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Overview
Credit Management
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Credit Management
System References
None
Distribution
Job Title*
Ownership
The Job Title [list@YourCompany.com?Subject=EDUxxxxx] is responsible for ensuring that this
document is necessary and that it reflects actual practice.
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Objectives
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Agenda
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Define Lookups
Define Lookups
For example, to identify an applicants potential credit risk, you must select a credit
classification and credit review type, if not previously assigned, when entering a credit
application.
The credit classification describes the type of credit relationship that you have with the
applicant. Credit Management provides you with High Risk, Low Risk, and Moderate Risk, but
you can optionally define new credit classifications to fit your business needs.
The credit review type refers to the type of credit reviews that you perform at your enterprise,
such as Credit Checking, Periodic Credit Review, or Lease Application.
You use the Oracle Receivables Lookups window to define any additional lookups that you
require.
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Credit Checklist
Credit Checklist
For example, when a high risk customer seeks to increase its credit limit with your enterprise,
your credit policies might dictate a conservative approach until this customer relationship is
more established. In this scenario, you would use a conservative checklist to determine whether
to grant additional credit and what the credit limit should be.
The flexible setup procedures that follow reflect Credit Managements ability to meet the
demands of your enterprises particular credit policies.
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Agenda
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Making a Recommendation
Making a Recommendation
Credit Management recommendations are user-extensible Receivables lookup codes. Calling
applications can add their specific recommendation and associate a form function to the
recommendation. During the credit review process, upon selection of this recommendation the
calling application calls the form function to present pages to the user to enter data that is
stored in the calling application.
Generally, a recommendation is specific to the type of review that was just concluded. For
example, a credit review that was originally initiated by an order hold would most likely result
in a recommendation to either:
Increase the credit limit to accommodate the amount of the order and remove the order
from hold; or
Deny the request for an increase in the credit limit and leave the order on hold.
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Agenda
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Agenda
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Agenda
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Summary
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