Credit Monitoring Setup
The Credit Monitoring Setup page contains generic settings that is not specific to any datasource.
| Field | Description |
|---|---|
| Default Search Country Code | Specifies the default country code when searching in Creditsafe. |
| Default Search Type | Specifies the default object type when searching in Creditsafe. |
| Age Limit for Active Customer/Vendor | Specifies a date formula that decides how far back in time a customer/vendor can have a posted ledger entry and still qualify as an active customer/vendor. |
| Manual Credit Approval Lifespan | If specified, manual credit approvals will have a |
| German Reason Code | It is mandatory to specify a reason when pulling credit information about german companies. This setting specifies the reason. |
| Combine Customer and Vendor Statistics | Specifies if vendor statistics shall be visible on customer card (and vice versa) when a monitoring object is linked to both a customer and a vendor. |
| Include Inactive | Specifies if inactive comapnies shall be included in search results. |
| Style for Non-active Search Result | Specifies the style of non-active search results. |
| Default Customer Data | Specifies if default customer data shall be fetched from a customer template or a configuration template. This setting decides what lookup page to open for selection if no customer template and/or configuration template has been specified on an applicable Customer/Vendor Integration Setup line when creating a customer from a search result. |
| Monitoring Object Mandatory | Specifies if a customer must be linked to a monitoring object when specifying the customer number on a sales document. This setting should not be enabled if the customer table contains customers that has a bill-to customer since such customers are not linked to a monitoring object. |
| Credit Check in Sales Quote | Specifies if a credit check shall be performed automatically in sales quote if the last date for credit check is older that today minus the Age Limit for Credit Check. |
| Credit Check in Sales Order | Specifies if a credit check shall be performed automatically in sales order if the last date for credit check is older that today minus the Age Limit for Credit Check. |
| Credit Check in Sales Invoice | Specifies if a credit check shall be performed automatically in sales invoice if the last date for credit check is older that today minus the Age Limit for Credit Check. |
| Manual Credit Approval Lifespan | If specified a manual approval will have a expiry date. When specifying a lifespan will be asked if you want to update existing manual approvals and if you want the scheduled updates to delete expired manual approvals. |
| Failed Credit Check Action on Manual Sales Order Release and Post | Specifies if Credit Check Status shall be validated before manual release or post of sales order. Available options are [Blank], Block and Warning. For a user with "Manual Credit Check" enabled in the User Setup the option Block will act as Warning. With the setting "Block" users without "Manual Credit Check" in the User Setup cannot post or release sales orders for customers that has a non approved credit check status. Orders with 100% prepayment will not be validated. |
| Age Limit for Credit Check | Specifies an age limit for how old credit check information can be before automatically triggering a new credit check. |
| Credit Check when creating Customer | Specifies if a credit check shall be performed when creating a customer from a search result and if it shall be mandatory with a successful credit check or if the credit check is only advisory. |
| Block New Manual Customer | Specifies if it shall be possible to create customers directly on the customer card, or if the user shall be force to create customers using Search in Creditsafe. This setting should not be enabled if the customer table contains customers that has a bill-to customer since such customers are not linked to a monitoring object. |
| Default Vendor Data | Specifies if default data for vendors shall be based on configuration template when no configuration template has been specified on an applicable Customer/Vendor Integration Setup line when creating a vendor from a search result. |
| Block New Manual Vendor | Specifies if it shall be possible to create vendors directly on the vendor card, or if the user shall be force to create vendors using Search in Creditsafe. This setting should not be enabled if the vendor table contains vendors that has a pay-to vendor since such vendors are not linked to a monitoring object. |
| Default Contact Data | Specifies if default data for contacts shall be based on configuration template when no configuration template has been specified on an applicable Customer/Vendor Integration Setup line when creating a contact from a search result. |
| Credit Check when Creating Contact | Specifies if a credit check shall be performed when creating a contact from a search result and if it shall be mandatory with a successful credit check or if the credit check is only advisory. |
| Industry Group Integration | Specifies if industry codes on monitoring objects shall be integrated with industry group codes for contacts. |
| Log Messages | Specifies if Creditsafe web service communication shall be logged in the Creditsafe Web Service Communication Log |
| Message Entry Age Limit | Specifies how old messages that shall be kept in the Web Service Communication Log. |