” group box:
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Frequency |
The frequency in which the credit check will be run. |
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Start Date |
The start date of the credit check run. |
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Credit Check Type |
The credit check type, which could be BU or Company. |
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Balance Type |
The balance type based on which the credit check is run, which could be “Debit Balance” or “Net Balance”. |
The system displays the following fields:
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Last Modified By |
The login ID of the user who last modified the credit check details. |
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Last Modified Date |
The date on which the credit check details are last modified. |
