|
|
|
|
This page allows you to view the credit status. You can select the business unit in which the credit status has to be viewed. 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 view the reason for modifying the credit status.
Select the “View Credit Status” link under the “Credit Management” business component.
The “View 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). Mandatory. The customer must have been defined in the “Create Customer” activity of the “Customer” business component and must be in “Active” status. |
|
Help facility available. |
The system displays the following field:
|
Customer Name |
The name of the customer. |
|
Zoom facility available. |
The system displays the following 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 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. |
To proceed, carry out the following
Select the “Credit Status History” link at the bottom of the page to view the history 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.
